The latest in:
MoffettNathanson
-
Premium Content
08/13/2025
Carving Cable’s Path in the Convergence Race
Media analyst Evan Shapiro, along with MoffettNathanson Senior Research Analyst Craig Moffett, led a tandem keynote exploring the future of telecommunications and media to put a bow on TIS25.
-
Premium Content
07/21/2025
Verizon Hopes to Leverage Fiber, Mobile Amid Competition
Although it was an effective second quarter for Verizon, its results left some research firms feeling cautious about the company’s path toward differentiating itself in a crowded, competitive market.
-
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.
-
Premium Content
05/16/2025
Charter-Cox Reactions
Charter shares closed up 1.83% Friday, with analysts upbeat on the transaction.
-
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.
-
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.