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Romney2012
Defeat Obama 2012-Chg we can believe in
Premium
join:2002-03-03
USA
kudos:4

More info on TWC 4th qtr results

4th QTR presentation slides for Wall Street:
TWC_4Q_Earni···tion.pdf 355446 bytes

4th qtr and full year financial results:
TWC_Q4_2011_···inal.pdf 483910 bytes


Romney2012
Defeat Obama 2012-Chg we can believe in
Premium
join:2002-03-03
USA
kudos:4

NOT good news for TWC; despite money results

Despite the apparent good news of higher revenue and profits, TWC is servicing fewer households than it did before. This chart shows that TWC has 82,000 fewer customers at year end than they did at end of previous year.


4th qtr on left; full year on right. Numbers are in THOUSANDS.


djrobx

join:2000-05-31
Valencia, CA
kudos:1
Reviews:
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·PHONE POWER

The report shows that they lost 26,000 customer relationships this quarter, but added 91,000 through acquired systems.

Even if they did lose 82,000 customers in a year, that is less than 1% of their customer base of 14.5 million. With relatively new competitors having entered a saturated market (U-verse and FiOS), plus the mass cord cutting movement Karl waxes poetic about, this doesn't seem too bad to me.

No wonder they're so comfortable being medicore. I'm shocked people still use their garbage TV service here in light of so many choices. TWC is still using Comcast's iGuide software from 2004 in our neck of the woods!
--
AT&T U-Hearse - RIP Unlimited Internet 1995-2011
Rethink Billable.


NWOhio

join:2011-10-25
Toledo, OH

mass cord cutting? LoL.

uh okay.



Bugger

@rr.com

reply to djrobx

TWC is still using Comcast's iGuide software from 2004 in our neck of the woods!
These systems were bought from Adelphia I think. TWC is still working on integrating them and upgrading the guide/box to their Mystro.
I think content is a bit more important than presentation.


dvd536
as Mr. Pink as they come
Premium
join:2001-04-27
Phoenix, AZ
kudos:4

reply to Romney2012

said by Romney2012:

Despite the apparent good news of higher revenue and profits, TWC is servicing fewer households than it did before. This chart shows that TWC has 82,000 fewer customers at year end than they did at end of previous year.

Damn those pesky cord cutters!


espaeth
Digital Plumber
Premium,MVM
join:2001-04-21
Minneapolis, MN
kudos:2
Reviews:
·Clear Wireless

said by dvd536:

Damn those pesky cord cutters!

I guess technically if you switch to a satellite provider you cut the cord?

quote:
DIRECTV U.S. gross additions of 1.28 million and lower churn of 1.62% fuel the highest third quarter net additions in 7 years to 327,000
Source: »investor.directv.com/releasedeta···D=620542

Net additions January - September 2011 (most recent available filing) was 1.473 million.


45612019

join:2004-02-05
New York, NY

reply to djrobx
#1 reason why people still use Time Warner Cable's TV services: They actually know how to add new HD channels. Who gives a shit about the interface? I subscribe to cable television for the channels, not a fancy menu. If you want a good interface get a CableCARD tuner and use the Windows 7 Media Center interface. Congrats, you've got the best TV interface available on any provider.

Time Warner Cable/Bright House is the HD leader. Unlike certain other companies *cough* Verizon and DirecTV they actually know how to continue expanding HD lineups.



motorola870

join:2008-12-07
Arlington, TX
kudos:1
Reviews:
·Time Warner Cable

reply to Bugger

said by Bugger :

TWC is still using Comcast's iGuide software from 2004 in our neck of the woods!
These systems were bought from Adelphia I think. TWC is still working on integrating them and upgrading the guide/box to their Mystro.
I think content is a bit more important than presentation.

TWC is only deploy ODN Navigator on the DCX3400M and DCX3200M boxes and anything after that comes out on the motorola systems. Boxes with iGuide are staying iGuide and they are trying to tie in the StartOver/Lookback, Caller id On TV, and remote DVR to iGuide a28 boxes in Dallas, LA, KY, OH, ME, North County San Diego, Colorado, Idaho, and washington state.

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