Latest Craig Moffett
Altice USA Stock Up Despite Another Analyst Downgrade
By Mike Farrell last updated
Evercore ISI’s James Ratcliffe drops price target to $30; says outstanding public float valued at about $4 billion
Analysts Search for Meaning in Altice USA Leadership Change
By Mike Farrell last updated
Hakim Boubazine’s departure shines spotlight on sluggish broadband growth, falling stock price
Dish Network Shares Rise on MoffettNathanson Upgrade
By Mike Farrell published
AT&T MVNO deal eliminates biggest overhang on stock, Craig Moffett says
Cable Stocks Enter ‘Harvest Mode’
By Mike Farrell published
As broadband growth slows, capital intensity wanes and free cash flow skyrockets, cable operators could step up share repurchases significantly
Analyst Says It's Time to Take Cable Wireless Seriously
By Mike Farrell last updated
MoffettNathanson’s Craig Moffett says cable mobile service has emerged as a legitimate part of the business
Biden Infrastructure Bill Could Be Final Nail in DirecTV-Dish Merger Coffin
By Mike Farrell last updated
Craig Moffett says rural broadband expansion could remove some merger roadblocks, gut business
Moffett: Stimulus Could Help Maintain Broadband Boom
By Mike Farrell last updated
$20 billion in federal money earmarked for affordability and connectivity projects could boost broadband growth in urban and rural markets
Cord Cutting’s Worst Year Ever: Analyst
By Jon Lafayette published
For the media industry, 2020 was the worst year ever for cord cutting, according to a new report from analyst Craig Moffett of MoffettNathanson.
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