Tag: MoffettNathanson

Warner Bros. Discovery is splitting into two public companies by mid-2026, aiming to unlock greater value by separating its high-growth streaming and studio operations from its declining cable networks. CEO David Zaslav will lead WBD Streaming & Studios, housing HBO,…

YouTube is projected to surpass Disney in total revenue as soon as this year, with a 2024 figure of $54.2 billion, according to Michael Nathanson of MoffettNathanson. The platform is driving growth across advertising, subscriptions, and YouTube TV, with significant…

Kirby breaks down the real streaming war—not the one between platforms, but the one waged by investors, analysts, and bankers behind the scenes. Instead of content and subscribers, this battle is about controlling narratives to move markets, where a well-timed…

MoffettNathanson’s latest report highlights the wide disparities in 2025 content budgets across major media companies. NBCUniversal leads with $27.1 billion, despite asset divestitures, followed by Disney at $23.4 billion, and Warner Bros. Discovery at $19.5 billion. Netflix, though spending $18.6…

MoffettNathanson reports that most Q3 AVOD ad spend focused on Netflix, Prime Video, and Disney Plus, while Peacock saw a 49% boost due to the 2024 Summer Olympics. Excluding the Olympics, AVOD market growth was 36%, but overall growth slowed…

MoffettNathanson's report suggests streaming may finally be profitable for companies large enough to achieve scale. Netflix, with 290 million subscribers, has reached profitability, with ad-supported tiers expected to drive further growth. Disney's streaming services, with 186 million combined subscribers (excluding…

Verizon Communications plans to acquire Frontier Communications in an all-cash deal valued at $20 billion to enhance its fiber network. Frontier, with 2.2 million fiber subscribers across 25 states, will add to Verizon’s existing Fios network, expanding their combined fiber…

Tubi, owned by Fox, has become the fifth largest streaming company in the U.S. by minutes watched, surpassing major competitors like Max and Paramount+. This growth is fueled by the rising trend in free ad-supported streaming, with Tubi seeing its…