The Latest Breaking News from Craig Moffett

What's good for Apple stock isn't good for the telco stocks when it comes to iPhone upgrade cycles, analyst Craig Moffett noted in a report.

Craig Moffett says advertisers are now fleeing linear for streaming, too, taking even more marquee content and eyeballs with them

‘It’s obvious that a pure broadcast platform isn’t long for this world,’ analyst says

Strategic plan includes more streaming and ‘super aggregation,’ giving consumers the entertainment they want and a better way to find programming

While cable companies can offer a converged bundle to all their customers, wireless competitors don't come even close, notes Craig Moffett

With Sling TV subscribers dropping below 2 million for the first time in seven years, Dish’s pay TV engine can no longer keep the larger EchoStar enterprise afloat, analyst says

With Verizon also reporting decelerated first-quarter fixed wireless expansion, analyst says cable's competitive threat from FWA 'probably peaked in Q4 of last year' ... but cable has another problem

Peacock's exclusive presentation of the Chiefs-vs.-Dolphins Wild Card game back on Jan. 13 resulted in one of subscription streaming's biggest signup events ever

The new service would seem to run right up against so-called 'most-favored-nation' agreements with operators, who have been clamoring for similar kinds of skinny bundles for decades

But analyst Craig Moffett is concerned that price cuts meant to rekindle flagging broadband customer growth might also crater ARPU

Charter lost more broadband customers than expected in the fourth quarter. And as one analyst put it, ‘It’s all about broadband net adds’Charter lost more broadband customers than expected in the fourth quarter. And as one analyst put it, ‘It’s all about broadband net adds’