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MoffettNathanson
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Premium Content
12/03/2019
Cord Cutting Ahead
Speaking of cord-cutting, 40% of today’s pay TV universe is at risk, according to an analysis by MoffettNathanson based on its work with Altman Vilandrie & Company.
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Premium Content
11/20/2019
MoffettNathanson Downgrades AT&T to ‘Sell’
Though AT&T satisfied many of activist investor Elliott Management’s concerns regarding the company’s future with its guidance and plans for the next three years, the projections didn’t impress everyone.
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Premium Content
11/11/2019
Cable One Beats Margins Again, High Video Decline
Sparklight (previously known as Cable One) once again posted near 50% margins in 3Q19, the highest in the cable industry.
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Premium Content
11/08/2019
Discovery Eyes Streaming Options for Non-Cable Subs
Big news out of Discovery’s 3Q19 earnings call, with CEO David Zaslav saying the company is considering options to make its US content available on a streaming platform designed for non-cable subs.
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Premium Content
11/05/2019
Sprint’s Decline Continues As T-Mobile Fails to Extend Merger Deal
With no word on if T-Mobile extended its merger agreement with Sprint (the deal expired on Friday), Lightshed Partners believes that T-Mobile parent company Deutsche Telekom should renegotiate to pay a lower price for Sprint.
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Premium Content
10/30/2019
New T-Mobile Preparing to Show Post-Merger Hand
With the FCC and the DOJ approving the merger of T-Mobile and Sprint, New T-Mobile is ready to make its first announcement of what it plans to do with its network capabilities.