Sizing up the cable industry in Q4 2011

FierceCable is tracking the Q4 2011 performance of pay TV distributors, technology suppliers and Internet video players, focusing on the battle for subscribers between cable MSOs, satellite TV providers and telcos. You can also compare Q4 results to those from Q3 2011, Q2 2011, or Q1 2011, or see how the industry performed this time last year by reviewing Q4 2010 coverage. Or, check out FierceCable's quick summary charts for Q3 2011, Q2 2011, Q1 2011, and Q4 2010.

Jan. 24

Apple (Nasdaq: AAPL)
- more Apple news

Verizon (NYSE: VZ)
Verizon reported that it picked up 194,000 FiOS TV subscribers during the fourth quarter, and CFO Fran Shammo insists that the company will hit step up its efforts to innovate and market its FiOS services.
- see this article
- and the earnings release
- more Verizon news

Jan. 25

Netflix (Nasdaq: NFLX)
After a losing more than 800,000 subscribers during the third quarter, Netflix regained 600,000 subscribers during the fourth quarter. The company predicted that it will continue to see DVD-only subscribers and customers who subscribe to hybrid DVD and streaming video subscriptions fall, but that it will see steady growth from subscribers that pay it $7.99 monthly for unlimited streaming of TV shows and movies.
- see this article
- the letter to shareholders (PDF)
- and the news release
- more Netflix news

Jan. 26

AT&T (NYSE: T)
AT&T added 208,000 U-verse TV subscribers during the fourth quarter, growing its subscription video subscriber base to 3.8 million.
- see this article
- the earnings release
- and comments from Randall Stephenson
- more AT&T news

Motorola Mobility (NYSE: MMI)
Net revenue at Motorola Mobility's home division dropped 11 percent to $897 million in the fourth quarter.
- see this article
- and the earnings release
- more Motorola Mobility news

Time Warner Cable (NYSE: TWC)
The second largest U.S. cable MSO attributed discounts on its triple play and other promotions to improved performance during the fourth quarter. While it reported Thursday that it lost 129,000 video subscribers during Q4, it picked up 117,000 high-speed Internet subscribers and 27,000 voice subscribers.
- see this article
- and the earnings release
- more TWC news

Feb. 7

Walt Disney Co. (NYSE: DIS)
In the company's fiscal first quarter, diluted earnings per share (EPS) for the quarter increased 18 percent to $0.80 from $0.68 in the prior-year quarter. Operating income for its cable networks segment increased to $967 million for the quarter due to growth at ESPN and its worldwide Disney Channels, while income in its broadcasting segment decreased to $226 million.
- see this related article
- this article
- and the earnings release
- more Disney news

Feb. 8

Time Warner Inc. (NYSE: TWX)
Time Warner reported about $3.5 billion in revenue from its networks division in the fourth quarter of 2011, up by about $151 million from the fourth quarter of 2010. Its operating income from the networks division increased by about $240 million to $1.14 billion during the quarter. CEO Jeff Bewkes said on a fourth-quarter earnings call that the industry should let subscribers access all of its subscription content on any platform for no additional charge.
- see this article
- and the earnings release
- more Time Warner news

Virgin Media (Nasdaq: VMED)
Virgin Media said Wednesday that the number of subscribers using TiVo DVRs more than doubled during the fourth quarter to 435,000. The top UK cable operator saw net TiVo subscriber additions of 273,000 during the quarter.
- see this article
- and the earnings release
- more Virgin Media news

Feb. 9

News Corp. (Nasdaq: NWSA)
The media giant's television segment, which includes its Fox broadcast network and TV stations, generated $189 million in operating income during the quarter, up 38 million, or 25 percent, compared to this time last year. CEO Chase Carey evoked the premium prices that Apple charges for its products during the quarterly earnings call, when explaining News Corp.'s push to get cable and satellite affiliates to pay it for allowing subscribers to access TV series online.
- see this article
- this related article
- and the earnings release
- more News Corp. news

Feb. 15

Comcast (Nasdaq: CMCSA)
Stock in Comcast jumped nearly 7 percent after it reported that it lost just 17,000 basic video subscribers during the fourth quarter. Wall Street analysts had expected Comcast to lose more than 100,000 customers during Q4.
- see this article
- and the earnings release
- see this related article
- more Comcast news

Feb. 16

DirecTV (Nasdaq: DTV)
In Q4, DirecTV picked up just 125,000 net new subscribers, down significantly from the third quarter, when it added 328,000 new subscribers. Subscriber growth was also down compared to the fourth quarter of 2010, when it added 289,000 subscribers.
- see this article
- and the earnings release
- this related article
- more DirecTV news

Frontier Communications (NYSE: FTR)
Rural telco Frontier lost 5,900 FiOS TV subscribers during the fourth quarter, but said that it will continue to support the delivery of video programming to FiOS customers that it picked up through its acquisition of $8.6 billion in Verizon assets in 14 states in 2010.
- see this article
- and FierceTelecom's coverage
- more Frontier news

Knology (Nasdaq: KNOL)
Knology, which recruited the general manager from Comcast's Augusta, Ga., system last fall to run its operation in Augusta, ended the quarter with 256,653 video customers.
- see this article
- and the earnings release
- more Knology news

Rovi Corp. (Nasdaq: ROVI)
- more Rovi news

Feb. 20

Dish Network (Nasdaq: DISH)
- more Dish Network news

Feb. 24

Cable One - The Washington Post Co. (NYSE: WPO)
- more Cable One news

Feb. 27

Charter Communications (Nasdaq: CHTR)
- more Charter news

Feb. 28

Cablevision (NYSE: CVC)
- more Cablevision news

Feb. 29

TiVo (Nasdaq: TIVO)
- more TiVo news

March 5

Nexstar Broadcasting (Nasdaq: NXST)
- more Nexstar news

March 12

LIN TV (NYSE: TVL)
- more LIN TV news

March 19

Blonder Tongue Laboratories (AMEX: BDR)
- more Blonder Tongue news

TBA:

Insight Communications
- more Insight news

Mediacom Communications
- more Mediacom news

Rogers Communications (NYSE: RCI)
- more Rogers Communications news

E.W. Scripps Company (NYSE: SSP)
- more Scripps news

Starz - Liberty Media (Nasdaq: LMCA)
- more Starz news

Suddenlink Communications - Cequel
- more Suddenlink news