The Latest Breaking News from MoffettNathanson

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

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

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

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

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

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

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

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’

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