  RallyBah HumbugPremium
join:2000-10-27
Astoria, NY
 ·RoadRunner Cable
| When you're the.. Only gig in town(s), you shall get a very nice increase in profits.
(and btw i like my TWC service. just stating no competition will = profit gains nicely.)
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Fantasy football is Dungeons & Dragons for the guys who beat up kids that played D&D. | |
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 | bidger
join:2009-12-23
Elmira, NY Reviews:
·RoadRunner Cable
| Re: When you're the.. said by Rally:Only gig in town(s), you shall get a very nice increase in profits.
(and btw i like my TWC service. just stating no competition will = profit gains nicely.)
My thoughts on the matter exactly. | |
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| | | said by Rally:Only gig in town(s), you shall get a very nice increase in profits.
(and btw i like my TWC service. just stating no competition will = profit gains nicely.)
That could be true with internet but with TV your statement is not accurate. Anyplace in the US you have the option of cable, DishNetwork, DirecTV and in some markets FIOS and in much less markets uverse. I call that fierce competition, mainly from the satellite companies.
When it comes to internet that is another story. Cable was/is everywhere and the telcos response was ADSL. ADSL worked for many years and the telcos had plenty of time to expand. Today FIOS expansion is practically dead, uverse is practically non existent due to distance restraints. So who's at fault here?
If the cable companies are making tons of money then they must be doing something right. | |
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| | | Re: "Guess metered Billing wasn't necessary after all...." said by spewak:44% profit is nothing to sneeze at, yet the question remains: Why not try for 88% profit by soaking on overages and per byte billing? This is the way the corporate greedy bastards everywhere think. 
If you're a CEO of my company and your goal is not the highest profit possible, you're fired. | |
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| | | | Re: "Guess metered Billing wasn't necessary after all...." Absolutely! | |
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| | | You can try for 88% profit, but if you go for that too quickly, the damage to your customer base may bee too severe and you may end up losing money the next time around. | |
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| | | | Re: "Guess metered Billing wasn't necessary after all...." said by jjeffeory:You can try for 88% profit, but if you go for that too quickly, the damage to your customer base may bee too severe and you may end up losing money the next time around.
That's true. But you don't have to please everybody.
Even AAPL pisses off a lot of people, yet they are raking in record profits and they are now the most valuable company on Earth. | |
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| |  spewakR.I.P DadkinsPremium
join:2001-08-07
Elk Grove, CA
kudos:1
 ·Clear Wireless
 ·SureWest Internet
| Re: "Guess metered Billing wasn't necessary after all....&q said by jjeffeory:You can try for 88% profit, but if you go for that too quickly, the damage to your customer base may bee too severe and you may end up losing money the next time around.
To quote a wiseman: "Absolutely"
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The weekend is here, grab a can of beer!
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| | | NWOhio
join:2011-10-25
Toledo, OH | Re: NOT good news for TWC; despite money results mass cord cutting? LoL.
uh okay. | |
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| | | | | 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. | |
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·Time Warner Cable
| Re: NOT good news for TWC; despite money results 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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| |  dvd536as Mr. Pink as they comePremium
join:2001-04-27
Phoenix, AZ
kudos:4 | said by ThrowDemsOut: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! | |
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| | |  espaethDigital PlumberPremium,MVM
join:2001-04-21
Minneapolis, MN
kudos:2
·Clear Wireless
| Re: NOT good news for TWC; despite money results 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. | |
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|  CptGeminiInside your computerPremium
join:2004-11-29
Corpus Christi, TX
kudos:5
·RoadRunner Cable
| Re: That's true. Just take a look at the carriage disputes that Time Warner is dealing with in the NY market and down in our area in south texas. For us its been 2 months and the MSG dispute in the NY market is only just beginning. Lots of unhappy customers have been posting on their facebook page daily. | |
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| | | Let some TW customer try to download 16 TB on a residential account and see what happens to them. | |
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| | NWOhio
join:2011-10-25
Toledo, OH | Re: That's true. very true. especially with that nice little clause in their TOS/AUP that everyone agrees to that does NOT read and that BBR readers/Karl followers refuse to read/pay attention to. | |
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| | | | Takes me as long as year to do that, but that is still 5x the capability or 1/5 the price of Comcast's fancy "faster" DOCSIS 3 | |
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| | | | said by AndyDufresne:Let some TW customer try to download 16 TB on a residential account and see what happens to them.
And THAT is pretty much the definition of abuse. | |
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| | bn1221
join:2009-04-29
Cortland, NY | I've done 8TB on a business cable line. I know that's not the point but at $97.50 for 2*15 - burst to 20 that's still pretty good? | |
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| |  winsyrstrifeRiver City BouncePremium
join:2002-04-30
Brooklyn, NY | Within what time frame? | |
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mogamer
join:2011-04-20
Royal Oak, MI | Hmmm So TW loses tv customers but gains broadband customers and as a result has a huge gain in profits. Seems to me that the cable industry is protecting the wrong part of the business. That increase in profits can't be totally explained by just rate increases or upgrading to higher tiers. They should be selling uncapped broadband service with extreme speeds to encourage new streaming customers. Maybe even have their own streaming services. This way they can sell a more personalized tv experience to their customers and get higher profits. | |
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| | | Re: Hmmm said by mogamer: They should be selling uncapped broadband service with extreme speeds to encourage new streaming customers. Tech geeks on BBR want that. Most other people want lower cost "good enough" services. An easy to get cheap broadband tier with "good enough" speeds should attract a lot of customers, particularly those who are still hanging on to DSL.
Maybe even have their own streaming services. This way they can sell a more personalized tv experience to their customers and get higher profits.
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Reviews:
 ·Verizon FiOS
 ·voip.ms
·PHONE POWER
·Time Warner Cable
| I read through their 8-k, CASH, CASH, CASH Interesting things abound:
1. They said video programming costs went up 3.1% for the year and from their sub units that means weighted the cost goes up 1.5% (almost half of the sub units are video).
2. However voice costs went down 11% with 17% of sub units means that costs went DOWN 1.9% there overall.
Now video programming was 4billion where they brought in 10.6 billion in there. Voice was $600m so it's not a total offset. However nowhere in the statement is what the capital expenditures or opex were for HSI, because if they put it in there people would be spitting their coffee out on how cheap it is to the $4b in revenue.
They mention VOD is down (surprise), total capital expenditure was $2billion, so I'm not going to decode the ring however I assuming that WORST case $1billion on CapX for network in total (docsis, HSI, voice). Of course there is SGA (emp costs up 6%), but OMG...printing money. Now not outwardly (they mention it) in there is the higher HC cost for Navisite (6 figure guys), not your average pole guy.
Their FCF Is $2.7billion for the year (real $$$) UP 20% and this is with them TRIPLING pension funding this year. This brings cash on hand from 2-5 billion in ONE YEAR.
They tout in there additional revenues from equipment fees are good. Not really stated in there is business services (basically Navisite) which is becoming quite profitable (they paid almost nothing for it).
So it looks like docsis 3.0 upgrade cost them minimal(cap expenses remain the same), well of course this means that network costs went down dramatically.
So all this squabbling about programming costs, we are talking about 1.5%, and network and voice costs WENT DOWN.
I wont even get into all the dividends and share repurchases which tallys to approximately $20 per month on everyone's bill (triple play or not).
So the moral of the story is that these companies are reaping the rewards of lower telecom costs and MARGINAL programming cost increases and raising your rates 4-8% (or more). Not a bad deal.
HSI costs are left off because they know there will be a massive uproar if they try to cap when the costs (transit, equipment) are plummeting every year. I know from a few companies that I worked with we are talking about 30% lower network costs for 80% MORE bandwidth at the same time. 10G prices have come WAY down. | |
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| Reviews:
·Time Warner Cable
| Re: They just bought out my Cable ISP said by Core0000:They sent me a letter recently stating that they would be my NEW ISP because they bought out NewWaveCommunications in my area..
If they were hurting for money, you'd think they would reinvest in their own network rather than going out and buying up whole states ISP networks. (I probably didn't word this correctly) That would surely be the cheaper, or heck, sell off unprofitable areas or something. 
there were TWC systems that were offloaded on to a company called Windjammer cable who has slowly been selling them to other cable cos one system from TWC Chilicothe MO got sold to New Wave communications. | |
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| | Core0000Premium
join:2008-05-04
Somerset, KY | Re: They just bought out my Cable ISP Interesting. | |
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More info on TWC 4th qtr results
That's true.