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The Latest Breaking News from MoffettNathanson

U.S. Broadband Customer Growth Slows to Pre-Pandemic Levels in Q1, With Every Sector Losing Steam

Cable, fiber and fixed wireless all decelerated with the total U.S. home internet market slowing to just 2.6% from January-March

Multichannel News

Charter Begins Campaign to 'Rip Out Mobile Lines Stuck in Contracts,' Offers Prospective Customers $2,500 to Switch to Spectrum Mobile

CEO Chris Winfrey said last week that Charter would continue to refrain from handset subsidies and look to contract buyouts to sustain Spectrum Mobile's growth

Broadcasting & Cable

T-Mobile FWA Growth Slows 23% in Q1 to 405,000 Customers ... Why It's Not Time for Comcast and Charter to Rejoice Just Yet

With Verizon also reporting decelerated first-quarter fixed wireless expansion, analyst says cable's competitive threat from FWA 'probably peaked in Q4 of last year' ... but cable has another problem

Broadcasting & Cable

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Peacock's $110 Million NFL Playoff Gamble Pays Off, Tripled Subscriber Growth in Q1 While Still Cutting Losses

Peacock's exclusive presentation of the Chiefs-vs.-Dolphins Wild Card game back on Jan. 13 resulted in one of subscription streaming's biggest signup events ever

Broadcasting & Cable

NFL Postseason Drives Peacock and Paramount Plus to Biggest Penetration Gains Among U.S. Subscription Streaming Companies (Charts)

That and more graphical takeaways from MoffettNathanson’s latest ‘All Things Streaming’ quarterly report

Broadcasting & Cable

Next Warner Bros. NBA Contract Will Double to Around $21 Billion Over 9 Years, Analyst Predicts

Despite a significant ramp-up, WBD will get fewer NBA games as part of its next deal, MofettNathanson's Robert Fishman also forecasts

Broadcasting & Cable

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

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Point-Counterpoint: Should Paramount Plus Be Thrown Off the Mountain?

In our latest ‘Next Text,’ we don't want to call David Bloom an ignorant anything, but our columnist does try to use his fancy, well-deduced logic to undermine a streaming business with 70 million users

Broadcasting & Cable

Non-Sports Content Spending Falls From 2022 Peak, Analyst Says

Growth coming from sports, streamers, MoffettNathanson’s Robert Fishman finds

Multichannel News

Altice USA Stock Perks Up in After-Hours Trading as Cable Company Meets Q4 Forecasts

But analyst Craig Moffett is concerned that price cuts meant to rekindle flagging broadband customer growth might also crater ARPU

Broadcasting & Cable

YouTube TV: Everything You Need to Know About What Is Now the 4th Largest Pay TV Platform in America

How Google's $35-a-month skinny bundle turned into the only thing in linear TV that's still growing

Broadcasting & Cable

Why ‘Re-Bundling Has To Happen’: Breaking Down the New ESPN, TNT Sports and Fox Sports Streaming JV

The Hulu-like JV makes sense with tier-1 pay TV distribution dwindling, league partners who’d rather be streaming, a multibillion-dollar NBA rights renewal pending, Amazon stalking … and YouTube TV pulling away

Broadcasting & Cable

Charter Communications’ Wall Street Slide Reaches 19% After Friday Earnings Miss

Charter lost more broadband customers than expected in the fourth quarter. And as one analyst put it, ‘It’s all about broadband net adds’Charter lost more broadband customers than expected in the fourth quarter. And as one analyst put it, ‘It’s all about broadband net adds’

Broadcasting & Cable

Amazon Prime Video Set To Grab More Than $1 Billion in Ad Revenue in 2024

MoffettNathanson sees e-commerce giant’s move as more bad news for linear TV

Multichannel News

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Altice USA Sets Huge Broadband Price Cuts: 36% Off on 300 Mbps FTTH

The struggling cable operator is trying to undo an overzealous era of cost-cuts and consumer price increases

Broadcasting & Cable

Uncarried! After More Than 4 Dutiful Years and 51 Loyal Billing Cycles, T-Mobile Tells Us to Pound Sand

Also in the latest 'Next Text,' we throw shade on CES, avoidable respiratory infections, SVOD price elasticity and the bleak future of EchoStar

Multichannel News

Cord-Cutting Hits New Q3 High as 889,000 Subs Drop Pay TV

Traditional cable, satellite, telco distributors down 11.7%

Broadcasting & Cable

'My Life With the Walter Boys' Expands into Week 2 Hit -- Netflix Weekly Rankings for December 11-17

Julia Roberts and Ethan Hawke's 'Leave the World Behind' also has Netflix's best film performance of the year, but yes, YoY engagement was still down again ... over 13% vs. the same week in 2022

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Broadcasting & Cable

The Monthly Price of a Full Collection of Premium U.S. SVOD Services Went Up $17 in Just One Year (Charts)

The unbundled premium prices of Netflix, Hulu, Disney Plus, Max, Apple TV Plus, Paramount Plus and Peacock will now set you back $105 a month

Broadcasting & Cable

Paramount Plus Is No Disney Plus When It Comes to ‘Hard’ Pay TV Bundling, Analyst Says

With redundancies like local CBS stations and their NFL rights included in the Paramount Plus app, MoffettNathanson analyst says, ‘We remain skeptical the company will be able to get true wholesale incremental value’

Broadcasting & Cable

Sling TV's Sub Base Hits Its Lowest Level in Nearly 6 Years, Dish Loses Ground vs. YouTube TV in the Race For Streaming Pay TV Scale

As for parent company Dish Network, who can worry about pay TV when you're a 5G wireless company looking to stay out of bankruptcy court?

Broadcasting & Cable

Despite Viewership Slump, Netflix Was Still Watched More Than Twice as Much vs. Any Other SVOD in the U.S. During Q2

The latest MoffettNathanson kitchen-sink report on domestic streaming puts to rest the notion that Amazon Prime Video, or anyone else, is even close to Netflix in U.S. user engagement

Broadcasting & Cable

‘Indiana Jones’ … and the Video Biz’s Regurgitative Pile of Destiny (Frankel)

From the box office to subscription streaming, not much about long-form cinematic storytelling seems to be working right now. Say, you don't suspect that it's because the video business is utterly bereft of creativity at the moment, do you?

Broadcasting & Cable

It's Time? ESPN Making Real Plans to Stream 'Flagship' Cable Channel Direct-to-Consumer

Two weeks ago, ESPN Chairman Jimmy Pitaro said ESPN would become a standalone streaming destination 'when it makes sense.' After several reports of epic Q1 cord-cutting, that time might just have arrived

Multichannel News

With DirecTV Now Shrinking at Nearly 17%, MoffettNathanson Says Pay TV Has Entered the ‘Doom Cycle’

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

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