Michael Nathanson
Latest about Michael Nathanson

Less Original Content Isn’t Slowing Streaming Penetration: Report
By Jon Lafayette published
Analyst Michael Nathanson see usage rising and raises estimates for Netflix

Streaming Became a Mature Business in Q1, Analyst Says
By Jon Lafayette published
Michael Nathanson points to dips in content, engagement

Fast-Growing YouTube TV Seen Breaking Even In 2024
By Jon Lafayette published
vMVPD on pace to become top U.S. pay-TV distributor, analyst Michael Nathanson says

Analyst Calls 2024 The Year Linear TV Advertising Officially Broke
By Jon Lafayette published
Michael Nathanson slashes forecasts, sees national ad revenue down 2.6% in 2024 and plummeting 12.3% in 2025

‘Netflix Is Intelligently Driving Adoption of Ad Tier’ With Price Hikes, Analyst Says
By Daniel Frankel published
‘Netflix needs to attract meaningfully more ad-supported subscribers to make their advertising business more than a rounding error,’ Michael Nathanson said

Netflix Likely To Benefit As Rivals Sell Content To Raise Cash: Analyst
By Jon Lafayette published
Michael Nathanson says acquired programming remains an important share of viewing

Analyst Urges Disney To Bundle ESPN Rather Than Create a DTC Standalone
By Jon Lafayette published
Combination would reduce churn, aggregate engagement and produce cost savings, Michael Nathanson says

Analyst Turns Skeptical About Second-Half TV Ad Rebound
By Jon Lafayette published
Michael Nathanson sees a difficult upfront and a 5% drop in revenue in 2023
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