“The media landscape has been under pressure for years,” laments Rob Fishman, a Senior Analyst at Wall Street broadcast media and advertising investment watchdog MoffettNathanson. He speaks of cord-cutting, which “continues to drive declines in linear TV,” and how pricing power is weakening as “deflation” spreads across the media ecosystem.
With first quarter 2025 earnings results coming in the next few weeks, Fishman and the MoffettNathanson team revisited its forecasts. Why? They wished to consider “how such a bleak economic backdrop might affect our coverage universe.”
