Cable in the third quarter of 2012

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third quarter earningsHow did pay TV distributors, programmers, and technology vendors perform during the third quarter of 2012? AT&T and Verizon both posted gains in their respective U-verse TV and FiOS TV services, while cable operators are expected to report strong growth of their high-speed Internet subscribers during Q3. FierceCable will track the earnings reports and investor calls from public cable distributors, programmers and technology vendors, and update this special report regularly.

MULTICHANNEL VIDEO PROGRAMMING DISTRIBUTORS

Oct. 19

Verizon (NYSE: VZ)
After gaining 119,000 FiOS TV subscribers during the third quarter, Verizon executives predicted that the company will pick up more than 150,000 video subscribers during the fourth quarter.
- see this article
-  earnings release

Oct. 23

Virgin Media (Nasdaq: VMED)
British cable MSO Virgin Media said it deployed TiVo DVRs to 205,900 subscribers during the third quarter, growing the total number of subscribers who use TiVo to 1.14 million.
- see this article

Oct. 24

AT&T (NYSE: T)
AT&T said it picked up 198,000 U-verse TV and 613,000 U-verse broadband subscribers in the third quarter, with revenue from its U-verse business jumping 38 percent compared to this time last year.
- see this article
- earnings release

Oct. 26

Comcast (Nasdaq: CMCSA)
Comcast reported third quarter 2012 earnings today, with results highlighted by the fact that the company's total number of video, broadband Internet and voice telephony customers has surpassed 50 million.
- see this article
- earnings release

Nov. 5

Time Warner Cable (NYSE: TWC)
Time Warner Cable COO Rob Marcus said Monday that the MSO will increase the speed of its standard broadband Internet tier by about 50 percent over the next 60 days.
- see this article
- earnings release

Liberty Global (Nasdaq: LBTYA)
Liberty Global rode to strong third quarter earnings with help from its recent Horizon TV platform launch in the Netherlands. Since the early September launch, the company said it has sold more than 50,000 Horizon subscriptions and had over 125,000 unique online for the hybrid TV/online solution.
- see this article
- earnings release

Nov. 6

Cablevision (NYSE: CVC)
Cablevision may eventually use its extensive WiFi network in New York, New Jersey and Connecticut to market a voice service to subscribers, Cablevision CEO Jim Dolan told analysts on the company's third-quarter earnings call Wednesday.
- see this coverage
- and the earnings release

Charter Communications (Nasdaq: CHTR)
Charter reported that it lost 73,000 video subscribers during the third quarter, while gaining 69,000 high-speed Internet and 52,000 phone customers. CEO Tom Rutledge said he is centralizing network operations as part of a strategy focused on deploying cloud-based video products, faster broadband tiers and new pricing of its triple play.
- see our coverage
- and the earnings release

DirecTV (Nasdaq: DTV)
DirecTV said that it grew its subscriber base by just 67,000 during the third quarter. That's a significant drop from the third quarter of last year, when the top satellite TV provider gained a record 327,000 net new subscribers.
- see this article
- and the earnings release

Dish Network (Nasdaq: DISH)
Dish Network blamed the $158 million net loss it reported for the third quarter on the deal it signed with Cablevision and AMC Networks last month, noting that the settlement of the Voom breach-of-contract suit reduced its net income by $453 million.
- read our coverage
- and the earnings release

ONLINE VIDEO PROVIDERS

Oct. 23

Netflix (Nasdaq: NFLX)

- see this article

Oct. 25

Apple (Nasdaq: AAPL)
- earnings release

TECHNOLOGY VENDORS

Oct. 24

Arris (Nasdaq: ARRS)

-  earnings release

Nov. 6

EchoStar

Nov. 13

Cisco

PROGRAMMERS

Nov. 1

Crown Media
- earnings release

Nov. 6

News Corp. (Nasdaq: NWSA)
Executives said News Corp. more than doubled the retransmission-consent fees it collects from cable operators and satellite TV providers during the quarter ending Sept. 30. The media giant said that its television segment generated $156 million in operating income for its fiscal first quarter of 2013, up 17 percent compared to the same period last year. Increased retransmission-consent fees represented the biggest area of growth for the TV segment.
- see our coverage
- and the earnings release

Nov. 7

Time Warner Inc. (NYSE: TWX)
Time Warner Inc. said TBS, TNT, HBO and other networks in its networks division generated $3.3 billion in third quarter revenue, up 4 percent compared to this year.
- see this spotlight
- and this coverage
- here's the earnings release

Nov. 8

Walt Disney Co. (NYSE: DIS)
Increases in license fees Walt Disney Co. collects from ESPN helped it generate $1.4 billion in operating income from its cable networks during its fiscal fourth quarter, but the company said ad sales at the top sports network were flat.
- see our coverage
- and the earnings release

AMC Networks (Nasdaq: AMCX)
AMC Networks reported $37 million (51 cents per share) in net income for the third quarter, down from the $40 million (56 cents per share) that it reported for the same period last year.
- see this spotlight
- and the earnings release

Nov. 9

Suddenlink Communications
Cequel subsidiary Suddenlink's focus on deploying advanced video products such as the TiVo Premiere DVR helped it grow its video subscriber base by 200 customers during the third quarter, with the MSO ending the period with 1,233,300 subscribers. It also picked up 24,900 digital cable, 17,400 cable modem and 7,100 residential telephone customers.
- see our coverage
- and the earnings release
- more Suddenlink news