AMC Networks: A Strong Strategy for OTT Riches

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As is the case with nearly all of the media companies in the MoffettNathanson coverage universe, AMC Networks is in the midst of what Senior Analyst Michael Nathanson and analyst Robert Fishman call “a pivot from legacy linear networks businesses to direct-to-consumer platforms.”


Yet, as the respected financial research house has emphasized in the past, “the economics of this pivot are vastly different for each company.”

What does this mean for AMC? “All-in-one mass streaming services” aren’t in AMC’s best interests.

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