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The Latest Breaking News from Craig Moffett

Charter Communications’ Wall Street Slide Reaches 19% After Friday Earnings Miss

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’

Broadcasting & Cable

AT&T's Unimpressive Earnings Growth Shows ‘5G Is Running in Place,’ Craig Moffett Says

The top telecom biz analyst also says that if broadband convergence happens, ‘cable operators are going to win the war’

Broadcasting & Cable

What Matters Most When AT&T, Verizon, T-Mobile Report Earnings

When Q4 earnings come in for telecom stocks, investors will be looking for signs that dividends and buybacks are in safe order.

Investors Business Daily

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Altice USA Sets Huge Broadband Price Cuts: 36% Off on 300 Mbps FTTH

The struggling cable operator is trying to undo an overzealous era of cost-cuts and consumer price increases

Multichannel News

Charlie Ergen Makes ‘Inscrutable’ Moves, Shields Parts of Dish Spectrum and Pay TV Biz From Existing Creditors

Equity analysts try to make sense of Dish/EchoStar chairman's latest ‘bewilderingly complicated’ strategery, fear ‘creditor-on-creditor violence’

Broadcasting & Cable

Charlie Ergen Buys a Little Time as Dish-EchoStar Merger Closes

As he looks to keep building out his 5G wireless network, Ergen now has access to EchoStar’s $1.9 billion in cash and estimated $265 million in free cash. But it’s all just a 'drop in the bucket,’ analysts say

Multichannel News

‘Cable Wireless Might Ultimately Dominate the U.S. Wireless Market,’ Analyst Declares

With their respective Verizon MVNO agreements working decisively in their favor, Craig Moffett believes Comcast and Charter could soon ‘arbitrage’ their mobile margins to as high as 85%

Broadcasting & Cable

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Dish Network Reports ‘Astonishingly Bad’ Q3

With huge EBITDA losses in wireless and accelerated cord-cutting in pay TV, not to mention the resignation of president and CEO Erik Carlson, ‘the wheels have fallen off,’ analyst Craig Moffett says

Broadcasting & Cable

Roku Accounts, Engagement and Revenue All Surge in Q3, Beat Forecasts ... But Company Warns Investors About 'Uneven' Recovery

Stock is up or Wall Street's least favorite hated streaming company ... at least for now

Broadcasting & Cable

Why Dish Has Plenty Of 'Wood To Chop' After EchoStar Merger

Dish Network's merger with EchoStar delivered a one-day boost to beaten-up DISH stock. Now investors are wondering what's next.

Investors Business Daily

Lead-Sheathing Issue Could Put Telecom Stocks In The Doghouse For Decades

Possible exposure to lead-sheathed cables installed in phone networks will continue to pressure telecom stocks such as T stock and VZ stock.

Investors Business Daily

Comcast Stock Rebounds As AT&T, Verizon Suffer Amid Wireless Market Shifts

For AT&T and Verizon, 2023 has brought more grief amid slowing growth in wireless services. But Comcast is up amid its wireless growth.

Investors Business Daily

As Dish Reportedly Grows 'Desperate' to Raise Cash to Build Its 5G Network, the 'B Word' Increasingly Gets Thrown Around

New report suggests Charlie Ergen has little furniture left to burn to stave off the coming winter

Broadcasting & Cable

Charter Taps Nokia as Key 5G Tech Vendor for Spectrum Mobile

Charter is seeking to offload wireless traffic from its Verizon network lease using CBRS-based radio access network (RAN) infrastructure

Multichannel News

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With DirecTV Now Shrinking at Nearly 17%, MoffettNathanson Says Pay TV Has Entered the ‘Doom Cycle’

Do you like uplifting equity research reports about scrappy linear media businesses defying the odds and sticking it to video streamers? Then don't read this one

Multichannel News

Dish Network Loses 552,000 Subscribers, Earnings Plunge to $233 Million

Sling loses 10% of customers

Multichannel News

A New Record Bad: Comcast’s 614K Pay TV Sub Losses in Q1 Take Cord-Cutting to Next Level

Comcast says churn and disconnects haven't increased, it's more a matter of fewer broadband 'connects' leading customers back into the pay TV ecosystem

Broadcasting & Cable

Verizon Touts Record 393K Fixed Wireless Access Customer Additions in Q1

Verizon also loses another 76,000 linear Fios pay TV subscribers

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Multichannel News

T-Mobile FWA Limitations Exposed in New Report

The cable guys have insisted all along that network capacity and performance limitations make FWA a non-threat. The latest MoffettNathanson report on T-Mobile Home Internet lends support to that notion

Investors Business Daily

AT&T Stock Analysts Say Guidance Must 'Bridge The Chasm' Between Cash Flow, Performance

Wall Street analysts say 2023 free cash flow guidance will be key for AT&T stock when the telecom reports earnings on Jan. 25.

The Philadelphia Inquirer

Comcast shares drop as subscriber growth slows

Shares of Comcast fell as much as 8% in morning trading, before closing down just over 6% at $41.70, after the Philadelphia-based media giant reported a slowdown in new subscribers, as it spends more to lure them.

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