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Vijay Jayant

Bob Iger at Disney's 2020 investor day
Analyst Sees Disney Cutting $1.3 Billion in Linear Costs Bob Iger’s first earnings call since returning as CEO set for Wednesday
Netflix's 'Squid Game'
Download Data Shows Netflix Drop, Disney Gain, Record for Paramount SVOD downloads up 13% in September; AVOD up 30%, analyst says
Warner Bros. Discovery logo
Analyst Calls New Warner Bros. Discovery Shares ‘Undervalued’ as Trading Starts Evercore’s Vijay Jayant call company a ‘direct-to-consumer free cash flow machine’

Latest Vijay Jayant

Comcast logo

Comcast Broadband Subscriber Growth Slows to 300,000 in Q3, Wireless Adds Best Ever

By Mike Farrell last updated 28 October 21

With slowdown expected, broadband growth slightly better than analyst predictions

Multichannel News
Kids using broadband in school

Broadband Slowdown Won’t Be So Slow, Analyst Says

By Mike Farrell last updated 26 October 21

With Comcast and Charter releasing Q3 results later this week, Vijay Jayant says high-speed customer slackening won’t be as dramatic as some expect

Multichannel News
broadband, lights

Analysts Brace for Broadband Slowdown

By Mike Farrell published 28 July 21

Comcast, Charter and Altice USA all slated to report earnings later this week

Multichannel News
discovery+

Discovery Plus May Have Added 3.5M Subs: Analyst

By Jon Lafayette last updated 22 February 21

Vijay Jayant of Evercore ISI notes 5.1 million downloads since launch

Broadcasting & Cable

Confidence in Cable Bundle Builds

By Mike Farrell published 2 November 15

Multichannel News

No More Fear and Loathing Over Video Subscriber Losses

By Mike Farrell published 27 January 20

Multichannel News

Jayant: Cord-Cutting to Ease in 2020

By Mike Farrell published 6 January 20

Multichannel News

Spring Forecast: Cable Subs in Bloom

By Mike Farrell published 25 April 16

Multichannel News

Cable Bucks Cord-Cutter Trend in Q4

By Mike Farrell published 29 February 16

Multichannel News

MSOs Like the Look of 2018 Sub Trends

By Mike Farrell published 16 April 18

Multichannel News
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  1. Jamal Shead #1 of the Houston Cougars drives the ball against K.D. Johnson #0 of the Auburn Tigers during the first half in the second round of the NCAA Men's Basketball Tournament at Legacy Arena at the BJCC on March 18, 2023 in Birmingham, Alabama.
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