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MoffettNathanson
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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.
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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.