The latest in:
MoffettNathanson
-
Premium Content
10/29/2026
Don’t Say ‘Convergence’ at T-Mobile
As T-Mobile braces for the holidays, CEO Srini Gopalan is hoping to bring bundles of joy (and bundles of multi-line phone accounts with FWA or fiber plans attached).
-
Premium Content
10/26/2026
Verizon Bets Gig on FWA
Verizon’s broadband business might have had a quieter 3Q26 than its wireless side, but Dan Schulman used Monday’s earnings call to explain why and what comes next as the company recalibrates its convergence playbook.
-
Premium Content
10/22/2026
Peacock Posts Second Straight Quarter of Profit
The NBCUniversal side of Comcast offered a brighter picture, led by a second consecutive quarter of profitability for Peacock.
-
Premium Content
09/23/2026
PSKY-WBD’s Bigger Slice of the Viewership Pie
With Paramount-Warner Bros. Discovery expected to close in the coming days, MoffettNathanson is feeling good about the combo.
-
Premium Content
08/17/2026
Optimum Receives Warning Over Stock Price
Optimum was handed a formal warning from the NYSE that the company’s Class A common stock price averaged below the $1.00 minimum requirement for 30 consecutive trading days.
-
Premium Content
08/11/2026
Operators Look Ahead to 2H26
A busy month of earnings calls not only brought us up to date on how things are going at Comcast, Charter, Optimum and Cable One, but also gave us a good glimpse at what the operators see for the second half of the year.