Analysts expect that MSOs will perform even better in the first quarter of this year than they did during the last quarter of 2011. Time Warner Cable, which is the first MSO scheduled to release its results, should get a bump from the closing of its $3 billion acquisition of Insight Communications, according to analysts. Cable is on track to tally as much as 90% of new broadband subscriptions, while pay-TV subscriptions are projected to be up by 500,000 for Q1 and 700,00 for all of 2012, Morgan Stanley media analyst Ben Swinburne writes.

Related Summaries