After a rocky 2013, Time Warner Cable turned in some laudable 1Q results that its execs can tout as they mingle at next week’s Cable Show. Subscriber trends showed real improvement—the best performance in the last 5 years. Video losses of 34K were a quarter of what they were a year ago and well above analysts’ expectations.
Similarly, broadband sub additions of 269K handily beat analyst estimates of 179K. CEO Rob Marcus and COO Dinni Jain discuss the numbers, and MoffetNathanson analysts comment on the revenue losses.

More top stories in today’s CableFAX Daily:

Here’s FCC chmn Tom Wheeler’s message to critics of his net neutrality proposal: The world isn’t ending. Here’s his explanation.
 
It seemed like a solid FiOS 1Q for Verizon. However, FiOS unit growth was “troublingly weak,” Craig Moffett with Moffett Nathanson wrote in a research note. More details here.
 
AT&T’s smart home service Digital Life, launched a year ago, will be available in 75 US markets with the additions of 7 new markets.
 
 
 
 

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Levin Reads Tea Leaves on Starlink’s Place in BEAD

New Street Research analyst and Brookings nonresident senior fellow Blair Levin has been peppered with all sorts of questions about Donald Trump’s second term as president.

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