Time Warner crowed during its 2Q earnings call that it inked a renewal last month with a top 5 operator featuring the sort of rate increases it has been talking about for the past year. It’s just not saying who that MVPD is. Time Warner CFO and incoming Turner CEO John Martin said it was relevant to mention the mystery deal because the programmer previously said it would begin its “most ambitious rate renewal cycle” in years during the middle of 2013. More on the deal and Time Warner’s financials here.

More top stories in today’s CableFAX Daily:

 
Retrans Catch-Up: A Time Warner Cable office in Indio, CA, gets a suspicious envelope. CBS affiliates rally around network in retrans dispute. 
 
Andy Albert has been tapped for Cox’s chief programming negotiations post.
 
As Fox Sports 1’s Aug 17 launch date draws nearer, Fox continues to keep distribution details quiet. Read the company’s comments here.

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New Street Drops Altice USA to ‘Neutral’

New Street Research is downgrading Altice USA to “Neutral” after a warning from CEO Dexter Goei that the provider would lose subs in 3Q21. “The stock is too cheap, even with 12-18 months pause in share

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