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The Latest Breaking News from MoffettNathanson

Kiplinger Outlook: Telecom Companies Brace for Tough Times

The telecom industry is entering a new era that threatens profitability. But the coming Trump administration will make it easier for the major players to adjust.

Kiplinger

YouTube TV Slows Its Roll — vMVPD Adds Only 50,000 Customers in Q2 After Posting First-Ever Quarterly Loss

Will the return of football rekindle Google virtual pay TV service’s once-incendiary growth?

Broadcasting & Cable

U.S. Pay TV Loses 1.62 Million Subscribers in Q2, 10th Consecutive Quarter of Double-Digit Percentage Losses for Linear

The sector has shed 4 million subscribers in the first 6 months of 2024

Multichannel News

From analysis to the latest developments in health,
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Dish and Sling TV Revenue Collapses, Down a Record 10% in Q2

This might be the other shoe dropping for Charlie Ergen’s near-bankrupt parent company, EchoStar

Multichannel News

Analysts reboot Lumen stock price target after earnings

This is what could happen next to shares of Lumen Technologies.

The Street

Comcast Has Its Worst Broadband Customer Quarter Ever at 120,000 Lost Subscribers

But Comcast’s broadband ARPU keeps rising, up 3.6% to $73.88, suggesting those lost ACP customers weren’t big revenue drivers

Multichannel News

Peacock Losses Drop to $348 Million in Q2, But Some of That NFL Playoff Subscriber Growth Churns Away

The NBCU SVOD lost 1 million subscribers from April - June

Broadcasting & Cable

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Verizon Adds 378,000 Fixed Wireless Customers in Q2, But ARPU Declines

Despite roll-offs of introductory discounts, average revenue per customer declined

Broadcasting & Cable

Is Premium VOD a Bad Thing for the Video Business?

Also in this week’s ‘Next Text,’ we ponder Apple’s 72 Emmy noms … and its 71 total viewers. We also look at improved streaming UX, and we discover this TV show called ‘Lost‘

Broadcasting & Cable

Just 11% of U.S. Households Use Apple TV Plus

MoffettNathanson's latest quarterly SVOD report shows the Apple platform lagging behind other major U.S. subscription streaming services

Broadcasting & Cable

AMC Networks Coverage Dropped by Equity Researcher MoffettNathanson

Currently trading at a fraction of its peak 3 years ago, the TV programmer gets abruptly dropped by research company

Broadcasting & Cable

Less Original Content Isn’t Slowing Streaming Penetration: Report

Analyst Michael Nathanson see usage rising and raises estimates for Netflix

Broadcasting & Cable

Why We Can’t Be Bothered With TCA Anymore

Also in this week’s ‘Next Text,’ we ponder AMC’s long, slow march to irrelevance, the power of bundles, and Mario Gabelli’s quest to put Shari Redstone in a fishbowl

Broadcasting & Cable

Amid Another Worst Quarter Ever for U.S. Pay TV, Even YouTube TV Lost Subscribers in Q1, Analyst Says

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

Broadcasting & Cable

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Broadcasting & Cable

Cable Controlled 75% of U.S. Mobile Growth in Q1, Is Exploiting Convergence Advantage Over Wireless, Analyst Says

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

Broadcasting & Cable

Was 'Furiosa's' Fury Maxed Out By Hollywood's Modern, Safer and Saner Workplace Culture?

Also in this week's 'Next Text,' we salute joyful NBA legends and super-sizers of media innovation, kick the tires on Paramount's new carriage deal with Charter ... and kick yet more dirt at Zaz

Broadcasting & Cable

Comcast’s Dave Watson: Focus Is on Revenue, Not Broadband Additions

With no return to broadband customer growth in sight, cable chief aims to shift the focus to his company’s stable ARPU

Multichannel News

U.S. Broadband Customer Growth Slows to Pre-Pandemic Levels in Q1, With Every Sector Losing Steam

Cable, fiber and fixed wireless all decelerated with the total U.S. home internet market slowing to just 2.6% from January-March

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Broadcasting & Cable

Charter Begins Campaign to 'Rip Out Mobile Lines Stuck in Contracts,' Offers Prospective Customers $2,500 to Switch to Spectrum Mobile

CEO Chris Winfrey said last week that Charter would continue to refrain from handset subsidies and look to contract buyouts to sustain Spectrum Mobile's growth

Broadcasting & Cable

T-Mobile FWA Growth Slows 23% in Q1 to 405,000 Customers ... Why It's Not Time for Comcast and Charter to Rejoice Just Yet

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

Broadcasting & Cable

Peacock's $110 Million NFL Playoff Gamble Pays Off, Tripled Subscriber Growth in Q1 While Still Cutting Losses

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

Broadcasting & Cable

NFL Postseason Drives Peacock and Paramount Plus to Biggest Penetration Gains Among U.S. Subscription Streaming Companies (Charts)

That and more graphical takeaways from MoffettNathanson’s latest ‘All Things Streaming’ quarterly report

Broadcasting & Cable

Next Warner Bros. NBA Contract Will Double to Around $21 Billion Over 9 Years, Analyst Predicts

Despite a significant ramp-up, WBD will get fewer NBA games as part of its next deal, MofettNathanson's Robert Fishman also forecasts

Broadcasting & Cable

Wait, vMVPDs Are Real, Profitable Businesses, After All?

Also in this week's 'Next Text,' we examine Opening Day's (outsized?) TV demand, Kim Mulkey's (also outsized) outrage ... and a big moment for women's hoops

Broadcasting & Cable

Point-Counterpoint: Should Paramount Plus Be Thrown Off the Mountain?

In our latest ‘Next Text,’ we don't want to call David Bloom an ignorant anything, but our columnist does try to use his fancy, well-deduced logic to undermine a streaming business with 70 million users

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