Craig Moffett
Latest about Craig Moffett

Dumb in Dallas? AT&T Keeps Pushing a ‘Convergence’ Advantage It Simply Does Not Have
By Daniel Frankel published
AT&T once again played up the ‘opportunity’ presented by its fiber-mobile convergence strategy during its second-quarter earnings call Wednesday … but the telecom still only has fiber in 12% of the country

Amid Another Worst Quarter Ever for U.S. Pay TV, Even YouTube TV Lost Subscribers in Q1, Analyst Says
By Daniel Frankel published
Craig Moffett says advertisers are now fleeing linear for streaming, too, taking even more marquee content and eyeballs with them

AT&T's Unimpressive Earnings Growth Shows ‘5G Is Running in Place,’ Craig Moffett Says
By Daniel Frankel published
The top telecom biz analyst also says that if broadband convergence happens, ‘cable operators are going to win the war’

‘Cable Wireless Might Ultimately Dominate the U.S. Wireless Market,’ Analyst Declares
By Daniel Frankel published
With their respective Verizon MVNO agreements working decisively in their favor, Craig Moffett believes Comcast and Charter could soon ‘arbitrage’ their mobile margins to as high as 85%

Dish Network Reports ‘Astonishingly Bad’ Q3
By Daniel Frankel published
With huge EBITDA losses in wireless and accelerated cord-cutting in pay TV, not to mention the resignation of president and CEO Erik Carlson, ‘the wheels have fallen off,’ analyst Craig Moffett says

Does the Telecom Industry Have an Exxon Valdez-Scale Problem on Its Hands With Toxic Lead Cables?
By Daniel Frankel published
As a shocking week-old ‘Wall Street Journal’ exposé continues to reverberate, equity analysts try to size up the financial damage

Dish Satellite Now a Third of Its Peak 2009 Subscriber Size After Record 2022 Losses
By Daniel Frankel published
Satellite TV operation lost another 191,000 customers in Q4, and Sling TV bled 77,000

New Government Data Shows U.S. Broadband Market Saturated: Analyst
By Jon Lafayette published
FCC estimates say wired broadband is available to 93.7% of homes, putting penetration at 87.4%, according to MoffetNathanson's Craig Moffett
The smarter way to stay on top of the streaming and OTT industry. Sign up below.


