Spinoff of DIRECTV from AT&T is now completed

Discussion in 'DIRECTV General Discussion' started by NashGuy, Aug 2, 2021.

  1. Aug 9, 2021 #161 of 271
    NashGuy

    NashGuy Well-Known Member

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    Agreed. DTV simply isn't a company with a huge wallet from other businesses that can dump lots of money into a loss-leader to help boost their side business of cable TV. Cable TV *is* their business and it's an industry that's in long-term secular decline. OK, yes, there is reason to believe that an increasing share of cable TV subscriptions will shift from traditional to streaming (MVPD to vMVPD) in the coming years but I still can't see how it would make sense for DTV to spend anything up-front to secure exclusive or preferred NFL ST distribution for DTV Stream.

    With current pricing, AT&T TV is already getting undercut somewhat on pricing by YTTV, Fubo TV and, to a lesser extent, Hulu Live. The deep pockets at Google and Disney are probably willing to accept narrower profit margins on their relatively small, but growing, vMVPD side businesses than DTV will be. If DTV Stream forks over money for NFL ST, they'll either have to pass that cost on in the form of even higher base prices -- a move they can ill afford as they battle for vMVPD market share -- or the cost will have to come out of their profit margins. But if they're willing to settle for a lower profit margin, why not just lower the ARPU of DTV Stream by cutting the base package prices by, say, $5/mo, or including the unlimited DVR add-on for free?

    And if the idea of landing an exclusive for NFL ST on DTV Stream would be to use it as a freebie to attract new customers (as has always been done on DTV satellite), how would that be workable unless they re-introduced an up-front contract for DTV Stream? Maybe they could give new customers the option of committing for 1-2 years, and give them a year of free NFL ST if they did. But even then, I'm really skeptical that they could ever break even on the up-front cost.

    The only way I can see DTV Stream ever offering NFL ST is if that package moves to a multi-distributor model where distributors don't bid or pay an up-front cost, they just sell it and get a commission. But if the NFL ends up going in that direction (because they can't find a rich sucker willing to pay a huge amount for an exclusive), I'm not even sure why they would allow vMVPDs to serve as distributors. Because their customers are obviously using streaming devices with app stores (Apple, Amazon, Roku, Google) with which they already have a billing relationship. Why mess with DTV Stream, Hulu, and FuboTV when the NFL could just put out their own NFL ST app on the major app stores (as MLB does with their MLB.tv app)? Now, on the traditional MVPD side, it's a different story, because unless you work with Comcast, Charter, Cox, Verizon, Altice, etc., you have no other way to get your content on those customers' TV boxes.
     
  2. Aug 9, 2021 #162 of 271
    harsh

    harsh Beware the Attack Basset

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    Thus far the strategy seems to be more a matter of disincentivizing DBS but that's a dangerous game.
     
  3. Aug 9, 2021 #163 of 271
    harsh

    harsh Beware the Attack Basset

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    The DIRECTV CEO has made it abundantly clear that NFLST is not something he's interested in. I don't believe that this is a negotiating tactic.

    Everyone would almost certainly be better served to give up on the idea.
     
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  4. Aug 9, 2021 #164 of 271
    slice1900

    slice1900 Well-Known Member

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    No that's just more of your usual FUD. Why don't you go back to the Dish forums where you might know what you're talking about.
     
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  5. Aug 9, 2021 #165 of 271
    Steveknj

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    How do you know? Where has he said he's very interested? Again, another post where it's clear they a positive of something with no real proof. More, I wish, hope, prey that DirecTV stays the way it is and has always been. I don't think you understand why they spun this off and more importantly, why they spun off both streaming AND SAT to the same management.

    What I also find interesting is that by this time, every football season, we are bombarded with DirecTV commercials advertising ST to try and get subs. I haven't seen one yet. But it's possible that it's because I've watched nothing that has to do with the NFL yet.
     
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  6. Aug 9, 2021 #166 of 271
    makaiguy

    makaiguy Icon

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    DirecTV still has some goodwill left?
     
  7. Aug 9, 2021 #167 of 271
    slice1900

    slice1900 Well-Known Member

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    I didn't say he was "very interested". The new CEO said they have no interest in extending the current arrangement. That's a direct quote. If he was saying Directv had no interest in NFLST at all, like harsh is falsely claiming, he would have said that instead of qualifying it with "the current arrangement".

    That doesn't guarantee that Directv will carry NFLST after 2022, but it is clearly in no way a statement that Directv absolutely won't be carrying NFLST after 2022. All he's saying is that Directv will not be a bidder for the same blanket exclusive for NFLST they've had for the past 25 or so years. No one should be reading anything further into it beyond that.
     
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  8. Aug 9, 2021 #168 of 271
    glrush

    glrush Cool Member/Supporter DBSTalk Gold Club

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    No, that is NOT what he said, you need to read the entire article for the entire sentence, in which the new CEO said DirecTV was “not interested in any way, shape or form in extending the current arrangement (my emphasis added) with the NFL beyond the 2022 season."

    The "current arrangement" is paying for exclusivity. It does NOT say that DirecTV will not have Sunday Ticket, just that they are not interested in it being exclusive to DirecTV. Could DirecTV not have it after the 2022 season? Sure, but nothing the new CEO has publicly said says that it definitely will be or won't, only that will not be exclusive.

    DirecTV has Sunday Ticket up to and until it doesn't. That is the only thing we know, for sure, is true.

    Here is a link to the original LA Times article:

    DirecTV breaks free from AT&T - Los Angeles Times (latimes.com)
     
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  9. Aug 9, 2021 #169 of 271
    James Long

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

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    To be fair, harsh was replying to a post suggesting DIRECTV Stream would offer a NFL ST Exclusive. Very unlikely.
     
  10. Aug 9, 2021 #170 of 271
    mjwagner

    mjwagner Icon

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    HDR on all the time? That just forces everything, even non-HDR content to HDR which can mess up colors since it forces SDR content to the wrong color space. You really should have it set to 4k SDR with match content/frame rate on. That way SDR content is displayed correctly and when you play HDR/DV content it will switch to HDR/DV and display that content correctly.
     
  11. Aug 9, 2021 #171 of 271
    NashGuy

    NashGuy Well-Known Member

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    Well, just to be clear, in my post he was responding to, I was laying out why I do NOT think DTV Stream (with or without DTV satellite, really) will have an NFL ST overall exclusive. IMO, yes, it's possible that DTV satellite will be the exclusive distributor to commercial establishments only come 2023, but that's the only kind of exclusive role I could see for it. And even then, I would expect the deal to be structured in a way so that the NFL (or whoever wins an overall exclusive, e.g. ESPN+) is essentially just paying DTV for use of their satellite distribution system and customer/billing relationships, with no risk of loss for DTV. Can't see how anything else makes much sense for them.
     
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  12. Aug 9, 2021 #172 of 271
    Davenlr

    Davenlr Geek til I die

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    Really? Sling here looks worse than YouTubeTV and ATT TV. I believe its only 30 fps. If you have a good TV that handles the upconvert to 60 or 120 fps, it might look good. Havent tried it on my Sony, but didnt look good with an Nvidia Shield on a Vizio OLED.
     
  13. harsh

    harsh Beware the Attack Basset

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    Yes, and it may grow as the realities and memories of AT&T's influence fade.
     
  14. WestDC

    WestDC Well-Known Member DBSTalk Club

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    Hopeful we all are
     
  15. LarryW

    LarryW Mentor

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    Does anybody have a clue where AT&T Sportsnet will fall in this new scenario?
     
  16. TXD16

    TXD16 Icon

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    In the Houston DMA on 674, just where it's been for years.
     
  17. James Long

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

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    Sportsnet is part of AT&T's WarnerMedia. It is NOT part of the sale of the delivery services to TPG.

    Sportsnet is part of the HBO/WarnerMedia spinoff that should close next year (forming Warner Bros Discovery with the Discovery owned channels).
    Unlike the TPG deal, Warner Bros Discovery will be separately owned by shareholders.
     
  18. TDK1044

    TDK1044 Godfather

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    So, at its most simplistic level, is the idea for DirecTV to offer similar packages on Direct Stream so that its customers migrate away from the dish to their streaming option, so that they can phase the dish based service out over the next five years?
     
  19. compnurd

    compnurd Hall Of Fame

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    They already have for quite a while
     
  20. Steveknj

    Steveknj Icon

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    Though some folks think otherwise, I think that's the ultimate goal, though I DO think they may keep it around at least until broadband is available everywhere.
     

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