Latest Craig Moffett
Analyst Craig Moffett Punches a Hole in 'Convergence Apocalypse' Theory
By Mike Farrell last updated
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?
By Mike Farrell last updated
Analyst calls for patience; says could unlock value through privatization, asset sales
Altice USA Stock Up Despite Another Analyst Downgrade
By Mike Farrell last updated
Evercore ISI’s James Ratcliffe drops price target to $30; says outstanding public float valued at about $4 billion
Analysts Search for Meaning in Altice USA Leadership Change
By Mike Farrell last updated
Hakim Boubazine’s departure shines spotlight on sluggish broadband growth, falling stock price
Dish Network Shares Rise on MoffettNathanson Upgrade
By Mike Farrell published
AT&T MVNO deal eliminates biggest overhang on stock, Craig Moffett says
Cable Stocks Enter ‘Harvest Mode’
By Mike Farrell published
As broadband growth slows, capital intensity wanes and free cash flow skyrockets, cable operators could step up share repurchases significantly
Analyst Says It's Time to Take Cable Wireless Seriously
By Mike Farrell last updated
MoffettNathanson’s Craig Moffett says cable mobile service has emerged as a legitimate part of the business
Biden Infrastructure Bill Could Be Final Nail in DirecTV-Dish Merger Coffin
By Mike Farrell last updated
Craig Moffett says rural broadband expansion could remove some merger roadblocks, gut business
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