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MoffettNathanson
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Premium Content
08/11/2026
Operators Look Ahead to 2H26
It’s a wrap on 2Q26 operator earnings. A busy month not only brought us up to date on how things are going at Comcast, Charter, Optimum and Cable One but also gave us a good glimpse at what the operators see for the second half of the year.
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Premium Content
07/22/2026
AT&T Puts Convergence Math to the Test
AT&T CEO John Stankeycalled out what the company promised earlier this year, posting record fiber net additions and marking its best 2Q ever for combined fiber and fixed wireless subscriber growth.
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Premium Content
07/07/2026
MoffettNathanson Initiates SpaceX at $131
MoffettNathanson has a new frontier, introducing its new space coverage sector Tuesday by initiating SpaceX at “neutral” with a target price of $131.
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06/17/2026
What We’re Listening To: Recon Analytics, Craig Moffett Talk Convergence
MoffettNathanson’s Craig Moffett has been modeling the economics of fiber deployment since he was advising what would eventually become Verizon, and one of his many reads on the industry right now is a cautionary one.
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Premium Content
05/14/2026
Cable Bets on the Bundle
Wednesday was wireless day at MoffettNathanson’s investor conference, but Thursday belonged to the U.S.’ two largest cable operators.
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Premium Content
05/14/2026
YouTube Talks TV Growth
During an investor conference Thursday, YouTube CEO Neal Mohan spoke about the investment the platform is making to reach more TV viewers.