Craig Moffett Dumb in Dallas? AT&T Keeps Pushing a ‘Convergence’ Advantage It Simply Does Not Have AT&T once again played up the ‘opportunity’ presented by its fiber-mobile convergence strategy during its second-quarter earnings call Wednesday … but the telecom still only has fiber in 12% of the country Amid Another Worst Quarter Ever for U.S. Pay TV, Even YouTube TV Lost Subscribers in Q1, Analyst Says Craig Moffett says advertisers are now fleeing linear for streaming, too, taking even more marquee content and eyeballs with them AT&T's Unimpressive Earnings Growth Shows ‘5G Is Running in Place,’ Craig Moffett Says The top telecom biz analyst also says that if broadband convergence happens, ‘cable operators are going to win the war’ Latest Craig Moffett DirecTV Now’s ‘Customer Lifetime Value’ Not Favorable: Analyst By Jeff Baumgartner published 6 December 16 Multichannel News Moffett: Let Video Find Its Own Level By Mike Farrell published 9 July 19 Multichannel News Hulu vMVPD Up to 2.4M Subscribers: Estimate By Daniel Frankel published 16 August 19 Multichannel News Dish’s $10B Estimate for 5G Wireless Network Build ‘Just Silly,’ Analyst Says By Daniel Frankel published 26 July 19 Multichannel News AT&T, DirecTV Set to Be Hit Hard by COVID-19 Recession: Analyst By Daniel Frankel published 6 April 20 Multichannel News HBO Max Launch Could Be Undermined by Turner Linear Networks, Analyst Says By Daniel Frankel published 16 January 20 Multichannel News No More Fear and Loathing Over Video Subscriber Losses By Mike Farrell published 27 January 20 Multichannel News Comcast and Charter Have Reached ‘Clear Relevance’ in U.S. Wireless, Analyst Says By Daniel Frankel published 5 December 19 Multichannel News Decline of Traditional Pay TV Accelerates in Q3 By Jeff Baumgartner published 16 November 17 Multichannel News Analysts Say Turner Arbitration Offer Blunts Government's Objections to AT&T-TW Deal By Jon Lafayette published 29 November 17 Multichannel News 1 2 3 4 5 6 7 8 9 Archives NEXT TV NEWSLETTERThe smarter way to stay on top of the streaming and OTT industry. Sign up below.* To subscribe, you must consent to Future’s privacy policy. LATEST ARTICLES1Publisher’s Message2DirecTV Acquires Dish, Unifying Struggling Satellite Business 3Next Text: As DirecTV and Dish Try to Seize the Remains of the Day, Does It Even Matter?4Freeze Frame: B+C Hall of Fame 20245E.W. Scripps Folding Scripps News, Eliminating 200 Jobs; Stock Jumps 15%
DirecTV Now’s ‘Customer Lifetime Value’ Not Favorable: Analyst By Jeff Baumgartner published 6 December 16
Dish’s $10B Estimate for 5G Wireless Network Build ‘Just Silly,’ Analyst Says By Daniel Frankel published 26 July 19
AT&T, DirecTV Set to Be Hit Hard by COVID-19 Recession: Analyst By Daniel Frankel published 6 April 20
HBO Max Launch Could Be Undermined by Turner Linear Networks, Analyst Says By Daniel Frankel published 16 January 20
Comcast and Charter Have Reached ‘Clear Relevance’ in U.S. Wireless, Analyst Says By Daniel Frankel published 5 December 19
Analysts Say Turner Arbitration Offer Blunts Government's Objections to AT&T-TW Deal By Jon Lafayette published 29 November 17
