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Pivotal
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Premium Content
02/05/2024
Wall Street Stumped on Charter’s 4Q23 Results
Charter stock fell another 4.87% Monday as investors and analysts contemplated what to make of the company’s 4Q23 broadband sub decline and the outlook for the coming year.
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Premium Content
06/09/2023
Netflix Password Sharing Policy Shift Pays Off
Netflix hoped that its crackdown on password sharing would mean subscriber and revenue growth.
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Premium Content
02/21/2023
Pivotal Raises Liberty Target Price
After upgrading its target price for Charter to $550, Pivotal raised its target price for Liberty Broadband from $127 to $150. The firm believes an “RMT-like” merger is on the cards between Charter and Liberty, though the latter’s management would be more interested in signing an agreement to not participate in Charter’s share repurchase program.
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Premium Content
10/27/2022
Comcast Warns of Potential Layoffs After Hurricane
Comcast bucked expectations and delivered positive numbers for broadband in 3Q22, recording 14,000 total broadband customer net additions. That may not sound like a victory, but it’s better than the flat numbers the operator submitted last quarter.
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Premium Content
10/26/2022
Pivotal Grants Netflix ‘Buy’ Rating
Pivotal is raising its rating of Netflix from “Sell” to “Buy” and increasing its 2023 net new subscriber forecasts from 5.5 million to 15 million.
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Premium Content
10/13/2022
Netflix Ad-Supported Tier Coming Next Month
Netflix’s lower-priced ad-supported plan is making its debut sooner than expected, arriving November 3 at 9am PT. At launch, the tier will be available in 12 countries: the U.S., the U.K., Australia, Brazil, Canada, France, Germany, Italy, Japan, Korea, Mexico and Spain.