Comcast Corp

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  Earnings Report

  Verizon Fios Revenue to Be Negatively Affected by Strike

  A key growth driver for Verizon’s (VZ) shrinking wireline component has been Fios.

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  Company & Industry Overviews

  Altice Completes the Acquisition of Cablevision

  With the merger of Charter Communications (CHTR), Bright House Networks, and Time Warner Cable (TWC), the US cable space has consolidated even more.

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  Company & Industry Overviews

  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.

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  Miscellaneous

  Verizon and Cablevision: Market Share after the Altice Transaction

  An improving broadband proposition with higher Internet speeds should positively affect Cablevision (CVC), considering the competitive dynamics in its industry.

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  Company & Industry Overviews

  What Verizon Expects for Fios Customer Acquisitions in 2Q16

  The customer acquisitions for Verizon Fios Internet and video components have come down significantly in 1Q16 from the levels they were at in 1Q15.

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  Company & Industry Overviews

  How Were Verizon’s Internet and Pay TV Customer Acquisitions in 2Q16?

  Verizon Fios Internet and video customer acquisitions have come down significantly on a net basis in 1Q16 from the levels in 1Q15.

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  Miscellaneous

  What Scale Will Altice See following Its US Cable Acquisitions?

  Let’s see what kind of scale Cablevision and Suddenlink may give Altice in the US cable space compared to some of its peers.

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  Earnings Report

  Can Time Warner Cable’s Revenue Improve in 1Q16?

  Wall Street anticipates Time Warner Cable’s (TWC) year-over-year growth momentum to increase in 1Q16 compared to 4Q15.

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  Earnings Report

  Will Time Warner Cable’s Earnings Finally Grow in 1Q16?

  Time Warner Cable (TWC) will report its 1Q16 results on April 28, 2016. In this series, we’ll look at some of the operational and financial aspects that could affect these results.

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  Company & Industry Overviews

  Verizon on Custom TV and Growth in Fios

  Verizon launched the Custom TV offering in April 2015. According to the company, the adoption of this service was significant in both 2Q15 and 3Q15.

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  Company & Industry Overviews

  Update on AT&T’s Cost Synergies after Its DIRECTV Acquisition

  During the UBS Global Media and Communications Conference, AT&T’s chief executive officer talked about the cost synergies from the DIRECTV acquisition.

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  Macroeconomic Analysis

  Netflix’s Stock Prices after Its 3Q15 Earnings Release

  In 3Q15, Netflix generated returns of 95.64% during the trailing twelve months and -2.87% in the trailing one-month period.

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  Consumer

  Must-know: Omega Advisors increases its position in Ocwen Financial

  Omega’s 13F filing revealed that it increased its stake in Ocwen Financial. The position currently accounts for 1.27%, up from 0.12% of the fund’s first quarter of 2014 (or 1Q14) portfolio. Ocwen Financial is a financial services holding company that, through its subsidiaries, is one of the largest mortgage companies in the U.S.