The Latest Breaking News from MoffettNathanson

The latest MoffettNathanson kitchen-sink report on domestic streaming puts to rest the notion that Amazon Prime Video, or anyone else, is even close to Netflix in U.S. user engagement

From the box office to subscription streaming, not much about long-form cinematic storytelling seems to be working right now. Say, you don't suspect that it's because the video business is utterly bereft of creativity at the moment, do you?

Two weeks ago, ESPN Chairman Jimmy Pitaro said ESPN would become a standalone streaming destination 'when it makes sense.' After several reports of epic Q1 cord-cutting, that time might just have arrived

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

Most major linear platforms showed quickening erosion in Q1

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

Fox Corp’s $787.5m settlement with Dominion Voting Systems over defamation charges is eye-popping, but the ultimate cost to the media company is likely to be much lower

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

Profit margin per hour viewed on traditional video platform is still slightly higher than the streaming leader

The party‘s definitely over now, says MoffettNathanson‘s Robert Fishman, as media moves into the ‘post-Streaming Wars’

CHICAGO — When the Chicago Cubs launched the Marquee Sports Network in February 2020, it was the culmination of a decade-long quest to create a dedicated 24/7 cable TV platform for the team, which was still soaring in the wake of its first World Series championship in more than a…