The latest in:
MoffettNathanson
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Premium Content
06/04/2025
Analysts Ask ‘Who Bought Who?’ in Cox-Charter Deal
Charter may be plunking down $34.5 billion for Cox Communications, but MoffettNathanson thinks it may be more accurate to view Cox as buying Charter.
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Premium Content
05/16/2025
Charter-Cox Reactions
Charter shares closed up 1.83% Friday, with analysts upbeat on the transaction.
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Premium Content
05/15/2025
Wireless Helping Comcast, Charter Simplify Things
Simplicity is the new buzzword of late when operators talk about trends in what customers are prioritizing.
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Premium Content
05/14/2025
Why Now? Fox Embracing Imminent Entrance in DTC
Fox Corp. President/COO John Nallen and the rest of the company’s leadership no longer have to dance around questions on whether a direct-to-consumer product is on the horizon. That doesn’t mean the goalposts haven’t shifted, though.
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Premium Content
05/02/2025
Cable One Navigating a Storm
Cable One’s stock dropping north of 40% on Friday was an indicator of how the company’s 1Q25 earnings call went after the bell Thursday.
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Premium Content
04/24/2025
Comcast: We Can Do Better
With Comcast losing 199,000 domestic broadband customers in 1Q25 and churn rising slightly, the operator is launching a new go-to-market approach as it works to provide more value to its customers with less friction.