OTT

AT&T Inc. (NYSE: T) is well-positioned to take advantage of the changing ways Americans watch TV, as more and more people make the switch from cable and satellite to streamed programming, according to Wells Fargo. The Analyst Wells Fargo’s Jennifer Fritzsche maintained a Market...

Netflix, Inc. (NASDAQ: NFLX) is getting mixed looks from the sell-side ahead of its April 16 first-quarter print, with KeyBanc Capital Markets predicting that earnings and the streaming company's outlook should remain solid, while Wedbush remains bearish on the prospect of content loss....

Cinedigm Corp (NASDAQ: CIDM) has entered into a definitive agreement to buy video platform Future Today, one of the largest AVOD channel networks in the world, for $45 million in cash and $15 million in Cinedigm common stock. An Over-The-Top Video Play  This acquisition increases Cinedigm...

The recent pullback in Roku Inc (NASDAQ: ROKU) from nearly $80 per share in early October to around $55 is "overdone" and should be taken advantage of by investors, according to Wedbush. The Analyst Wedbush's Michael Pachter upgraded Roku from Neutral to Outperform with a price...

A bullish case for can be made for Akamai Technologies, Inc. (NASDAQ: AKAM) after the tech company's third-quarter earnings beat Monday, according to SunTrust Robinson Humphrey.  What Happened Akamai said it earned 94 cents per share in Q3 on revenue of $670 million versus...

News Corp (NASDAQ: NWSA) shares have fallen nearly 15 percent over the past month, and investors may want to consider buying the stock, as the Street is overreacting to the consolidation of pay TV provider Foxtel, according to Loop Capital. The Analyst Loop Capital Markets' Alan Gould upgraded...

CBS Corporation Common Stock (NYSE: CBS) and Viacom, Inc. (NASDAQ: VIAB) are a tale of two media stock trajectories, according to Imperial Capital. While CBS is a "top idea" at Imperial, the firm said Viacom has been a bearish story since 2014.  The Analyst Imperial Capital's...

Investors may want to consider becoming constructive on Walt Disney Co (NYSE: DIS) but only in the event of a "measurable pullback" in the stock, according to Imperial Capital. The Analyst Imperial Capital's David Miller initiated coverage of Disney with an In-Line rating...

Walt Disney Co (NYSE: DIS) confirmed Thursday what investors expected: an agreement to acquire entertainment and media properties from Twenty-First Century Fox Inc (NYSE: FOXA). The Analyst Midtown Partners' Rich Tullo. The Thesis The combination of Disney and Fox's assets is "...

Streaming TV services like Netflix, Inc. (NASDAQ: NFLX), Time Warner Inc (NYSE: TWX)’s HBO Now and Amazon.com, Inc. (NASDAQ: AMZN)’s Prime Video have forever changed the way TV viewers access programming. However, they've also changed the way viewers consume TV content as well....

Over the past few years, Walt Disney Co (NYSE: DIS)'s investors have had to worry about the same headwind: subscriber losses from its ESPN unit. But these concerns should be considered "overblown," at least according to UBS's Doug Mitchelson, who maintains a Buy rating and $126...

This is the question Moffett Nathanson analyst Craig Moffett explored in a note on Wednesday. According to the analyst, recent data may suggest that the cord cutting trend is over-exaggerated and now is a good time to buy Cable stocks as he upgraded the entire sector to Overweight from Equal...

In a report published Tuesday, UBS analyst John Hodulik commented that traditional video subscriptions will continue to decline as new Over-the-Top Content (OTT) options proliferate. According to Hodulik, the first wave of OTT video services were merely complements to a traditional pay TV...