Charter Communications Inc

Fox posted a net profit of $920.0 million on revenues of $7.9 billion in its fiscal fourth quarter, which ended in June.

On January 3, Frontier Communications (FTR) had “buy” ratings from one out of 13 analysts and “hold” ratings from six analysts.

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.

Charter posted second-quarter results on July 31 before the market opened. The company delivered better-than-expected earnings and revenues.

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.

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.

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.

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.

CBS made a profit of $561 million on revenue of $4.0 billion in the fourth quarter.

Between Time Warner Cable and Charter Communications, the MAC clause lays out the circumstances under which Charter can back out of the deal.

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 […]

As of May 24, Charter Communications (CHTR) had a market capitalization of $84.4 billion.

On January 22, 2018, Charter Communications (CHTR) was trading 5.5% above its 100-day moving average.

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.

Of the 30 analysts covering Charter Communications’ (CHTR) stock, 67% recommend “buy,” 30% recommend “hold,” and the remaining 3% recommend “sell.”

Ireland-based Covidien is a global healthcare leader that offers innovative medical technology solutions and patient care products to providers.

US equities declined in 1Q15. GDP dropped by 0.7% in the first quarter against the expectation of 0.2% growth.

Frontier (FTR) reported customer revenues of $2.03 billion in the fourth quarter, almost flat from the year-ago quarter.

Charter Communications’ (CHTR) closing price on March 19 was $360.45 per share.

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.

Charter Communications’ adjusted EBITDA increased ~6.5% year-over-year on a pro forma basis to reach $3.9 billion in the first quarter.

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.

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.

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.

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.

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.

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.

In late January, the FCC (Federal Communications Commission) put forward a proposal that would give a choice to pay-TV consumers.

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.

Of the 26 analysts covering Dish Network (DISH), 13 have given it a “buy” recommendation, and eight have given it a “hold.”

In 3Q17, Charter Communications (CHTR) reported adjusted EBITDA of $3.8 billion, compared to $3.6 billion in 3Q16.

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.”

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 surged last week and hit its highest level in 2016 yet due to continued growth in volume.

In July 2014, Verizon introduced an innovative service called Speed Match, which allows customers to receive upload speeds that match their download speeds.

Tiger Global disposed of a position in Yahoo Inc. (YHOO) which accounted for 4.53% of the fund’s 4Q13 portfolio.

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.

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.

While Charter has openly and aggressively pursued Time Warner, any deal would likely be difficult to execute and fraught with risks.

The telecom company is managing the challenges of the pay-TV market by concentrating on its Fios Internet offering.

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 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.

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 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.

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.

At the end of 1Q16, Suddenlink and Cablevision had ~1.6 million and ~3.1 million customer relationships, respectively.

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.

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 […]

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.

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 […]

In Q1 2018, on a net basis, CenturyLink lost 58,000 broadband customers.

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.

On March 6, 2014, grocery store operators Safeway and Albertsons announced a merger agreement valued at approximately $9 billion.

In February, before its boardroom power struggles deepened and its CEO stepped down, CBS Corporation issued a strong 2018 outlook.

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 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.

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.

On a YoY (or year-over-year) basis, Suddenlink’s revenue rose ~6.7% to reach ~$0.63 billion in 1Q16.

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).

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.

The growth trend in Charter’s core operating profitability further strengthened during the quarter. Charter’s adjusted EBITDA increased 10.4% YoY.

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.

On May 11, 2017, Verizon’s (VZ) seven-day MACD (moving average convergence divergence) was -0.7.

In its fourth-quarter 13F, JAT Capital revealed that it had sold its stake in Comcast (CMCSA).

The cable industry’s market share of US broadband subscribers continued to rise in 1Q17. Comcast and Charter added the most broadband subscribers.

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.

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.

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 raised $1.5 billion earlier this month through sales of notes that mature in 2024.

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.

Now let’s take a look at Charter Communications’ (CHTR) technical aspects and compare them to its peers in the telecom space.

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).

Charter Communications’ (CHTR) top line has been improving in the past few quarters.

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.

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 […]

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.

Charter Communications’ total revenues increased ~3.2% year-over-year on a pro forma basis to reach $10.6 billion in 4Q17.

Hillshire reported fiscal 4Q14 net sales of $1.1 billion, up 10.7% in comparison to the corresponding period last year.

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.

Charter (CHTR) reported upbeat second-quarter results, which pushed its stock up 3.6% on July 31.

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.

The size of Berkshire Hathaway’s US long portfolio increased slightly from $107.5 billion in 2Q14 to $107.7 billion in 3Q14.

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 (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.

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.

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.

Charter Communications (NASDAQ:CHTR) stock rose 2.9% on May 1 and closed at $509.64 with a market capitalization of $105.2 billion.

Comcast reported an adjusted EPS of $0.71 compared to $0.76 in the first quarter of 2019. The earnings beat analysts’ consensus estimate.

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.

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?

On Thursday, Wells Fargo analyst Jennifer Fritzsche reduced its target price on Comcast stock from $51 to $37 and maintained the “overweight” rating.

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.

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 Communications (NASDAQ:CHTR) has been buying back its shares as a way to put money back in shareholders’ pockets.

Charter Communications stock is trending downward in today’s trading session. The stock fell by about 2.23% at 9:49 AM ET.

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.

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.

Dish stock rose more than 10% in pre-market trading on Tuesday. The stock rose more than 5.0% soon after regular trading opened.

Comcast has acquired Ireland-based unified communications solutions provider Blueface. The company didn’t disclose the deal’s financial terms.