Cable in the first quarter of 2013

(Source: iStock photo)

Major cable operators will face a challenge topping the numbers they posted this time last year, when Cablevision and Charter Communications reported gains in basic video subscribers. Look for cable MSOs to continue to report growth in high-speed Internet subscribers and increased spending on marketing, network infrastructure and customer premise equipment. Verizon and AT&T are expected to post growth from their respective FiOS and U-verse products, while DirecTV and Dish Network are banking on promotions tied to their Genie and Hopper DVRs to drive subscriber additions. We'll update this FierceCable special report regularly. In addition to covering earnings calls of the major cable MSOs, telcos and satellite TV providers, we will cover the earnings from cable technology vendors, programmers and online video providers.

MULTICHANNEL VIDEO PROGRAMMING DISTRIBUTORS

April 18

Verizon (NYSE: VZ)

About 27 percent of FiOS Internet subscribers are on one of Verizon's (NYSE: VZ) Quantum tiers, which offer download speeds of at least 50 Mbps, Verizon disclosed on its first-quarter earnings call Thursday. Verizon said it gained 188,000 FiOS Internet and 169,000 FiOS TV subscribers in Q1. Read more

- earnings release

April 23

AT&T (NYSE: T)

AT&T (NYSE: T) said Tuesday that it picked up 232,000 U-verse TV subscribers in the first quarter, along with a record 731,000 U-verse Internet customers. It was the best period for U-verse TV subscriber growth in nine quarters, AT&T said. Read more

- earnings release

April 24

Virgin Media (Nasdaq: VMED)

April 25

Time Warner Cable (NYSE: TWC)

Time Warner Cable (NYSE: TWC) lost 119,000 video and 35,000 voice subscribers in the first quarter, and said it expects defections to continue during the second quarter as some triple-play customers who signed through aggressive discounts jump ship when promotional periods expire. Read more

- earnings release

May 1

Comcast (Nasdaq: CMCSA)

Comcast (Nasdaq: CMCSA) said Wednesday that it lost 60,000 basic video subscribers in the first quarter, while it gained 433,000 high-speed Internet and 211,000 voice customers. Read more

- earnings release

May 3

Cable One

Cable One lost 5,435 basic video subscribers in the first quarter, a significant difference in performance compared to the same period last year, when it gained 916 video subscribers, according to an earnings report from The Washington Post Co., its parent company. Read more

- earnings release

May 6

While basic cable subscriber losses reduced Mediacom's video revenue in the first quarter, the MSO saw revenue from business services jump about 20 percent compared to this time last year. Read more

- earnings release

May 7

Charter Communications (Nasdaq: CHTR)

Charter Communications (Nasdaq: CHTR) said it lost 24,000 video subscribers in the first quarter, with its performance dropping a whopping 220 percent compared to this time last year, when it gained 20,000 video customers. Read more

- earnings release

DirecTV (Nasdaq: DTV)

DirecTV (Nasdaq: DTV) said it added 21,000 net U.S. subscribers in the first quarter, down sharply from the 81,000 it picked up in the same period last year. Read more

- earnings release

Frontier Communications

Frontier Communications (Nasdaq: FTR) said it picked up 18,300 video subscribers in the first quarter, driven by its agreement to resell Dish Network (Nasdaq: DISH) satellite TV programming to its rural telephone customers. Read more

- earnings release

May 9

Cablevision (NYSE: CVC)

Dish Network (Nasdaq: DISH)

Dish Network (Nasdaq: DISH) said it added 66,000 dishNET broadband Internet subscribers in the first quarter, topping the performance of its core satellite TV service, which gained 36,000 subscribers. Read more

- earnings release

TBD

Liberty Global (Nasdaq: LBTYA)

Mediacom

TECHNOLOGY VENDORS

April 24

Arris (Nasdaq: ARRS)

Arris (Nasdaq: ARRS) said increased spending from Time Warner Cable (NYSE: TWC) and international cable operators boosted its results for the first quarter. The technology vendor, which recently completed its acquisition of Motorola Mobility, posted $93 million in sales from Time Warner Cable. The company, which sells cable set-tops, software routers and cable modem termination systems, recorded $59 million in sales from Comcast (Nasdaq: CMCSA). Read more

- earnings release

May 15

Cisco (Nasdaq: CSCO)

Cisco (Nasdaq: CSCO) posted strong gains in revenue from cable operators and other service providers for the quarter ending April 27, driven in part by sales of Wi-Fi gear and its Videoscape set-top software platform. Read more

- earnings release

TBD

Concurrent (Nasdaq: CCUR)

- earnings release

EchoStar (Nasdaq: SATS)

TiVo (Nasdaq: TIVO)

TiVo (Nasdaq: TIVO) said it added 277,000 cable subscribers in the quarter ending April 30, including deployments of its Premiere DVR by Suddenlink Communications, RCN and international cable providers such as Virgin Media (Nasdaq: VMED) in the United Kingdom and Ono in Spain. Read more

- earnings release

SeaChange International (Nasdaq: SEAC)

PROGRAMMERS

May 1

Time Warner Inc. (NYSE: TWX)

Viacom (NYSE: VIA)

- earnings release

CBS (NYSE: CBS)

May 2

Crown Media Holdings

- earnings release 

Scripps Networks Interactive

May 7

Walt Disney Co. (NYSE: DIS)

Discovery Communications (Nasdaq: DISCA)

May 8

News Corp. (Nasdaq: NWSA)

TBD

AMC Networks (Nasdaq: AMCX)

ONLINE VIDEO PROVIDERS

April 22

Netflix (Nasdaq: NFLX)

Netflix (Nasdaq: NFLX) said Monday that it added 2.03 million U.S. streaming video subscribers in the first quarter, growing its subscriber base to 29.17 million. While it dropped 240,000 DVD subscribers during the period, Netflix posted $639 million in domestic streaming revenue, up from $589 million in the fourth quarter and $507 million in the first quarter of 2012. Read more

- shareholder letter

Cable in the first quarter of 2013
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