The latest in:
MoffettNathanson
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10/21/2020
The Road to the C-band Auction
It’s been over two years since the FCC voted to open the lower 300MHz of the C-band for 5G, and we’re now less than two months away from seeing the Dec 8 start of an auction that promises to generate a significant amount of revenue.
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Premium Content
10/15/2020
Peacock Top New Streamer in Q3
NBCU ’s streaming service Peacock added more new subs than any other VOD service in 3Q, according to research from Kantar . Peacock added 17.2% of total new subs in Q3 (its first full quarter after launch)
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Premium Content
10/02/2020
MoffettNathanson Ups Disney Price Target
MoffettNathanson raised its Disney price target by $18 to $136, citing the company’s successful direct-to-consumer efforts.
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09/02/2020
RCN, Grande, Wave Reportedly on the Block
News that private equity firm TPG is exploring a sale of overbuilder Astound (RCN/Grande/Wave) with Reuters citing a valuation of potentially more than $8bln has tongues wagging.
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Premium Content
08/13/2020
Cordcutting’s Second Wave
Some may argue that cordcutting wasn’t as bad as it could have been in the second quarter (see “Pay TV Loss on the Decline”), but MoffettNathanson is predicting that a second uptick in disconnects is coming soon.
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Premium Content
08/10/2020
Broadband Drives Cable One
Cable One added 44K broadband subs in 2Q20, excluding 2K new customers who the company deemed high risk.