Latest Kannan Venkateshwar
Did Altice USA Cut Costs Too Much?
By Mike Farrell published
Stock continues to fall as CEO points to higher capex, negative broadband adds in Q3; Barclays says little reason to recommend stock
Streaming Has Upended Content Values: Analyst
By Mike Farrell published
Barclays analyst Kannan Venkateshwar argues that content that serves a secondary purpose, like Amazon Prime Video, could be more valuable
Analyst: After a Strong 2021, Cable’s Broadband Trajectory Could Reverse in 2022
By Mike Farrell last updated
Increased churn, fixed wireless and fiber rollouts from telcos could crimp cable‘s high-speed internet growth, warns Venkateshwar of Barclays
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