Latest moffettnathanson
Next Warner Bros. NBA Contract Will Double to Around $21 Billion Over 9 Years, Analyst Predicts
By Daniel Frankel published
Despite a significant ramp-up, WBD will get fewer NBA games as part of its next deal, MofettNathanson's Robert Fishman also forecasts
Non-Sports Content Spending Falls From 2022 Peak, Analyst Says
By Jon Lafayette published
Growth coming from sports, streamers, MoffettNathanson’s Robert Fishman finds
Amazon Prime Video Set To Grab More Than $1 Billion in Ad Revenue in 2024
By Jon Lafayette published
MoffettNathanson sees e-commerce giant’s move as more bad news for linear TV
Altice USA Sets Huge Broadband Price Cuts: 36% Off on 300 Mbps FTTH
By Daniel Frankel published
The struggling cable operator is trying to undo an overzealous era of cost-cuts and consumer price increases
Cord-Cutting Hits New Q3 High as 889,000 Subs Drop Pay TV
By Jon Lafayette published
Traditional cable, satellite, telco distributors down 11.7%
The Monthly Price of a Full Collection of Premium U.S. SVOD Services Went Up $17 in Just One Year (Charts)
By Daniel Frankel published
The unbundled premium prices of Netflix, Hulu, Disney Plus, Max, Apple TV Plus, Paramount Plus and Peacock will now set you back $105 a month
Paramount Plus Is No Disney Plus When It Comes to ‘Hard’ Pay TV Bundling, Analyst Says
By Daniel Frankel published
With redundancies like local CBS stations and their NFL rights included in the Paramount Plus app, MoffettNathanson analyst says, ‘We remain skeptical the company will be able to get true wholesale incremental value’
If Netflix Converts 25% of Its U.S. Password Sharers, It Will Add 6.8 Million Subscribers and $567 Million in Revenue: Analyst
By Daniel Frankel published
MoffettNathanson survey of 19,000 U.S. consumers suggests that even a bearish performance from Netflix's password-sharing crackdown will yield huge results
How the Disney-Charter Deal May Affect Affiliate, DTC Revenue
By Jon Lafayette published
Analyst Robert Fishman sees lower earnings for Warner Bros. Discovery, Paramount NBCUniversal
Despite Viewership Slump, Netflix Was Still Watched More Than Twice as Much vs. Any Other SVOD in the U.S. During Q2
By Daniel Frankel published
The latest MoffettNathanson kitchen-sink report on domestic streaming puts to rest the notion that Amazon Prime Video, or anyone else, is even close to Netflix in U.S. user engagement
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