Social Media Ideas for Craig Moffett

Clearfield: A Small Fiber Company With A Data Center Opportunity

SpaceX Buoyed by Launch Dominance, but Starlink Mobile’s Future Unclear, Analysts Say

A MoffettNathanson report said real competition with terrestrial mobile carriers was unlikely

Bleeding subs, flat ARPU – the MDU answer US broadband keeps circling (Analyst Angle)

A Maravedis analyst’s view on the Q1 2026 reckoning for fixed broadband, and why the economics of multifamily are quietly becoming the most interesting line in the deck. – Q1 2026...

This Canadian tech stock is “remarkably inexpensive,” analyst says

Beacon Securities analyst Doug Cooper says NTG Clarity Networks’ (NTG Clarity Networks Stock Quote, Chart, News, Analysts, Financials TSXV:NCI) valuation is “remarkably inexpensive...

Marvell Vs. Credo: The Better Network Connectivity Stock

Moelis & Company: Downside Protection

Cable One Expecting to Lose Up to 18,000 Residential Broadband Customers in Q2

The company’s stock fell on financial and operational estimates disclosed in an SEC filing

Nexstar Media Group: Hold On To This Leading Broadcaster Until Their Merger Is Finalized

Comcast Spinning off NBCUniversal, Sky

Analysts were split on whether that sets the stage for a merger with Charter

Who Will Win This Legal Battle – FCC Chairman Brendan Carr or Superstar Lawyer Paul Clement?

Newsmax and a group of state cable associations said the D.C. Circuit should give the FCC no more than 14 days to vote on the Media Bureau’s March 19 approval of the Nexstar-TEGNA...

Comtech Telecommunications Corp. (CMTL) Gilat Satellite Networks Ltd., - M&A Call - Slideshow

Calix (CALX): FCC Gateway Clearance Supports a More Durable Broadband AI Platform Case

Only one SpaceX analyst out of all the bulls Tuesday is calling for the stock to drop. Here's why

MoffettNathanson initiated research coverage of SpaceX with a neutral rating and a $131 price target, implying 18% downside from the stock's latest close.

Broadcom: Wall Street's ~$115 Billion FCF Consensus Crumbles Under Stresstesting

Moelis: Costs Of Capital Stubborn, Could Prevent Full-Fledged Sponsor Return

Jill Marx: The Marketing Fix Behind Multi-Gig Adoption

The number of homes a network passes is not the same as the number of homes that can realistically receive multi-gig service.

Why consolidation will reshape MDU connectivity (part 2/3) – Analyst Angle

MDU connectivity consolidation is not one story but three – told from the perspective of who owns the operators doing the consolidation. Maravedis Research sorts the MSP segment by...

Arista Networks: Buy The Margin Anxiety Selloff

Comcast: New Direction Deserves A New Rating, I'm A Buy For The First Time In 10 Years

Michael Santorelli: FCC Pole Ruling Faces Early Test

Whether the FCC enforces its February pole-attachment order against Appalachian Power will decide if BEAD produces ribbon cuttings or recriminations.

Marvell Technology: The $5 Billion Guide Raise Behind The Jensen Pop

Dan Schulman was right – networks won’t differentiate; experience will (Reader Forum)

Why CSPs are losing the customer relationship betting on half the experience and where they can grab the other half. Just three weeks ago, Verizon CEO Dan Schulman said the quiet p...

Consolidation is reshaping MDU connectivity (part 1/3) – Analyst Angle

Scale is becoming the defining advantage in MDU connectivity. In part 1 of a three-part series, analyst-consultancy Maravedis examines how economics, capital, and operator strategy...

Meta: The Cure For CapEx Anxiety