Latest Steven Cahall
Analyst Upgrades Netflix as Top Dog in Streaming Struggle
Wells Fargo’s Steven Cahall sees better content as keeping subs while ad business grows revenue
Analyst Upgrades Comcast But Sees Big Problems At NBCU
Wells Fargo’s Steven Cahall cites bearish media outlook
Wells Fargo Downgrades Paramount Again, Says It Should Become an 'Arms Dealer'
'We struggle to value DTC without a clear path to solid profitability,' analyst Steven Cahall writes
Analyst Predicts 'Death of Linear CPMs' with AVOD Coming
Wells Fargo's Steven Cahall sees $19 billion in digital TV ad revenue in 2023
Barclays Downgrades Comcast, Charter as Fixed Wireless Threat Looms
Analysts again lower cable broadband forecasts; mobile may not be enough
Analyst: Adding Commercials Will Boost Netflix Subscribers by 6% and Earnings by 20% in 2025
Steven Cahall of Wells Fargo estimates AVOD to account for 30% of subscribers
Fixed Wireless Could Add 10 Million Subscribers by 2027, Analysts Say
Wells Fargo’s Eric Luebchow and Steven Cahall predict cable broadband market share could be halved in five years
While Cord-Cutting Accelerates, Streaming Growth Slows: Analyst
Direct-to-consumer reaches 585 million subscribers, revenue of $14.2 billion
