The Latest Breaking News from Craig Moffett

Strategic plan includes more streaming and ‘super aggregation,’ giving consumers the entertainment they want and a better way to find programming

While cable companies can offer a converged bundle to all their customers, wireless competitors don't come even close, notes Craig Moffett

With Sling TV subscribers dropping below 2 million for the first time in seven years, Dish’s pay TV engine can no longer keep the larger EchoStar enterprise afloat, analyst says

With Verizon also reporting decelerated first-quarter fixed wireless expansion, analyst says cable's competitive threat from FWA 'probably peaked in Q4 of last year' ... but cable has another problem

Peacock's exclusive presentation of the Chiefs-vs.-Dolphins Wild Card game back on Jan. 13 resulted in one of subscription streaming's biggest signup events ever

The new service would seem to run right up against so-called 'most-favored-nation' agreements with operators, who have been clamoring for similar kinds of skinny bundles for decades

But analyst Craig Moffett is concerned that price cuts meant to rekindle flagging broadband customer growth might also crater ARPU

Charter lost more broadband customers than expected in the fourth quarter. And as one analyst put it, ‘It’s all about broadband net adds’Charter lost more broadband customers than expected in the fourth quarter. And as one analyst put it, ‘It’s all about broadband net adds’

The top telecom biz analyst also says that if broadband convergence happens, ‘cable operators are going to win the war’

The struggling cable operator is trying to undo an overzealous era of cost-cuts and consumer price increases

Equity analysts try to make sense of Dish/EchoStar chairman's latest ‘bewilderingly complicated’ strategery, fear ‘creditor-on-creditor violence’