PVOD Tag

June 4, 2019 | Investment analysts Craig Moffett and Michael Nathanson of MoffettNathanson examine WarnerMedia’s direct-to-consumer plans in a May 29 report informed by a recent interview they conducted with WarnerMedia CEO John Stankey. The pair size up the competitive situation for WarnerMedia as promising, but not without challenges: AT&T, like Disney, will have to forgo high margin licensing revenue (and...