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MoffettNathanson
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Premium Content
10/11/2019
3Q Preview: Cable Shines as Netflix Needs to Impress
We’re less than a week away from another round of earnings, and early predictions have folks far more optimistic about what’s to come from cable’s biggest players than the superstars of streaming.
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Premium Content
09/10/2019
AT&T Urged to Drop DirecTV, Expand Board
Elliott Management Corporation sent an extensive letter to AT&T Monday to address the “prolonged and substantial underperformance of AT&T.”
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Premium Content
08/15/2019
Dissecting the Viacom-CBS Merger
For a deal that’s been expected for years, there sure is a lot to say about Viacom and CBS’ proposed merger.
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Premium Content
08/05/2019
Texas Next State to Join Case Against T-Mobile/Sprint
The DOJ’s bet on DISH to maintain competition in the wireless marketplace hasn’t quelled the state AGs suing to block the merger between T-Mobile and Sprint.
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Premium Content
08/02/2019
Surprise, Verizon Leans into 5G
T-Mobile chief tech officer Neville Ray expressed doubts of Verizon’s 5G network expansion plans after the company announced the expansion of its 5G network to Atlanta, Detroit, Indianapolis and DC.
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Premium Content
07/23/2019
Satellite Carriage Battles Escalate
Oh, what a weekend for carriage negotiations. While small and medium independent operators are arguably the most vocal critics of the retransmission consent process through organization ACA Connects, it’s clear satellite is the MVPD most often going to war.