AT&T Again Exploring a Deal For DirecTV—Update

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

  1. May 20, 2020 #1 of 318
    CraigerM

    CraigerM Well-Known Member

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  2. May 20, 2020 #2 of 318
    Rich

    Rich DBSTalk Club DBSTalk Club

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    My first thought was, "this is good news." My first thought when D* was purchased by ATT was, "this is good news." My next thought is, "could someone even worse buy it, could anyone be worse?" I'm not surprised by this news, I always thought the purchase was a mistake. Interesting, let's see what happens.

    Rich
     
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  3. May 20, 2020 #3 of 318
    lparsons21

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    There’s a lot of things that come to mind if this were to happen. First up is how will a sale of D* affect those carriage contracts that are for satellite and streaming?
     
  4. May 20, 2020 #4 of 318
    CraigerM

    CraigerM Well-Known Member

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    I was thinking the same thing. The only reason the could do AT&T TV and AT&T TV Now is DTV already had the channel streaming rights. Could AT&T TV and AT&T TV Now keep those rights without DTV?
     
  5. May 20, 2020 #5 of 318
    lparsons21

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    I’m sure they could keep the rights, but the pricing was dependent on a certain number of subscribers and gave ATT clout in negotiations. If you drop D* out of the picture, those sub number drop by a huge amount.

    In the back of my mind I never figured out why ATT didn’t spin off a wholly owned subsidiary to put their TV stuff into. That would reduce the overhead to some lower level that might have been more manageable.
     
  6. May 20, 2020 #6 of 318
    MrWindows

    MrWindows New Member

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    Of course they can keep carriage rights. They had UVerse before DTV.
    We do seem however to be heading into a division between standard, OTA content and premium content.
     
  7. May 20, 2020 #7 of 318
    CraigerM

    CraigerM Well-Known Member

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    What happens when those rights come up for renewal an AT&T TV and AT&T TV Now don’t have that many subscribers to be able to have channel negotiation clout?
     
  8. May 20, 2020 #8 of 318
    raott

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    Can’t wait to see the Solid Signal “blog” spin on this if it proves true.
     
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  9. May 20, 2020 #9 of 318
    SledgeHammer

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    I'm still on DirecTV since its the best value (at least up until this Monday which may be my last day if Retention doesn't re-up my promo). But they aren't going to launch any new sats. Internet delivery is where everything is going even for a hybrid solution like TVision vs. straight up OTT. Too bad T seems clueless on how to tap into that market. There's like 17 flavors of T streaming, no idea what's what anymore lol. Although they've all seemed to flop.
     
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  10. May 20, 2020 #10 of 318
    compnurd

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    I cant find anything on this
     
  11. May 20, 2020 #11 of 318
    CraigerM

    CraigerM Well-Known Member

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    Did you not watch the a Fox Business video?
     
  12. May 20, 2020 #12 of 318
    compnurd

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    I did but there is zero anywhere to back that up. That and Mr Gasperino consistently gets stuff wrong.. The ATT layoff site probably watched the same video and is just full of a bunch of bitter ex employees
     
  13. May 20, 2020 #13 of 318
    James Long

    James Long Ready for Uplink! Staff Member Super Moderator

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    Need more details than unnamed sources and no scope. It sounds like the proposal being worked last year is being pushed again. It also sounds like it is being driven by propaganda more than by facts. If they are proposing selling the satellite business and keeping the streaming it is a non-starter.
     
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  14. May 20, 2020 #14 of 318
    slice1900

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    These rumors will be around forever, but I wonder if AT&T did this whether they would sell AT&T TV with it. Its too early to throw in the towel, but AT&T TV Now certainly hasn't set the world on fire and now Dish is losing a bunch of Sling TV subscribers so the streaming MVPD play just doesn't seem like it is getting much traction. It suffers from the same problem that satellite does - 2/3 of satellite revenue goes toward paying networks so there isn't much room to offer a lower priced product unless you are willing to accept less profit.

    AT&T might just want to put all their eggs in the HBO Max basket and make Directv (and AT&T TV, which would need to be rebranded) independent again.
     
  15. May 20, 2020 #15 of 318
    CraigerM

    CraigerM Well-Known Member

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  16. May 20, 2020 #16 of 318
    James Long

    James Long Ready for Uplink! Staff Member Super Moderator

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    People pushing for the sale of DIRECTV need to remember how much of the AT&T Entertainment Group makes. $1.335 billion in profits in first quarter (better than the past two quarters). More revenue from video than from voice for the past four quarters. But sure, call that a failure and push to sell. "Bankers" say they should.

    The push by investors last September was for an "unmerge" and divestment of recent deals that they felt were too expensive, but at this point it would be like pouring a bottle of gin and a bottle of vodka into a bucket and then asking someone to separate the mixture back in to the component parts. AT&T can sell a bucket of gin-vodka to the next willing group of investors, but it would be much harder to put the gin and vodka back in the bottles and sell them separately.

    AT&T cannot sell the satellite company and keep the customers. And if they lose 13+ million subscribers by spinning of satellite they lose their leverage making contracts to serve the remaining subscribers. The concept that they could somehow keep all the subscribers and separate the businesses (some sort of joint bargaining agreement) is convoluted.

    The push in September suggested a split sometime in mid 2020. That is where we are. But it is still a bad idea.
     
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  17. May 20, 2020 #17 of 318
    compnurd

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  18. May 20, 2020 #18 of 318
    SuperTech2131

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    Something big is brewing. Focusing alot on numbers right now, upgrades were on the back burner during the pandemic, they are in full force now. Big spike in jobs, seems they are trying to push out as many as they can, workload on the contractor side seems to be picking up, and the in house side, markets that they work in D* systems are getting smaller. Changes are on the horizon.

    Sent from my SM-G977U using Tapatalk
     
  19. May 20, 2020 #19 of 318
    James Long

    James Long Ready for Uplink! Staff Member Super Moderator

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    They need to make up for the first two months of the quarter. 1Q was actually pretty good compared to the previous two ... the pandemic hit mid March and started to have some effect. 2Q is where we will probably see the biggest impact. Upgrades usually mean commitments and that is what DIRECTV needs right now - customers who can't leave for two more years.
     
  20. May 20, 2020 #20 of 318
    Eva

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    I don't believe anything from Fox!
     

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