moffettnathanson
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Verizon Shares Slip After MoffettNathanson Downgrade
By Mike Farrell published
Analyst lowers rating to 'underperform,' says Verizon losing out to AT&T pricing, T-Mobile 5G

Barclays Downgrades Comcast, Charter as Fixed Wireless Threat Looms
By Mike Farrell published
Analysts again lower cable broadband forecasts; mobile may not be enough
![[[File:Giant Tortoise In Galapagos Islands.jpg|Giant_Tortoise_In_Galapagos_Islands]]](https://cdn.mos.cms.futurecdn.net/WEY8ZkvLBNrAiqQBCqA4n7.jpg)
Cable’s Broadband Slowdown: Saturation or Share Loss?
By Mike Farrell last updated
MoffettNathanson looks at Comcast’s Q2 flat broadband growth as a harbinger for things to come

Suddenlink May Be Sold, But Not For $20 Billion, Moffett Says
By Mike Farrell published
Private equity would be interested at 10-to-12 times cash flow multiples

Cord-Cutting Worsens For Linear Video in Q1 With 2.1 Million Subs Lost
By Jon Lafayette last updated
Virtual MVPDs fail to make up for traditional distributor losses

Analyst Highlights Three Things For Roku To Worry About
By Jon Lafayette last updated
Michael Nathanson has the ‘Sell’ sign out for Roku stock

Moffett Slaps $19 Target on New AT&T as Discovery Close Nears
By Mike Farrell published
Says high debt, declining market share still problems for pure-play telecom giant

How Long Can the Fiber Boom Last?
By Mike Farrell published
MoffettNathanson points to explosive growth in fiber build projects over past five years, but worries the cost may be too high
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