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MoffettNathanson — Tellvest
Firms
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MoffettNathanson
MoffettNathanson
Communication Services (17)
Technology (12)
Consumer Cyclical (2)
4
Analysts
8
Companies
31
Questions
Trends
up to 8 quarters
Questions per Quarter
7
2024Q4: 7
2024Q4
7
2025Q1: 7
2025Q1
7
2025Q2: 7
2025Q2
5
2025Q3: 5
2025Q3
5
2025Q4: 5
2025Q4
Active Analysts
4
2024Q4: 4
2024Q4
3
2025Q1: 3
2025Q1
4
2025Q2: 4
2025Q2
4
2025Q3: 4
2025Q3
3
2025Q4: 3
2025Q4
Companies Covered
5
2024Q4: 5
2024Q4
6
2025Q1: 6
2025Q1
6
2025Q2: 6
2025Q2
5
2025Q3: 5
2025Q3
5
2025Q4: 5
2025Q4
Analysts
4
Analyst
Coverage
Questions
Mike Morton
AMZN
SHOP
UBER
10
Rob Fishman
DIS
NFLX
10
Craig Moffett
TMUS
Focus Areas
17 topics
Competitive Dynamics
14
Cloud & AI
9
Capex Investment
8
Innovation & R&D
7
Capital Allocation
6
Subscriber Growth
4
Product Launch
4
Revenue Growth
3
Demand
3
Margin
2
Company Coverage
8 companies
DIS
The Walt Disney Company
6q
UBER
Uber
6q
TMUS
T-Mobile US, Inc.
5q
GOOGL
Alphabet Inc.
4q
NFLX
Netflix, Inc.
4q
AMZN
Amazon.com, Inc.
2q
SHOP
Shopify
2q
VZ
7
Mike Nathanson
GOOGL
4
Mike Morton
3 companies
10
Rob Fishman
2 companies
10
Craig Moffett
2 companies
7
Mike Nathanson
1 company
4
M&A
1
Guidance Reliability
1
Pricing
1
Regulation Policy
1
Trade Tariffs
1
Macroeconomic
1
Geographic Expansion
1
VZ
Verizon Communications Inc.
2q