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The Latest Breaking News from MoffettNathanson

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

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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

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

Multichannel News

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

Broadcasting & Cable

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

Traditional cable, satellite, telco distributors down 11.7%

Multichannel News

'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

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

DoorDash Falls On Downgrade; Student Loans Could Hit Demand

The return of student loan payments could take a bite out of sales for DoorDash, according to an analyst's downgrade.

Investors Business Daily

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

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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

Multichannel News

Do the Collapse: Dish Becomes the Latest Major Pay TV Operator to Accelerate to Double-Digit Cord-Cutting Rate (Charts of the Day)

Most major linear platforms showed quickening erosion in Q1

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100’s of premium titles.
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Multichannel News

A New Record Bad: Comcast’s 614K Pay TV Sub Losses in Q1 Take Cord-Cutting to Next Level

Comcast says churn and disconnects haven't increased, it's more a matter of fewer broadband 'connects' leading customers back into the pay TV ecosystem

The Independent UK

Why Fox News likely won’t have to pay full $787.5m settlement to Dominion

Fox Corp’s $787.5m settlement with Dominion Voting Systems over defamation charges is eye-popping, but the ultimate cost to the media company is likely to be much lower

Multichannel News

T-Mobile FWA Limitations Exposed in New Report

The cable guys have insisted all along that network capacity and performance limitations make FWA a non-threat. The latest MoffettNathanson report on T-Mobile Home Internet lends support to that notion

Broadcasting & Cable

Linear's Dead? Well, It's Still (Slightly) More Efficient Than Netflix (Chart of the Week)

Profit margin per hour viewed on traditional video platform is still slightly higher than the streaming leader

Broadcasting & Cable

Amazon’s $500 Million ‘Lord of the Rings’ Series Was the ‘Peak of the Bubble,’ Says Analyst Who Predicts Content Spending Will Increase by Just 1% in 2023

The party‘s definitely over now, says MoffettNathanson‘s Robert Fishman, as media moves into the ‘post-Streaming Wars’

Chicago Tribune

Marquee Sports Network ratings have dropped 56% since its launch. Here’s how the Chicago Cubs’ cable TV home is faring in Year 3

CHICAGO — When the Chicago Cubs launched the Marquee Sports Network in February 2020, it was the culmination of a decade-long quest to create a dedicated 24/7 cable TV platform for the team, which was still soaring in the wake of its first World Series championship in more than a…

Benzinga

Benzinga's Top Ratings Upgrades, Downgrades For September 22, 2022

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