MoffettNathanson on Cord-Cutting: ‘Can Linear Be Saved?’

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In the three months since MoffettNathanson analysts Craig Moffett and Michael Nathanson (pictured, at left) released their most bearish report yet on the state of cord-cutting and MVPD consumer activity, “things have only gotten worse.”


Netflix’s boss admits advertising considerations should have come much sooner. Regional Sports Networks (RSNs) shifting to Peacock, and becoming money-sucking assets of Sinclair Broadcast Group’s Diamond Sports subsidiary permeate the headlines.

Now, MoffettNathanson finds that the rates of decline for both total linear — including vMVPDs — and traditional linear excluding the likes of SlingTV accelerated “to new all-time worsts” in Q3. It prompted the analysts to simply ask, “Can the linear business be saved?”

 

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