The Latest Breaking News from MoffettNathanson

From the box office to subscription streaming, not much about long-form cinematic storytelling seems to be working right now. Say, you don't suspect that it's because the video business is utterly bereft of creativity at the moment, do you?

Two weeks ago, ESPN Chairman Jimmy Pitaro said ESPN would become a standalone streaming destination 'when it makes sense.' After several reports of epic Q1 cord-cutting, that time might just have arrived

The cable guys have insisted all along that network capacity and performance limitations make FWA a non-threat. The latest MoffettNathanson report on T-Mobile Home Internet lends support to that notion

Profit margin per hour viewed on traditional video platform is still slightly higher than the streaming leader

The party‘s definitely over now, says MoffettNathanson‘s Robert Fishman, as media moves into the ‘post-Streaming Wars’

CHICAGO — When the Chicago Cubs launched the Marquee Sports Network in February 2020, it was the culmination of a decade-long quest to create a dedicated 24/7 cable TV platform for the team, which was still soaring in the wake of its first World Series championship in more than a…

Upgrades

Research firm MoffettNathanson slashed its 2025 revenue estimates for each Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), Meta Platforms Inc (NASDAQ:FB), Snap Inc (NYSE:SNAP), and Twitter Inc (NYSE:TWTR) by double-digit percentages, Reuters reported. MoffettNathanson expects online advertising in the U.S. to grow by 12.5% annually through 2025, down from the previous estimate of 18.5% annual growth. "After years of uber-bullishness, we are truly concerned…

MoffettNathanson has decided to maintain its Buy rating of Coinbase Global (NASDAQ:COIN) and lower its price target from $600.00 to $200.00. Shares of Coinbase Global are trading down 7.13% over the last 24 hours, at $61.39 per share.