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MoffettNathanson
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Premium Content
05/02/2025
Cable One Navigating a Storm
Cable One’s stock dropping north of 40% on Friday was an indicator of how the company’s 1Q25 earnings call went after the bell Thursday.
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Premium Content
04/24/2025
Comcast: We Can Do Better
With Comcast losing 199,000 domestic broadband customers in 1Q25 and churn rising slightly, the operator is launching a new go-to-market approach as it works to provide more value to its customers with less friction.
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Premium Content
04/23/2025
AT&T Flexing Competitive Muscles After 1Q25
After Verizon said it wasn’t making changes to its guidance for 2025 despite ongoing economic uncertainty, AT&T joined in reiterating its yearly financial and operational outlook.
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Premium Content
04/22/2025
Verizon Confident in Outlook Despite Tariffs
Though the repercussions from the tariffs President Trump enacted are still being gauged, Verizon Chairman/CEO Hans Vestberg was assured in his outlook about whether his company can weather the storm.
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Premium Content
03/24/2025
Ad Market Forecast Worsens
Although Madison and Wall’s forecasts on the advertising market for 2025 and beyond weren’t entirely optimistic, it’s once again downgrading its expectations.
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Premium Content
03/11/2025
Verizon Sees a Competitive Landscape So Far in 2025
Verizon Consumer Group CRO Frank Boulben didn’t sugarcoat his early 1Q25 readings during his appearance at an investor conference Tuesday.