The Latest Breaking News from MoffettNathanson

Amid Another Worst Quarter Ever for U.S. Pay TV, Even YouTube TV Lost Subscribers in Q1, Analyst Says

Craig Moffett says advertisers are now fleeing linear for streaming, too, taking even more marquee content and eyeballs with them

Broadcasting & Cable · Jun 18, 2024

Cable Controlled 75% of U.S. Mobile Growth in Q1, Is Exploiting Convergence Advantage Over Wireless, Analyst Says

While cable companies can offer a converged bundle to all their customers, wireless competitors don't come even close, notes Craig Moffett

Broadcasting & Cable · Jun 6, 2024

Was 'Furiosa's' Fury Maxed Out By Hollywood's Modern, Safer and Saner Workplace Culture?

Also in this week's 'Next Text,' we salute joyful NBA legends and super-sizers of media innovation, kick the tires on Paramount's new carriage deal with Charter ... and kick yet more dirt at Zaz

Broadcasting & Cable · May 28, 2024

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 · Apr 25, 2024

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 · Apr 23, 2024

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 · Apr 8, 2024

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

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 · Mar 17, 2024

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

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

Multichannel News · Mar 8, 2024

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 · Feb 14, 2024