http://www.dslreports.com/forum/Re-wow-27387438 en Tue, 21 May 2013 14:34:19 EDT Tue, 21 May 2013 14:34:19 EDT http://www.dslreports.com/forum/Re-wow-27387714
The growth in residential high-speed data revenues was the result of growth in high-speed data subscribers and an increase in average revenues per subscriber (due to both price increases and a greater percentage of subscribers purchasing higher-priced tiers of service).

Video costs:

Video programming expenses grew 5.9% to $1.2 billion due to contractual rate increases and the acquisition of Insight offset ($2.6 revenue on video though)

Return of Capital:

Time Warner Cable returned $617 million to shareholders during the quarter. They have 12.5m or so subs, so that means $16.50 of your cable bill PER MONTH goes right back to shareholders in buyback/dividends.

Margins are UP:

Adjusted OIBDA margin(b) 37.2% 36.9% (2012 vs 2011)

Other items of note: HSI/VOIP now 40% of revenue, $113 ARPSR

Capital expenditures are flat for res (meaning new equipment costs are flat, so more speed, more profit).

Biggest loss in subs in the double play, gains in triple play. This means that if you have the double play, they are MUCH more likely to want to keep you as a sub. So get internet and video (phone VOIP), and squeeze them :) Look for almost pricing parity on 2play vs 3 play. (moving phone is a PITA)]]> http://www.dslreports.com/forum/Re-wow-27387714 Thu, 02 Aug 2012 11:53:45 EDT http://www.dslreports.com/forum/Re-wow-27387589 http://www.dslreports.com/forum/Re-wow-27387589 Thu, 02 Aug 2012 11:27:26 EDT http://www.dslreports.com/forum/wow-27387438 http://www.dslreports.com/forum/wow-27387438 Thu, 02 Aug 2012 10:52:15 EDT