Cablevision Systems Corp

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  • uploads///Chart
    Macroeconomic Analysis

    Cablevision Systems Topped the Consumer Discretionary Stocks

    As of December 23, 2015, the stocks with the highest trailing-one-year returns were Cablevision Systems, Starbucks, Electronic Arts, and Expedia.

    By Renee Blakely
  • uploads///Telecom Cablevisions Leverage Post Transaction
    Miscellaneous

    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.

    By Ray Sheffer
  • uploads///Internet speed index_Nov
    Company & Industry Overviews

    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.

    By Puneet Sikka
  • uploads///US Quarterly Economic Growth
    Macroeconomic Analysis

    The US Economy: Fischer and Brainard Weigh In

    Stanley Fischer expressed his views on the US economy at the G30 Annual International Banking Seminar on October 11. This came three days after the dovish minutes of the FOMC September meeting.

    By David Ashworth
  • Macroeconomic Analysis

    Which Stock Picks Haven’t Worked for the ClearBridge Aggressive Growth Fund?

    SHRAX is the only fund among nine that posted positive returns in just one of our five periods. It’s also the only fund that fell in the one-year period.

    By David Ashworth
  • uploads///US Leveraged Loans Flows
    Company & Industry Overviews

    September 23 Saw 9 Straight Weeks of Leveraged Loan Fund Outflows

    Leveraged loans funds saw the ninth straight week of outflows for the week ended September 23. The outflows totaled $257.6 million, compared to net outflows of $350.4 million in the previous week.

    By David Ashworth
  • Tech & Comm Services

    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.

    By Martin Kurlandski, MS
  • Tech & Comm Services

    Can AT&T’s GigaPower service drive the company’s U-Verse business?

    Recently, AT&T announced that its GigaPower service has exceeded expectations in Austin and will soon start deploying in Dallas and North Carolina.

    By Puneet Sikka
  • uploads///Telecom ATT U verse revenue Q
    Earnings Report

    U-verse is a significant revenue stream for AT&T’s wireline segment

    At the end of 2014, U-verse evolved as a substantial revenue stream for AT&T’s (T) wireline division. Consumers contributed ~96% to adjusted U-verse revenue during 4Q14.

    By Ray Sheffer
  • uploads///ALtice CVC suddenlink footprint  june
    Company & Industry Overviews

    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.

    By Ray Sheffer
  • uploads///Telecom Verizon Fios Internet Speeds
    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.

    By Ray Sheffer
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    Company & Industry Overviews

    A Key Hire That Highlights Twitter’s Video Confidence

    Twitter’s 1Q17 revenues of $548.3 million represented a 7.8% drop from 1Q16.

    By Ruchi Gupta
  • uploads///Telecom New Charters  Pro Forma Financials
    Miscellaneous

    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.

    By Ray Sheffer
  • uploads///US Leveraged Loans Flows
    Company & Industry Overviews

    Leveraged Loans Funds Witness Outflows for Tenth Successive Week

    Leveraged loans funds saw outflows for the week ended September 30 for the tenth successive week. With outflows for the week ended October 2, YTD outflows are $9.9 billion.

    By David Ashworth
  • uploads///CVC footprint
    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.

    By Ray Sheffer
  • uploads///Telecom Cablevisions Revenue
    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.

    By Ray Sheffer
  • uploads///Telecom Market share in fixed segment
    Company & Industry Overviews

    Understanding competition from other industries—cable companies

    Telecom companies compete directly with cable companies—particularly in wired voice, data, and TV services. They compete in the residential and small business segments.

    By Ray Sheffer
  • uploads///Telecom Charters EBITDA
    Earnings Report

    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.

    By Ray Sheffer
  • uploads///ALtice revs and ebitda in Q
    Miscellaneous

    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.

    By Shirley Pelts
  • uploads///Leveraged Loans Issuance in
    Company & Industry Overviews

    Leveraged Loans Issuance Tanked in September

    The US leveraged loans market saw an allocation of $12.1 billion worth of senior loans in September 2015. This was 55.7% lower than the $27.4 billion priced in August 2015.

    By David Ashworth
  • uploads///Telecom Charters Video Net Additions
    Earnings Report

    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.

    By Ray Sheffer
  • uploads///Telecom Transaction Values
    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.

    By Ray Sheffer
  • uploads///CVC footprint
    Miscellaneous

    Update: Altice’s Cablevision Transaction

    After the merger of Charter Communications, Time Warner Cable, and Bright House Networks, the US cable industry is moving toward further consolidation. Altice is expected to acquire Cablevision by the end of June 2016.

    By Ray Sheffer
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    Company & Industry Overviews

    Hulu Changed Its Strategy, but Can It Compete with Netflix?

    The OTT (over-the-top) landscape continues to change with new entrants, and Hulu has changed its business strategy to withstand the increasing competition.

    By Shirley Pelts
  • uploads///Telecom Wireline Internet Customers
    Miscellaneous

    What Does Charter Have to Say on Broadband Post-Merger?

    Thomas M. Rutledge shed more light on the FCC’s merger conditions for the expansion of Charter Communications’ mass-market broadband footprint.

    By Ray Sheffer
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    Miscellaneous

    Charter Completes Merger with Bright House and Time Warner Cable

    The merger of Charter Communications (CHTR), Time Warner Cable (TWC), and Bright House Networks was completed on May 18, 2016.

    By Ray Sheffer
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    Miscellaneous

    The Latest on the Charter, Bright House, Time Warner Cable Merger

    During Charter Communications’ (CHTR) recent 1Q16 earnings call, CEO Tom Rutledge shared the progress on the Charter, Brighthouse, Time Warner Cable merger.

    By Ray Sheffer
  • uploads///Telecom Time Warner Cables Video Net Additions
    Earnings Report

    What to Expect for Time Warner Cable’s Video Customers in 1Q16

    Wall Street analysts expect Time Warner Cable’s net video customers to remain in the green during the quarter. But they expect the company’s net video additions to continue to shrink.

    By Ray Sheffer
  • uploads///Telecom Cablevisions Net Internet Additions
    Earnings Report

    Cablevision’s Internet Customers: Will They Be Solid in 1Q16?

    Analysts are expecting Cablevision’s Internet additions to decline in 1Q16. According to Wall Street analysts’ consensus, Cablevision’s net Internet additions are expected to be much lower than 1Q15.

    By Ray Sheffer
  • uploads///Telecom Charters Net Internet Additions
    Earnings Report

    Can Acquisitions of Charter’s Internet Customers Stay Solid in 1Q16?

    During 4Q15, Charter’s Internet customers increased robustly by ~9.8% YoY to reach ~5.6 million.

    By Ray Sheffer
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    Company & Industry Overviews

    Time Warner Cable’s Value Proposition in the US Cable Space

    In this part of the series, we’ll look at Time Warner Cable’s (TWC) value proposition among some of the major cable companies in the United States.

    By Ray Sheffer
  • uploads///Telecom Charters Revenue
    Earnings Report

    What Are the Growth Expectations for Charter’s Revenue in 1Q16?

    According to the analysts’ consensus, Charter’s revenue is expected to grow by ~7.3% YoY to ~$2.5 billion for the quarter. In 4Q15, the cable company’s revenue rose by ~6.4% YoY.

    By Ray Sheffer
  • uploads///Telecom Time Warner Cables EPS
    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.

    By Ray Sheffer
  • uploads///Telecom Time Warner Cables Revenue
    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.

    By Ray Sheffer
  • uploads///Telecom Market Capitalization
    Company & Industry Overviews

    How Does Charter Compare to Its Peers on Valuation Multiples?

    Charter is trading at a forward EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization) multiple of ~12.8x, as of April 18, 2016.

    By Ray Sheffer
  • uploads///US cable industry
    Company & Industry Overviews

    How Quadruple Play Could Change US Cable Industry Dynamics

    Currently, the US cable industry is undergoing a consolidation of sorts. A quadruple-play option could further fuel this consolidation.

    By Shirley Pelts
  • uploads///CVC revs distri in
    Earnings Report

    Improvement in Customer Experience Lowers Customer Churn for Cablevision Cable

    Cablevision Systems’ (CVC) cable business saw revenues of $5.8 billion in 2015, which represents a growth of 0.9% over 2014.

    By Shirley Pelts
  • uploads///customer metrics SEC filings
    Earnings Report

    What Actually Drove Cablevision’s Customer Growth in 4Q15 and 2015

    Cablevision Systems announced its 4Q15 and 2015 earnings on February 25. It reported revenues of $6.5 billion in 2015, which was up by 0.8% over 2014.

    By Shirley Pelts
  • uploads///Default
    Company & Industry Overviews

    Investors in Junk Bond Mutual Funds Should Worry about Liquidity

    If liquidity declines for junk bonds, the liquidity risk premium would rise. This would increase the coupon set on the bond. It will raise the borrowing cost for a company.

    By David Ashworth
  • Macroeconomic Analysis

    Lackluster Healthcare Segment Hurt SHRAX in Year-to-Date 2015

    So far, 2015 has been less than generous to the SHRAX. It has hovered at the bottom of the pack of 11 funds across the periods under review, including the YTD period.

    By David Ashworth
  • uploads///Liquidity
    Macroeconomic Analysis

    Introducing Liquidity: Must-Know Ins and Outs

    Liquidity, or “financial market liquidity,” refers to the ease with which you can buy or sell a security in financial markets at minimal cost.

    By David Ashworth
  • uploads///US cable industry
    Macroeconomic Analysis

    How Atlice’s Acquisition of Cablevision Affects US Cable Industry

    The acquisition of Cablevision (CVC) by Altice will create the fourth-largest cable operator in the United States. The US cable industry is already feeling increasing competitive pressure from over-the-top players such as Netflix (NFLX).

    By Shirley Pelts
  • uploads///Junk Bond Yields in  and
    Company & Industry Overviews

    Altice Was Highest Junk Bond Issuer in Week Ended September 25

    Altice N.V. issued $4.8 billion in junk bonds on September 25 in a three-tranche issue. The same day, Olin Corp. issued $1.22 billion in junk bonds in two tranches.

    By David Ashworth
  • uploads///CVC ALT transaction terms
    Miscellaneous

    Basics of the Cablevision Transaction

    Cablevision has a non-solicitation agreement with a fiduciary out. This means if another suitor approaches Cablevision, the company can discuss a merger with that suitor.

    By Brent Nyitray, CFA, MBA
  • uploads///Cablevision Systems Corporation CVC
    Macroeconomic Analysis

    SPY Fell by 0.22% as Cablevision Hogged the Limelight

    The SPDR S&P 500 ETF (SPY) stumbled by 0.22% on September 17 after the Fed decided not to raise rates. Cablevision returned 13.91%, making it SPY’s top gainer on the day.

    By Renee Blakely
  • uploads///Tel US ISP speed june
    Macroeconomic Analysis

    GigaPower May Improve AT&T’s Internet Proposition

    GigaPower should help AT&T compete more effectively with cable companies, considering the firm’s relative performance compared with other Internet service providers.

    By Ray Sheffer
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    Fund Managers

    Luxor Capital Cuts Its Stake in AMC Networks

    AMC Networks is a pioneer in the cable television programming industry known for delivering high quality programming content to its audience.

    By Santiago Solari
  • uploads///Telecom Wireless substitution rates in the US
    Company & Industry Overviews

    Investor must-know: Major trends in the wireline industry

    In US residential households, wireline and wireless voice services act as substitutes. There has been a decline in wireline-only households.

    By Ray Sheffer
  • Tech & Comm Services

    Why falling subscribers spark buyout talks for Time Warner Cable

    Time Warner Cable has received the greatest interest from potential suitors, as the company lags the overall industry in terms of growth and subscriber trends.

    By Martin Kurlandski, MS
  • Tech & Comm Services

    Did Time Warner Cable stock overreact on Comcast buyout rumors?

    On Friday, November 22, 2013, news emerged that Comcast (CMCSA) was interested in a potential purchase of rival cable provider Time Warner Cable (TWC).

    By Martin Kurlandski, MS
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