The second quarter could be particularly interesting for the cable industry. Comcast (NASDAQ: CMCSA), for example, is delivering its first quarterly earnings report since walking away from Time Warner Cable (NYSE: TWC). Its investors are going to expecting details on the conglomerate's growth strategy, particularly with a new CFO at the helm.
Charter Communications (NASDAQ: CHTR), meanwhile, will be facing investors while knee deep in the regulatory review for its bid to acquire TWC and Bright House. Cablevision will undoubtedly be asked about possible M&A, as well. IPTV operators AT&T U-verse (NYSE: T) and Verizon FiOS (NYSE: VZ) will get asked about upcoming mobile video services.
And of course analysts will carefully watch pay-TV subscriber numbers to check for evidence of cord-cutting by U.S. consumers.
You can keep track of all the earnings reports for the major pay-TV operators, and adjacent companies, by regularly viewing FierceCable's pay-TV earnings summary page, which can be found here.