First Time Warner Cable (TWC) and then Comcast (CMCSA) set the table for Cable vision (CVC) with stronger than expected earnings reports. The first two reports revealed financial and subscriber metrics that were better than expected pretty much across the board. In earlier quarters as cable metrics decelerated, CVC was generally able to buck the […]
Cablevision reported better than expected results driven by its core Cable operations and Madison Square Garden. Revenues grew 11% to $1.84 billion ahead of consensus of $1.78 billion. EBITDA grew 20% to $610 million, ahead of estimates for $560 million. Financial and subscriber metrics at the Cable systems were better than expected. Revenues rose 8.6%, […]
I see little impact from Q06 results from Cablevision (CVC), either on CVC or on the broader cable industry. The company’s results were very close to consensus estimates with revenues rising 13% and EBITDA rising 16%. Subscriber metrics look a little below expectations for high speed data and digital TV but analysts didn’t seem too […]
I finally had a chance to review all of the news stories and analyst reports about the Dolan family’s latest attempt to take Cablevision (CVC) private. My conclusion is that I think this deal will get done with a small sweetener. On the one hand, I can see good reason for the special committee of […]
Cablevision (CVC) shares are up sharply after the company reported better than expected 4Q05 results and announced 2006 guidance for its cable division that is above current analyst estimates. As the conference call begins, CVC shares are up 5% and dragging Comcast (CMCSA/K), up over 1% along for the ride. Wall Street may hate cable […]
Cablevision (CVC) should report another strong quarter before the open on Tuesday. Analyst are estimated growth in the mid to upper teens for revenues and EBITDA in the company’s Telecom division. Consolidate growth will be a little less as the company’s programming assets and New York City properties will grow at a modestly slower rate. […]
My initial reaction when I read through the Cablevision (CVC) earnings report was that the shares would trade off because EBITDA from the cable business was light of expectations by about $15 million or 4%. The Street seemed to agree as the shares fell by about 1%. However, on the call the company explained the […]
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