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The Latest Breaking News from MoffettNathanson

‘Indiana Jones’ … and the Video Biz’s Regurgitative Pile of Destiny (Frankel)

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?

Broadcasting & Cable

It's Time? ESPN Making Real Plans to Stream 'Flagship' Cable Channel Direct-to-Consumer

It's Time? ESPN Making Real Plans to Stream 'Flagship' Cable Channel Direct-to-Consumer

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

Broadcasting & Cable

With DirecTV Now Shrinking at Nearly 17%, MoffettNathanson Says Pay TV Has Entered the ‘Doom Cycle’

With DirecTV Now Shrinking at Nearly 17%, MoffettNathanson Says Pay TV Has Entered the ‘Doom Cycle’

Do you like uplifting equity research reports about scrappy linear media businesses defying the odds and sticking it to video streamers? Then don't read this one

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Do the Collapse: Dish Becomes the Latest Major Pay TV Operator to Accelerate to Double-Digit Cord-Cutting Rate (Charts of the Day)

Most major linear platforms showed quickening erosion in Q1

Multichannel News

A New Record Bad: Comcast’s 614K Pay TV Sub Losses in Q1 Take Cord-Cutting to Next Level

Comcast says churn and disconnects haven't increased, it's more a matter of fewer broadband 'connects' leading customers back into the pay TV ecosystem

Multichannel News

Why Fox News likely won’t have to pay full $787.5m settlement to Dominion

Fox Corp’s $787.5m settlement with Dominion Voting Systems over defamation charges is eye-popping, but the ultimate cost to the media company is likely to be much lower

The Independent UK

T-Mobile FWA Limitations Exposed in New Report

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

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Linear's Dead? Well, It's Still (Slightly) More Efficient Than Netflix (Chart of the Week)

Linear's Dead? Well, It's Still (Slightly) More Efficient Than Netflix (Chart of the Week)

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

Broadcasting & Cable

Amazon’s $500 Million ‘Lord of the Rings’ Series Was the ‘Peak of the Bubble,’ Says Analyst Who Predicts Content Spending Will Increase by Just 1% in 2023

Amazon’s $500 Million ‘Lord of the Rings’ Series Was the ‘Peak of the Bubble,’ Says Analyst Who Predicts Content Spending Will Increase by Just 1% in 2023

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

Broadcasting & Cable

Marquee Sports Network ratings have dropped 56% since its launch. Here’s how the Chicago Cubs’ cable TV home is faring in Year 3

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…

Chicago Tribune

Benzinga's Top Ratings Upgrades, Downgrades For September 22, 2022

Benzinga's Top Ratings Upgrades, Downgrades For September 22, 2022

Here's Why This Analyst Slashed 2025 Revenue Estimates For Alphabet, Meta, Snap, Twitter

Here's Why This Analyst Slashed 2025 Revenue Estimates For Alphabet, Meta, Snap, Twitter

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 Maintains Buy Rating for Coinbase Global: Here's What You Need To Know

MoffettNathanson Maintains Buy Rating for Coinbase Global: Here's What You Need To Know

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.

Here's How This Analyst Views Fintech Stocks Affirm, Toast Amid Pandemic Recovery

Here's How This Analyst Views Fintech Stocks Affirm, Toast Amid Pandemic Recovery

MoffettNathanson analyst Eugene Simuni rolled out coverage of six stocks in the Fintech sector.

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Benzinga's Top Ratings Upgrades, Downgrades For April 5, 2022

BofA Is Bullish On Disney While MoffettNathanson Is A Tad Defensive - Read Why

Two analysts have different stances on The Walt Disney Co (NYSE: DIS).

Snap Ramps Up International Expansion Capitalizing On Cleaner Image

Snap Inc (NYSE:SNAP) sped up its global expansion from Mexico to Japan through tie-ups with wireless carriers and highlighting its popular augmented reality features, Reuters reports. Snap remained largely unscathed by global governments and regulators and has developed a playbook for attracting users in new markets that plays up the appeal of…

Read Why MoffettNathanson Slashed Walt Disney Price Target By 6%

MoffettNathanson analyst Michael Nathanson lowered the price target on Walt Disney Co (NYSE:DIS) to $165 from $175 and reiterated a Neutral rating on the shares. The price target implies an upside of 8%. Nathanson's FY22 free cash flow estimate of $1.9 billion after the Shanghai adjustment is "a significant decrease" of over 60% from his…

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