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Zacks Analyst Blog Highlights: The DIRECTV Group, Inc., AT&T, Comcast Corporation, Dish Network Corp. and Time Warner Cable Inc. – Press Releases

Zacks Market Commentaries (November 6th, 2009) Writes:

For Immediate Release

Chicago, IL – November 6, 2009 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: The DIRECTV Group, Inc. (DTV), AT&T (T), Comcast Corporation (CMCSA), Dish Network Corp. (DISH) and Time Warner Cable Inc. (TWC).

Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513

Here are highlights from Thursday’s AnalystBlog:

DIRECTV Falls Short of Estimates

The DIRECTV Group, Inc. (DTV) reported revenues of $5.47 billion in the third quarter of 2009.

On a geographical basis, revenues from United States grew 9% to $4.7 billion due to solid subscriber and average revenue per unit (ARPU)

...

DIRECTV Falls Short of Estimates – Analyst Blog

Zacks Market Commentaries (November 5th, 2009) Writes:
The DIRECTV Group, Inc. (DTV) reported revenues of $5.47 billion in the third quarter of 2009. On a geographical basis, revenues from United States grew 9% to $4.7 billion due to solid subscriber and average revenue per unit (ARPU) growth. The company added 136,000 net subscribers to its customer base in the United States primarily due to the addition of AT&T (T) as a marketing partner and record demand for company’s premium services. ARPU of $85.32 increased 2.1% as programming package price increases, as well as higher service fees for certain services, were partially offset by more competitive promotions for both new and existing customers. The company’s business in Latin America also demonstrated solid performance, posting a 16% increase in revenues and expanding its customer base to 162,000. This was driven by continued subscriber growth throughout the region, which more than offset the unfavorable impact ...

Time Warner Cable Delivers – Analyst Blog

Zacks Market Commentaries (November 5th, 2009) Writes:
Time Warner Cable Inc. (TWC) reported its third quarter results today. Total revenues of $4.5 billion marked a 4% year-over-year improvement and were in line with the Zacks Consensus Estimate. This solid performance was the result of the continued growth in Subscription revenue partially offset by a decline in Advertising revenue. Quarterly GAAP net income was $268 million or 76 cents per share compared to $301 million or 92 cents per share in the prior-year quarter. However, third-quarter EPS of 76 cents was exactly the same to that of Zacks Consensus Estimate.   Adjusted operating income before depreciation and amortization was $1.6 billion, up 4% year over year. This was primarily due to healthy growth in Digital Video, High-speed Data and Digital Phone revenue offset by higher video programming, employee and voice costs. Quarterly video programming expense was $1 billion, (up 6% year over year), Employee Cost was ...

Time Warner Launches WiMAX – Analyst Blog

Zacks Market Commentaries (October 16th, 2009) Writes:
Time Warner Cable Inc (TWC) will launch the 4G WiMAX mobile broadband services in three North Carolina markets from Dec 1. The WiMAX connection will offer wireless data transmission at speeds five times faster than the 3G connections currently provided by the company. Under the brand name of “Road Runner Mobile", this super-fast mobile broadband network will support Internet speed of 6 Mbps with a monthly between $40 and $80 for customers with at least one other Time Warner Cable service.  The “Road Runner Mobile" service will provide its subscribers the convenience of mobility so that the customers can enjoy the WiMAX services on their devices anywhere they go within their service circle. The company also said that it plans to add new mobile services in the future, such as the ability to program a DVR from a mobile device and for customers to take their video ...

Time Warner Cable Does Wideband – Analyst Blog

Zacks Market Commentaries (September 30th, 2009) Writes:
Time Warner Cable Inc (TWC) has recently deployed its first next-generation DOCSIS 3.0 (also called Wideband) service in New York City. With this, TWC has established itself as a formidable player to counter the threat from high-speed FiOS network of Verizon Wireless (VZ). Earlier this month, the company has taken a decision to continue to roll-out switched digital video (SDV) in three major markets of Los Angeles, New York City (NYC) and Dallas. Deployment of SDV will free up bandwidth that can be used by TWC to offer 100 high-definition TV channels (HDTV), HD video-on-demand programs, and DOCSIS 3.0.   TWC will offer its residential tier Wideband service with 50 Mbps downstream and 5 Mbps upstream speed for $99.95. The company will also offer two commercial tier Wideband service. Together these services will cover 1.4 million subscribers in the NYC area.   The U.S. cable MSOs ...

DOCSIS 3.0 Gains Momentum – Analyst Blog

Zacks Market Commentaries (September 28th, 2009) Writes:
Major cable MSOs (multi service operators) in the U.S. are aggressively deploying DCOSIS 3.0 technology. Intense competition among cable operators, satellite carriers and telecom service providers for broadband market share has forced the cable MSOs to opt for cost effective bandwidth enhancing technology for high-speed network. DOCSIS 3.0 (also called Wideband network) is a digital channel bonding technique that creates one larger and faster logical pipe to support throughput of at least 100 Mbit/second. With DOCSIS 3.0, cable operators are now able to offer one of the fastest Internet speeds available in the market. Comcast Corp. (CMCSA), the largest MSO in the U.S., has announced that it will upgrade around 40 million homes and businesses of the company’s existing networks with next-generation super-fast wideband technology by the end of 2009. Cablevision System Corp. (CVC) is also increasingly deploying DOCSIS 3.0. Time Warner Cable Inc. (...

Virgin Chooses Cisco – Analyst Blog

Zacks Market Commentaries (September 15th, 2009) Writes:
Virgin Media Inc (VMED) has decided to upgrade its IPTV distribution platform and legacy digital TV infrastructure using Cisco System Inc’s (CSCO) digital video head-end technology. Virgin is currently rolling-out a high-speed diversified video and TV content delivery network. Cisco will install a large array of its IP core and edge network products in all the regional and central head-end points of Virgin. The product array will include Cisco 7609 routers, 4948 10-Gigabits Ethernet switches, digital content manager, RF gateways, multicast manager, and ROSA control & monitoring system.  This upgraded system will support the entire 12.6 million customers of Virgin. The simplified infrastructure will help the company to reduce operating expenses, support the rollout of new conditional-access security services, and accelerate the introduction of new standard- and high-definition services. Virgin has decided to install Cisco’s next-generation platform of video content delivery to leverage its existing DOCSIS ...

Zacks Analyst Blog Highlights: Arris Group Inc., Cisco System, Motorola, Comcast Corp. and Time Warner Cable Inc. – Press Releases

Zacks Market Commentaries (August 27th, 2009) Writes:

For Immediate Release

Chicago, IL – August 27, 2009 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Arris Group Inc. (ARRS), Cisco System (CSCO), Motorola (MOT), Comcast Corp. (CMCSA) and Time Warner Cable Inc. (TWC).

Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513

Here are highlights from Wednesday’s Analyst Blog:

Arris Leads CMTS Market

Arris Group Inc. (ARRS) has become the world leader of the Cable Modem Termination System (CMTS) market. According to a recent report of Infonetics Research, Arris achieved this milestone for the first time in its history during the second quarter. The

...

Arris Leads CMTS Market – Analyst Blog

Zacks Market Commentaries (August 26th, 2009) Writes:

Arris Group Inc. (ARRS) has become the world leader of the Cable Modem Termination System (CMTS) market. According to a recent report of Infonetics Research, Arris achieved this milestone for the first time in its history during the second quarter. The CMTS market is highly competitive as large broadband gear makers like Cisco System (CSCO) and Motorola (MOT) are also major players. Arris always remains a strong contender for the North American market, but globally it performs poorly compared to its peers.

Arris has established a solid foothold in the rapidly growing CMTS market. The prime reason for this is the aggressive roll-out of DOCSIS 3.0 technology by cable MSOs. As a result of DOCSIS 3.0 implementation, downstream port shipment increased 9% globally during the second quarter compared to the previous quarter. At present, Arris commands approximately 47% of the global CMTS market having taken over the leadership

...

Zacks Analyst Blog Highlights: Comcast Corp., Cablevision System Corp., Time Warner Cable Inc., Verizon Communications and AT&T – Press Releases

Zacks Market Commentaries (August 13th, 2009) Writes:

For Immediate Release

Chicago, IL – August 13, 2009 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Comcast Corp. (CMCSA), Cablevision System Corp. (CVC), Time Warner Cable Inc. (TWC), Verizon Communications (VZ) and AT&T (T).

Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513

Here are highlights from Wednesday’s Analyst Blog:

DOCSIS 3.0 - The New Initiative

DOCSIS 3.0 (also called Wideband network) is a digital channel bonding technique that creates one larger and faster logical pipe to support throughput of at least 100 Mbit/second. With DOCSIS 3.0, cable operators are now able to offer one of

...

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