MoffettNathanson


Analysts slam ‘chaotic’ HBO Max launch

HBO Max’s recent roll-out has been handed a dour assessment by two leading US analysts, as the WarnerMedia streamer revealed a new binge-friendly schedule for one of its originals and the acquisition of Young Sheldon. The streamer was launched in the US last week with an array of originals such as scripted comedy Love Life, feature documentary On The Record and […]

US Pay TV penetration drops to two thirds with 6 million subs cutting cord in 2019

US pay TV providers lost 6 million subscribers in 2019. According to analyst MoffettNathanson, the alarming loss represents a 7% year-over-year decline in paying subscribers, with Q4 alone seeing 1.5 million households cut the cord. AT&T was the biggest loser in Q4, losing 1.16 million paying TV subs. Comcast saw a dip of 149,000 while […]

Disney expected to announce 25-30 million subs for Disney+ 

Disney is expected to reveal that recently launched streamer Disney+ has amassed up to 30 million subscribers when it announces its quarterly results on Tuesday. According to research firm MoffettNathanson, the SVOD – which launched in five countries in November – has built up 25-30 million subscribers. One third of that number is expected to […]

HBO Max predicted to exceed 50 million subs by 2025

A new report has predicted that WarnerMedia’s upcoming HBO Max will reach almost 51 million subscribers by 2025.  According to analyst Michael Nathanson of MoffettNathanson Research, the streamer will surpass the company’s expectations to generate US$8.2 billion in total revenues by 2025 with a growth rate of over 10%.  The researcher’s estimates include fee revenues […]

All-time high US cord cutting ‘freaking ugly’, claims MoffettNathanson

Cord cutting in the US is expected to reach an all-time high of 5.5% in Q2. According to equity research company MoffettNathanson, the figure is predicted to be reached once all Q2 reports are rendered.  AT&T, Comcast and Charter Communications, three major US telcos that have already released their quarterly results, have lost a combined […]

WarnerMedia looking at price ‘between Disney+ and Netflix’ for streamer

WarnerMedia’s forthcoming SVOD service will be launched as a single-tier offering at a price point somewhere between Disney+ and Netflix, according to analyst outfit MoffettNathanson, reporting on a meeting it recently had with WarnerMedia CEO John Stankey. While specific details remain scant, the analyst company said that the WarnerMedia service “appears to be” a single-tier […]

Netflix ‘causes industry pain, not death’

The notion that Netflix is killing traditional linear television is incorrect, though the streaming service is clearly eating into networks’ ratings, according to a research note. MoffettNathanson analyst Michael Nathanson said the “powerful and widely communicated narrative” around Netflix’s impact on TV was often “made with an absence of facts”. Netflix use was not necessarily […]

305,000 churn US pay TV, but cord-cutting slows

New research from the US shows that 305,000 consumers gave up their pay TV subscription in the second quarter of the year. While a large number, the research house that compiled the new figures, MoffettNathanson, was said that pay TV is holding steady and revenues per subscriber are actually increasing. The rate of decline is […]