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AT&T Loss: How Bad for Dish?

Discussion in 'General DISH™ Discussion' started by phrelin, Oct 8, 2008.

  1. Oct 8, 2008 #1 of 12
    phrelin

    phrelin Hall Of Fame DBSTalk Club

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    At the end of what I felt was a thoughtful article on the whole AT&T partnership issue and the future of DBS TV, the writer said:
     
  2. Oct 8, 2008 #2 of 12
    HDRoberts

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    I don't think it's that huge of deal. With Uverse continuing to expand, AT&T will push that and not market DirecTV. I thought I remembered seeing the in 2Q that AT&T only signed up 3,000 customers, down from over 20,000 the previous quarter. I bet they don't get better for DirecTV.
     
  3. Oct 8, 2008 #3 of 12
    Gilitar

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    Nope, not a big deal at all. AT&T isn't pushing TV with the exception of U-Verse.
     
  4. Oct 8, 2008 #4 of 12
    phrelin

    phrelin Hall Of Fame DBSTalk Club

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    Well, that's not exactly how the article presents the numbers:
    But maybe his numbers are off.
     
  5. Oct 8, 2008 #5 of 12
    HDRoberts

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    Well, here in Cleveland, I have not seen and add for AT&T/Dish in a very long time, including before the contract was not to be renewed. But I see a ton of ads for Uverse.

    Its interesting his numbers are for "the first six months." It would be interesting to see the actual numbers Q1 v. Q2 (and, soon, Q3). Its also interesting that he does not show that, even without AT&T, some of those customers would have signed up for Dish. He acts as without AT&T, 222,000 would not have signed up. While not all would have subscribed, a few would have. Without AT&T, Dish signed up 1.26 million subscribers, a lot more than AT&T got. Clearly, Dish is capable of signing up large volume of customers, they now just need to do better, which I think they are with the TurboHD campaign.
     
  6. Oct 8, 2008 #6 of 12
    James Long

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

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    The numbers are reasonable but they assume DISH would not have added any of the AT&T customers if it were not for the deal.

    The base numbers are from the quarterly reports. Interpretations vary. :)
     
  7. Oct 8, 2008 #7 of 12
    dishguy77

    dishguy77 AllStar

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    In the area I live AT&T sent a letter out to all of their customers telling them that as of the end of June 2008 they were discontinuing their cable service. As a result many of these customers signed on for Dish Network service just to keep their bundle. But AT&T also promised to have U-verse live by the end of the year. Seems very planned out to me.
     
  8. Oct 8, 2008 #8 of 12
    moghedien

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    Will people who have Dish through AT&T start getting a separate bill from Dish once the agreement ends?
     
  9. Oct 9, 2008 #9 of 12
    Stewart Vernon

    Stewart Vernon Roving Reporter Staff Member Super Moderator DBSTalk Club

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    As James alludes... the assumption that Dish would not have added any of the 200,000 or so AT&T subscribers without AT&T is not a good one and has no basis.

    To assume that one would have to assume that the only reason those subscribers went with Dish was because of the bundle and that none of them would have done so otherwise.

    Further, one has to assume that Dish would not have done anything else to bring in new subscribers during that time. My gut says that if Dish didn't have AT&T bringing in new customers they would have been doing something else to bring them in themselves. For that matter, I'm not sure AT&T did much in the way of "selling" Dish to people that didn't call specifically asking for the bundle.
     
  10. jacmyoung

    jacmyoung Hall Of Fame

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    But I thought the quote from the OP was really saying the ATT deal is a bad deal because it will cause the D* sub acquisition cost to go up, meaning it will be a money losing deal, or a "loss leader", as some said about the ATT/E* deal.

    If so it might have made sense for E* to let it go, or the title of this thread should have been: ATT loss: a good thing for DISH?:)
     
  11. James Long

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

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    How about "AT&T Loss: Better than TiVo". :D
     
  12. phrelin

    phrelin Hall Of Fame DBSTalk Club

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    Northern...
    That's what the article implied as a big picture. He's looking at Fios and U-verse and questioning the long term advantage for the DBS providers from an association with telcos.

    But he also has an opinion that includes a back-handed compliment to Dish but a doubtful prognosis for DBS in the long term:
    I don't entirely agree with him, but he makes some points about the overall picture regarding the packages and issues associated with them including cable v dsl for ISP's.
     

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