AT&T TV Launches Nationwide Feb. 2020

Discussion in 'DIRECTV General Discussion' started by CraigerM, Dec 12, 2019.

  1. Dec 14, 2019 #41 of 781
    compnurd

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    Yes and that retirement is at least a decade away. As pointed out on here multiple times the current newer fleet has plenty of capacity and fuel to go well beyond 2030 Your other argument is also flawed. You can get Altice TV and Internet for 15 dollars more a month then YTTV on its own. And that price is for life I am not aware of any fast 15 dollar internet packages to match that
     
  2. Dec 14, 2019 #42 of 781
    mjwagner

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    I hope they are successful, the more competition their is in this space the better it will be for us consumers. And yes, I do think they will pick up a lot of “path of least resistance” folks. But I think they will also loose some folks that say...well if I’m going to make some sort of decision I might at as well look at all the options...how many fall into each category is anybody’s guess.
     
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  3. Dec 14, 2019 #43 of 781
    Richard

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    Twice (in this thread) you have posted this incorrect information, you have an agenda?
     
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  4. Dec 14, 2019 #44 of 781
    DirectMan

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    I doubt that it will be 'wildly" successful without major changes to the pricing and terms. I say that because the management team is under great pressure to stem D* defections or improve the performance of this segment. They would have hinted or dropped some "promising early results" at an investment conference. So far it is deathly silence. That tells me that either ATT TV so far in test markets is a dud or very slow acceptance, and that to be successful will have to accept initial losses like Disney is projecting for its Disney+ service.
     
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  5. Dec 14, 2019 #45 of 781
    mjwagner

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    Agreed, I’m not talking now either. But you have to start the math somewhere. My point has always been that yes the gap will close but they are starting so far away that it’s going to take a long time for the cost lines to meet...if ever, unless the cable/sat services stop increasing their prices every year and their has been no indication of that happening yet. The cost has never been the driver for me but in the almost 3 years since I ditched D I have been able to spend multiple thousands of dollars in other ways rather than sending that money to D. And honestly I feel like I have had a better entertainment experience that fits the way I consume entertainment better.
     
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  6. Dec 14, 2019 #46 of 781
    lparsons21

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    Right now it seems the free ad-supported streamers are in some cases, being profitable. Of course you have to be tolerant of the ads, but I’ve been looking at what I sub to in streaming now with having a cable sub and what I’m leaning towards when my ‘deal’ runs out on cable.
    Currently I sub to Netflix, Hulu w/ads, CBS All Access w/ads, Disney+, AppleTV+, Amazon and a 3-month @$0.99/month Cinemax trial via Amazon. And I can get all the broadcast channels here except NBC via antenna connected to my Tivo. I most likely will keep all of that and turn the Premiums on and off a couple times a year each for a month at a time. May do the same with AppleTV+ too though they keep introducing new original material that is excellent fairly often.

    BTW, there has been some news that Netflix might offer annual or other multi-month subscriptions with discounts sometime fairly soon.


    Sent from my iPad using Tapatalk Pro
     
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  7. Dec 14, 2019 #47 of 781
    TV_Guy

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    EQUIP, TAXES & FEES: ALTICE ONE (A1) Install fee, taxes, gov’t fees, other Optimum fees & surcharges, $10.47 Regional Sports Network Fee, $9.99 TV Broadcast Fee, and $3.50 Network Enhancement Fee apply. A $20 Altice One Pak monthly fee applies. A1 Mini boxes avail for add’l $10/mo. PHONE: Optional at addl $5/mo. All fees, equip. charges, surcharges & taxes will be added to bill.

    So how is Altice only an additional $15 a month when the mandatory fees are $43.96 making it $58.96 more expensive than YouTube TV for a single TV? For 2 sets it's $69.96 more expensive and for a third set it's $79.96 more expensive.

    I can get internet for less than $58.95 with a lot more channels than Altice offers. If I were to upgrade to a package comparable to YTTV with 3 sets I would be paying Altice about $144.
     
    Last edited: Dec 14, 2019
  8. Dec 14, 2019 #48 of 781
    James Long

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    That is not what was said. AT&T said they had (past tense) "launched their last satellite" a few months before their latest satellite was launched this year. Some people have interpreted that as "no more after this one" (which was never stated by AT&T - they just let their erroneous statement stand).

    AT&T's satellites have plenty of years of useful life. The bigger threat to the DIRECTV service is subscriber loss. At the current rate AT&T will be out of satellite customers before they need another satellite. Hopefully they can level off the losses over the next year.

    Never is a long time. We are already seeing streaming services that match the price of satellite (AT&T Now, T Vision). Legitimate streaming companies still have to pay the content channels they carry and have to pay for the content they stream under their own brand. Most of the current prices reflect operating at a loss. That cannot be sustained. Channels that survive based on their cable and satellite subscribers (tier inclusion where millions are paying whether they watch or not) need to maintain their subscription count as people shift to streaming or raise their rates to cover the subscription income lost.

    YouTube TV (and other providers) may be a good deal "today", but they nor you can guarantee that any service will remain a good deal. YouTube went from $40 to $50 last April ... a "25% increase" in the words of people who can do math. And still not profitable after the price increase. Streamers can't remain unprofitable forever. Just ask PSVue.
     
  9. Dec 14, 2019 #49 of 781
    techguy88

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    AT&T has already stated that DirecTV will not be discontinued once AT&T TV goes national. In all test markets customers have the option of DirecTV or AT&T TV. However the same can't be said for AT&T U-Verse TV as AT&T has discontinued new sales of U-Verse TV in all test markets it was originally available. In the test markets this is what is happening:
    • Existing U-Verse TV customers keep their U-Verse TV service unless they specifically ask about AT&T TV.
    • Existing U-Verse TV subscriber in a non-trial market that moves to a trial market can't keep their U-Verse TV service. They must get either DirecTV or AT&T TV.
    • Existing U-Verse TV subscriber in a trial market moves to a new address in a trial market can't keep their U-Verse TV service and must get DirecTV or AT&T TV.
    • Existing DirecTV subscribers in a trial market keep their existing DirecTV service and can freely move their service around. They have the option to migrate to AT&T TV if the customer requests but AT&T is not pushing this subscriber base to AT&T TV.
    • New customers can only select from DirecTV and AT&T TV. U-Verse TV is not available to new subscribers in any trial market.
    So if any existing service gets discontinued it will be U-Verse TV by the looks of it. AT&T TV currently has no 4K HDR content from AT&T unlike DirecTV. It also lacks NFL Network which DirecTV currently has.

    AT&T also said in 2018 they were not going to launch anymore satellites for DirecTV then they launched the T16 in 2019 and then said it was the last satellite. As long as AT&T owns DirecTV they will launch satellites when required to keep this cow alive as long as the DirecTV cow has money left to milk. The only time they won't launch satellites to keep DirecTV alive is when a.) they sell it off or b.) the DirecTV cow has no more money to milk.
     
  10. Dec 14, 2019 #50 of 781
    GordonGekko

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    Yes and there is a good chance that AT&T will sell Directv in the next few years.
     
  11. Dec 14, 2019 #51 of 781
    compnurd

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    And I assume all of this hardware you have for YTTV you got for free then?

    I just priced out the promo and it comes to 84.99 for one TV with 200mbps internet So then again. It is 35 more a month then straight YTTV Show me then were you are getting 200mbps internet for 35 a month because where I live it is 87 a month by itself
     
  12. Dec 14, 2019 #52 of 781
    techguy88

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    As much as Wall Street would love this it would only provide a short term cash flow boost. AT&T is looking at the larger picture and they have been on record saying they value the "subscriber base" not the satellites themselves.

    Right now based on Q3-2019 numbers AT&T can't afford selling DirecTV because it holds 16.8 million of their "Premium TV" customer base and the bulk of their bargaining power. U-Verse has 3.6 million subscribers and AT&T TV Now has 1.2 million subscribers. This puts AT&T overall as the #1 MVPD in Q3-2019 just above Comcast's Xfinity TV service. In fact there is only a 170,000 difference between AT&T and Comcast for the #1 and #2 spots respectively.

    Because AT&T and Comcast both have 20+ million subscribers each they can leverage this customer base to get the best rates from content owners like Walt Disney Company, ViacomCBS, Discovery, A&E Networks, etc. The less subscribers a company has the less bargaining power they have and the more per subscriber they pay for the channels.

    This is why AT&T will not sell off DirecTV right now despite Wall Street essentially begging them to do so because they are looking at the bigger picture for their existing pay-TV services. The only deal I can see potentially happening in the next few years is something similar to the one Apollo reportedly has proposed.

    If DirecTV and Dish Network were spun-off into its own combined company where AT&T has an ownership stake along with Dish Network Corp and Apollo then AT&T has a even larger customer base to negotiate with. This would allow AT&T to collectively use the subscriber bases of DirecTV (16.8 million), Dish (9.5 million), U-Verse TV (3.6 million), Sling TV (2.7 million) and AT&T TV Now (1.2 million) to negotiate contracts. That is a combined customer base of 33.8 million subscribers and no content owner could go without being available to that many subscribers.
     
  13. Dec 14, 2019 #53 of 781
    TV_Guy

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    Not clear how you are only paying $20 in fees since the Altice box alone is $20. Are you saying that the Broadcast, Sports, and Entertainment fees don't apply to you?
    The streaming equipment was not expensive. I paid various prices for Fire Sticks and Rokus from $25 to $40. Just picked up 2 more 4K Fire Sticks for $25 each during the Amazon sale. Since these are not recurring charges it's not a big item. Received free trial months of Sling and YTTV in connection with the purchases so the cost was even less. As far as internet pricing, I'm paying Altice $47.50 for 100MB which is perfectly adequate for streaming 4K on multiple sets. As always the equipment and fees make cable and satellite expensive. The advertised Altice price is for Core TV which lacks many channels compared to YTTV. You are comparing apples to oranges in terms of what both TV packages offer. It's a good thing you have only 1 TV and don't want any channels not in Core TV.

    I neglected to mention that Altice charges $17.99 for their Cloud DVR Plus. YTTV includes a Cloud DVR with unlimited capacity and 9 months retention in their base price. In my case with 3 TVs, comparable programming, and a Cloud DVR would bring my Altice charges to about $162 compared to $97.50 for YTTV and Internet. Also Altice will most likely charge installation fees in connection with the Lifetime Pricing which are probably in the vicinity of what it would cost to buy a couple of streaming devices.
     
    Last edited: Dec 14, 2019
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  14. Dec 14, 2019 #54 of 781
    techguy88

    techguy88 Well-Known Member

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    Altice USA also owns Suddenlink and I can tell you from experience Suddenlink's Value TV (which is the equivalent to Optimum's Core TV) comes with both the Broadcast and Sports fees. The only packages that do not carry the Sports Fee is Optimum's Broadcast Basic package and Suddenlink's Local Broadcast package but they come with the TV Broadcast Fee.

    For transparency Optimum and Suddenlink uses different terms for these fees but they are the same:
    (Optimum) TV Broadcast Fee = (Suddenlink) Broadcast Station Surcharge
    (Optimum) Regional Sports Fee = (Suddenlink) Sports Programming Surcharge
     
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  15. Dec 14, 2019 #55 of 781
    compnurd

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    Your missing the overall point which is that the gap is closing. Yes the 100mbps plan works for you and people at 47.50 but the other deal comes with 200. So you are also comparing apples to oranges.
     
  16. Dec 14, 2019 #56 of 781
    TV_Guy

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    Altice also offers 200MB for $44.95 for new customers. They are clever enough to realize some people don't want a cable TV package. A much better deal when combined with YTTV than their cable bundle.

    An extra 100MB of speed doesn't offer me anything that I can use. Better programming and a DVR is something I can use. No reason for me to pay an additional $65 a month to get 200MB Internet speed in a a cable package riddled with fees. As far as the gap is concerned other than sports and news, many people have no need for a live tv package. I don't see the total cost of streaming getting close to cable and satellite. If live streaming packages were to approach cable prices, look for streamers to just buy the sports packages directly from the leagues.The NBA and MLB are already moving in this direction. Verizon is partnering with YTTV because they see the future is not with cable bundling. Internet pricing may also be under pressure when 5g becomes more widespread.
     
  17. Dec 14, 2019 #57 of 781
    compnurd

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    Clearly you need to justify your decision with having YTTV. Good to see you are convinced you made the right decision
     
  18. Dec 14, 2019 #58 of 781
    TV_Guy

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    I just wanted to refute your original contention that the Altice package is only $15 more than YTTV. In reality it costs about an additional $112 if you have 3 TVs (YTTV includes 3 simultaneous steams), want a DVR for $17.99 a month (YTTV incliudes unlimited DVR and 9 months retention), need to upgrade from their Core Package to recover lost channels, along with mandatory fees of $43.96.
     
  19. Dec 14, 2019 #59 of 781
    compnurd

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    Hey it’s ok bud. Just keep justifying
     
  20. Dec 14, 2019 #60 of 781
    TV_Guy

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    How about you justify "the gap is closing"? If cable and satellite providers continue increasing prices and fees the gap will be closing for quite a while if not indefinitely before OTT prices and cable and satellite are equal.
     

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