From Comcast to AT&T to Dish: How pay-TV performed in Q3 2015

How did pay-TV distributors including cable MSOs, IPTV operators and satellite providers, as well as relevant programmers, online video providers and technology companies, perform in 2015's third quarter? In this earnings summary, we list results for the biggest cable industry players.

Also, check out how these results compare with the same companies in the second quarter of this year and the third quarter of last year.

Finally, round out your telecom earnings knowledge with a look at how the wireless industry performed in the third quarter, and how the wireline industry performed in the third quarter.

October 14

Netflix (NASDAQ: NFLX)
Credit card companies pushed back against Netflix claims in its third-quarter earnings report that the industry's conversion to chip cards led to less-than-expected subscriber signups in the U.S. "If this was an issue, it would be affecting every subscription-based business and it isn't," an unnamed card-industry executive told The Wall Street Journal. Netflix recorded only 880,000 U.S. subscribers in the third quarter, well below analyst forecasts of 1.25 million new subs.
- see this article
- visit Netflix's investor relations page

October 20

Verizon (NYSE: VZ)
It sounds like Comcast and perhaps Time Warner Cable, Bright House Networks and Cox Communications may be preparing to execute on their MVNO deals with Verizon, and that offering, as rumored, will probably be a Wi-Fi-first mobile service. During an investor call to discuss the company's third quarter earnings, Fran Shammo, CFO of Verizon, said that Verizon has been notified that the cable companies will execute on the 2011 MVNO deal but said he would not discuss specifics of the agreements. "Obviously the industry is moving. Cable will do what they are going to do and we will do what we will do," Shammo said.
- see this article
- visit Verizon's investor relations page

October 22

AT&T (NYSE: T)
AT&T reported net U.S. subscriber growth in the third quarter of 26,000 for DirecTV, as the company shifted focus for video service sales to its new satellite TV acquisition.
- see this article
- visit AT&T's investor relations page

Amazon (NASDAQ: AMZN)
- visit Amazon's investor relations page

October 27

Comcast (NASDAQ: CMCSA)
Comcast said it is now deploying 40,000 X1 video boxes a day, and that its X1 rollout now covers 25 percent of its footprint.
- see this article
- visit Comcast's investor relations page

Apple (NASDAQ: AAPL)
Apple said it sold 48.046 million iPhones during its most recent quarter, a slight improvement over the 47.534 million it sold in the previous quarter and way up from the 39.272 million it sold in the same quarter last year. Wall Street analysts had expected Apple to report sales of 48.5 million iPhones. Apple said it scored around $32 billion in revenues from its iPhone business, meaning the device accounted for 63 percent of Apple's overall revenue.
- see this article
- visit Apple's investor relations page

October 28

Harmonic
Harmonic continues to suffer from continuing softness in the cable edge market, with third-quarter revenue declining 19 percent sequentially to $83.3 million. The performance was in line with analysts' expectations of $82.23 million.
- see this article
- see Harmonic's investor relations page

Arris (NASDAQ: ARRS)
Arris reported third quarter revenue of $1.22 billion, down 13.1 percent year over year, with continuing slow sales to U.S. telco companies AT&T and Verizon dragging down the network equipment vendor's CPE business.
- see this article
- visit Arris' investor relations page

Rovi Corp. (NASDAQ:ROVI)
- visit Rovi's investor relations page

October 29

Charter Communications (NASDAQ: CHTR)
Charter Communications has become the latest top cable provider to report solid third-quarter video subscriber metrics, adding 12,000 customers during the period.
- see this article
- visit Charter Communications investor relations page

Time Warner Cable (NYSE: TWC)
Time Warner Cable reported losing only 7,000 pay-TV customers in the third quarter, a period that is turning out to be a particularly strong quarter for cable video subscriber performance.
- see this article
- visit TWC's investor relations page

November 3

Discovery Communications (NASDAQ: DISCA)
Discovery Networks President and CEO David Zaslav said his company's over-the-top platforms in Europe have garnered around 200,000 subscribers and the company is expecting to grow that number to 1 million customers.
- see this article
- visit Discovery's investor relations page

Mediacom
Mediacom reported the loss of 17,000 video subscribers in the third quarter of this year, leaving the New York-based, mid-sized MSO with 862,000 residential pay-TV customers across its two operating units. Mediacom ended the third quarter of 2014 with 900,000 video subscribers.
- see this article
- visit Mediacom's investor relations page

Cablevision (NYSE: CVC)
In what could be its last quarterly earnings report as an independent company, Cablevision reported modest video subscriber losses of 33,000 for the third quarter.
- see this article
- visit Cablevision's investor relations page

CBS Corp. (NYSE: CBS)
CBS Corp. chief executive Les Moonves told investors that his broadcast network has already hit $1 billion in annual revenue from retransmission and reverse-compensation fees, a year ahead of the media company's anticipated timeline for the benchmark.
- see this article
- visit CBS' investor relations page

November 4

21st Century Fox (NASDAQ: FOXA)
- and Fox's investor relations page

Cable One
Cable One reported a narrow 0.7 percent decline in total revenue to $198.2 million in the third quarter, as the company continued to aggressively highlight its movement away from residential video and toward residential and commercial broadband services.
- see this article
- visit Cable One's investor relations page

November 5

Time Warner Inc. (NYSE: TWC)
Although its stock price fell 7 percent after the release of its quarterly earnings, media analysts had mainly praise for a series of tough short-term moves announced by Time Warner Inc. to better align its programming in the digital age.
- see this article
- visit Time Warner's investor relations page

CenturyLink (NYSE: CTL)
CenturyLink's efforts to tighten the credit and collection policy on its broadband subscriber base may eventually enable it to reduce churn, but in the near-term it resulted in the telco losing about 37,000 customers.
- see this article
- visit CenturyLink's investor relations page

Suddenlink Communications
While Comcast has been taking a lot of heat for its trials of usage-based broadband pricing, medium-sized operator Suddenlink Communications has been quietly and efficiently generating revenue off its data caps.
- see this article
- visit Suddenlink's investor relations page

AMC Networks (NASDAQ: AMCX)
- more AMC's investor relations page

November 9

Dish Network (NASDAQ: DISH)
For the second consecutive quarter, analysts have accused Dish Network of masking significant subscriber losses in its core satellite TV business with customer growth in its Sling TV OTT unit.
- see this article
- visit Dish Network's investor relations page

November 11

Synacor
Synacor said a "regional, full-service communications provider" has purchased its end-to-end video product in order to launch an in-home streaming service.
- see this article
- visit Synacor's investor relations page

November 12

Cisco (NASDAQ: CSCO)
Cisco reported overall profits that were better than some analysts expected during its most recent quarter, but the company's financial expectations for the coming months were below forecasts. And the company's CPE business -- which Cisco is in the process of selling to Technicolor -- reported a 14 percent slowdown in its revenues to $411 million.
- see this article
- visit Cisco's investor relations page

Viacom (NASDAQ: VIAB)
Viacom's revenue fell 5 percent in its fourth quarter.
- see this article
- visit Viacom's investor page

From Comcast to AT&T to Dish: How pay-TV performed in Q3 2015
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