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Morgan Stanley

Netflix CFO: “No ads, for now”

Netflix CFO Spencer Neumann has told a conference “never say never” in response to being asked about whether the streaming platform would ever host adverts. “It’s not something in our plan right now,” Neumann added, speaking at the Morgan Stanley Technology, Media & Telecom Conference. Some analysts have been urging Netflix to introduce a lower-tier […]

March 9, 2022

Bank: Starlink worth $81bn

Investment bank Morgan Stanley says that its base case valuation for Elon Musk’s Starlink broadband-by-satellite low Earth orbiting constellation stands at $81 billion (€71.8bn). It backs up its thinking with assumptions of a longer-term 2040 position when the system can offer some 250 Gb/s per satellite of capacity of which 4.5 per cent is “saleable” […]

December 6, 2021

SpaceX $100bn value explained

Equity analysts at investment bank Morgan Stanley have recently given Elon Musk’s SpaceX a valuation of some $100 billion. The bank has given a detailed breakdown of its analysis. As with any financial forecast the bank gives three sets of metrics for its numbers: a ‘Bear’ (low) case, a ‘Base’ mid-point case and the (optimistic) […]

October 29, 2021

Bank: Musk soon a trillionaire

Tesla has helped entrepreneur Elon Musk become one of the two richest men on the planet, and frequently holding the top spot over Amazon’s Jeff Bezos depending on stock market valuations. A report from analysts at Morgan Stanley suggests that when SpaceX truly gets into gear with its Starlink broadband service as well as greater […]

October 25, 2021By Chris Forrester

Bank: Streamers winning Hollywood battle

A report from investment bank Morgan Stanley looks at the impact Covid has had on the film industry and with movie-going restarting assesses future industry prospects. But there’s one powerful message from the bank; the streamers are winning. “The movie business is dead, long live the movie business,” says Morgan Stanley. “Since the onset of […]

October 18, 2021By Chris Forrester

Bank: LEO connectivity “moving even faster”

Investment bank analysts at Morgan Stanley believe that the news that Elon Musk has asked the FCC for permission to expand its Starlink broadband-by-satellite system to moving vehicles (trucks/RVs, aircraft and ships) has not only major implications for the auto industry, but the “topic appears to be moving even faster than we had anticipated”. Last […]

March 23, 2021

SES “no comment” on Eutelsat merger

The rumours that some sort of consolidation could take place between SES and Eutelsat refuse to die. At the November 5th results conference, analyst Patrick Wellington from Morgan Stanley almost seemed to appeal to SES CEO Steve Collar to come clean and explain the position. Collar politely declined the invitation to deliver any information – […]

November 6, 2020