Latest moffettnathanson
Warner's Zaslav Calls on Rival Media Giants to Bundle Their Subscription Streaming Services Together
By Daniel Frankel published
'If we don't do it to ourselves, it will be done to us' by Amazon, Apple or Roku, the WBD CEO says
Roberts: Comcast 'Likely' to Sell Its Stake in Hulu to Disney
By Daniel Frankel published
The Comcast CEO confirmed what we've kind of known already for several years
With DirecTV Now Shrinking at Nearly 17%, MoffettNathanson Says Pay TV Has Entered the ‘Doom Cycle’
By Daniel Frankel published
Do you like uplifting equity research reports about scrappy linear media businesses defying the odds and sticking it to video streamers? Then don't read this one
T-Mobile FWA Limitations Exposed in New Report
By Daniel Frankel published
The cable guys have insisted all along that network capacity and performance limitations make FWA a non-threat. The latest MoffettNathanson report on T-Mobile Home Internet lends support to that notion
Linear's Dead? Well, It's Still (Slightly) More Efficient Than Netflix (Chart of the Week)
By Daniel Frankel published
Profit margin per hour viewed on traditional video platform is still slightly higher than the streaming leader
Amazon’s $500 Million ‘Lord of the Rings’ Series Was the ‘Peak of the Bubble,’ Says Analyst Who Predicts Content Spending Will Increase by Just 1% in 2023
By Daniel Frankel published
The party‘s definitely over now, says MoffettNathanson‘s Robert Fishman, as media moves into the ‘post-Streaming Wars’
Dish Satellite Now a Third of Its Peak 2009 Subscriber Size After Record 2022 Losses
By Daniel Frankel published
Satellite TV operation lost another 191,000 customers in Q4, and Sling TV bled 77,000
What's Behind DirecTV Stream's Huge 175% Q4 Usage Surge?
By Daniel Frankel published
According to MoffettNathanson, the vMVPD saw the biggest increase in minutes-viewed in all of U.S. streaming
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