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  1. DIRECTV General Discussion
    Do you have a source or are you just assuming? Because my source on the fact that those charges are in programming contracts is from public statements MVPDs have made in SEC filings and earnings calls over the past 20 years
  2. DIRECTV General Discussion
    Streaming rights and restrictions are different than the contracts for facilities based MVPDs. The rules applied to Comcast's actual cable and streaming are different I think allowing those differences to continue is part of what's killing the traditional TV providers. There's no reason they...
  3. DIRECTV General Discussion
    I'm pretty sure outlet fees are a requirement from the programmers. Technically most cable companies have outlet fees too, and have for decades. Before all the cable companies went all digital, it was impossible to enforce because you didn't need to tell the cable company you put in a splitter...
  4. General Satellite Discussion
    If you want to keep the PQ in the basement, not carry every channel, and have poor customer support, sure. There are cost savings to merging the systems together including one single backend, eliminating one or more uplink/NOCs, simplifying equipment logistics, and several others. Yes, it would...
  5. General DISH™ Discussion
    You won't be able to opt out of the RSNs if they come back though
  6. General Satellite Discussion
    With a box swap and dish repointing there would be an advantage to merging the two systems. They could in theory do the SiriusXM thing and run their two separate systems for a decade and a half, but if they expect that it will be a reasonably long time at all for the satellite delivery system to...
  7. General DISH™ Discussion
    There's already a path for AT&T to get completely out of the business, and that's to do the same thing they did with WarnerMedia: Spin it out to shareholders. Regardless of what Charlie does with Dish, a merger between DirecTV and Dish would give AT&T the opportunity to issue its share of...
  8. General DISH™ Discussion
    It's almost a mirror copy of the arrangement between Verizon and Comcast/Charter. Comcast and Charter had been buying up spectrum intending to start their own cellular network just like Dish, but they decided it was too much work and sold that spectrum back to Verizon with the caveat that they...
  9. General DISH™ Discussion
    Rural customers not having choice I think would still be on the FCC and DOJ's radar right now because of the current push to expand broadband to areas that don't have any. Also, the current administration is much more likely to hold AT&T/DirecTV/Dish accountable for what a merger would do to the...
  10. DIRECTV General Discussion
    Channels are going out of business. There is no pressure to add new things. All bandwidth pressure is going in the opposite direction There would be a technology transition of some kind, so if they did bring DirecTV assets into the fold they might as well transition to one or the other, and rip...
  11. DIRECTV General Discussion
    There would be no value in that. The value in buying out Voom and SkyAngel after they shut down is that Dish needed the bandwidth, and those assets lined up nicely with Dish's technology and orbital slots The entire value in DirecTV is in the customer base and its contracts with the...
  12. DIRECTV General Discussion
    This is almost definitely the plan. If you listened to the conference call they held announcing this deal, the future "monetization" of DirecTV was referred to multiple times by AT&T executives and analysts asking questions. Every time someone mentioned "value creation" or "monetization" they...
  13. DIRECTV General Discussion
    There's no way the NFL is ready for it to be exclusively streaming. Way too much money coming in via sports bars where a streaming setup would not work
  14. DIRECTV General Discussion
    That's definitely a hole that is only served by MVPDs, and even within that category mostly by satellite today. There will need to be a good solution that can feed 30-40 TVs without requiring 30-40 network streams over the internet. That would definitely be a niche service but as long as there...
  15. DIRECTV General Discussion
    I think there is a much longer tail on linear TV than everyone thinks. It's not going to be absolutely out of business in 5-10 years. I think within 5 years you see the legacy Dish Network business split off from Sling TV and Dish's wireless service and whoever buys DirecTV buys that legacy Dish...
  16. DIRECTV General Discussion
    The argument will be that Comcast isn't the competition--Netflix and its 60 million subscribers. It's Disney and their new direct to consumer product that will be peeling content away or at the very least be a second outlet for the same content as on DirecTV/Dish. It's Hulu and Sling and YouTube...
  17. DIRECTV General Discussion
    CenturyLink does not re-sell UVerse, Prism is/was a completely separate product. It is based on the same hardware and software platform as U-Verse, but it has no relationship to AT&T. Both CenturyLink and AT&T purchased the platform from Microsoft, later Ericsson. The continued existence of...
  18. DIRECTV General Discussion
    It's also not impossible for DirecTV to change policies going down the road. If they currently don't do server/clients or only for 4K in commercial accounts there is nothing that says they can't change that policy. It's weird to see "well they have never done X, it'll never happen" when AT&T...
  19. General DISH™ Discussion
    That is silly on the part of the satellite providers. They should offer completely free MDU setups or discount as much as is practical. Think about an apartment building, only half or less than half of the building is going to be facing southward enough to get a signal. Then, think about...
  20. DIRECTV HD DVR/Receiver Discussion
    If they wanted to switch to clients for hotels or other types of commercial installations, I could very easily see them add an Ethernet equipped client. Lots of hotels and of course just about any other type of commercial establishment likely has Ethernet in the walls (and in the case of hotels...
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