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The Latest Breaking News from Michael Nathanson

Fox just bought Roku. Here’s what that means for your shows and your credit card

Streaming service prices typically rise after a consolidation, but is that what’s ahead for Roku customers?

The Independent UK · Jun 15

Why Is WBD Paying $8.5 Billion For a Physical Studio ... While It's $38 Billion in Debt and AI Production Is Dawning?

Also in this week's 'Next Text,' we break down Kamala Harris' Bigger DNC crowd sizes, and we look at how the Venu Sports guys really messed up

Broadcasting & Cable · Aug 25, 2024

Streaming Shake-up, Shakeout Brewing as Program, Economic Factors Shift

Despite increasing viewing numbers, challenges remain

TV Tech · Aug 22, 2024

From analysis to the latest developments in health,
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Less Original Content Isn’t Slowing Streaming Penetration: Report

Analyst Michael Nathanson see usage rising and raises estimates for Netflix

Broadcasting & Cable · Jul 15, 2024

Streaming Became a Mature Business in Q1, Analyst Says

Michael Nathanson points to dips in content, engagement

Multichannel News · Apr 23, 2024

Is Netflix's Subscriber Growth Binge Almost Over?

Netflix's account-sharing crackdown has fueled expansion, but the decision to stop reporting quarterly membership data seems to reveal that the good times can't last forever

Broadcasting & Cable · Apr 19, 2024

Proxy War Over, Analysts Say Disney Still Has Work To Do

Stock price has risen since CEO Bob Iger launched efforts to fix ailing company

Multichannel News · Apr 3, 2024

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Wait, vMVPDs Are Real, Profitable Businesses, After All?

Also in this week's 'Next Text,' we examine Opening Day's (outsized?) TV demand, Kim Mulkey's (also outsized) outrage ... and a big moment for women's hoops

Broadcasting & Cable · Mar 31, 2024

Fast-Growing YouTube TV Seen Breaking Even In 2024

vMVPD on pace to become top U.S. pay-TV distributor, analyst Michael Nathanson says

Multichannel News · Mar 28, 2024

Analyst Calls 2024 The Year Linear TV Advertising Officially Broke

Michael Nathanson slashes forecasts, sees national ad revenue down 2.6% in 2024 and plummeting 12.3% in 2025

Multichannel News · Mar 19, 2024

Roku's Momentum (Once Again) Grinds to a Halt Amid Reports of Walmart Buying Vizio

Roku's stock is down more than 7% heading into Thursday's Q4 earnings call, as analyst Michael Nathanson describes a potential entry into the CTV advertising market by Walmart a very surprising and very direct challenge specifically for Roku

Broadcasting & Cable · Feb 14, 2024

Analyst Says Walmart Buying Vizio Could ‘Disrupt’ CTV Market

Vizio stock jumps 25% after 'WSJ' reports sale talks

Broadcasting & Cable · Feb 14, 2024

Roku Poaches Publicis Groupe Exec Jay Askinasi to Lead Ad Sales

He'll replace Alison Levin, who left Roku in November to join NBCUniversal

Broadcasting & Cable · Feb 1, 2024

Roku Works Around the Edges of Live Sports With ‘NFL Draft: The Pick Is In' (Bloom)

NFL documentary, screened for reporters and influencers last week at a Los Angeles, is Roku's latest attempt to infuse the heat of live sports using the Roku Channel's modest budget

Broadcasting & Cable · Aug 28, 2023

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Los Angeles Times · Jul 16, 2023

'A lot of blood in the water.' Why actors and writers' strikes are a big blow to Hollywood studios

Hollywood top executives figured they could ride out a skirmish with screenwriters reeling from technology's changes to the industry.

Multichannel News · Jul 6, 2023

Netflix Likely To Benefit As Rivals Sell Content To Raise Cash: Analyst

Michael Nathanson says acquired programming remains an important share of viewing

Multichannel News · Jun 20, 2023

Analyst Urges Disney To Bundle ESPN Rather Than Create a DTC Standalone

Combination would reduce churn, aggregate engagement and produce cost savings, Michael Nathanson says

Multichannel News · Jun 5, 2023

In a Rough Advertising Market, Sports May Be Winning Ticket

Analyst Michael Nathanson lowers forecast for 2023, with streaming growing slower than expected

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Multichannel News · Mar 29, 2023

Analyst Turns Skeptical About Second-Half TV Ad Rebound

Michael Nathanson sees a difficult upfront and a 5% drop in revenue in 2023

The Guardian - UK · Dec 1, 2022

Best podcasts of the week: How to die on screen, according to the stars of Halloween to Stranger Things

In this week’s newsletter: Actor Michael Nathanson hears from his peers on what happens when your character meets their end in Playing Dead. Plus: five podcasts adapted for TV

Los Angeles Times · Nov 21, 2022

Disney shares jump after Bob Iger returns as CEO

Wall Street says you can go home again, as shares of Walt Disney Co. spiked Monday on the news that Bob Iger is returning as chief executive of the media and entertainment company.

Los Angeles Times · Nov 21, 2022

Returning Disney CEO Bob Iger announces plans for sweeping overhaul

LOS ANGELES — Walt Disney Co.'s returning chief executive, Bob Iger, wasted no time putting his stamp on the company, announcing plans for a major overhaul of the Burbank entertainment giant.

Benzinga · May 27, 2022

Here's Why This Analyst Slashed 2025 Revenue Estimates For Alphabet, Meta, Snap, Twitter

Research firm MoffettNathanson slashed its 2025 revenue estimates for each Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), Meta Platforms Inc (NASDAQ:FB), Snap Inc (NYSE:SNAP), and Twitter Inc (NYSE:TWTR) by double-digit percentages, Reuters reported. MoffettNathanson expects online advertising in the U.S. to grow by 12.5% annually through 2025, down from the previous estimate of 18.5% annual growth. "After years of uber-bullishness, we are truly concerned…

Los Angeles Times · May 6, 2022

How Netflix’s stumbles are causing rivals to rethink the streaming business

The recent revelation that streaming behemoth Netflix lost subscribers for the first time in more than 10 years stunned Wall Street, spurring a massive sell-off of the company’s stock.

Benzinga · Apr 26, 2022

'Soap Opera Ends': Analysts React To Musk's Twitter Buyout

Controversial Tesla Inc (NASDAQ: TSLA) CEO Elon Musk has Wall Street buzzing after social media platform Twitter Inc (NYSE: TWTR) accepted Musk's hostile takeover bid to take Twitter private for $44 b

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