time warner cable advisers talk about 8.5 times ebidta. that high when your charter is far smaller than cable. they say you're just buying us with our balance sheet. that doesn't make any sense. finally, let me end on this, our parent company, comcast. the cfo of comcast has made it clear to any investors who ask that the focus is on international if they were to do acquisitions. and he said they will not do a consent decree. there are no caps any longer on terms of how much you can own, and the question, jim, becomes if time warner cable is available, if it is looking for a white knight, does comcast in some way try to play a role there? would it threat go to a charter or would it consider stepping in? the d.o.j. might have something to say on that, especially given vertical interjection, will it continue to say no and it's a key question as this battle heats up again. >> we often talk about execution. anecdotally time warner not a well executed company. comcast anecdotally and empirically a well executed company. >> 1,200 software enginee

time warner cable. time warner cable. never once, terrible with me, until i went on twit around said, i can't watch anything. thank you, time warner cable. immediately, a call. >> there's a difference between saying a company sucks and saying this person success. >> yeah. >> the person who works for the company suck. that's the difference. that said, she didn't, never gave the woman's name. >> yeah. >> i don't even know how this woman has a suit at all since she was never named. >> unless she was tarnished by her company and that's why she's suing. >> what is she suing over? defamation is defamation. what is this false light crap? legalese that sounds like a guy talking through both ends of his mouth after he gets caught cheating. oh, yeah, doesn't matter if i was with her or not. eye painting me in a false light now. focus on that. it means nothing. false light. >> it's the whole thing is ridiculous. >> false light. >> you're ridiculous. >> you are. and -- look, i think there should be repercussions. >> what a shame. >>

. >> well, kayla, time warner cable lost over 300,000 tv subscribers last quarter, almost double the losses wall street expected. it also cut its revenue forecast. now, largely to blame is its 32-day blackout of cbs channels in major markets which not only drove subscriber losses but also higher marketing expenses and $15 million in subscriber credits. analyst craig moffett says the defeat by cbs is bad news for all cable companies' programming negotiations. writing, quote, every cable operator now goes to the table knowing that cbs not only won the war, but left time warner cable badly damaged even for having fought the fight. if you thought the scales were tipped in programmers' favor before, now you know that it is worse than you imagined. now, time warner cable's incoming ceo rob marcus said on the earnings call this morning that the fight was worth it to secure a better deal than where the negotiations started, but the impact of this negotiation with cbs will bleed into the fourth quarter. kayla? >> all right. thanks so much, julia. >>> for now we'll send it over to dominic chu

time warner cable is focusing more on its cable business units.on marks airbus first sale to japan. it weakens boeing's grip on the japanese market. that is the latest from the fox business network. giving you the power to prosper. ♪ dennis: these are the best ads and television for the third quarter. peter, let's take a look at the top in the third quarter. it starts with the number one. listen to peter talk about exactly how they go about measuring what makes a good at. >> this is scientifically measuring 500 unique people every time. we look at every single ad that breaks. dennis: it is likability. >> attention, persuasion, etc. don a great ad. they are building on their theme of cleaning wildlife. these are about building brands. you want an emotional connection. it is a 152nd ad. very rarely does that make the best at. dennis: i was kind of surprised that microsoft had the courage to make fun of one of the most beloved brands in the world. >> it is a role reversal there. it also pointed out a lot of features. dennis: i aren't surprised they d

would you look at owning time warner cable regardless of the netflix possibilities? or just go with netflix? >> no. i would go with time warner. i like the idea of the content providers. they have a lot of things they are able to do. it's not that i don't like netflix, given the choice, netflix had a tremendous run. i'd rather go time warner. >> one more question, josh. on microsoft, microsoft earnings out next week would you be a buyer of microsoft ahead of earnings or under any circumstance? >> you know, there's a big buy back in dividend. they could always surprise. because expectations aren't high. i only have so many dollars to allocate. i'm not excited about the company. i don't think it's cheap enough to say it's a value play. so no, i would skip it. >> all right. let's get a broader read on earnings season. joining us is kate moore at jpmorgan. great to have you with us. >> good afternoon. >> do you think the earnings season will come through so the rally will be supported going to year's end. >> we're not looking for blockbuster earnings in the third quarter.

booktv visited the area with the help of our local cable partner time warner cable. >> the state park looking area, it was formed by a series of ponds that were connected back in late 1920s, early 1930s, and was originally meant to be a statewide world biggest fish hatchery. they connected all the ponds but they ran out of money before they could take it any further. the results today have been the fact that we still have a great natural fish hatchery that the semi-close to the public because the only transportation back here or by electric powered boats or kayaks and canoes. so the public is sort of limited consequently, it is a fairly natural area with all kinds of animals and birds and things populating it all summer long. presque isle is french for almost an island. that's because six times are in record history of the part history of the part it was an island but it broke through the peninsula and became an island. at one point the open, over a mile across and 20 feet deep. in the 1920s, the state turned it into a state park. it was the second state park in the whole state of pen

media titans coming weeks after cbs went dark in an entire month in 3 million homes served by time warner cablemany time warner should pay that to carry cb. shows that are free over the air broadcast. the stakes may be higher in this faceoff. dish serves 14 million homes nationwide. its stock up 50% this year, double the nice rise in disney stock. disney is one of the most powerful entertainment companies in the world. tv owned stations in new york, chicago and l.a. could go dark and two most watched channels, espn and disney channel could be shut down nationwide on dish. one source tells me is the sticking point is the dish's ad-skipping dvr, the hopper. the networks sewaged them to stop the technology. they may be pressing dish to dump it. charlie ergen railed against the rising cost of sports tv he is likely not easy to fuel another price hike at es spend. offsetting ergen's recalcitrance, this guy, unflappable, low-key disney ceo robert iger. he came on fox business set with me last week and he doesn't seem to be worried at all that the dish talks will blow up. stay tuned whether this turns

that could end up having time warner cable try to buy cablevision because their systems are so closeure, john malone is 72 years old but this callie is not riding in to the sun set yet. adam: -- ashley: that means higher cable bills at the end of the day. dennis: why is that? the most consolidation? what allows consolidation to cut costs and they could end of lowering costs to get more user fees? ashley: never happen. >> still the broadcasters. >> and you are covered. >> the stuff they're fighting over -- >> thank you. talk aboot a waste of money. cash strapped postal service is going to destroy thousands of staffs because of safety concerns. and the importance of physical activity in achieving a healthy life style. the killer staffs received several concerns from the president's council on fitness, sports and nutrition of bid alleged unsafe acts inflicted on defuse staff like watching miley cyrus at an awards show. without a helmet, person of thought. the postal service decided destroy the stamps. they're on the side right now. we rode bikes without helmets. maybe this is a good ide

. >> some are expecting with time warner cable because they don't have a streaming offering now. is that the best fit in they do something like this. >> for netflix, any fit is a win. they could develop a switzerland arms deal, those two go together, relationship. if bone or two bring it on to their boxes, other companies will be required to do that. >> once they do that -- >> mark. >> i apologize. once they join us with a big major cable provider, isn't that the end of the massive growth story for netflix, the multiples start to concontract at that point in. >> possibly. the set up, there's 30 million people in the u.s., 7 million overseas, who subscribe, pay 8 bucks a month to netflix. the bull/bear debate on the stock when the number is 35 million or whether it's 50 million. cable deals make it more likely that number's 50 million. if that happens, those deals break, a few other catalysts hit like price increase, international profit ability, the stock we think can go materially higher, we have an upcase on the stock of 300. >> 330. >> yes. >> how safe is that? >> well, i thin

time warner cable recently hosted book tv as we interviewed local authors in toward historical sites. >> a crime historian. and so this book forced me into a new discipline. that was to wrestle with women's history and understand discrimination, gender studies, gender roles and expectations. in doing so i realize that all the studies that have been done about gender roles and expectations and stereotypes also apply to crime. it had not been done in many ways. so i took the models of other historians and applied them to crime. and the short answer is women are expected to be pious, pure, domestic, and maternal. when they are not and commit an act that seems to violate the social mom we get excited about it. i focus on them pennsylvania women who kill. when you start pursing it out you have to examine the whole host of different factors, rape, -- race, ethnicity to megaera -- geography, an economics. the nature of law and law enforcement in other states and communities. i think by focusing on pennsylvania i have been allowed to see a consistent pattern of how women commit particular cri

time warner cable and cbs, there were big ads, there was a lot of talk, big conversations in the press deal expiring, but this has been pretty quiet, leading up to this deal expiring. i heard that things were going to be settled ahead of time. i'm surprised they had to extend their talks. there's a lot at stake, espn, which is valuable and a busy time of year for sports and the fall tv season. it's in everyone's best interest to work this out and i would bet disney/abc will get a price increase because the last time had they negotiated this deal was many years ago. >> john, what do you say here? is this one going to be a big fight or are they likely to work it out? >> it looks like dish has the potential to get really, really hurt here. i mean it's one thing losing cbs for people, but espn during this time of year, i mean i don't know if they can afford to risk that. >> all right. john this one for you, we know where you are, we know where you are. it's the wearable tech question for you, wearable tech going to take off. you're at the launch of the mobile and wearables conference in sa

and that seems to be leading people down the charter time warner cable road a bit. keep an eye on those stocks. i haven't heard anything new to present to you that today charter is presented at the liberty meeting but will they say something? are they going to up the pressure again on time warner cable to come to the table to try to work something out? what could that possibly be given the divergence and sizes. keep that in mind as you look at the trading day ahead. >> the kyle bass interview about puerto rico, i saw today puerto rico aqueduct -- i don't want to hurt the issuer but i was reeling from your interview about this situation. having sold millions in puerto rican bonds in the 80s, that is a big story. i don't know even know how to hedge yourself from it. >> it is a big story and it's one we're going to continue to follow. michelle caruso-cabrera has also been following it, jim. there are people on the other side of that trade, so to speak, and the other side of the argument to believe puerto rico will be able to figure out a way to raise more revenue, that

time warner cable and expediarose. down 60.nd s&p is down 6. >>> keeping an eye on facebook stock today after had a price swing of 17%. right now that stock is down about $1.67 at 48.19. and dropped when facebook's financial chief says younger teens are cutting their daily use of the web site. earlier yesterday facebook stock jumped to $60 when the company reported revenue soared 60% as mobile ads continue to grow. >>> twitter is being sued by two financial firms in the lead up to public offering. the company says twitter asked them to launch a private stock sale but then canceled it. twitter was trying to guarantee stock would sell for at least $19 a share when it goes public next month. asking for $124 million of damages. twitter says it never had a relationship with the companies. >>> apple says it is replacing a quote, very limited number of new iphone 5s. after the company discovered a manufacturing defect that limits battery performance. either take longer to charge. apple says it is contacting individual phone owners and

launching revolt tv today and 25 million homes served by comcast and time warner cable. the espn of music tv. concerts, music videos and artist interviews. it will fill in music cap abandoned by mtv and vh1. he may not have been able to stage this revolt at all works not for government. comcast agreed to open up new space on the cable dial for minority owned channels to any approval of the federal communications commission for comcast purchases of nbc universal. revolt tv promises thousands of online additions in search of new talent to play some of the videos and make the creator's famous but will not pay for any of it. the channel will follow young viewers ignoring basic tv viewing to tap in by smartphone and tablet. serving up anywhere and anytime. one of the first of the new channels being traded under comcast. my skin filmmaker robert rodriguez has a challenge in the works. tracy: like the new cool thing to do, get a channel. >> they want more minority programming. sean combs appears to youth of all colors. not like there will be a new voice out there. at least it w

reports say comcast and time warner cable are among those involved in discussions. cable operators with tie voe are also in the mix. >>> for the second year in a row, millions of social security recipients can expect much lower raises for 2014. the associated press reports beneficiaries may only see an increase of roughly 1.5%. that would be among the smallest since automatic increases were adopted in 1975. this year the raise was 1.7%. social security was scheduled to announce the annual cost of living increase on october 16th, but the government shutdown may delay that. >> why was it so low this year? >> it's died to inflation because so many people are unemployed and economic growth is sluggish, the models suggest that recipients don't need as much money to maintain a current lifestyle. >> the government shutdown delayed the numbers, but what about the raise? is that paid out or delayed as well? >> there are a lot of fears about a delay. let me be clear. the social security administration says it won't be delayed. right now there's no indication of that. just to p

booktv visited the area with the help of our local cable partner timed warner cable. >> the the lagoonnd was originally meant to be a state wide world's biggest hatchery. they connected the pines but they ran out of money before they could take it any further. the results today have been the fact that we still have a great natural fish hatchery that is semi-closed to the public because the only transportation back here or by electric powered boats or canoes. the public is sort of limited. consequently it is a fairly natural area with all kinds of animals and birds populating it all summer long. presque isle is french for almost an island. that's because during the recorded history of the park it was an island. it rode through the financial and became an island. at one point the opening was over a mile across and 20 feet deep. in the 1920s the state turned it into a state park. it was the second state park in the whole state of pennsylvania. valley forge was first and then this part. it wasn't called prescott state park at the time. they originally named at pennsylvania state park. one

time warner cable recently hosted a tv has an interview with local authors and toured historical site the >> i'm a crime historian and so this book forced me into a new discipline and those who kind of wrestle with women's history and understand discrimination, gender studies, gender was the next big haitian. in doing so i realized all the kind of studies that it had done about gender roles and gender dictation stereotypes also apply to crime and they hadn't really done in many ways he is like the models of other historians and applied them to crime. the short answer is when men are expected to be pious, domestic and maternal and what they are intended not to violate the social norm, we get excited about it. i focus on the pennsylvania bred to kill. when you start parsing it to other states into the these, you have to expend a whole host of different fact or spirit race, ethnicity, geography, economics, all different types in a different nature and want forstmann in the southern states and communities. so i think that focusing on pennsylvania, i've got a lot to kind of see a consisten

you could imagine buying a set top box and a remote from comcast or time warner cable.ess that, it pulls up the familiar interface, and you can choose to watch an old episode of "30 rock," a new episode of "orange is the new black," just as quickly as you can scan back to msnbc. there's already ways to do this with apple tv and other web tv device. this would simply make it easier. when you make it easier for older families to connect to netflix in addition to linear programming, you can expect more of them to sign up. >> you've also talked about the enormous growth here of netflix and it hasn't hurt the cable industry jyet. is there a rivalry, or were industry analysts reading this wrong? >> the question is, is netflix competition or complimentary? i think it's complementary. you look at the real numbers. you have about 29, 30 million american subscribers to netflix, millions more on amazon prime. you would expect this would diminish significantly the number of total paid tv cable customers. but it hasn't. that number actually grew slightly in 2012 according to r the g

i think the two major cable companies. time warner else gets merged into those? >> ultimately. that's my view. >> and the folks in washington allow that to happen? >> i think so. i think so. >> it's a lot of other things that to happen? >> i think so. >> there are a lot of other things going on? >> folks in washington have problems right now. that's not imminent. that's not today. i think that's where it is going. these are scale businesses. you need to have a certain amount of scale and a certain amount of competition. there is room in the market for two big telecoms and two big cable companies >>> time ink, the spinoff of the magazine, would you invest in the publicly traded version of time inc? >> i would. i think. people always told me that eventually the same thing is going to happen to the movie business, magazine business, tv business. i don't believe that. i think that publishing, the value ad is twofold. one is the distribution value ad which has been disrupted by the internet and digital technology. the other is editorial va

that's time warner cable. i'm just saying this business has a lot more resilience. cable cutting, when you look at the ads, cable cutting is not really playing much of a role. >> one thing it this netflix idea does is introduce the idea of usage-based pricing. you can build in a lot of profit margin if you were to try to do that on the broadband. broadband is the key product. >> i still don't want to leave netflix as a cult stock. >> we'll take a look and see. on this one area and gichbt market's response, certainly worth sharing some thoughts. >> i thought there was something going to happen on the horizon. >>> in the meantime, the president is going to address the glitches, to use one word, that have plagued efforts by consumers to sign up for health insurance. he will do so in a white house statement at 11:25. we'll bring you live coverage when that happens. also ahead, former office depo chief, steve odd land, we will hear what he thinks the president and lawmakers need to do, to win back the confidence of american business. the dow is off and the s&p. we are ba

look at the deal that the dodgers just made with time warner cable in los angeles. >> yeah.right. >> other than baseball -- by the way, what are you watching right now? what's your favorite series on television at the moment? >> i'm still watching "homeland." i was riveted by the ending of the episode on sunday night money. >> don't spoil it! >> unbelievable. >> i saw patinken was on and said he actually wept -- >> come on! i just finally got to six. >> where is the beard? doesn't you want club unity? did they pressure to you do that? >> i think john henry, larry lucchino and i may grow a beard after the world series. we'll let the players do it. we've put beards on all the statues across the city and the ducks in the boston commons. so there's red beards everywhere in the city on the statues. >> that's an invitation to get up to the common today, that's for nice to be here. >> tom warner is the chairman of the boston red sox. >>> now, president obama will be delivering remarks on immigration reform in washington shortly. let's bring in the chief washington correspondent joh

my question is if comcast or time warner cable, verizon, whomever -- >> ask them what -- >> you have to check a box. is it okay if we -- maybe they'll offer you 3 bucks or 5 bucks a minute. >> you know down to the minute. >> to go backwards from twitter. >> for a discount, a monthly discount. >> the privacy concerns were a really big thing brought up in the past. we seem to be giving everything -- >> you saw the numbers. >> on google, on your phones. >> 230,000 tweets and you're talking about trying to measure 5, 6, 8 million viewers. how do you extrapolate. >> what would you want back in return for your priecvacy? >> you see what i'm watching. >> check the box. >> that's what we should do. that's the end of it. >> problem solved. >>> guys, let's talk about the next story. a 9-year-old boy made it past tsa officials and airline gate official alzheimer's to board a flight alone to make it from minneapolis. he was screened at security. security camera tapes showed the child then managed to board a delta flight undetected. >> welcome to security theater. that's basically all it is. >> i

time warner cable earned $1.69 a share for the third quarter, 4 cents above estimates.y increased programming fees. and shares of avon products taking a hit in the premarket trading. avon earning 14 cents a share for the third quarter. that was 5 cents short of estimates. with the ceo saying that the quarter was tough. they were hurt by continued weakness in some of the company's north american businesses as well as macro economic head winds. >>> facebook suffering from teenage angst. more teens are dropping the social network. joining us now with reaction is tom forte. managing director at the advisory group. good morning to you. >> good morning. >> the numbers were good, but seems like the teens are tuning out. what do you think? >> the numbers were fantastic. and if you looked at the after hours trade, there were two things that happened that brought the stock back to even. first the disclosure, they had a decrease of teens on a sequential basis and the second being they're not going to increase the mix of ads placed in news feed. >> we talked to analysts in the last

they are in talks with cable companies including comcast, time warner and sudden communications to make it available as an app on their boxes. the hang-up in the talks is netflix is insisting the cable temperatures take on special technology to improve the delivery of streaming video. this is a good one. macy's is telling workers they must report to work thanksgiving night. the retailer ranking with 155 year tradition of staying closed on thanksgiving day. it has reportedly told workers in new york and chicago to expect to be at work at 8:00 p.m. macys is expected to give an announcement. >> earlier and earlier. >> i can't believe we are talking about thanksgiving. where has this year gone? >> it is not even halloween yet. >> this is true. >> thanks, lauren. >> moving out of the rockies a storm could bring severe weather in the midwest. >> we have your first degree weather update. >> hope you had a wonderful weekend. it is monday we are talking about storm systems developing. it is impacting part of the rockies. anywhere from north dakota to texas you are looking at impacts. we could be

met the american basic cable channel owned by turner broadcasting system a subsidiary of time warner who donated hundreds of thousands of dollars to barack obama's campaign in the other corner we have m s n b c another american basic cable channel owned by comcast who also donated hundreds of thousands of dollars to obama and whose content is eighty five percent opinion and only fifteen percent actual reporting according to a recent pew report that by design and he asked the u.s. government shutdown it caused millions of dollars and hurt americans in a variety of ways but covering that with hard core facts is not what c.n.n. and m.s.m. easy are fighting about studies are concluding that humans have almost certainly caused climate change and that if we don't change our ways we're all going to die basically but that's also not what these two networks are duking it out about hundreds of thousands of people are dying every year in wars being fought for greed but that pales in comparison to what's really worth fighting over in the news and bad is. means while all of these horrible things w

just a little bit about us we are a company that is owned by comcast and time warner and we represent 98% of all of the cable providers throughout the united states. what we do is we sell cable tel advertising so you can buy a spot on espn and runs for all 200 million tv households in washington, d.c. and baltimore and new york city. so we handle that local land of it. we are working with a number of the state exchanges as well as the national exchange. it's been rehashed for the last day or so. who are the targets for this? the reason i put this at this because it is interesting about this is it is an open book test. at least it was until the government shut down for 15 days but then you couldn't get into the census. this information is available through the senses and for a variety of different public websites where you can figure out who your targets are within the state and within national areas. and i think that is an advantage when you are talking about the paid advertising to target them. and second, when you look at this target most of the commercial law advertising goes towards the 25 to 54 higher t

osee a state where the bundle that time-warner osh comcast one of these intermediaries decides to provide for us, that could be our limited choice? >> the cablearriers you have to distinguish them from the channels. it's interesting to watch, i know you had chet premerficationo on here. they kind of like the idea, they are held hostage, nfl live still has big events and that gives them leverage in the negotiations. if the consumers had other options right, they would be able to begin to unbundle. it doesn't really matter what congress decides, what the cable company decides. if we agree on anything i think we could agree on this in the last 20 years of covering media, once the consumer decides, it's only a matter of time. once they have the ability, it's industry remove, government remove and we will put the hands, the control in the hands of consumers. >> if you pick up on what david is saying and i do, if you climbed inside the head of brian roberts, the head of comcast, or the head of les moonves, the head of cbs, the head of satellite people they're scared. they see the world changing before them, they say oh my god i got lots of choices

booktv visited the area with the help of our local cable partner time warner cable. >> the lagoon area was formed by a series of ponds that were connected back in the late 1920s, early 1930s, and was originally meant to be a statewide world's biggest fish hatchery. that connected all the ponds but they ran out of money before they could take it any further. the results to date have been the fact that we still have a great natural fish hatchery that is semi-close to the public because the only transportation back your our bioelectric powerboats or kayaks and canoes. the public is sort of limited consequently which is a fairly natural and with all kinds of animals and birds and things populating it all summer long. presque isle is french for almost an island. that's because six times during history of recorded history of the park, it was an island that it broke through the neck of the financial and became an island. at one point the opening was over a mile across and 20 feet deep. in the 1920, the state turned it into a state park. it was the second state park in the whole state of penns