Latest Michael Nathanson
SVB Financial Group To Buy MoffettNathanson
Deal allows research firm to tap into investment banking side
MoffettNathanson in Talks to Merge With Investment Firm, Bloomberg Says
SVB Leerink, the investment arm of SVB Financial Group, looking to expand into media, communications analysis
Roku’s Roller Coaster Ride Continues
Stock has risen more than thirty-fold since going public in 2017, with a lot of peaks and valleys in between
Roku Stock Falls 9% After Analyst Flashes Sell Sign, Citing Slower Third-Party SVOD Revenue
Michael Nathanson targets stock going to $220 a share
Supply Chain Worries Could Affect TV Advertising Spending: Analyst
The supply chain crisis that’s affecting the economics is also likely to have an impact on television advertising.
Disney Needs to Spend More to Halt Disney Plus Slowdown, Top Analyst Says
MoffettNathanson says bundling Disney Plus, Hulu could attract older viewers, while Barclays points to more, better content
Netflix Leads Streamers in Effective Revenue Per Unit
In evaluating the competitive set of streaming services, a metric that’s hard to get to is how much revenue they generate per subscriber unit.
Netflix Might Have To Consider Ads, Sports To Grow: Analyst
Michael Nathanson sees SVOD business slowing down, AVOD heating up
