Let's take a step back in time, when pay-TV was on the rise and the idea of streaming a video over a dial-up modem was a laughable proposition. This chart depicts the major acquisitions and mergers consummated by today's top five cable operators during the past 10 years.
A Charter Communications investor is trying to spur a class-action lawsuit against the company, alleging that Liberty Broadband has been granted unfairly discounted share prices as part of Charter's pending purchases of Time Warner Cable and Bright House Networks.
If Charter Communications is successful in acquiring fellow cable MSOs Time Warner Cable and Bright House, it could alter the dynamics of the Ethernet market once again.
Two new reports from top Wall Street research firms both offer a surprisingly positive outlook on the cable sector, singling out the likes of Comcast, Charter Communications and Time Warner Cable as operators best positioned to take advantage of the upheaval in the pay-TV sector.
Billionaire financier George Soros and his Soros Fund Management purchased 1.45 million shares in Time Warner Cable during the second quarter, according to an SEC filing released Friday and reported by Barron's.
If there was one common theme the top cable MSOs saw in the second-quarter results, it was that broadband subscriptions continued to rise as more video customers cut the cord in favor of online video alternatives like Netflix and Hulu.
Now that the historic second-quarter earnings season is over, it's time to sift through the rubble. FierceCable has assembled a complete look at the second-quarter earnings season.
Time Warner Cable is highlighting its growing portfolio of backhaul services, noting in a blog post that the company has nearly 20,000 cell towers wired for cellular backhaul service. That figure is important because it shows how important wholesale services have become to cable MSOs, particularly as residential video subscriber numbers are dropping.
Cable, satellite and telco-based TV operators lost more than 300,000 video customers in the second quarter, a tally on par with the nearly 320,000 subscribers lost during the same period of 2014.
Although Wall Street analysts continued to fret over declines in number of pay-TV subscribers, the nation's cable players generally offered positive views of Wi-Fi and their plans to expand the use of the technology. Indeed, a number of cable companies specifically mentioned their Wi-Fi plans during their second quarter conference calls with analysts.