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Latest Kannan Venkateshwar
Bundles Are Nice, But Aggregation's Where It's at for Streamers, Analyst Says
Barclay's Venkateshwar believes bundling will smooth path for offerings centered around core products
Netflix Sub Growth Trending Better Than Guidance, Analyst Says
SVOD pioneer said it would add 2.5 million subs in Q1; Barclays says on pace to add around 4 million
Cable Stocks Fall on Broadband Fears in 2021
Despite high-speed data slowdown, some analysts see a light at the end of the tunnel
Dish Wireless: Lost in Translation
Stock drops 15% after company says long-term tower leases will cost $13.6 billion on top of $10 billion construction costs; Ergen says they could have been better communicators
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
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
