The Latest Breaking News from MoffettNathanson

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

Growth coming from sports, streamers, MoffettNathanson’s Robert Fishman finds

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

How Google's $35-a-month skinny bundle turned into the only thing in linear TV that's still growing

The Hulu-like JV makes sense with tier-1 pay TV distribution dwindling, league partners who’d rather be streaming, a multibillion-dollar NBA rights renewal pending, Amazon stalking … and YouTube TV pulling away

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’

MoffettNathanson sees e-commerce giant’s move as more bad news for linear TV

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