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MoffettNathanson
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Premium Content
11/06/2025
Ergen’s Back on Day-to-day; Echostar Captial launches
Still trying to understand Echostar’s pivot following its spectrum sales? Sounds like we’ll have fewer earnings calls to help us decipher the new structure.
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Premium Content
09/11/2025
Cable Linear Viewpoint as Paramount-WBD Talk Spikes
As the great linear network splinter looms, we thought new findings from a new Erdos cable study were illuminating. Then a report emerged that Paramount is prepping a bid to buy Warner Bros. Discovery and they got even more interesting.
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Premium Content
09/08/2025
The Ergen-Musk Spectrum Chess Match
EchoStar shares closed up 20% on Monday to $80.67/share after it revealed that SpaceX would shell out $19 billion for its AWS-4 and H-block spectrum.
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Premium Content
08/26/2025
AT&T-EchoStar Deal Raises Fixed Wireless Threat
Shares of EchoStar closed up 70% Tuesday after AT&T revealed it would pay $23 million in cash to buy certain wireless spectrum licenses.
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Premium Content
08/18/2025
Cox’s 2Q25 Numbers Show Room for Growth
One of the nice things about Charter and Cox’s pending merger is that it offers a chance to look under the hood of the private company.
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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.