What’s So ‘Odd’ About Media’s Q1 Occurrences?

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“In the investing world, as in life, it is hard to change a narrative,” says noted Wall Street analyst Michael Nathanson, of MoffettNathanson. “For much of the past four years, the media industry has been rightly defined by declining Pay TV subscribers, falling linear TV consumption, and slowing ad spend.”


But, something “really unusual” is afoot, he says.

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