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☆ Here's why Disney stock is moving higher
▼ + stars: | 2023-11-09 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Disney stock is moving higherMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk on the Street' to discuss the recent run-up in Disney's stock price, why the stock moved higher, and more.

Persons: Michael Nathanson, SVB

☆ Even Charter thinks that cable TV sucks now
▼ + stars: | 2023-09-06 | by ( Nathan Mcalone | ) www.businessinsider.com time to read: +4 min

Charter, the second-biggest cable company in the US, says the cable TV model is broken. Fights like this have been common across the history of cable TV. Because Charter pays companies like Disney per subscriber, fewer cable TV subscribers meant less money coming in for TV networks. Charter might never actually say it out loud, but it's clear from the presentation that it thinks the cable TV model sucks now and has become a bad deal for customers. I could easily imagine a new type of cable TV package that mixes some live news and sports channels with access to streaming services.

Persons: it's, That's, Lucia Moses, Chris Winfrey Organizations: Service, Disney, ESPN, Netflix Locations: Wall, Silicon

While such "carriage disputes" are commonplace in the media world, with TV channels going dark as cable companies negotiate with media companies over how much its channels are worth and how to package channels, this fight is different. Companies like Charter say rising distribution fees are forcing cable companies to increase prices, causing consumers to leave. The nation’s second-largest cable operator said viewership for Disney’s sports, entertainment and children’s programming has declined as the media conglomerate invested in its Disney+ streaming service. Disney is trying to manage declining cable subscribers as it builds streaming offerings. It wants to keep as many cable subscribers as possible while it prepares to offer ESPN directly to consumers on an app.

Persons: Dado Ruvic, Walt Disney, Christopher Winfrey, We’re, Winfrey, “, SVB, Disney, Rich Greenfield, Dawn Chmielewski, Lisa Richwine, Josie Kao Organizations: REUTERS, Charter Communications, ESPN, ABC, Disney, Charter's, U.S, Media, Charter, FX, Los Angeles . Companies, NFL, NBA, Hulu, Thomson Locations: United States, New York, Los Angeles

☆ Disney's quarter was not as bad as feared, says SVB MoffettNathanson founding partner
▼ + stars: | 2023-08-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney's quarter was not as bad as feared, says SVB MoffettNathanson founding partnerMichael Nathanson, SVB MoffettNathanson founding partner, joins 'Squawk on the Street' to discuss Nathanson's overall take on Disney's Q3 earnings results, what will energize the stock price, and more.

Persons: SVB, Michael Nathanson

☆ Amazon soars on 'game-changing' quarter, iPhone slump drags Apple
▼ + stars: | 2023-08-04 | by ( Aditya Soni | ) www.reuters.com time to read: +3 min

FILE PHOTO-The logo of Amazon is seen at the company's logistics center in Bretigny-sur-Orge, near Paris, France, November 25, 2022. Online retail giant Amazon's shares closed at a near one-year high and added more than $109 billion to its market value. "The second quarter is a game-changing quarter for Amazon; we would call it an-all clear moment," said SVB MoffettNathanson analyst Michael Morton. The surge in Amazon's stock reflected analysts' increased estimates for its earnings. But its services business was a bright spot and helped Apple top profit expectations for the June quarter.

Persons: Benoit Tessier, SVB, Michael Morton, —, Dan Coatsworth, AJ Bell, Aditya Soni, Samrhitha, Joice Alves, Noel Randewich, Chavi Mehta, Amanda Cooper, Saumyadeb Organizations: REUTERS, Google, Microsoft, Wall Street, Amazon, Refinitiv, Apple, Thomson Locations: Bretigny, Paris, France, Apple's, Bengaluru, London

☆ Amazon surges on 'game-changing' quarter, iPhone slump drags Apple
▼ + stars: | 2023-08-04 | by ( Aditya Soni | ) www.reuters.com time to read: +3 min

FILE PHOTO-The logo of Amazon is seen at the company's logistics center in Bretigny-sur-Orge, near Paris, France, November 25, 2022. Online retail giant Amazon was set to add about $120 billion to its market value, based on premarket movements. "The second quarter is a game-changing quarter for Amazon; we would call it an-all clear moment," said SVB MoffettNathanson analyst Michael Morton. But its services business was a bright spot and helped Apple top profit expectations for the June quarter. "It is time for Apple to launch something new and innovative, not just another variation of its core products."

Persons: Benoit Tessier, SVB, Michael Morton, —, Dan Coatsworth, AJ Bell, Aditya Soni, Samrhitha, Joice Alves, Amanda Cooper, Saumyadeb Organizations: REUTERS, Google, Apple, Microsoft, Wall Street, Amazon, Thomson Locations: Bretigny, Paris, France, Apple's, Bengaluru, London

☆ YouTube can grow to a $240 billion standalone asset, says SVB MoffettNathanson’s Michael Nathanson
▼ + stars: | 2023-08-01 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYouTube can grow to a $240 billion standalone asset, says SVB MoffettNathanson’s Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss the value of YouTube, why he believes it can grow from a roughly $40 billion business today to a more than $240 billion standalone asset, and more.

Persons: SVB MoffettNathanson’s Michael Nathanson Michael Nathanson, SVB

☆ The strike will make Netflix stronger & competitors weaker: SVB MoffettNathanson’s Michael Nathanson
▼ + stars: | 2023-07-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe strike will make Netflix stronger & competitors weaker: SVB MoffettNathanson’s Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to preview Netflix quarterly earnings results, how the strike will impact the streamer, and more.

Persons: MoffettNathanson’s Michael Nathanson Michael Nathanson, SVB Organizations: Netflix

☆ The media industry is in turmoil, and that's not changing anytime soon
▼ + stars: | 2023-07-17 | by ( Lillian Rizzo | ) www.cnbc.com time to read: +11 min

All of this turmoil will be on investors' minds as the media industry kicks off its earnings season this week, with Netflix up first on Wednesday. Netflix, with a new advertising model and push to stop password sharing, looks the best positioned compared with legacy media giants. At the top of the list is contending with Disney's TV networks, as that part of the business appears to be in a worse state than Iger had imagined. The labor fight blew up just as the industry has moved away from streaming growth at all costs. Last week's ruling from a federal judge that Microsoft's $68.7 billion acquisition of game publisher Activision Blizzard should move forward serves as a rare piece of good news for the media industry.

Persons: Mike Blake, Bob Iger, Iger, Bob Iger's, Michael Nathanson, SVB, CNBC's David Faber, Nathanson, Producers –, Mark Boidman, Ross Benes, Benes, Comcast's NBCUniversal, Solomon, Boidman, Random, Paramount's Simon, Schuster, Tegna, Jason Anderson, Peter Liguori, Anderson, HBO Max, Homer, Marge Getty Organizations: Guild of America, Netflix, Alliance, Producers, Reuters, Disney, Disney's, Paramount Global, Comcast, Warner Bros, American Federation of Television, Radio Artists, Media, Solomon Partners, CNBC, Hollywood, Intelligence, ABC, Paramount, BET, NBC Sports, USA, Discovery, Activision, Federal Trade Commission, dealmaking, Microsoft, Tribune Media, Max, HBO, Amazon, MGM, Sky, Fox Corp, FOX Locations: Los Angeles , California, U.S, MoffettNathanson, Hulu

☆ Netflix shielded from Hollywood strike by global crew, strong pipeline
▼ + stars: | 2023-07-17 | by ( Samrhitha A | ) www.reuters.com time to read: +4 min

Some of the people on strike are also picketing the Netflix offices in Los Angeles. Netflix's international production capabilities are a "huge differentiator", and a lot of their content comes from countries that are not involved in the strike, analysts at SVB MoffettNathanson, Credit Suisse and Insider Intelligence said. Netflix is expected to have added a net 1.77 million subscribers, according to Refinitiv, in what is typically a weak quarter due to school holidays. The company lost nearly 1 million subscribers in the year-ago period. The second quarter also featured some strong programming from Netflix, including hits like "Queen Charlotte: A Bridgerton Story" and "Never Have I Ever Season 4".

Persons: Gal, Michael Nathanson, Nathanson, Jamie Lumley, Charlotte, Samrhitha, Aditya Soni, Shounak Organizations: Netflix, U.S, Credit Suisse, Insider Intelligence, Disney, Reuters, Macquarie, Intelligence, Thomson Locations: Hollywood, Los Angeles, United States, U.S, Bengaluru

☆ Longer-term issue for Disney is around direct-to-consumer: SVB MoffettNathanson's Michael Nathanson
▼ + stars: | 2023-07-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLonger-term issue for Disney is around direct-to-consumer: SVB MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk on the Street' to discuss Disney outlook following CEO Bob Iger's interview with CNBC's David Faber.

Persons: MoffettNathanson's Michael Nathanson Michael Nathanson, SVB, Bob Iger's, CNBC's David Faber Organizations: Disney

☆ Disney trades flat after Iger contract extension. Here's what the pros are saying
▼ + stars: | 2023-07-13 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney trades flat after Iger contract extension. Here's what the pros are sayingJim Cramer, Michael Nathanson of SVB MoffettNathanson, Jim Lebenthal of Cerity Partners and Alan Gould of Loop Capital discussed Disney after it announced a contract extension with CEO Bob Iger through 2026.

Persons: Jim Cramer, Michael Nathanson, SVB MoffettNathanson, Jim Lebenthal, Alan Gould, Bob Iger Organizations: Cerity Partners, Loop Capital, Disney

☆ Paramount's bundle with Showtime 'probably not enough' for growth, says MoffettNathanson analyst
▼ + stars: | 2023-06-27 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailParamount's bundle with Showtime 'probably not enough' for growth, says MoffettNathanson analystMichael Nathanson, SVB MoffettNathanson senior analyst, joins 'Squawk on the Street' to discuss Paramount's merger with Showtime, which companies can outrun chord cutting, and how important the sports TV rights deals are.

Persons: Michael Nathanson, SVB Organizations: Showtime

The movie is projected to debut with a modest $31 million to $41 million this weekend in the U.S., according to the Box Office Pro website. That is well shy of the recent $120.5 million haul for Sony’s critically acclaimed animated hit "Spider-Man: Across the Spider-Verse." Pixar is looking to rebound from the box office disappointment of 2022 release "Lightyear," the origin story of "Toy Story" hero Buzz Lightyear. "Judging Pixar on the recent past, history would not be kind," said SVB MoffettNathanson media analyst Michael Nathanson. But the move dealt a blow to creatives who had hoped their films would be seen on the big screen, according to one Pixar director who spoke on condition of anonymity.

Persons: Athie, Leah Lewis, Pete Docter, Denise Ream, Peter Sohn, Adele Exarchopoulos, Vincent Lacoste, Jim Morris, Read, Buzz Lightyear, Pixar, Michael Nathanson, Sohn, Mario, Shawn Robbins, Robbins, Bob Chapek’s, Luca, creatives, Sohn’s, Dawn Chmielewski, Lisa Richwine, Nathan Frandino, Kenneth Li, Jonathan Oatis Organizations: Cannes Film, Pixar Animation Studios, Box, Pixar, Reuters, Walt Disney Co, Reuters Television, Comcast, Universal Pictures, Mario Bros, Sony Pictures, Pro, Disney, U.S, Cannes, Rotten, Thomson Locations: U.S, City, Los Angeles, San Francisco

☆ Wall Street is split on where Coinbase shares go next as the company's legal fight with the SEC begins
▼ + stars: | 2023-06-07 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +8 min

Analysts are split on how Coinbase shares perform from here as the company enters a battle with the Securities and Exchange Commission. Others see this development as a major threat to Coinbase's business, going beyond near-term financial implications. Additionally, with the complaint coming a day after the SEC sued Binance , Coinbase is likely to see new trading volumes near term, she added. "The SEC lawsuit highlights that Coinbase simultaneously operates as a broker-dealer, an exchange, and a clearing agency/custodian," he added. "We also want to underscore that the COIN business model is doing well right now," he added.

Persons: it's, Coinbase's, cryptocurrencies, Cathie Wood, Raymond James, Patrick O'Shaughnessy, SVB MoffettNathanson, Lisa Ellis, Ellis, Binance, Coinbase, Gary Gensler, Canaccord, Raymond James –, Jefferies, Trevor Williams, SEC …, Devin Ryan, Joseph Vafi, Jason Kupferberg, Michael Bloom Organizations: Securities and Exchange, SEC, CNBC, Securities, Coinbase, Bank of America Locations: U.S

☆ Cyclical headwinds for Fintech still strong, says MoffettNathanson's Eugene Simuni
▼ + stars: | 2023-06-07 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCyclical headwinds for Fintech still strong, says MoffettNathanson's Eugene SimuniEugene Simuni, SVB MoffettNathanson research analyst, joins 'Closing Bell Overtime' to discuss Affirm, the state of the Fintech space, and more.

Persons: MoffettNathanson's Eugene Simuni Eugene Simuni

☆ Call of the Day: SVB MoffettNathanson upgrades AT&T to Market Perform
▼ + stars: | 2023-06-06 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCall of the Day: SVB MoffettNathanson upgrades AT&T to Market PerformCraig Moffett, SVB MoffettNathanson co-founder, joins 'Fast Money' to discuss the firm's recent upgrade of AT&T to 'Market Perform'.

Persons: Craig Moffett, SVB MoffettNathanson

That was the promise of a digital library of movies and TV shows. "Warner Bros. That's why NBCUniversal had to pay itself $500 million to stream Universal TV's "The Office" on Peacock and Warner Bros. Rafael Henrique | Lightrocket | Getty ImagesBy removing the content specifically made for streaming rather than licensed shows and movies, Warner Bros. Warner Bros.

☆ YouTube's subscription business is already a third the size of Netflix
▼ + stars: | 2023-05-19 | by ( Ryan Joe | ) www.businessinsider.com time to read: +3 min

YouTube's subscription revenue is a third the size of Netflix's, according to asset management firm AllianceBernstein. Asset management firm AlliacneBernstein did the math and noticed that YouTube's last four quarters of ad revenue was $29 billion, which puts its subscriptions revenue at $11 billion. YouTube's ad revenue had declined for three consecutive quarters, dipping 2.6% to $6.7 billion in the last quarter. "We really want to be a platform for all things video," Mohan said. Bolstering the creator aspect around NFL Sunday Ticket will also help YouTube's ad business, Mohan said.

☆ CNN getting more Republicans on-air as it seeks political diversity
▼ + stars: | 2023-05-18 | by ( Helen Coster | ) www.reuters.com time to read: +2 min

We need to show both sides of every issue.”Advertisers “don’t want to be part of an advocacy network” but they do want to be part of a news network, Zaslav said. CNN has taken heat for its broadcast of a May 10 town hall with former Republican President Donald Trump. On Wednesday CNN chief international anchor Christiane Amanpour publicly criticized the town hall in remarks at Columbia Journalism School, the first of the network’s on-air talent to do so. “I still respectfully disagree with allowing Donald Trump to appear in that particular format,” Amanpour said, according to the CNN “Reliable Sources” newsletter Wednesday night. The Trump town hall attracted 3.3 million viewers, making CNN the most-watched cable news network that evening, according to Nielsen data.

☆ YouTube's top exec Neal Mohan revealed its total revenues were $40 billion last year
▼ + stars: | 2023-05-18 | by ( Ryan Joe | ) www.businessinsider.com time to read: +3 min

YouTube's revenue last year was $40 billion mostly from ads, its chief Neal Mohan said at a recent conference. Newly appointed YouTube chief Neal Mohan said the company's revenue was $40 billion in revenue over the last twelve months. He declined to split out YouTube's revenue between ads and subscription products, like YouTube TV, Premium, and Music. YouTube's ad revenue had declined for three consecutive quarters, dipping 2.6% to $6.7 billion in the last quarter. Bolstering the creator aspect around NFL Sunday Ticket will also help YouTube's ad business, Mohan said.

Comcast will likely sell its 33% stake in Hulu to Disney at the beginning of 2024, Comcast Chief Executive Brian Roberts said Tuesday. Comcast and Disney struck a deal in 2019 that allowed Disney the option to buy out Comcast's minority stake in 2024. Roberts also suggested the final price for Hulu will likely be higher than the $27.5 billion valuation initially set in 2019. Comcast and Disney have already held talks about Hulu this year, Iger said last week. Comcast executives had assumed Disney would buy out its 33% stake in Hulu when Bob Chapek was Disney's CEO last year.

☆ Hollywood writers’ fight previews messy new era
▼ + stars: | 2023-05-02 | by ( Jennifer Saba | ) www.reuters.com time to read: +4 min

NEW YORK, May 2 (Reuters Breakingviews) - Tinseltown scribes are gearing up for a fight. The Writers Guild of America went on strike Tuesday after contract negotiations with entertainment companies broke down. The union backing TV and film writers walked out after failing to reach a new contract with the Alliance of Motion Picture and Television Producers for better pay. This meant the distribution chain paid twice, and the double dip meant more money for both the network and writers, who got a share. As the last strike brought about the reality TV fad, which required less creativity, artificial intelligence is threatening to replace writers.

☆ Atlassian taps OpenAI to make its collaboration software smarter
▼ + stars: | 2023-04-19 | by ( Jordan Novet | ) www.cnbc.com time to read: +5 min

Atlassian on Wednesday said it will draw on technology from startup OpenAI to add artificial intelligence features to a slew of the collaboration software company's programs. Atlassian has been building its own AI models for several years, but just started using OpenAI at the beginning of 2023. But Farquhar dismissed this concern, explaining that OpenAI won't be training its models on Atlassian's customer data, so Atlassian won't be necessarily making OpenAI better by giving it business. Atlassian employees have been able to use the new Atlassian Intelligence features internally, and they have become popular, especially for those leading teams, Anu Bharadwaj, president of Atlassian, said. Bharadwaj said Atlassian hasn't figured out how much to charge for Atlassian Intelligence.

☆ Netflix shares drop after mixed earnings. Here's what the experts have to say
▼ + stars: | 2023-04-19 | by ( Christina Falso | ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix shares drop after mixed earnings. Here's what the experts have to sayJim Cramer, Jessica Reif Ehrlich of Bank of America Securities, Michael Nathanson of SVB MoffettNathanson, John Blackledge of Cowen and Bill Nygren of Oakmark Funds on what they think about Netflix.

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