Charter Communications Inc
How the Spectrum Stimulus Credit Can Help You Pay for Internet
The New Fox Continues to Take Shape
Fox posted a net profit of $920.0 million on revenues of $7.9 billion in its fiscal fourth quarter, which ended in June.
How Is Frontier Communications Stock Placed for 2019?
On January 3, Frontier Communications (FTR) had “buy” ratings from one out of 13 analysts and “hold” ratings from six analysts.
Why Frontier Faces the Most Competition from Charter
As Frontier offered faster speeds and new offers, the company’s broadband net additions improved sequentially in the California, Texas, and Florida (or CTF) markets during 2Q17.
Why Charter Stock Rose 3.6% on July 31
Charter posted second-quarter results on July 31 before the market opened. The company delivered better-than-expected earnings and revenues.
Can Disney Still Get What It Wanted from Fox?
Regulators have reshaped the Disney-Fox deal to the point that investors may be asking whether Walt Disney (DIS) is still getting what it wanted when it bought most of 21st Century Fox’s (FOX) assets for $71.3 billion last year.
Choosing the Proper Election in the Time Warner Cable Deal
Time Warner Cable (TWC) shareholders have a choice in the transaction. They can elect to receive $100 cash plus .5409 shares of Charter (CHTR) or $115 plus .4562 shares of Charter.
Issuers Return to the Leveraged Loan Primary Market
AlixPartners provides financial advisory and business services. It issued leveraged loans worth $1.1 billion last week. The B2/B+ rated covenant-lite Term Loan B was issued for seven years.
Dish Network: Recent Returns and Stock Trends
On October 28, 2016, Dish Network’s (DISH) stock was trading at $57.38. The stock was trading 0.7% above its 20-day moving average of $57.
Can CBS and Viacom Make a Deal This Time?
CBS made a profit of $561 million on revenue of $4.0 billion in the fourth quarter.
Time Warner Cable and Charter Merger: What Could Stop the Deal?
Between Time Warner Cable and Charter Communications, the MAC clause lays out the circumstances under which Charter can back out of the deal.
A Look at Frontier’s Capex Plans in 2017
Frontier’s capital expenditure Telecommunication services is a highly competitive industry, with multiple operators offering similar voice, data and video offerings. Given the limited opportunities to expand organic margins, emphasis on strategic services, product innovation, and expansion may require increased capital expenditure. Let’s take a closer look at Frontier Communications (FTR), which continues to increase capex to […]
How Charter Communications’ Valuation Stacks Up against Peers
As of May 24, Charter Communications (CHTR) had a market capitalization of $84.4 billion.
Charter Communications’ Key Technical Levels Going into 2018
On January 22, 2018, Charter Communications (CHTR) was trading 5.5% above its 100-day moving average.
Viacom’s Affiliate Revenue May Gain from Multiyear Renewal Deals
Viacom’s (VIAB) affiliate revenue business, part of its media networks segment, fell 1% YoY (year-over-year) to $1.2 billion in fiscal 4Q17.
Analyzing Charter Communications’ Valuation and Target Prices
Of the 30 analysts covering Charter Communications’ (CHTR) stock, 67% recommend “buy,” 30% recommend “hold,” and the remaining 3% recommend “sell.”
Farallon Capital adds a new position in Covidien
Ireland-based Covidien is a global healthcare leader that offers innovative medical technology solutions and patient care products to providers.
US Equities Decline on 1Q15 Gross Domestic Product Numbers
US equities declined in 1Q15. GDP dropped by 0.7% in the first quarter against the expectation of 0.2% growth.
How Frontier’s Customer Revenues Trended in Q4
Frontier (FTR) reported customer revenues of $2.03 billion in the fourth quarter, almost flat from the year-ago quarter.
Charter Communications’ Stock Performance So Far in 2019
Charter Communications’ (CHTR) closing price on March 19 was $360.45 per share.
A Look at Analysts’ Ratings for Dish Network
On August 26, 2016, Dish Network’s (DISH) stock was trading at $48.84. The stock was trading 4.2% below its 20-day moving average of $51.
Have Charter Communications’ Margins Improved?
Charter Communications’ adjusted EBITDA increased ~6.5% year-over-year on a pro forma basis to reach $3.9 billion in the first quarter.
What Analysts Expect from Charter Communications’ 4Q17 Earnings
Charter Communications (CHTR) plans to report its 4Q17 results on February 2, 2018. Analysts expect CHTR’s 4Q17 adjusted earnings per share to reach ~$0.88.
The Analysts’ Take: Comcast Trades at a Discount, but Should You Get In?
On September 6, 2016, Comcast’s stock was trading 0.9% below its 20-day moving average of $67 and 0.5% above its 50-day moving average of $66.
How Analysts Have Rated DISH Network
On March 13, 2017, Dish Network (DISH) stock was trading at $62.05, 0.08% above its 20-day moving average of $62, 1.7% above its 50-day moving average of $61.
Inside Sprint’s Customer Base
The performance of a mobile carrier’s network determines its customer base. Sprint (S) has been focusing on upgrading its network to keep its customers.
JAT Capital Initiates a New Position in Time Warner Cable in 1Q15
The rationale for investing in Time Warner Cable could involve its growing subscriber base, which was lagging until last quarter, and the speculation over a deal with Charter Communications.
Farallon Capital exits its position in Time Warner Cable
In February, Comcast agreed to buy Time Warner Cable for ~$45.2 billion. This deal will create the largest cable provider in the U.S.
The FCC’s New Set-Top Box Proposal: Why All the Controversy?
In late January, the FCC (Federal Communications Commission) put forward a proposal that would give a choice to pay-TV consumers.
Is the Time Warner Cable–Charter Deal a Go?
Charter is a $20 billion market cap company. Time Warner Cable is a $51 billion company. Mergers in which a small company buys a larger company are invariably dicier.
How Analysts Are Rating Dish Network after 4Q16 Earnings
Of the 26 analysts covering Dish Network (DISH), 13 have given it a “buy” recommendation, and eight have given it a “hold.”
A Look at Charter Communications’ Earnings Growth in 4Q17
In 3Q17, Charter Communications (CHTR) reported adjusted EBITDA of $3.8 billion, compared to $3.6 billion in 3Q16.
How Analysts View Charter Communications in March 2018
Of the 26 analysts tracking CHTR, 20 rated the stock as a “buy,” one rated the stock as a “sell,” and five rated the stock as a “hold.”
Some Financial Dynamics of Altice’s Cablevision Transaction
After the approval of the Cablevision transaction by the New York Public Service Commission, Moody’s Investors Service cut Cablevision’s Corporate Family Rating from Ba2 to B1.
High Yield Bond Issuance Hit 2016 Record Last Week
High yield bond issuance surged last week and hit its highest level in 2016 yet due to continued growth in volume.
Verizon’s Speed Match could compete with cable
In July 2014, Verizon introduced an innovative service called Speed Match, which allows customers to receive upload speeds that match their download speeds.
Must-know: Why Tiger Global liquidates stake in Yahoo
Tiger Global disposed of a position in Yahoo Inc. (YHOO) which accounted for 4.53% of the fund’s 4Q13 portfolio.
What Investors Should Know about the Sprint-Cox Deal
For about six years, Sprint (S) waged courtroom battles with Cox Communications, but the companies recently settled their differences and subsequently entered a multiyear business deal.
Coatue Management adds position in eBay
In 3Q14, Coatue Management added to its position in eBay Inc. (EBAY). The stock accounted for 3.37% of the fund’s portfolio for the quarter.
Must-know: Will Charter (CHTR) bid for Time Warner Cable (TWC)?
While Charter has openly and aggressively pursued Time Warner, any deal would likely be difficult to execute and fraught with risks.
What’s Driving Verizon’s Fios Customer Growth
The telecom company is managing the challenges of the pay-TV market by concentrating on its Fios Internet offering.
Why Berkshire Hathaway reduces stake in ConocoPhillips
Berkshire Hathaway has reduced its position in ConocoPhillips (COP). The position now accounts for 0.11% of the fund’s 2Q14 portfolio—down from 0.74% in 1Q14. ConocoPhillips is an independent exploration and production company.
Time Warner Cable: A Media Giant
Time Warner Cable is among the largest providers of video, high-speed data, and voice services in the US. It’s mission is to connect its customers to the world.
What Were the Top Holdings of Citadel Advisors in Q3?
In Q3 2019, Citadel Advisors’ portfolio of publicly traded securities was worth $212.04 billion. In Q2 2019, its portfolio was worth $155.1 billion.
Charter Communications: A Major Cable TV Player
Charter Communications is among the largest providers of cable services in the US. It served ~6.2 million residential and business customers at the end of 2014.
S&P 500 Index Nears Record High amid Earnings Season
The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July.
What’s Next for Altice after Cablevision Acquisition?
At the end of 1Q16, Suddenlink and Cablevision had ~1.6 million and ~3.1 million customer relationships, respectively.
Updates on Verizon’s MVNO Agreement with Comcast and Charter
Cisco Systems’ (CSCO) VNI (Visual Networking Index) projects that video could comprise ~77.0% of mobile data traffic in the United States by the end of 2020.
Why CenturyLink Is Witnessing a Decline in Broadband Subscribers
CenturyLink focuses on bundling and retention The top cable companies continue to show strong momentum in the US (SPY) broadband space. Charter Communications (CHTR) and Comcast (CMCSA) adding the most broadband subscribers over the past few quarters, given the higher speeds. Let’s take a look at the performance of CenturyLink’s (CTL) Broadband segment, which is […]
Disney Stock Jumps as Executives Take a Pay Cut
The more than 3.50% jump in Disney stock on Monday came as the company’s executives agreed to take pay cuts. Bob Iger will forgo all of his salary.
Why did Maverick Capital start new position in Autodesk?
Maverick Capital is a $9 billion long-short equity hedge-fund firm, founded in 1990 by Lee S. Ainslie and Sam Wyly. In 2005, Maverick launched a long-only fund and two market-neutral funds with longer than usual investment lockups. The firm is headquartered in Dallas and has an additional office in New York. The fund bought new […]
What You Need to Know about CenturyLink’s Broadband Business
In Q1 2018, on a net basis, CenturyLink lost 58,000 broadband customers.
Must-Know Secondary Market Trends in Leveraged Loans
Returns on leveraged loans trended down in the week ended March 13. The S&P/LSTA U.S. Leveraged Loan 100 Index fell by 0.2% over the week ended March 13.
Farallon Capital raises its position in Safeway
On March 6, 2014, grocery store operators Safeway and Albertsons announced a merger agreement valued at approximately $9 billion.
Will CBS Achieve Its 2018 Outlook?
In February, before its boardroom power struggles deepened and its CEO stepped down, CBS Corporation issued a strong 2018 outlook.
Time Warner Cable-Charter: Why Is the MAC Clause Important?
The MAC clause is important because it’s one of the first things that arbitrageurs look at. This is the case in the merger between Time Warner Cable and Charter.
ViacomCBS Stock: 3 Highlights for Investors Right Now
ViacomCBS stock has more than doubled from its pandemic lows of $10 in the first quarter. Currently, the stock is still down about 50% for the year.
Merger Update: Charter, Bright House, and Time Warner Cable
California is the only state where the merger between Charter Communications, Time Warner Cable, and Bright House Networks has yet to be approved. It could be approved as early as May 12.
What Kind of Growth Does Altice Expect for Cablevision?
On a YoY (or year-over-year) basis, Suddenlink’s revenue rose ~6.7% to reach ~$0.63 billion in 1Q16.
What a $140 Million Patent Infringement Award Could Do for Sprint
In March 2017, Sprint (S) was awarded ~$140 million in damages in relation to the patent infringement lawsuit it brought against Time Warner Cable, which has since sold itself to Charter Communications (CHTR).
Why JANA Partners sold Safeway stake amid merger
JANA Partners’ 13F filing said the fund sold its position in Safeway Inc. (SWY) that accounted for 3.98% of JANA’s 4Q 2013 portfolio.
Why Charter’s Core Operating Profitability Improved in 1Q16
The growth trend in Charter’s core operating profitability further strengthened during the quarter. Charter’s adjusted EBITDA increased 10.4% YoY.
Altice Looking to Expand from Europe to the US
In May this year, Altice made a bid for a majority 70% stake in Suddenlink for $9.1 billion. The deal is expected to close by the end of this year.
Technical Analysis: How Do Verizon’s Ratios Look?
On May 11, 2017, Verizon’s (VZ) seven-day MACD (moving average convergence divergence) was -0.7.
JAT Capital Exits Stake in Comcast
In its fourth-quarter 13F, JAT Capital revealed that it had sold its stake in Comcast (CMCSA).
What’s Happening with Charter in the Broadband Space?
The cable industry’s market share of US broadband subscribers continued to rise in 1Q17. Comcast and Charter added the most broadband subscribers.
The Competitive Dynamics of Charter’s Internet Segment
Comcast (CMCSA) is the country’s largest cable company. On June 30, it had the largest Internet subscriber base of 24.4 million residential broadband subscribers.
Chart in Focus: Verizon’s Valuation Metrics
At the end of the most recent quarter, Verizon’s (VZ) short-term debt was $3.7 billion, and its long-term debt was $112.8 billion.
How Verizon Is Trying to Consolidate Its Subscriber Base
Verizon (VZ) recently introduced a service called MyNumbers, which allows its wireless customers to work with up to five phone numbers on a single handset.
Charter Raises Funds for Stock Repurchases
Charter raised $1.5 billion earlier this month through sales of notes that mature in 2024.
Magnetar Capital exits position in Boardwalk Pipeline Partners
Boardwalk Pipeline owns ~14,000 miles of natural gas and natural gas liquids (NGL) pipelines, as well as underground caverns for natural gas and NGL storage.
Making Sense of Charter Communications’ Technical Indicators
Now let’s take a look at Charter Communications’ (CHTR) technical aspects and compare them to its peers in the telecom space.
What Factors Are Impacting Comcast’s Stock Price?
On November 27, 2016, Comcast’s (CMCSA) stock price closed at $69.16. The company’s stock has risen 22.5% YTD (year-to-date).
Can Charter Keep Up Its Upward Revenue Trend?
Charter Communications’ (CHTR) top line has been improving in the past few quarters.
What’s Affecting Dish Network’s Subscriber Base These Days?
Dish Network’s (DISH) subscriber losses continued in fiscal 1Q16. The company announced its fiscal 1Q16 earnings on April 20. Here’s what you need to know.
Why Frontier’s Broadband Subscriber Base Continues to Shrink
Frontier’s broadband subscribers Let’s look at Frontier Communications’ (FTR) performance in the broadband space. Its customer losses continued as the company shed broadband and video subscribers in 1Q17. Frontier’s broadband subscribers fell ~2.5% sequentially to reach 4.2 million at the end of 1Q17. In 1Q17, on a net basis, the wireline player lost 107,000 broadband […]
What Does the Deal Mean for the FCC’s Set-Top Box Proposal?
Comcast’s (CMCSA) deal with Netflix (NFLX) comes at a time when there’s a widespread discussion going on regarding the FCC’s set-top box proposal.
How Charter Communications Benefited from Acquisitions
Charter Communications’ total revenues increased ~3.2% year-over-year on a pro forma basis to reach $10.6 billion in 4Q17.
Farallon Capital establishes a new position in Hillshire Brands
Hillshire reported fiscal 4Q14 net sales of $1.1 billion, up 10.7% in comparison to the corresponding period last year.
How Did the Carriage Fee Blackout Issue Affect Dish Subscribers?
During the fourth quarter, Dish Network (DISH) lost 334,000 net pay-TV subscribers in comparison to a gain of 39,000 subscribers in the year-ago period.
How Charter’s Valuation Multiples Look after Q2 Results
Charter (CHTR) reported upbeat second-quarter results, which pushed its stock up 3.6% on July 31.
Charter’s Video Subscribers: The Path from Losses to Gains
At the end of 1Q16, Charter’s video customers had increased 0.9% YoY and reached 4.4 million. This was well above the company’s estimated video penetration level for the quarter.
An overview of Berkshire Hathaway’s 3Q positions
The size of Berkshire Hathaway’s US long portfolio increased slightly from $107.5 billion in 2Q14 to $107.7 billion in 3Q14.
Why Verizon Used Its In-House Route to Its 5G Rollout
Verizon (VZ) recently became the world’s first mobile operator to launch commercial 5G services. Its 5G Home service went live in four US cities on October 1.
Comcast Stock Jumps 2% after Analyst Upgrade
Comcast (NASDAQ:CMCSA) stock rose 1.98% in the pre-market trading session at 8:35 AM ET today. Bernstein analyst Peter Supino upgraded the stock.
Boeing Is One of Third Point’s Monthly Winners, Stock Soars
Third Point released its monthly update on June 3. The hedge fund told Barron’s that it took a stake in Boeing (NYSE:BA) credit.
Investing in AT&T Stock: 3 Key Updates for Bargain Hunters
AT&T has pulled up more than 10% from its pandemic lows reached in March. Currently, the stock offers a good opportunity for bargain hunters.
Should You Buy Charter Stock after Its Q1 Earnings?
Charter Communications (NASDAQ:CHTR) stock rose 2.9% on May 1 and closed at $509.64 with a market capitalization of $105.2 billion.
Is Comcast Stock a ‘Sell’ after Its Q1 Earnings?
Comcast reported an adjusted EPS of $0.71 compared to $0.76 in the first quarter of 2019. The earnings beat analysts’ consensus estimate.
What to Expect from Cable Giant Comcast’s Q1 Earnings
Wall Street analysts expect Comcast to report sales of $26.75 billion in the first quarter—a fall of 0.4% YoY compared to $26.86 billion in the first quarter of 2019.
Is Comcast Stock a Good Option for Investors?
On Wednesday, Comcast (NASDAQ:CMCSA) stock fell 5.7% and closed at $32.42 with a market cap of $147.6 billion. Is the stock a good option for investors?
Should You Buy or Sell Comcast Stock?
On Thursday, Wells Fargo analyst Jennifer Fritzsche reduced its target price on Comcast stock from $51 to $37 and maintained the “overweight” rating.
Comcast Stock Rose on Monday amid Supreme Court Ruling
Comcast (NASDAQ:CMCSA) stock rose 2.40% on Monday to $34.17. Notably, the Supreme Court sided with Comcast in a high-stakes racial discrimination case.
Has Comcast’s Stock Price Bottomed Out?
So far, Comcast (NASDAQ:CMCSA) stock is moving upward in today’s trading session. The stock increased by 1.5% at 11:06 AM ET.
Charter’s Stock Repurchase Program Provides Big Returns
Charter Communications (NASDAQ:CHTR) has been buying back its shares as a way to put money back in shareholders’ pockets.
Snapshot: Should Investors Buy or Sell Charter Stock?
Charter Communications stock is trending downward in today’s trading session. The stock fell by about 2.23% at 9:49 AM ET.
Should Investors Buy or Sell Comcast Stock?
On Tuesday, Comcast (NASDAQ:CMCSA) stock fell 2.54% and closed at $41.44. Based on the last closing price, the company has a market cap of $188.7 billion.
Why Are Investors Optimistic about Altice Stock?
Investors who put their money on Altice USA stock at this time last year can’t complain. The stock has gained 35% over the past 12 months.
Why Did Dish Network Stock Rise Yesterday?
Dish stock rose more than 10% in pre-market trading on Tuesday. The stock rose more than 5.0% soon after regular trading opened.
Why Did Comcast Decide to Acquire Blueface?
Comcast has acquired Ireland-based unified communications solutions provider Blueface. The company didn’t disclose the deal’s financial terms.