michael nathanson

Michael Nathanson has the ‘Sell’ sign out for Roku stock

Time spent on cable networks built on movies, syndicated TV and kids content has collapsed, Michael Nathanson says

Deal allows research firm to tap into investment banking side

SVB Leerink, the investment arm of SVB Financial Group, looking to expand into media, communications analysis

Stock has risen more than thirty-fold since going public in 2017, with a lot of peaks and valleys in between

Michael Nathanson targets stock going to $220 a share

The supply chain crisis that’s affecting the economics is also likely to have an impact on television advertising.

MoffettNathanson says bundling Disney Plus, Hulu could attract older viewers, while Barclays points to more, better content

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.

Michael Nathanson sees SVOD business slowing down, AVOD heating up