BIZARRE: 2 - What They Never Told You

Charlie Ergen Makes ‘Inscrutable’ Moves, Shields Parts of Dish Spectrum and Pay TV Biz From Existing Creditors

Equity analysts try to make sense of Dish/EchoStar chairman's latest ‘bewilderingly complicated’ strategery, fear ‘creditor-on-creditor violence’

Broadcasting & Cable · Jan 10, 2024

Charlie Ergen Buys a Little Time as Dish-EchoStar Merger Closes

As he looks to keep building out his 5G wireless network, Ergen now has access to EchoStar’s $1.9 billion in cash and estimated $265 million in free cash. But it’s all just a 'drop in the bucket,’ analysts say

Multichannel News · Jan 2, 2024

‘Cable Wireless Might Ultimately Dominate the U.S. Wireless Market,’ Analyst Declares

With their respective Verizon MVNO agreements working decisively in their favor, Craig Moffett believes Comcast and Charter could soon ‘arbitrage’ their mobile margins to as high as 85%

Broadcasting & Cable · Nov 8, 2023

With DirecTV Now Shrinking at Nearly 17%, MoffettNathanson Says Pay TV Has Entered the ‘Doom Cycle’

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

Multichannel News · May 15, 2023

Dish Network Loses 552,000 Subscribers, Earnings Plunge to $233 Million

Sling loses 10% of customers

Multichannel News · May 8, 2023

A New Record Bad: Comcast’s 614K Pay TV Sub Losses in Q1 Take Cord-Cutting to Next Level

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

Multichannel News · Apr 27, 2023

Verizon Touts Record 393K Fixed Wireless Access Customer Additions in Q1

Verizon also loses another 76,000 linear Fios pay TV subscribers

Broadcasting & Cable · Apr 25, 2023

T-Mobile FWA Limitations Exposed in New Report

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

Multichannel News · Apr 3, 2023

Comcast shares drop as subscriber growth slows

Shares of Comcast fell as much as 8% in morning trading, before closing down just over 6% at $41.70, after the Philadelphia-based media giant reported a slowdown in new subscribers, as it spends more to lure them.

The Philadelphia Inquirer · Apr 28, 2022