AT&T Again Exploring a Deal For DirecTV—Update—Sale Pending

Discussion in 'DIRECTV General Discussion' started by CraigerM, May 20, 2020.

  1. Feb 4, 2021 #441 of 653
    Carolina

    Carolina AllStar

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    I have been with DTV since 1995. I can't imagine going anywhere else now. I really wish AT&T hadn't gotten a hold of DTV in the first place!
     
  2. Feb 4, 2021 #442 of 653
    harsh

    harsh Beware the Attack Basset

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    I recommend that you formulate an backup plan. The end isn't in sight, but it is coming one way or another.
     
  3. Feb 5, 2021 #443 of 653
  4. Feb 5, 2021 #444 of 653
    Davenlr

    Davenlr Geek til I die

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    That is the first I have heard of that. I will have to check into that for my second year of DirecTv when the price goes up, if it would save me any money. Do they allow more than one stream at a time, or charge $7 per stream? The ad says 3 streams. No cable box required. So what is the $120 thing they say you need? Or is that the Router I already have for my fiber internet?
     
    Last edited: Feb 5, 2021
  5. Feb 6, 2021 #445 of 653
    James Long

    James Long Ready for Uplink! Staff Member Super Moderator DBSTalk Gold Club DBSTalk Club

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    As noted in the article (text copied from 4th Quarter results - empasis added):
    "Compared with results for the fourth quarter of 2019, current quarter operating expenses were $56.4 billion, up 36.0 percent, and full-year 2020 operating expenses were $165.4 billion, up 7.9 percent from the previous full year. Expenses reflect noncash impairment charges of $15.5 billion resulting from changes in our management strategy and our evaluation of the domestic video business. These changes, including our decision to operate our video business separately from our broadband and legacy telephony operations, required us to identify a separate Video reporting unit and to assess both the recoverability of its long-lived assets and any assigned goodwill for impairment. Fourth-quarter expenses also include charges of approximately $780 million from the impairment of production and other content inventory at WarnerMedia, with $520 million resulting from the continued shutdown of theaters during the pandemic and the hybrid distribution model for our 2021 film slate."

    AT&T's total revenue for 2020 was $ 171.76 billion. Video collected $ 28.6 billion of that revenue.
    AT&T's total operating income was $ 6.4 billion. Video contributed $ 1.7 billion of that income.
    Interest and other expenses managed to turn that income into billions of dollars lost.
     
    ThaPhenom likes this.
  6. Feb 6, 2021 #446 of 653
    b4pjoe

    b4pjoe New Member

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    AT&T TV allows 3 simultaneous streams at a time. Recording to the cloud DVR does not count as a stream. Watching the recording does though. The $120 box is the AT&T TV streaming box that is an Android TV box with its own remote. It is used for watching AT&T TV and you can also install other apps like Netflix and most of the same apps you can install on other streaming boxes. If you subscribe to the contract version you get one box free. It is $120 for additional boxes. The no contract version does not give you a box. They are $120 each. You don't have to have a box. You can install the AT&T TV app on other streaming boxes like Roku, Fire TV, and Apple TV.
     
  7. Feb 6, 2021 #447 of 653
    Davenlr

    Davenlr Geek til I die

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    OK thanks.
     
  8. Carolina

    Carolina AllStar

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    When the end comes I will be forced to do something else, but I'll be with DTV until the end.
     
  9. bjdotson

    bjdotson Legend

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    I have somewhat the same feeling; unfortunately it is not likely. Wife and I are downsizing and first step is selling our house and buying a smaller one. I don't like having my commitment to DTV restarted and my wife thinks we are spending to much on DTV. So we will probably be leaving. I've been checking out alternatives and with Sling (not slingbox), I can get most of the channels that we like plus Starz as an addon for about $60. Equipment is not all that much. I'll see what deals they have when we are ready to jump. I hate changing, but they are pricing themselves out of the business.
     
  10. lparsons21

    lparsons21 Hall Of Fame

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    Sling certainly has a good selection of channels for a very reasonable price. The downside with Sling is the video quality, it is just substantially worse than D* and/or ATT TV streaming service.
     
  11. LTYRS

    LTYRS Member

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  12. slice1900

    slice1900 Well-Known Member

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    They will want it for commercial customers, but there's zero chance they will do a 10 year flat rate exclusive for residential as they've done in the past.

    I think Directv will still have it because no one else will sign up for an exclusive like Directv did, so it will likely be available on Dish and many cable companies similar to packages like MLBEI where they pay per subscriber. The only question in my mind is whether the NFL offers the streaming version themselves, or lets Amazon, AT&T TV and other streamers do so.
     
  13. techguy88

    techguy88 Well-Known Member

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    AT&T is more concerned with expanding their 5G network and HBO Max growth. The new CEO John Stankey is more open to giving up exclusivity than the former CEO Randall Stephenson. The $1.5 billion/year AT&T currently pays to the NFL for Sunday Ticket just for DirecTV really isn't worth it in today's climate. They could invest that money in paying down debt or reinvesting it into their Wireless & HBO Max operations.

    However I could see AT&T retaining exclusivity rights (as a company) if they could resell NFL Sunday Ticket across all of its video platforms including HBO Max. More people would probably be more open to paying $14.99/mo for HBO Max and then paying for NFL Sunday Ticket on top. If HBO Max subscription is required to purchase NFL Sunday Ticket that could also push more people to get AT&T Unlimited Elite or AT&T Internet 1000. It could also boost AT&T TV if they are able to sell NFL Sunday Ticket like they currently do with NBA League Pass Premium. If NFL wants a streaming option AT&T does have the avenues available to make it happen. So in those scenarios there would be more incentive for AT&T to re-up the contract with some key changes.

    I don't expect it to remain exclusive to DirecTV. I don't foresee the NFL to follow the other leagues and go DTC either. I expect the NFL to partner with various companies or work out a new deal with AT&T. They could have ended the current deal early but trying to maintain and increase that $1.5 billion/year cash flow is important to the NFL and I doubt they want to lose it.
     
    NashGuy likes this.
  14. NashGuy

    NashGuy Well-Known Member

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    Keep in mind that Sling does not offer locals, though. (Well, if you live in certain major markets like NYC, LA, etc., you may get your local ABC, NBC and/or Fox station, but only if the local station is owned by the network itself.) So if you go the Sling route, you'll probably want to use an OTA antenna to pull in your live local affiliates of ABC, NBC, CBS, Fox, PBS, CW, etc. And to watch those networks' content on-demand, you'll either need an OTA DVR or you can watch non-sports primetime content from ABC, Fox and NBC next-day on Hulu; CBS content (including the actual live local affiliate) on Paramount+; PBS content in the free PBS app; and CW content in the free CW app (which includes unskippable ads). NBC content is also available next-day with Peacock Premium.
     
  15. James Long

    James Long Ready for Uplink! Staff Member Super Moderator DBSTalk Gold Club DBSTalk Club

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    I believe that AT&T will do what they can to maintain DIRECTV carriage of Sunday Ticket and expand it to AT&T TV, but it won't be an exclusive. We are a couple of years away but my guess would be that ST would become available to all MVPD/vMVPDs on a non-exclusive basis and available separately direct from the NFL via streaming (similar to MLB).

    I do not expect ST to remain exclusive. If it does it will be with a streaming carrier with much deeper pockets than AT&T.
     
  16. harsh

    harsh Beware the Attack Basset

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    If we take the CEO's statements about TV not being a focus for AT&T, I'd guess they're not inclined to go out on a limb for even a four-year contract.
     
  17. JosephB

    JosephB Icon

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    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
     
  18. slice1900

    slice1900 Well-Known Member

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    More articles claiming a deal is now "imminent" and could be announced this week. Would include Uverse TV and AT&T TV Now, but not AT&T TV - which just announced the sort of changes you'd expect if it no longer had Directv to cover the 'high end'.
     
  19. compnurd

    compnurd Hall Of Fame

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    Which doesn’t make sense because ATT TV Now is ATT TV.... Now. I think some wording is missing there. It is probably all TV
     
  20. harsh

    harsh Beware the Attack Basset

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    At the moment (since it is the NFL off-season and COVID-19 is otherwise severely limiting patronage), there's not "way too much" revenue coming from sports bars and other commercial establishments so I'm not sure your argument is supported.
     

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