AT&T Exploring Part Ways With DirecTV?

Discussion in 'DIRECTV General Discussion' started by msglsmo, Sep 18, 2019.

  1. Richjr42

    Richjr42 New Member

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  2. slice1900

    slice1900 Well-Known Member

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    Such "integration" is completely impractical. They'd have to continue to operate three independent satellite fleets for years, because it would take a very long time to convert all the Dish customers to using Directv's satellites (Directv has twice as many satellite customers, 4x as many per arc/fleet, so that's the only reasonable course of action)
     
  3. gio12

    gio12 Icon

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    I hope this happens. Been a customer of AT&T (Bellsouth/Cingular/AT&T) wireless since 1987, had BS/AT&T Internet form 1989-2017 and DIRECTV/AT&T since 2000.
    I have seen all AT&T services hot rock bottom since 2016 (My sister worked for BS/ATT) for 17 years as well) and left internet a few years ago and been very happy.
    January TV is up and might leave. trying to leave my mobile service ASAP as their BS and fall advertising is getting old.

    I pray AT&T sell off, spins off, etc DIRECTV. I like the idea of streaming, but right now DIRECTV is still my fav and yes, still best overall.
    I have defended and been happy with AT&T for years. But since 2015 they have just sucked and don't care about customers anymore and I am tired of it.
     
  4. James Long

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

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    The trouble is that the public pundits have been wishing for DIRECTV to separate from AT&T for years. There were people against the merger who wanted to see it reversed from day one and their opinion was reinforced with every decision, whether in the pipeline from pre-merger DIRECTV or not, that they could blame on AT&T. We have been talking unmerge and/or sell to DISH for years ... so seeing an article in a lesser publication wouldn't surprise me. WashPo can make mistakes, but usually they have firmer sources.

    DIRECTV is still their largest customer base. DIvesting DIRECTV satellite separate from the AT&T products is a non-starter as it would put the AT&T branded projects back in the position they were in years ago ... with not enough subscribers to give AT&T the leverage that they need to succeed.

    Trash it and sell the licenses/satellites. :) The worse position DIRECTV is in when they ask for a merger the better. SiriusXM got their merger because there was no way both systems could survive. Trash DIRECTV and the merger is easier.

    As mentioned in previous threads, the first question is what AT&T will be divesting. People here who are under the misconception that DIRECTV would have somehow miraculously grown their satellite subscriber count had it not been for AT&T would probably push to separate DIRECTV satellite (and DIRECTV NOW as a non AT&T product) from the other AT&T products. I don't see that as possible. So the next logical level would be to divest all the MVPD products as a new company. DIRECTV, UVERSE, AT&T TV, AT&T TV NOW spun off to someone who thinks they can do better. Or spin off HBO/Time Warner with the MVPDs. They need to draw a line somewhere between what they spin off (whether or not it goes to DISH) and what they keep.

    Despite the opinions expressed on this forum, I don't expect AT&T to be spinning off DIRECTV. And I don't expect DISH to take a huge loss to bail out AT&T's debt. However AT&T handles their noisy investor and calls for divesting, reversing the merger and expecting everything to be perfect (again) for either DIRECTV or AT&T w/o DIRECTV isn't reality.
     
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  5. SledgeHammer

    SledgeHammer Icon

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    If Dish buys DirecTV, I doubt they'd ever merge the products. Same way AT&T hasn't merged the products in all this time. It's impractical and too costly to move that many customers. And of course, both are filing for bankruptcy any day now thanks to the 2 - 3M people TOTAL that have gone streaming lol.
     
  6. CraigerM

    CraigerM Well-Known Member

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  7. B. Shoe

    B. Shoe Mentor

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    The year is 2042. Evolution in human eyesight now allow us to watch programming in 247K Super-Amazing-Ultra HD. Teleportation devices are now installed in 35% of households in America. And similar to "The Last Blockbuster" account on Twitter, there exists a "The Last Directv Customer" Twitter account. It is ran by SledgeHammer.;)
     
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  8. Rich

    Rich DBSTalk Club DBSTalk Club

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    Yet another reason I don't sub to the WSJ...or the New York Times or any other site that does this.

    Rich
     
  9. Rich

    Rich DBSTalk Club DBSTalk Club

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    Careful what you wish for. Thought the original D* was bad, then this nightmare happened. Kinda boggles the mind, but it could get even worse.

    Rich
     
  10. SledgeHammer

    SledgeHammer Icon

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    Ah, another delusional cord cutter. The numbers disagree with you strongly (for now). There's only 2M - 3M of you while there is close to 100M traditional. All the cord cutters in the world don't even amount to a little blister on a single traditional providers little pinky.

    And your understanding of physics is subpar. Teleportation is impossible, while without launching new satellites, DirecTV's satellites won't even work in 2042.

    Yet, I bet even with your 247K Super-Amazing-Ultra HD TV, you'll still be hanging out on a DirecTV message board in 2042 :rolleyes: -- and paying more to get less.
     
    Last edited: Sep 19, 2019
  11. Rich

    Rich DBSTalk Club DBSTalk Club

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    Not looking for an argument, just curious. Isn't every CFO gonna be an accountant? Yeah, I get it, you can stick anyone anywhere, but to be successful wouldn't that post have to go to an accountant?

    Rich
     
  12. Rich

    Rich DBSTalk Club DBSTalk Club

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    Wow! Quite a post, well said!

    Rich
     
  13. B. Shoe

    B. Shoe Mentor

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    I'm unsure how delusional I am. I'm entirely satisfied with my streaming setup. I pay less than what I had to previously with my former satellite provider, and my viewing experience isn't hindered or lessened.

    I've said this in previous threads. The issue of streaming or cable/satellite isn't about what is best. It's what makes the most sense to the individual consumer. That's what I speak towards, just as you speak towards the positives that you still enjoy about your satellite experience.

    Whether there are 2M, 3M, or 50M cord cutters is irrelevant to me. I'm not on a rebel mission to destroy a satellite Death Star. The setup works for me, and that's all that really matters.
     
    Rich likes this.
  14. SledgeHammer

    SledgeHammer Icon

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    Seems like a few folks on here are ;).

    I've asked the vocal cord cutters repeatedly to recommend a setup that covers the channels I watch, and the folks on here who are on a mission to destroy satellite as you put it come back with "those channels are dumb and nobody watches them". You know like History, Science, Discovery, etc. lol. And nobody has suggest a cost effective streaming solution for a low TV count, because guess what, there aren't any. I'd need 2 services, plus something for PBS, plus OTA plus an OTA DVR. Meanwhile paying more then I am on DirecTV, with less of an experience.

    You can't possibly think jumping between apps is as convenient as single unified UI? Maybe it doesn't annoy you, or you don't think it's a big deal, but you can't say its as nice.
     
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  15. CraigerM

    CraigerM Well-Known Member

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    One thing we forget is the lifespan of both DTV’s and Dish Networks satellite fleet. If I researched it right Dish’s fleet will end in 2025 and DTV’s in 2035 if Dish won’t launch anymore satellites. DTV said they’re done after the T16. So would Dish buy DTV if they would only last until 2035 and they see internet streaming is the future? I think now AT&T will just let DTV fade away by 2030 or 2035. I guess by 2035 the only satelliteTV service will be OrbyTV?
     
  16. espaeth

    espaeth AllStar

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    What gives this story legs is you have executives talking about how they're going to stop investment in their satellite broadcast solution. Stephenson has talked endlessly about how he views their streaming solution to be the company's future, and you have people like soon-to-be-retired CEO John Donovan saying “We’ve launched our last satellite."

    If the company doesn't believe in the product, why should consumers buy it? Especially if you're on the fence, the company is coming right out and saying "we're not going to invest in this solution, we're just going to extract profits for as long as possible." Why lock in to any kind of term contract for a product the company is desperately trying to build itself away from?

    Investors want growth, and this messaging almost guarantees that can't happen with this product.
     
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  17. TV_Guy

    TV_Guy New Member

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    The end phase of D* could be quite lucrative. You just milk the remaining customers who don't have any other options while not having to invest in new satellites. If Dish disappears in 2025 then they have no competition other than Orby for satellite customers.
     
  18. MysteryMan

    MysteryMan Well-Known Member DBSTalk Club

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    That's if Orby is still around in 2025.
     
  19. AngryManMLS

    AngryManMLS Active Member

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    I would be shocked if Orby is around at this time a year from now.
     
  20. NashGuy

    NashGuy Active Member

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    I agree with a lot of this. Here's the thing, though: there's no way in HELL that AT&T is going to divest WarnerMedia any time soon. They haven't even finished integrating it yet! So if WarnerMedia sticks around, that means HBO Max is still AT&T's big play as a major entertainment service that can succeed throughout the 2020s. And since WarnerMedia includes cable channels like CNN, TBS, TNT, Cartoon Network, etc., that means that AT&T isn't letting go of those either.

    But just because they're a major content owner, with a direct-to-consumer service (HBO Max), as well as traditional cable channels that can be distributed through outside pay TV operators' bundles, that doesn't mean that AT&T has to operate and sell their own bundles of cable TV channels. So yeah, one can at least *imagine* them selling off/spinning off DirecTV. But what do they do for their AT&T broadband customers who have Uverse TV or the new AT&T TV? Just shut down their TV service and have nothing to give them? Or sell those too, along with DirecTV, to some hypothetical buyer?

    I guess they could do that but I just don't see it happening. They want to have an IP-based cable TV service that can be bundled in with their growing home broadband business. And that's AT&T TV (which will replace Uverse TV). If they can't make AT&T TV succeed after a couple years, maybe they'll decide to bail on it and sell off ALL of their cable TV systems, DirecTV and everything else too. But I can't see that happening any time soon.

    But I also can't see them bailing on DirecTV while they're trying to make AT&T TV a success. They need DTV's much larger subscriber base to ensure decent carriage rates and favorably restructured channel packages across all their cable TV services.

    So here we are. AT&T is simply stuck with DTV for the time being. They'll make some nice gestures in the direction of their activist investor Elliot and the rest of Wall Street about "considering their strategic options" but, no, they're not going to sell off DTV yet. (Spin it off into some kind of wholly-owned subsidiary for some reason? Maybe.)

    I still believe the strategy for AT&T is to shift as many DTV subs over to the new AT&T TV as possible in 2020-21 and then maybe in 2022 re-evaluate the competitive landscape and their strategic options. Maybe THEN we'll see AT&T try to sell what's left of DTV over to DISH, assuming that that company is still mainly about satellite TV by then and hasn't moved on to mainly being about 5G.
     

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