The latest in:
MoffettNathanson
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Premium Content
02/04/2026
Fox News, Tubi Boost Fox’s 2Q26
Fox Corp. saw cable network segment growth in 2Q26. Behind the boost was Fox News, which achieved its highest 2Q ad rev quarter ever.
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Premium Content
01/29/2026
Comcast’s Broadband Subs Continue to Slide
It was Comcast’s turn at the plate to report 4Q25 earnings. The operator continued to feel the heat from fixed wireless and fiber competition, while it’s still full steam ahead on convergence and its NBC/Peacock media playbook.
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Premium Content
01/28/2026
AT&T Bullish on Convergence, 2026 Outlook
AT&T was first to deliver its 4Q25 and full-year results Wednesday, where the company revealed a continued rise in convergence.
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Premium Content
01/22/2026
How 4Q25 Looks for Wireless, Cable
Last year was defined by consolidation, competition and strategic shifts that will be on display as folks deliver 4Q25 results and set the stage for 1Q26.
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Premium Content
01/21/2026
Netflix Adjustments Post Earnings Report
MoffettNathanson is maintaining its “Buy” rating on Netflix following Tuesday’s 4Q25 earnings report, but lowering its price target by $25 to $115.
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Premium Content
12/05/2025
Regulators May Want a Look at Netflix-WBD Deal
With Netflix now set to acquire Warner Bros., the conversation moves to the regulatory hurdles the deal may or may not face.