Comcast Corp

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

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

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

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

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

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.

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

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

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.

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

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.

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

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