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Latest news
Disney Needs to Spend More to Halt Disney Plus Slowdown, Top Analyst Says
MoffettNathanson says bundling Disney Plus, Hulu could attract older viewers, while Barclays points to more, better content
Analyst Craig Moffett Punches a Hole in 'Convergence Apocalypse' Theory
MoffettNathanson principal says despite telco fiber builds, paired with wireless, cable still has the broadband advantage
Is Altice USA Testing the Market With its Buyback Moratorium?
Analyst calls for patience; says could unlock value through privatization, asset sales
Did Altice USA Cut Costs Too Much?
Stock continues to fall as CEO points to higher capex, negative broadband adds in Q3; Barclays says little reason to recommend stock
How Slow Will the Broadband Slowdown Be?
Analysts chime in with their takes on post-COVID-19 growth
Analyst Says Xfinity Flex Could Have 5.6 Million Subs by 2025
Bernstein's Peter Supino says growth will mostly come from Xfinity video cord cutters
Analyst Makes Case for Altice USA To Go Private
MoffettNathanson's Craig Moffett writes that selling off Suddenlink, going private one way to unlock hidden value
Is the Wireless Gravy Train Nearing an End?
Analyst Craig Moffett says promotions have fueled subscriber increases 5 times population growth
