Millions of Americans have already cut the cord and canceled their pay TV service this year, and many more could be planning to do the same.
MoffettNathanson can definitively say that the early read on tradition cord-cutting is uglier than before.
AT&T, Charter and Comcast all reported second-quarter results last week and analyst firm MoffettNathanson said the early figures add up to a truly bad quarter for traditional video service cord cutting.
According to its survey, the current most popular shows on Netflix are "Orange is the New Black" (about 7% of respondents) and "Stranger Things" (about 6% of respondents.)
The U.S. pay TV industry hasn’t yet reached that point, but Craig Moffett says that if Altice, Charter and others did so, it might not be so bad.
Snapchat is launching its own short-form original content as the company hopes to accelerate its profitability and daily active user growth.
Analyst Craig Moffett said the conversion rate of linear video service ditchers being signed into virtual MVPDs is improving.
Will Altice USA’s first-quarter earnings report provide relief for the “cable flu” that has overtaken Wall Street? No, says analyst Craig Moffett.
After years of steep quarterly increases in the amount Comcast spent to license pay TV programming, expense growth increased by only 3% in the first quarter.
MoffettNathanson analyst Craig Moffett upgraded the satellite TV operator’s rating to “neutral” today.