michael nathanson

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The Child in Disney Plus's 'The Mandalorian'
Disney's Magic Streaming Kingdom

By Mike Farrell Last updated

Nathanson predicts 50 million U.S. subs for Disney Plus by 2024, 155 million worldwide

On The Money
Cash money
Analyst Asks If Streaming Is Really a Better Business Than Pay TV

By Jon Lafayette Last updated

Michael Nathanson said the upside is in international, advertising

Currency
stock quotes
ViacomCBS Shares Continue to Slide as Analyst Slaps ‘Sell’ Rating on Stock

By Mike Farrell Last updated

Stock down as much as 8% in early trading Thursday as MoffettNathanson lowers rating

Business
Tampa Bay Buccaneers QB Tom Brady yells as he takes the field against the Kansas City Chiefs in Super Bowl LV at Raymond James Stadium on Feb. 7, 2021 in Tampa, Florida.
Sports and OTT: Streaming Could Squeeze the Last Vestige of Appointment TV

By Mike Farrell Published

MoffettNathanson warns that as younger viewership shifts to direct-to-consumer streaming services, cable sports could wither

On The Money
LeBron James, #23 of the Los Angeles Lakers, shoots the ball during the third quarter against the Houston Rockets in Game One of the Western Conference Second Round during the 2020 NBA Playoffs at AdventHealth Arena at the ESPN Wide World of Sports Complex on Sept. 4, 2020 in Lake Buena Vista, Florida.
Surprise: TV Advertising Shows Gain in 3rd Quarter

By Jon Lafayette Published

Television advertising bounced back and showed growth in the third quarter, according to analyst Michael Nathanson of MoffettNathanson Research, who called the result a surprising development.

Advertising
Joe Biden at the Democratic National Convention
Biden Win Would Have Minor Impact on Cable Profits

By Mike Farrell Published

Business
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Analyst Ups Earnings Estimates as Ad Outlook Improves

By Jon Lafayette Published

Nathanson still concerned about cord cutting

Advertising
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Analyst Forecasts 2020 Ad Spending Down 11.9%

By Jon Lafayette Published

Broadcast seen dropping 13.9%, national cable plunges 15.7%

Advertising
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Disney Expected to Announce 25M - 30M Disney+ Customers During Q4 Call

By Daniel Frankel Published

Analyst says SVOD’s service’s ‘execution has been incredible’

Business
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Analyst: 3Q Pay TV ‘Worse Than Freaking Ugly’

By Jon Lafayette Last updated

Cord-cutting accelerates, ad revenue down, Nathanson said

Business
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