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The Latest Breaking News from MoffettNathanson

Meta vs OpenAI: Is Sora a True Threat to Meta's Dominance?

OpenAI is challenging Meta's social media dominance with its new app, Sora. However, Meta has shown it can fend off new competitors seeking to take its throne.

MarketBeat

CrowdStrike To Rally Around 26%? Here Are 10 Top Analyst Forecasts For Thursday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Should You Buy Apple Stock Before September 9?

Apple stock remains in focus ahead of the company’s product launch event on Sept. 9. Here’s how you should play AAPL shares ahead of the upcoming iPhone 17 launch.

Barchart

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Warner Bros Discovery Q2 FY2025 Earnings Call Transcript

Warner Bros. Discovery Inc (NASDAQ:WBD) reported its second-quarter 2025 financial results ahead of the opening bell on Thursday.

Benzinga

As the FCC Approves the Paramount-Skydance Merger, How Should You Play PARA Stock?

The FCC has approved Paramount Global’s $8 billion merger with Skydance Media. Wall Street still recommends staying away from Paramount stock.

Barchart

Netflix's Q2 Earnings Could Impress: Analyst Predicts 30% Profit Growth From Ads, Price Hikes

As streaming giant Netflix Inc. (NASDAQ:NFLX) gears up for its second-quarter earnings on Thursday, MoffettNathanson analyst Robert Fishman says investors should look forward to a strong performance, led by price hikes and early momentum in the platform’s advertising business.

Benzinga

More people are ditching Verizon, AT&T, and T-Mobile according to new data — here's where they're going

There's a shakeup going on right now in wireless service, as a new report reveals how cable companies are seeing huge customer gains over traditional phone carriers in the U.S.

Tom’s Guide

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1 Analyst Sees Gains Ahead for Netflix Stock. Should You Buy Shares Now?

MoffettNathanson analyst Robert Fishman has upgraded Netflix stock. The analyst sees gains ahead.

Barchart

Kiplinger Outlook: Telecom Companies Brace for Tough Times

The telecom industry is entering a new era that threatens profitability. But the coming Trump administration will make it easier for the major players to adjust.

Kiplinger

YouTube TV Slows Its Roll — vMVPD Adds Only 50,000 Customers in Q2 After Posting First-Ever Quarterly Loss

Will the return of football rekindle Google virtual pay TV service’s once-incendiary growth?

Broadcasting & Cable

U.S. Pay TV Loses 1.62 Million Subscribers in Q2, 10th Consecutive Quarter of Double-Digit Percentage Losses for Linear

The sector has shed 4 million subscribers in the first 6 months of 2024

Multichannel News

Dish and Sling TV Revenue Collapses, Down a Record 10% in Q2

This might be the other shoe dropping for Charlie Ergen’s near-bankrupt parent company, EchoStar

Multichannel News

Comcast Has Its Worst Broadband Customer Quarter Ever at 120,000 Lost Subscribers

But Comcast’s broadband ARPU keeps rising, up 3.6% to $73.88, suggesting those lost ACP customers weren’t big revenue drivers

Multichannel News

Peacock Losses Drop to $348 Million in Q2, But Some of That NFL Playoff Subscriber Growth Churns Away

The NBCU SVOD lost 1 million subscribers from April - June

Broadcasting & Cable

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Broadcasting & Cable

Verizon Adds 378,000 Fixed Wireless Customers in Q2, But ARPU Declines

Despite roll-offs of introductory discounts, average revenue per customer declined

Broadcasting & Cable

Is Premium VOD a Bad Thing for the Video Business?

Also in this week’s ‘Next Text,’ we ponder Apple’s 72 Emmy noms … and its 71 total viewers. We also look at improved streaming UX, and we discover this TV show called ‘Lost‘

Broadcasting & Cable

Just 11% of U.S. Households Use Apple TV Plus

MoffettNathanson's latest quarterly SVOD report shows the Apple platform lagging behind other major U.S. subscription streaming services

Broadcasting & Cable

AMC Networks Coverage Dropped by Equity Researcher MoffettNathanson

Currently trading at a fraction of its peak 3 years ago, the TV programmer gets abruptly dropped by research company

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Broadcasting & Cable

Less Original Content Isn’t Slowing Streaming Penetration: Report

Analyst Michael Nathanson see usage rising and raises estimates for Netflix

Broadcasting & Cable

Why We Can’t Be Bothered With TCA Anymore

Also in this week’s ‘Next Text,’ we ponder AMC’s long, slow march to irrelevance, the power of bundles, and Mario Gabelli’s quest to put Shari Redstone in a fishbowl

Broadcasting & Cable

Amid Another Worst Quarter Ever for U.S. Pay TV, Even YouTube TV Lost Subscribers in Q1, Analyst Says

Craig Moffett says advertisers are now fleeing linear for streaming, too, taking even more marquee content and eyeballs with them

Broadcasting & Cable

Cable Controlled 75% of U.S. Mobile Growth in Q1, Is Exploiting Convergence Advantage Over Wireless, Analyst Says

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

Broadcasting & Cable

Was 'Furiosa's' Fury Maxed Out By Hollywood's Modern, Safer and Saner Workplace Culture?

Also in this week's 'Next Text,' we salute joyful NBA legends and super-sizers of media innovation, kick the tires on Paramount's new carriage deal with Charter ... and kick yet more dirt at Zaz

Broadcasting & Cable

Comcast’s Dave Watson: Focus Is on Revenue, Not Broadband Additions

With no return to broadband customer growth in sight, cable chief aims to shift the focus to his company’s stable ARPU

Multichannel News

U.S. Broadband Customer Growth Slows to Pre-Pandemic Levels in Q1, With Every Sector Losing Steam

Cable, fiber and fixed wireless all decelerated with the total U.S. home internet market slowing to just 2.6% from January-March

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