MoffettNathanson
MoffettNathanson is a privately held, subscription-based independent equity research boutique covering seven U.S. TMT verticals for institutional money managers, sports leagues and strategic consultancies, distributed through a senior founding-partner salesforce and anchored by an annual flagship conference.
- Company typePrivate
- Founded2013
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What MoffettNathanson does
MoffettNathanson LLC is a privately held, independent sell-side equity research boutique founded in 2013 and headquartered at 300 Park Avenue in New York City. The firm employs between 11 and 50 staff, including roughly 15 named analysts organized into seven coverage verticals: Telecom & Cable, Media/Internet & Ad Agency, Digital Infrastructure, E-Commerce & Internet Marketplaces, Music, Video Games and IT Hardware. The firm's value proposition centers on sector-dominant, subscription-based research distributed to institutional money managers, professional sports leagues and strategic consultancies, positioning itself as the recognized standard-bearer for U.S. Media and Communications research after being voted the #1 Independent Research Firm in America in 2022 by Institutional Investor Magazine.
The product surface is built around three pillars: (1) recurring subscription research across the seven coverage verticals, with proprietary frameworks such as the Streaming Quality Index that rank SVOD platforms on perceived content quality rather than subscriber counts or viewing hours; (2) on-demand conference call replays covering earnings reactions, sector outlooks and thematic topics; and (3) corporate access events including an annual flagship Media, Internet & Communications Conference in New York featuring C-suite executives from Charter, Verizon, Disney, Fox, Paramount Skydance, T-Mobile and Live Nation, alongside non-deal roadshows and expert discussions. The 2021 partnership with HarrisX extended the firm's data inputs into first-party consumer survey research via the Quarterly SVOD Update.
Revenue is generated exclusively through subscription fees paid by qualified institutional and professional clients, a model the firm pioneered ahead of the post-MiFID II unbundling of research from trading commissions. Distribution is handled by three Founding Partner senior salespeople (Pat O'Connell, Ethan Steinberg and John Towers) with collectively over 60 years of equity sales experience. MoffettNathanson is registered as an independent adviser in Connecticut and is not a FINRA-registered broker-dealer, meaning research, sales and trading functions are kept structurally separate, which the firm uses as a credibility anchor in a market where conflict-of-interest concerns are acute.
MoffettNathanson firmographics
Firmographics- Name
- MoffettNathanson
- Legal name
- MoffettNathanson LLC
- Website
- https://moffettnathanson.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- MoffettNathanson is a privately held, subscription-based independent equity research boutique covering seven U.S. TMT verticals for institutional money managers, sports leagues and strategic consultancies, distributed through a senior founding-partner salesforce and anchored by an annual flagship conference.
- Ownership category
- akta.pro rank
MoffettNathanson industry classification
Industry- Product category
- Equity Research Services
- NAICS
- Marketing Research and Public Opinion Polling (54191)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Industry & Sector Research (Syndicated/Custom) (BPAHALAE)
- akta.pro secondary industry
- Social & Digital Insights (Social Listening, Online Community Research) (MPAAALAK)
Keywords
Where MoffettNathanson is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
MoffettNathanson business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Subscription-based Research Distribution: MoffettNathanson distributes its research to a select group of clients on a subscription basis. The firm has been a leader in the development of the subscription-based payment model, where regulatory and competitive forces are leading to the rapid dissolution of trading as the primary means of payment for research services. The subscription model allows clients to manage their research budgets more effectively by paying only for the research they value most highly.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
MoffettNathanson product offering
Product offeringCore offering
MoffettNathanson is an independent sell-side equity research boutique that publishes subscription-based research on Technology, Media and Telecom sectors, including media, internet and ecommerce, telecommunications, digital and telecom infrastructure, online sports gambling, and video games. The firm distributes its research to a select group of institutional clients on a subscription basis, supplemented by conference call replays and corporate access events for clients such as money managers, sports leagues, and strategic consultancies.
Product overview
MoffettNathanson is a next-generation sell-side research boutique offering subscription-based independent equity research. The firm produces sector-dominant research reports distributed to institutional clients, covering seven primary research categories: Telecom & Cable, Media/Internet & Ad Agency, Digital Infrastructure, E-Commerce and Internet Marketplace, Music, Video Games, and IT Hardware. The research offering is complemented by conference call replays and corporate access events including investor conferences and non-deal roadshows. The firm operates a subscription-based payment model rather than traditional trading commissions.
Differentiator
Problem solved
Functional benefit
Products and services
- MoffettNathanson Research
- Conference Calls
- Corporate Access Events
- Coverage Universe
Companies that use MoffettNathanson
Customer profileSegments3 records
Ideal customer profiles2 records
MoffettNathanson technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
MoffettNathanson partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- HarrisXcoreMoffettNathanson partnered with HarrisX to produce the Quarterly SVOD Update, combining HarrisX's consumer research capabilities with MoffettNathanson's media and communications analysis expertise.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
MoffettNathanson competitors and assessment
Company assessmentDirect peers
- Wolfe Research: Independent equity research and trading firm with significant TMT, consumer, and healthcare coverage offered on a subscription basis. Comparable as an independent research boutique with substantial TMT presence and institutional client base.
- Melius Research: Independent equity research boutique founded by former sell-side analysts covering TMT, consumer, and industrial sectors with subscription-based research distribution. Comparable as a founder-led independent boutique competing for similar institutional research budgets.
- New Street Research: Independent TMT-focused equity research boutique covering telecom, media, and internet sectors with a subscription-based distribution model. The closest direct peer given its similar TMT concentration, independent structure, and sell-side subscription research approach.
- Evercore ISI: Research and advisory arm of Evercore covering TMT, consumer, financial services, and energy sectors with both institutional research and investment banking. Comparable as a research-led franchise serving institutional clients with substantial TMT coverage.
Broad incumbents
- Bernstein Research: Research arm of AllianceBernstein providing fundamental equity research across global sectors including significant TMT coverage. Comparable as a large, established research provider competing for the same institutional research wallet.
- Guggenheim Securities: Diversified investment bank with a research franchise covering TMT, healthcare, energy, and consumer sectors. Comparable as a larger competitor with independent research distributed to institutional clients.
- Jefferies Equity Research: Mid-market bulge bracket with substantial TMT equity research coverage distributed to institutional clients. Comparable as a larger, diversified competitor offering TMT research alongside banking and trading.
- Barclays Research: Global investment bank with significant equity research operations covering TMT and other sectors globally. Comparable as a larger, established research provider with substantial TMT coverage competing for institutional research budgets.
- Citigroup Research: Global bulge bracket with extensive equity research coverage including substantial TMT analysis distributed to institutional clients. Comparable as a larger, diversified competitor in institutional research.
Emerging players
- Hedgeye Risk Management: Independent research firm offering subscription-based institutional research across multiple sectors with a quantitative and macro overlay. Comparable as an independent, subscription-based research provider competing in adjacent institutional research segments.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
MoffettNathanson social profiles
Digital presenceMoffettNathanson financial estimates
Financial estimateRevenue estimate
Valuation estimate
MoffettNathanson leadership team
Management profileNumber of profiles
Profiles18 records
MoffettNathanson funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MoffettNathanson M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MoffettNathanson
What does MoffettNathanson do?
MoffettNathanson is an independent sell-side equity research boutique that publishes subscription-based research on Technology, Media and Telecom sectors, including media, internet and ecommerce, telecommunications, digital and telecom infrastructure, online sports gambling, and video games. The firm distributes its research to a select group of institutional clients on a subscription basis, supplemented by conference call replays and corporate access events for clients such as money managers, sports leagues, and strategic consultancies.
Is MoffettNathanson a public or private company?
MoffettNathanson is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was MoffettNathanson founded?
MoffettNathanson was founded in 2013. It employs 11 to 50 people.
Where is MoffettNathanson based?
MoffettNathanson is headquartered in New York, United States, in the North America region.
How does MoffettNathanson make money?
One revenue line is on record: subscription-based Research Distribution.
Who are MoffettNathanson's main competitors?
Direct peers on record are Wolfe Research, Melius Research, New Street Research and Evercore ISI. Broad incumbents are Bernstein Research, Guggenheim Securities, Jefferies Equity Research, Barclays Research and Citigroup Research. Hedgeye Risk Management is listed as an emerging player.
Does MoffettNathanson have an API?
No public API is recorded for MoffettNathanson.
What industry is MoffettNathanson in?
MoffettNathanson's product category is Equity Research Services. Its primary akta.pro industry code is BPAHALAE, Industry & Sector Research (Syndicated/Custom), with a secondary code of MPAAALAK, Social & Digital Insights (Social Listening, Online Community Research). Its NAICS code is 54191 and its SIC code is 6282.