The latest in:
MoffettNathanson
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Premium Content
07/22/2024
Verizon Steady on FWA, But C-band Benefits Questionable
The highlight of Verizon’s earnings report continues to be its broadband additions, and its growth in fixed wireless continues to be steady.
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Premium Content
07/15/2024
MoffettNathanson Raises Netflix PT, Sub Expectations
MoffettNathanson raised its price target for Netflix by $35 to $565 after seeing the streamer’s significant progress in its password-sharing crackdown.
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Premium Content
07/03/2024
Deja Vu: Skydance, National Amusements Agree to New Paramount Deal
Here we go again. Skydance Media and National Amusements have agreed to a new preliminary agreement that would see the former acquire Paramount Global.
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Premium Content
05/28/2024
T-Mobile’s $4.4 Billion Buy of UScellular Faces Uphill Climb
There’s plenty of buzz around T-Mobile’s proposed acquisition of UScellular, and not all of it is positive.
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Premium Content
05/20/2024
ACP Impact Starting to Show
FTTH net adds and fixed wireless net adds slowed in 1Q24, which sounds like good news for cable operators. But cable’s broadband net additions also worsened during the quarter. What happened?
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Premium Content
05/15/2024
Crickets: Industry Left In Dark When It Comes to Sports Streaming JV
We’ve now seen the upfront presentations from Fox, Disney and Warner Bros Discovery, and the partners behind a sports streaming jv set to launch this fall failed to offer any new information on the product during the glitzy showcases.
