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MoffettNathanson — Tellvest
Firms
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MoffettNathanson
MoffettNathanson
Communication Services (17)
Technology (4)
Consumer Cyclical (2)
4
Analysts
6
Companies
23
Questions
Trends
up to 8 quarters
Questions per Quarter
5
2024Q4: 5
2024Q4
4
2025Q1: 4
2025Q1
6
2025Q2: 6
2025Q2
4
2025Q3: 4
2025Q3
4
2025Q4: 4
2025Q4
Active Analysts
4
2024Q4: 4
2024Q4
2
2025Q1: 2
2025Q1
3
2025Q2: 3
2025Q2
3
2025Q3: 3
2025Q3
3
2025Q4: 3
2025Q4
Companies Covered
4
2024Q4: 4
2024Q4
4
2025Q1: 4
2025Q1
5
2025Q2: 5
2025Q2
4
2025Q3: 4
2025Q3
4
2025Q4: 4
2025Q4
Analysts
4
Analyst
Coverage
Questions
Rob Fishman
DIS
NFLX
10
Craig Moffett
TMUS
VZ
7
Mike Nathanson
GOOGL
4
Focus Areas
16 topics
Competitive Dynamics
12
Capital Allocation
6
Cloud & AI
6
Capex Investment
5
Subscriber Growth
4
Product Launch
4
Revenue Growth
3
Innovation & R&D
2
Demand
2
M&A
1
Company Coverage
6 companies
DIS
The Walt Disney Company
6q
TMUS
T-Mobile US, Inc.
5q
GOOGL
Alphabet Inc.
4q
NFLX
Netflix, Inc.
4q
AMZN
Amazon.com, Inc.
2q
VZ
Verizon Communications Inc.
2q
Mike Morton
AMZN
2
Rob Fishman
2 companies
10
Craig Moffett
2 companies
7
Mike Nathanson
1 company
4
Mike Morton
1 company
2
Guidance Reliability
1
Margin
1
Pricing
1
Regulation Policy
1
Trade Tariffs
1
Macroeconomic
1