Latest about MoffettNathanson
Analyst: Pay TV Video Subs Rise for First Time Since 2017
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
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
Company cites increase in cord-cutting, rising operational costs
Cord Cutting Hits Record Levels in Q3
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
Virtual MVPDs fail to make up for traditional distributor losses
Cord-Cutting Makes a Comeback
After a brief respite during the pandemic, cable’s video losses climb
Bleak Future For Linear TV Has Arrived, Analyst Finds
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
Michael Nathanson said the upside is in international, advertising
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