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TWC  // Posts tagged as "TWC"

ADT Whisper

ADT Whisper

Research Question: Are home security/monitoring solutions from cable and telco companies causing a significant drop in ADT’s business? Companies Covered: ADT Corporation (ADT), Comcast, (CMCSA), Time Warner Cable (TWC), Verizon (VZ), Honeywell (HON) Report Available: March 13, 2014   Blueshift’s initial research shows ADT’s market position potentially being eroded as increased competition from cable and telecommunication companies starts […]

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Pay-TV Providers Embracing OTT and Turning Focus to Internet

Research Question: Can MSOs avoid subscription losses amid rapid changes in TV viewing and Internet habits? Companies: AAPL, AMCX, AMZN, CBS, CMCSA, CVC, DIS, DISH, DTV, GOOG, LBTYA, LON:BSY/BSYBY, LON:BT.A/BT, LON:TALK, MSFT, NFLX, NLSN, NWS, OUTR, SATS, STRZA, T, TWC, TWTR, TWX, TYO:6758/SNE, VIA, VZ By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings […]

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OTT Whisper

OTT Whisper

Research Question: Can MSOs stave off the growing population of cord-cutters amid rapid increases in high-speed Internet adoption? Companies Covered: Apple (AAPL), Amazon (AMZN), AT&T (T), CBS Corp (CBS), Comcast (CMCSA), Coinstar (CSTR), Cablevision Systems Corp (CVC), Netflix (NFLX), Time Warner Cable (TWC), Time Warner Inc (TWX), Verizon (VZ), Viacom (VIA) Report Available: December 18, 2013   Blueshift’s initial research […]

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ADT Still Ahead of, Unaffected by Cable/Telco Competition

Research Question: Will new home automation and security offerings from cable and telecommunications companies erode ADT’s competitive position? By: Reverdy Johnson Companies: ADT, CMCSA, HON, T, TWC, UTX, VZ Click here to download the report (.pdf)   Summary of Findings Eighteen of 20 home security system dealer and installer sources said ADT Corp. (ADT) and other traditional security […]

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Rovi Safe in Near-Term IP Licensing But Lags in Tech Innovation

Research Question: Will Rovi’s base TV guide licensing be at risk when long-term contracts come up for renewal with MSOs in 2015 and 2016? By: Seth Agulnick Companies: AMZN, ARRS, CHTR, CMCSA, CVC, DISH, DTV, GOOG, NFLX, ROVI, SATS, TWC, YHOO Click here to download the report (.pdf)   Summary of Findings Large MSOs such as Comcast […]

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Aug 29 2013 Media & Print, Services

Meredith Relatively Strong in Print, on Par with Industry in TV

Research Question: Will Meredith cut back on its print runs? How heavily will reverse compensation fees eat into TV retransmission revenues for Meredith and others? By: Reverdy Johnson Companies: CBS, CMCSA, DIS, DISH, DTV, GCI, MDP, SBGI, TWC, TWX Click here to download the report (.pdf)   Summary of Findings Ten of 10 print sources said Meredith […]

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ADT Whisper

ADT Whisper

Research Question: Will new home automation and security offerings by cable and telecommunications companies erode ADT’s competitive position? Companies Covered: ADT Corporation (ADT), Comcast, (CMCSA), Time Warner Cable (TWC), Verizon (VZ) Report Available: September 12, 2013   Blueshift’s initial research shows ADT continuing to succeed in the home security market, but cable and telecommunications companies are starting […]

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ADT Is Safe from Cable/Telcos Taking Home Security Share

Research Question: Are new cable/telco home security products taking market share from ADT and other traditional home security companies? By: Ryan Duck Companies: ADT, CMCSA, HON, TWC, UTX, VZ Click here to download the report (.pdf)   Summary of Findings Cable/telco home security products are not taking share from ADT Corp. (ADT) and other traditional home security companies, […]

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May 24 2013 Media & Print, Services

Meredith Stays Afloat in Print Industry, Rides the TV Retrans Rate Wave

Research Question: Will Meredith cut back on its print runs? Will retransmission rates continue to grow for Meredith on the broadcast TV side? By: Reverdy Johnson Companies: BLC, FSCI, GCI, MDP, MEG, QUAD, NXST, RRD, SSP, TWC, TWX Click here to download the report (.pdf)   Summary of Findings Meredith Corp. (MDP) appears to be “weathering the storm” […]

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MSOs Offer Solid OTT Service But Take Few Subscribers from Netflix

Research Question: Are Internet subscription services like Netflix and Hulu Plus losing out as MSOs introduce more OTT content? By: David Franklin Companies: AAPL, AMZN, CBS, CMCSA, CSTR, CVC, DIS, DISH, DTV, GOOG, NFLX, NWS, T, TWC, TWX,  TYO:6758/SNE, VIA, VZ Click here to download the report (.pdf)   Summary of Findings Fourteen of 20 sources do not […]

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