".. Its net debt is projected to equal roughly 6.5 times annual earnings before interest, taxes, depreciation and amortization .. Industry analysts at MoffettNathanson called the figure 'staggering'."
@wsj.com #$PSKY
www.wsj.com/business/med...
@wsj.com #$PSKY
www.wsj.com/business/med...
The $80 Billion Debt Cloud Hanging Over David Ellison’s Warner Deal
The Paramount CEO has promised not to sell off assets or cut content spending.
www.wsj.com
July 9, 2026 at 10:53 AM
".. Its net debt is projected to equal roughly 6.5 times annual earnings before interest, taxes, depreciation and amortization .. Industry analysts at MoffettNathanson called the figure 'staggering'."
@wsj.com #$PSKY
www.wsj.com/business/med...
@wsj.com #$PSKY
www.wsj.com/business/med...
Disney Experiences Chairman Josh D’Amaro Takes Over for CEO Bob Iger in 2025 MoffettNathanson Conference
Disney Experiences Chairman Josh D'Amaro Takes Over for CEO Bob Iger in 2025 MoffettNathanson Conference
The Walt Disney Company has announced that it will participate in the MoffettNathanson Media Conference on May 14, 2025
blogmickey.com
April 30, 2025 at 6:01 PM
Disney Experiences Chairman Josh D’Amaro Takes Over for CEO Bob Iger in 2025 MoffettNathanson Conference
Streaming hours on YouTube, including the YouTube TV live television service, increased 27% in 2024, making it “by far the largest contributor to overall streaming growth” in the U.S., according to MoffettNathanson.
For many viewers, YouTube is TV now. What that means for Hollywood
Streaming hours on YouTube, including the YouTube TV live television service, increased 27% in 2024, making it “by far the largest contributor to overall streaming growth” in the U.S., according to MoffettNathanson.
www.latimes.com
February 20, 2025 at 1:01 AM
Streaming hours on YouTube, including the YouTube TV live television service, increased 27% in 2024, making it “by far the largest contributor to overall streaming growth” in the U.S., according to MoffettNathanson.
"Mainstream media" is increasingly a misnomer when applied to outlets that publish content created by people they employ.
That's now a niche in a media market dominated by online megaplatforms that aggregate and monetize content provided for free by others. www.hollywoodreporter.com/business/dig...
That's now a niche in a media market dominated by online megaplatforms that aggregate and monetize content provided for free by others. www.hollywoodreporter.com/business/dig...
YouTube Lays Claim to Another Crown: The World’s Largest Media Company
The influential financial research firm MoffettNathanson suggests that the Google-owned video platform passed Disney's media business in 2025.
www.hollywoodreporter.com
March 10, 2026 at 9:33 PM
"Mainstream media" is increasingly a misnomer when applied to outlets that publish content created by people they employ.
That's now a niche in a media market dominated by online megaplatforms that aggregate and monetize content provided for free by others. www.hollywoodreporter.com/business/dig...
That's now a niche in a media market dominated by online megaplatforms that aggregate and monetize content provided for free by others. www.hollywoodreporter.com/business/dig...
It's a surprising, and likely temporary, turn of events.
Cable channel subscribers grew for the first time in 8 years last quarter
Sports and YouTube TV played big roles, MoffettNathanson report says.
arstechnica.com
December 11, 2025 at 3:26 PM
It's a surprising, and likely temporary, turn of events.
While we’re at it let’s give very special Miller Lite Analyst Call of the day to Craig Moffett of MoffettNathanson who is the first and only #$SPCX analyst to have the stock hit his/her price target - $131 !!!
(One of only 2 analysts who have sub deal price targets)
(One of only 2 analysts who have sub deal price targets)
July 17, 2026 at 9:02 AM
While we’re at it let’s give very special Miller Lite Analyst Call of the day to Craig Moffett of MoffettNathanson who is the first and only #$SPCX analyst to have the stock hit his/her price target - $131 !!!
(One of only 2 analysts who have sub deal price targets)
(One of only 2 analysts who have sub deal price targets)
Realy interesting chart from the SBJ Media Innovators conference and MoffettNathanson research.
There is no bubble yet for Tier I sports rights and I don't see one anytime soon. That's why it was always kayfabe from those who posited the NBA wasn't going to get paid.
There is no bubble yet for Tier I sports rights and I don't see one anytime soon. That's why it was always kayfabe from those who posited the NBA wasn't going to get paid.
November 20, 2024 at 3:51 PM
Realy interesting chart from the SBJ Media Innovators conference and MoffettNathanson research.
There is no bubble yet for Tier I sports rights and I don't see one anytime soon. That's why it was always kayfabe from those who posited the NBA wasn't going to get paid.
There is no bubble yet for Tier I sports rights and I don't see one anytime soon. That's why it was always kayfabe from those who posited the NBA wasn't going to get paid.
'Netflix has won the streaming wars': MoffettNathanson upgrades stock to Buy with $1,100 price target
finance.yahoo.com/news/netflix...
finance.yahoo.com/news/netflix...
March 17, 2025 at 6:44 PM
'Netflix has won the streaming wars': MoffettNathanson upgrades stock to Buy with $1,100 price target
finance.yahoo.com/news/netflix...
finance.yahoo.com/news/netflix...
The outcome is "a home run for the status quo," MoffettNathanson analysts said, adding that "being found guilty of monopolistic behavior yet facing such a benign remedy is particularly favorable" ..
@reuters.com $GOOGL
www.reuters.com/sustainabili...
@reuters.com $GOOGL
www.reuters.com/sustainabili...
Google keeps Chrome and Apple deal but must share data in big antitrust ruling
Google won't have to sell its Chrome browser, a judge in Washington said on Tuesday, handing a rare win to Big Tech in its battle with U.S. antitrust enforcers, but ordering Google to share data with rivals to open up competition in online search.
www.reuters.com
September 3, 2025 at 11:13 AM
The outcome is "a home run for the status quo," MoffettNathanson analysts said, adding that "being found guilty of monopolistic behavior yet facing such a benign remedy is particularly favorable" ..
@reuters.com $GOOGL
www.reuters.com/sustainabili...
@reuters.com $GOOGL
www.reuters.com/sustainabili...
'We expect HBO Max to essentially be shut down at the end of 2027 ' -- MoffettNathanson analyst Robert Fishman in a research note today...
March 6, 2026 at 4:07 PM
'We expect HBO Max to essentially be shut down at the end of 2027 ' -- MoffettNathanson analyst Robert Fishman in a research note today...
Wall Street isn't buying the hype either. Analysts are calling this a "survival tactic" between two drowning giants. As one MoffettNathanson report put it, combining these two is like "clinging to each other for buoyancy" while the ship sinks. 🛳️🌊 #ParamountWBD #Stocks
March 20, 2026 at 12:23 AM
Wall Street isn't buying the hype either. Analysts are calling this a "survival tactic" between two drowning giants. As one MoffettNathanson report put it, combining these two is like "clinging to each other for buoyancy" while the ship sinks. 🛳️🌊 #ParamountWBD #Stocks
Netflix is the cheapest major streaming service by a pretty major metric. How much we pay for how often we watch it.
That's according to MoffettNathanson.
www.bloomberg.com/news/newslet...
That's according to MoffettNathanson.
www.bloomberg.com/news/newslet...
February 17, 2025 at 10:39 PM
Netflix is the cheapest major streaming service by a pretty major metric. How much we pay for how often we watch it.
That's according to MoffettNathanson.
www.bloomberg.com/news/newslet...
That's according to MoffettNathanson.
www.bloomberg.com/news/newslet...
$META - META COULD BE FACING $7 BILLION IN LOST REVENUE FROM CHINA Meta could lose $7 billion in ad revenue this year because of the tariffs, according to a new estimate from analysts at research firm MoffettNathanson. Meta doesn't operate its services in China, but advertisers
April 22, 2025 at 3:24 PM
$META - META COULD BE FACING $7 BILLION IN LOST REVENUE FROM CHINA Meta could lose $7 billion in ad revenue this year because of the tariffs, according to a new estimate from analysts at research firm MoffettNathanson. Meta doesn't operate its services in China, but advertisers
Près de 20 ans après son acquisition par Google pour 1,65 milliard $, YouTube pourrait aujourd’hui valoir jusqu’à 550 milliards $, selon une estimation de MoffettNathanson. www.moffettnathanson.com/media-resear...
April 2, 2025 at 1:26 PM
Près de 20 ans après son acquisition par Google pour 1,65 milliard $, YouTube pourrait aujourd’hui valoir jusqu’à 550 milliards $, selon une estimation de MoffettNathanson. www.moffettnathanson.com/media-resear...
For the first time since 2017, the number of people paying for linear TV grew. This has been driven by the rise of virtual multichannel video programming distributors (vMVPDs) like YouTube TV and Fubo.
Is paying for cable TV making a comeback?
Is paying for cable TV making a comeback?
Cable channel subscribers grew for the first time in 8 years last quarter
Sports and YouTube TV played big roles, MoffettNathanson report says.
arstechnica.com
December 11, 2025 at 11:48 AM
For the first time since 2017, the number of people paying for linear TV grew. This has been driven by the rise of virtual multichannel video programming distributors (vMVPDs) like YouTube TV and Fubo.
Is paying for cable TV making a comeback?
Is paying for cable TV making a comeback?
MoffettNathanson: YouTube became the world's largest media company in 2025 with an estimated $62B in revenue, passing $60.9B earned by Disney's media business (Alex Weprin/The Hollywood Reporter)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
March 10, 2026 at 7:50 PM
MoffettNathanson: YouTube became the world's largest media company in 2025 with an estimated $62B in revenue, passing $60.9B earned by Disney's media business (Alex Weprin/The Hollywood Reporter)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
YouTube is the second-most visited website in the world, according to Similarweb, behind only Google, and more than 20 trillion videos -- including music, Shorts, podcasts and more -- have been uploaded to the site as of April, YouTube said Wednesday. www.cnbc.com/2025/04/23/g...
YouTube turns 20 and is on track to be the biggest media company by revenue
Twenty years since launching, YouTube would likely be worth as much as $550 billion as a stand-alone business, according to analysts at MoffettNathanson.
www.cnbc.com
April 23, 2025 at 2:21 PM
YouTube is the second-most visited website in the world, according to Similarweb, behind only Google, and more than 20 trillion videos -- including music, Shorts, podcasts and more -- have been uploaded to the site as of April, YouTube said Wednesday. www.cnbc.com/2025/04/23/g...
Warner Bros. Discovery stock was upgraded by a leading analyst based on "mounting pressure...to take transformative action" like consolidation.
“The most likely consolidation targets include film studios, streaming services, and...cable networks."
www.hollywoodreporter.com/business/bus...
“The most likely consolidation targets include film studios, streaming services, and...cable networks."
www.hollywoodreporter.com/business/bus...
Why a Wall Street Analyst Just Upgraded Warner Bros. Discovery But Downgraded Fox’s Stock
"The themes of 2025 will in many ways be continuations of the themes of 2024, and for several media companies, that is exactly the problem," notes MoffettNathanson analyst Robert Fishman.
www.hollywoodreporter.com
January 23, 2025 at 2:56 AM
Warner Bros. Discovery stock was upgraded by a leading analyst based on "mounting pressure...to take transformative action" like consolidation.
“The most likely consolidation targets include film studios, streaming services, and...cable networks."
www.hollywoodreporter.com/business/bus...
“The most likely consolidation targets include film studios, streaming services, and...cable networks."
www.hollywoodreporter.com/business/bus...
Google’s video platform is now the world’s largest media company, per new MoffettNathanson research.
https://sherwood.news/business/just-how-huge-is-youtube-anyway/
https://sherwood.news/business/just-how-huge-is-youtube-anyway/
Just how huge is YouTube, anyway?
Google’s video platform is now the world’s largest media company, per new MoffettNathanson research....
sherwood.news
March 10, 2026 at 5:20 PM
Google’s video platform is now the world’s largest media company, per new MoffettNathanson research.
https://sherwood.news/business/just-how-huge-is-youtube-anyway/
https://sherwood.news/business/just-how-huge-is-youtube-anyway/
Disney CFO to Hold Q&A Livestream Session at the MoffettNathanson Media, Internet & Communications Conference
Disney CFO to Hold Q&A Livestream Session at the MoffettNathanson Media, Internet & Communications Conference
<p>Hugh Johnston, The Walt Disney Company’s Senior Executive Vice President and Chief Financial Officer, will host a livestreamed question-and-answer session as part of the MoffettNathanson Media, Internet & Communications Conference next week. Disney CFO Hugh Johnston Q&A Livestream The Walt Disney Company shared the news in a press release aimed at investors. The Q&A will … <a title="Disney CFO to Hold Q&A Livestream Session at the MoffettNathanson Media, Internet & Communications Conference" class="read-more" href="https://wdwnt.com/2026/05/disney-cfo-to-hold-qa-livestream-session-at-the-moffettnathanson-media-internet-communications-conference/" aria-label="Read more about Disney CFO to Hold Q&A Livestream Session at the MoffettNathanson Media, Internet & Communications Conference">Read more</a></p>
wdwnt.com
May 8, 2026 at 11:18 PM
Disney CFO to Hold Q&A Livestream Session at the MoffettNathanson Media, Internet & Communications Conference
MoffettNathanson: YouTube became the world's largest media company in 2025 with an estimated $62B in revenue, passing $60.9B earned by Disney's media business (Alex Weprin/The Hollywood Reporter)
Main Link | Mediagazer Permalink
Main Link | Mediagazer Permalink
March 10, 2026 at 7:46 PM
MoffettNathanson: YouTube became the world's largest media company in 2025 with an estimated $62B in revenue, passing $60.9B earned by Disney's media business (Alex Weprin/The Hollywood Reporter)
Main Link | Mediagazer Permalink
Main Link | Mediagazer Permalink
David Ellison: Use the DOJ Labor Investigation as your back door. Pay the $7B fee and save Skydance. Don't jump off the cliff. 🚪🏃♂️
cc: @lina_khan @justice.gov @vanguard_group @blackrock @richlightshed @moffettnathanson
#Antitrust #StockMarket #JunkDebt #Paramount #WBD #LaborRights #DebtMap
cc: @lina_khan @justice.gov @vanguard_group @blackrock @richlightshed @moffettnathanson
#Antitrust #StockMarket #JunkDebt #Paramount #WBD #LaborRights #DebtMap
March 12, 2026 at 6:27 PM
David Ellison: Use the DOJ Labor Investigation as your back door. Pay the $7B fee and save Skydance. Don't jump off the cliff. 🚪🏃♂️
cc: @lina_khan @justice.gov @vanguard_group @blackrock @richlightshed @moffettnathanson
#Antitrust #StockMarket #JunkDebt #Paramount #WBD #LaborRights #DebtMap
cc: @lina_khan @justice.gov @vanguard_group @blackrock @richlightshed @moffettnathanson
#Antitrust #StockMarket #JunkDebt #Paramount #WBD #LaborRights #DebtMap