Tag Archives: twc

Comcast might pursue Netflix if Time Warner Cable deal fails

If Comcast’s (CMCSA) acquisition of Time Warner Cable fails, Comcast could try to purchase Netflix, Cablevision or a number of other attractive targets, BTIG Research analyst Richard Greenfield said in a report Wednesday. Greenfield says U.S. regulators will block Comcast’s pending acquisition of Time Warner Cable (TWC) or set conditions for approval that are too onerous for Comcast to proceed. If the merger goes through, Comcast would control broadband Internet to over 55% of U.S. homes, he said. If Comcast can’t acquire Time Warner Cable, it will direct its M&A resources elsewhere, Greenfield said in a blog post. “Given the strength of Comcast’s balance sheet and an insatiable appetite for acquisitions, we do not believe Comcast would be content with its existing portfolio (no different than after they failed in their 2004 attempt to buy Disney),” he said. Comcast could go after Netflix (NFLX) to expand its…

Comcast Needs TWC Deal As NBCU Cable Networks Lag

Poor Q4 results at NBCUniversal’s cable networks give Comcast more reason to go along with whatever tough conditions federal regulators will likely put on Comcast’s proposed acquisition of Time Warner Cable. How so? Merging with Time Warner Cable (TWC) would boost Comcast’s (CMCSA) growth from pay TV, broadband and business services while it works on a turnaround at NBCU, where broadcast TV and cable network audience ratings have weakened as

Comcast Downgraded On Tougher Regulatory Outlook

Comcast’s (CMCSA) proposed merger with Time Warner Cable could be shot down by federal regulators, says MoffettNathanson, which downgraded both stocks to neutral on Tuesday on expectations that cable TV companies face tougher regulation from the Obama administration. Besides downgraded Comcast and Time Warner Cable (TWC), analyst Craig Moffett also downgraded Charter Communications (CHTR) to neutral from buy. The proposed Comcast-Time Warner Cable