MoffettNathanson Research

Latest about MoffettNathanson Research

Family watching TV

Pay TV Households To Dwindle to 73 Million by 2024: Analysts

By Jon Lafayette last updated

Sports and live news viewers put pay TV floor at 53 million, down from 83 million in 2021

Currency
stock changes

Dish Network Shares Rise on MoffettNathanson Upgrade

By Mike Farrell published

AT&T MVNO deal eliminates biggest overhang on stock, Craig Moffett says

Business
A pile of money

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

Business
Microsoft Xbox consoles

Data Caps, Digital Divide Are Potential Barriers to Video Gaming Growth, Analyst Says

By Mike Farrell published

MoffettNathanson initiates coverage of video gaming sector

Business
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
DirecTV

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

On The Money
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
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Wall St.: Dish Isn’t Best Served Cold

By Mike Farrell published

Fates & Fortunes
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Cable’s Next IPO Candidate Downplays Video

By Mike Farrell published

Business
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Wall Street Gets a New Take on Cable Stocks

By Mike Farrell published

Content
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