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The Latest Breaking News from LightShed Partners

Apple Needs 'Product-Focused CEO,' Say Analysts As Tim Cook Faces Heat Over AI Failures And Innovation Slump

Analysts from LightShed Partners have suggested that Apple Inc. (NASDAQ:AAPL) should consider a change in leadership to prioritize product innovation, particularly in the rapidly growing field of artificial intelligence (AI).

Benzinga · Jul 10, 2025

Netflix hikes prices after adding nearly 19 million new sign-ups in Q4

Netflix will raise prices across the board for its U.S. customers by between $1 and $2.50 per month, banking on the appeal of a new season of “Stranger Things” to draw in more viewers.

Fortune · Jan 22, 2025

Paramount Faces Challenging Renewal Talks with Charter, Analyst Says

The high degree of overlap of CBS and Nickelodeon content between Paramount Plus and Paramount linear channels will make carving out a Disney-like bundling deal with the top U.S. pay TV operator tricky, says Lightshed Partners' Richard Greenfield

Broadcasting & Cable · Feb 26, 2024

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Cord-Cutting Quickened Again in Q3 For the Top 6 Publicly Transparent Pay TV Platforms (Chart)

The rate of attrition jumped from 7.5% in the third quarter last year to 9.3%

Broadcasting & Cable · Nov 7, 2023

FuboTV Shares Gain On Analyst Upgrade

LightShed Partners analyst Richard Greenfield upgraded FuboTV Inc (NYSE:FUBO) to Neutral from Sell and removed his $6.50 price target. The re-rating follows the stock's selloff. Fubo shares are down nearly 85% in 13 months while the company is sitting on $375 million of cash, Greenfield notes. The analyst is taking a wait-and-see approach on whether…

Benzinga · Jan 28, 2022

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