MoffettNathanson
Latest about MoffettNathanson

Analyst: Pay TV Video Subs Rise for First Time Since 2017
By George Winslow published
Subscriber counts for MVPDs and vMVPDs increased in Q3 2025, ending 30 straight quarters of losses, according to MoffettNathanson

Analyst: Peak Streaming Spending Is Here
By George Winslow published
Media industry content spending will be flat 2023, after a 14% spike in 2022, according to MoffettNathanson

DirecTV to Lay off 10% of Managerial Staff
By Tom Butts published
Company cites increase in cord-cutting, rising operational costs

Cord Cutting Hits Record Levels in Q3
By George Winslow published
Pay TV penetration is now down to levels not seen since 1993 according to MoffettNathanson

Cord-Cutting Worsens For Linear Video in Q1 With 2.1 Million Subs Lost
By Jon Lafayette published
Virtual MVPDs fail to make up for traditional distributor losses

Cord-Cutting Makes a Comeback
By Mike Farrell published
After a brief respite during the pandemic, cable’s video losses climb

Bleak Future For Linear TV Has Arrived, Analyst Finds
By Jon Lafayette published
Time spent on cable networks built on movies, syndicated TV and kids content has collapsed, Michael Nathanson says

Analyst Asks If Streaming Is Really a Better Business Than Pay-TV
By Jon Lafayette published
Michael Nathanson said the upside is in international, advertising
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