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AT&T TV Now being eliminated
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Todor Online
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Post: #21
RE: AT&T TV Now being eliminated
Verizon has also been trying to establish a stable full of content by buying Yahoo and AOL. Theirs is mostly website content and search/advertising dollars. Their Q90 or whatever short video platform flopped quickly.

TMo is way behind and trying to offer some sort of cable type streaming service, but I'm not sure how they deliver it.

Dish will be a satellite, mobile and streaming provider with the bandwidth to offer 5g home internet along with Sling and mobile phones. Will be interesting to see how network build out goes, but they have a lot of pieces in place to take a bite out of several incumbent players.

Dish will most likely buy Direct TV from ATT for virtually nothing at some point. Satellite may be shrinking but wont be going away entirely and there is plenty of room for one provider still. ATT will eat a huge loss on that one.
(This post was last modified: 01-13-2021 12:21 PM by Todor.)
01-13-2021 12:18 PM
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solohawks Offline
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Post: #22
RE: AT&T TV Now being eliminated
(01-13-2021 12:18 PM)Todor Wrote:  Verizon has also been trying to establish a stable full of content by buying Yahoo and AOL. Theirs is mostly website content and search/advertising dollars. Their Q90 or whatever short video platform flopped quickly.

TMo is way behind and trying to offer some sort of cable type streaming service, but I'm not sure how they deliver it.

Dish will be a satellite, mobile and streaming provider with the bandwidth to offer 5g home internet along with Sling and mobile phones. Will be interesting to see how network build out goes, but they have a lot of pieces in place to take a bite out of several incumbent players.

Dish will most likely buy Direct TV from ATT for virtually nothing at some point. Satellite may be shrinking but wont be going away entirely and there is plenty of room for one provider still. ATT will eat a huge loss on that one.

At this point, it makes sense DISH and DTV to merge.

It COULD help stop the outrageous increases channels if there was one less national provider to play off.
01-13-2021 12:25 PM
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vandiver49 Offline
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Post: #23
RE: AT&T TV Now being eliminated
(01-13-2021 12:18 PM)Todor Wrote:  Dish will most likely buy Direct TV from ATT for virtually nothing at some point. Satellite may be shrinking but wont be going away entirely and there is plenty of room for one provider still. ATT will eat a huge loss on that one.

I can see that, as DTV has no value other than Sunday ticket. Even if ATT got first crack at renewal, they don't have enough capital to compete with the likes of AMZN or Disney
01-13-2021 02:44 PM
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orangefan Offline
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Post: #24
RE: AT&T TV Now being eliminated
(01-13-2021 11:57 AM)vandiver49 Wrote:  While Iger can be lauded for his acquisitions while heading Disney, he didn't have with the infrastructure concerns that plagues ATT. The new 'T' in San Antonio spent so much time and money reacquiring Baby Bells that they found themselves way behind in the information/distribution market.

In many ways they are similar to GE: a large company picking up dated assets paid for with debt that has become increasingly unserviceable.

I would argue that AT&T created its own infrastructure problems by buying DirecTV. It's mobile network and its core telephone assets both position it as one of the leading broadband providers in the US. It would have been better advised to invest the money spent on DirecTV in expanding ground based facilities, including fiber, enhanced copper facilities such as vDSL, possibly coaxial cable, and fixed wireless. It does appear that a number of companies have conclude there are vertical synergies from owning infrastructure and video programming assets. Comcast has been more successful with this integration because of its infrastructure assets ability to deliver broadband service.

AT&T's purchase of WarnerMedia represented a much better prospect for a successful vertical integration, with HBO, CNN and Warner Bros Studios all representing assets well positioned to achieve future success in a disrupted video programming distribution industry. Of course, AT&T's fumbling in its operations of those businesses suggests that it may never realize this potential.

(01-13-2021 02:44 PM)vandiver49 Wrote:  
(01-13-2021 12:18 PM)Todor Wrote:  Dish will most likely buy Direct TV from ATT for virtually nothing at some point. Satellite may be shrinking but wont be going away entirely and there is plenty of room for one provider still. ATT will eat a huge loss on that one.

I can see that, as DTV has no value other than Sunday ticket. Even if ATT got first crack at renewal, they don't have enough capital to compete with the likes of AMZN or Disney

I can really see Disney acquiring the rights to Sunday Ticket to be delivered via ESPN+.
(This post was last modified: 01-13-2021 02:51 PM by orangefan.)
01-13-2021 02:47 PM
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Realignment Offline
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Post: #25
RE: AT&T TV Now being eliminated
(01-13-2021 10:31 AM)orangefan Wrote:  
(01-13-2021 02:45 AM)Realignment Wrote:  I'm currently an AT&T TV Now suscriber, I've been with them since they launched DIRECTV Now. What does this mean? Can I still use the service or will I be forced to get one of those stupid boxes? Otherwise I may switch to T-Vision. This may be the move to leave cable all together?

Note: https://www.theverge.com/2021/1/12/22226...-hulu-fubo

So I'll still be able to use the service and I'll stay for sure. I get a crazy amount of channels from when they first lured you in and HBO Max for free. I have like almost 100 channels (Don't watch them) but here in LA I also get FOX Sports West, Prime Ticket, Spectrum SportsNet & SportsNet LA with my service and I only pay $60/mo. So I'll ride it until the wheels fall off. Lol. Otherwise I probably would've given FuboTV a look.

The article indicates that it is closed to new subscribers, which suggests that the current service will remain in place for some period. I suspect they will slowly raise the price until they force you to switch to an AT&T TV plan, or may just covert you at some point in the future after such a series of price increases. I'd keep it for now, as there will be no getting it back.

(01-13-2021 06:34 AM)vandiver49 Wrote:  
(01-12-2021 07:29 PM)orangefan Wrote:  
(01-12-2021 03:32 PM)Wedge Wrote:  
(01-12-2021 12:40 PM)DoubleRSU Wrote:  If anyone wants to know how NOT to brand OTT services, please take a look at the way ATT has handled their services over the last 5 years. Clusterbang deluxe.

Yep. Seems like everything AT&T has done in TV from their boneheaded purchase of DirecTV through now has been one dumb decision followed by another and another and another...

It is truly unbelievable. The strategic basis for that decision is impossible to understand. They had U-Verse to bundle with phone and broadband where they offer line based service, which could have been a strategic objective. Given their own experience with disruption in the landline phone business, how could they not have foreseen the possibility for similar disruption in TV, particularly as one of the largest broadband providers in the US. Dumb, dumb, dumb

ATT bought DirecTV solely for NFL Sunday Ticket. A package that they won’t be able to keep when the current contract expires.

Another example of the lack of vision regarding both the lack of a more robust plan for achieving synergies from the acquisition and the lack of foresight regarding the future of the industry.

Contrast this acquisition with Disney's acquisition of the majority of Fox's entertainment assets. As time passes, it becomes clear that Disney had a vision for how to leverage these assets that was much more expansive and strategically sound than anyone saw at the time. In addition to the anticipated and obvious synergies, the following are particularly notable to me: Acquisition of the Star/Hotstar assets provides Disney+ with the breadth to compete with Netflix in international markets; Acquisition of Fox's interest in Hulu allowed Disney to leverage the buyout of other minority owners to completely own and control Hulu, making a Hulu/Disney+ bundle the breadth to compete with Netflix in the US; Acquisition of FX gives Hulu a library of older, current and future prestige TV series to offset the likely future loss of NBC and WarnerMedia programming; Acquisition of 20th Century Studios will likely provide Hulu with a long term source of access to movies, including movies in the Pay One window dominated by HBO (which holds Pay One window rights until 2022 for 20th releases); Acquisition of complete ownership and control of the market leading Hulu + Live TV service provides Disney with 100% of the revenues associated with Disney cable channels from subscribers to the service; Hulu + Live TV also gives Disney additional leverage in negotiations with cable and satellite providers regarding carriage fees; acquisition of Fox's TV and movie production assets cuts out the middleman when purchasing programming, providing maximum margins from its programming. If you look at the "eliminations" line in Disney's income statement, it is all intercompany charges for licensing of movies, TV programs and TV networks. These are all revenues that would otherwise be shared with third party partners.

I know I have the grandfathered price from beta when DirecTV Now first came out, which is basically their Ultimate Package with HBO (and now HBO MAX) for $60, I pay an extra $5 a month for 20 hours of DVR & and a 3rd stream (I let my Mom & Dad use those but I got them both on YouTube lol and their obsessed with it. Boomers, go figure).

If it stays $65/mo, I've considered switching to Verizon since my AT&T Wireless plan is the same as Verizon's top plan basically but you get Hulu, Disney+ & ESPN+ along with Apple Music with their plan while AT&T gives me HBO Max which I have through AT&T TV Now.

I subscribe to Spotify Premium when they had Hulu for free apart of the deal, but I'm willing to switch. I don't even watch that much TV (unless its Sports) but I do want to see Mandalorian and I've always been a big HBO guy and FX shows (ex. Atlanta). A switch in cell providers would be the Disney+ & ESPN+ bonus.

Looking at all the services if someone does switch, I would say T-Vision looks like a good replacement and fuboTV. Honestly though, this is the best thing to happen for Comcast & Charter though. It's easier for them to make Internet & Cable combo's that are cheaper than streaming services now for Live TV.

NOTE: I lost my $5/mo HBO plan with AT&T TV Now when I switched to AT&T Wireless awhile back. So no Verizon for me, Lol.
(This post was last modified: 01-13-2021 03:54 PM by Realignment.)
01-13-2021 03:10 PM
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Realignment Offline
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Post: #26
RE: AT&T TV Now being eliminated
(01-13-2021 12:25 PM)solohawks Wrote:  
(01-13-2021 12:18 PM)Todor Wrote:  Verizon has also been trying to establish a stable full of content by buying Yahoo and AOL. Theirs is mostly website content and search/advertising dollars. Their Q90 or whatever short video platform flopped quickly.

TMo is way behind and trying to offer some sort of cable type streaming service, but I'm not sure how they deliver it.

Dish will be a satellite, mobile and streaming provider with the bandwidth to offer 5g home internet along with Sling and mobile phones. Will be interesting to see how network build out goes, but they have a lot of pieces in place to take a bite out of several incumbent players.

Dish will most likely buy Direct TV from ATT for virtually nothing at some point. Satellite may be shrinking but wont be going away entirely and there is plenty of room for one provider still. ATT will eat a huge loss on that one.

At this point, it makes sense DISH and DTV to merge.

It COULD help stop the outrageous increases channels if there was one less national provider to play off.

I think DISH & DTV merging is the right move. Restaurants & Bars still use those services and I don't see that changing anytime soon. As for Sunday Ticket, I could see the NFL just letting it go to every outlet but ESPN+ & Amazon Prime will probably duke it out for exclusivity. AT&T will probably take over for Verizon as the Mobile provider. The NFL likes to really stretch out their TV deals & sponsor deals all the way to match up closely with the CBA.
01-13-2021 03:55 PM
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MWC Tex Offline
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Post: #27
RE: AT&T TV Now being eliminated
So apparently it looks like they are rolling Now intro ATT Tv.
Before you had to have their own device. But now can use Roku, Firestick and Apple devices.
01-14-2021 11:49 PM
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Post: #28
RE: AT&T TV Now being eliminated
I think Dish will buy Direct for a really low price, but the NFL deal could go to anyone with deep pockets most likely. However I'm not so sure Direct and NFL package are are as separate as they may seem.

If ATT separates Direct for sale, no one will want it without knowing how much of its subscriber base is tied to them having the NFL Sunday Ticket. ATT would probably try to hang onto it for their own use, but try to migrate as many DirectTV subscribers to their other services as possible!e and sell the main unit to Dish.

ATT is so bloated and redundant right now. They have to rightsize.
(This post was last modified: 01-15-2021 12:05 AM by Todor.)
01-15-2021 12:04 AM
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solohawks Offline
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Post: #29
RE: AT&T TV Now being eliminated
(01-15-2021 12:04 AM)Todor Wrote:  I think Dish will buy Direct for a really low price, but the NFL deal could go to anyone with deep pockets most likely. However I'm not so sure Direct and NFL package are are as separate as they may seem.

If ATT separates Direct for sale, no one will want it without knowing how much of its subscriber base is tied to them having the NFL Sunday Ticket. ATT would probably try to hang onto it for their own use, but try to migrate as many DirectTV subscribers to their other services as possible!e and sell the main unit to Dish.

ATT is so bloated and redundant right now. They have to rightsize.

I agree. AT&T is going to take a bath on Sunday Ticketless DirectTV
01-15-2021 07:24 AM
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Post: #30
RE: AT&T TV Now being eliminated
(01-15-2021 07:24 AM)solohawks Wrote:  
(01-15-2021 12:04 AM)Todor Wrote:  I think Dish will buy Direct for a really low price, but the NFL deal could go to anyone with deep pockets most likely. However I'm not so sure Direct and NFL package are are as separate as they may seem.

If ATT separates Direct for sale, no one will want it without knowing how much of its subscriber base is tied to them having the NFL Sunday Ticket. ATT would probably try to hang onto it for their own use, but try to migrate as many DirectTV subscribers to their other services as possible!e and sell the main unit to Dish.

ATT is so bloated and redundant right now. They have to rightsize.

I agree. AT&T is going to take a bath on Sunday Ticketless DirectTV

They just need to cut their losses. Buying Time Warner was a good addition to their portfolio but the DIRECTV buy was a total disaster considering what they are doing now. AT&T TV Now is now merged with AT&T TV, I'm sure U-verse TV is next to merge. Make everything streamlined. AT&T Wireless, AT&T TV & AT&T Fiber (or AT&T Internet).

HBO Max will be a big winner for them in 2021 considering all the movies they are putting out this year and HBO still produces quality programming, they also got their first HBO Max original hit in the Flight Attendant (I highly recommend it). But the DIRECTV blunder definitely got people fired.

Dish just needs to come in with a solid offer and reap the rewards from it. Like I said, 90% of bars & restaurants in the United States use DIRECTV for their TV's. It's still a solid business for commercial/business use.
01-15-2021 12:37 PM
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Post: #31
RE: AT&T TV Now being eliminated
(01-15-2021 12:37 PM)Realignment Wrote:  
(01-15-2021 07:24 AM)solohawks Wrote:  
(01-15-2021 12:04 AM)Todor Wrote:  I think Dish will buy Direct for a really low price, but the NFL deal could go to anyone with deep pockets most likely. However I'm not so sure Direct and NFL package are are as separate as they may seem.

If ATT separates Direct for sale, no one will want it without knowing how much of its subscriber base is tied to them having the NFL Sunday Ticket. ATT would probably try to hang onto it for their own use, but try to migrate as many DirectTV subscribers to their other services as possible!e and sell the main unit to Dish.

ATT is so bloated and redundant right now. They have to rightsize.

I agree. AT&T is going to take a bath on Sunday Ticketless DirectTV

They just need to cut their losses. Buying Time Warner was a good addition to their portfolio but the DIRECTV buy was a total disaster considering what they are doing now. AT&T TV Now is now merged with AT&T TV, I'm sure U-verse TV is next to merge. Make everything streamlined. AT&T Wireless, AT&T TV & AT&T Fiber (or AT&T Internet).

HBO Max will be a big winner for them in 2021 considering all the movies they are putting out this year and HBO still produces quality programming, they also got their first HBO Max original hit in the Flight Attendant (I highly recommend it). But the DIRECTV blunder definitely got people fired.

Dish just needs to come in with a solid offer and reap the rewards from it. Like I said, 90% of bars & restaurants in the United States use DIRECTV for their TV's. It's still a solid business for commercial/business use.

I understand that the only thing holding up such a merger is concern regarding market concentration. There have been talks, but regulators have given negative feedback. This is the same issue, essentially, that held up the T-Mobile/Sprint deal. It could require a few more quarters of decline for Dish and DirecTV while YouTube TV and Hulu + Live TV grow. Ultimately, it will happen. However, this delay hurts the ability of Dish and DirecTV to develop and implement an effective strategy to respond to industry disruption.
01-15-2021 12:46 PM
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Realignment Offline
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Post: #32
RE: AT&T TV Now being eliminated
(01-15-2021 12:46 PM)orangefan Wrote:  
(01-15-2021 12:37 PM)Realignment Wrote:  
(01-15-2021 07:24 AM)solohawks Wrote:  
(01-15-2021 12:04 AM)Todor Wrote:  I think Dish will buy Direct for a really low price, but the NFL deal could go to anyone with deep pockets most likely. However I'm not so sure Direct and NFL package are are as separate as they may seem.

If ATT separates Direct for sale, no one will want it without knowing how much of its subscriber base is tied to them having the NFL Sunday Ticket. ATT would probably try to hang onto it for their own use, but try to migrate as many DirectTV subscribers to their other services as possible!e and sell the main unit to Dish.

ATT is so bloated and redundant right now. They have to rightsize.

I agree. AT&T is going to take a bath on Sunday Ticketless DirectTV

They just need to cut their losses. Buying Time Warner was a good addition to their portfolio but the DIRECTV buy was a total disaster considering what they are doing now. AT&T TV Now is now merged with AT&T TV, I'm sure U-verse TV is next to merge. Make everything streamlined. AT&T Wireless, AT&T TV & AT&T Fiber (or AT&T Internet).

HBO Max will be a big winner for them in 2021 considering all the movies they are putting out this year and HBO still produces quality programming, they also got their first HBO Max original hit in the Flight Attendant (I highly recommend it). But the DIRECTV blunder definitely got people fired.

Dish just needs to come in with a solid offer and reap the rewards from it. Like I said, 90% of bars & restaurants in the United States use DIRECTV for their TV's. It's still a solid business for commercial/business use.

I understand that the only thing holding up such a merger is concern regarding market concentration. There have been talks, but regulators have given negative feedback. This is the same issue, essentially, that held up the T-Mobile/Sprint deal. It could require a few more quarters of decline for Dish and DirecTV while YouTube TV and Hulu + Live TV grow. Ultimately, it will happen. However, this delay hurts the ability of Dish and DirecTV to develop and implement an effective strategy to respond to industry disruption.

Well, with the new administration coming in at the White House, I have a feeling they'll be able to get it done. I don't see how this would be anti-competition at this point. I think AT&T TV is making a play for the hospitality industry with their Android TV boxes but still Satellite is king, the only thing that ever disrupts a connection is a crazy storm going on. That could give AT&T TV an opening, but as a business you're going to need a high-powered internet system and the country just isn't there yet.
01-15-2021 01:07 PM
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Post: #33
RE: AT&T TV Now being eliminated
(01-15-2021 01:07 PM)Realignment Wrote:  
(01-15-2021 12:46 PM)orangefan Wrote:  
(01-15-2021 12:37 PM)Realignment Wrote:  
(01-15-2021 07:24 AM)solohawks Wrote:  
(01-15-2021 12:04 AM)Todor Wrote:  I think Dish will buy Direct for a really low price, but the NFL deal could go to anyone with deep pockets most likely. However I'm not so sure Direct and NFL package are are as separate as they may seem.

If ATT separates Direct for sale, no one will want it without knowing how much of its subscriber base is tied to them having the NFL Sunday Ticket. ATT would probably try to hang onto it for their own use, but try to migrate as many DirectTV subscribers to their other services as possible!e and sell the main unit to Dish.

ATT is so bloated and redundant right now. They have to rightsize.

I agree. AT&T is going to take a bath on Sunday Ticketless DirectTV

They just need to cut their losses. Buying Time Warner was a good addition to their portfolio but the DIRECTV buy was a total disaster considering what they are doing now. AT&T TV Now is now merged with AT&T TV, I'm sure U-verse TV is next to merge. Make everything streamlined. AT&T Wireless, AT&T TV & AT&T Fiber (or AT&T Internet).

HBO Max will be a big winner for them in 2021 considering all the movies they are putting out this year and HBO still produces quality programming, they also got their first HBO Max original hit in the Flight Attendant (I highly recommend it). But the DIRECTV blunder definitely got people fired.

Dish just needs to come in with a solid offer and reap the rewards from it. Like I said, 90% of bars & restaurants in the United States use DIRECTV for their TV's. It's still a solid business for commercial/business use.

I understand that the only thing holding up such a merger is concern regarding market concentration. There have been talks, but regulators have given negative feedback. This is the same issue, essentially, that held up the T-Mobile/Sprint deal. It could require a few more quarters of decline for Dish and DirecTV while YouTube TV and Hulu + Live TV grow. Ultimately, it will happen. However, this delay hurts the ability of Dish and DirecTV to develop and implement an effective strategy to respond to industry disruption.

Well, with the new administration coming in at the White House, I have a feeling they'll be able to get it done. I don't see how this would be anti-competition at this point. I think AT&T TV is making a play for the hospitality industry with their Android TV boxes but still Satellite is king, the only thing that ever disrupts a connection is a crazy storm going on. That could give AT&T TV an opening, but as a business you're going to need a high-powered internet system and the country just isn't there yet.

Its kind of an in between stage right now. Streaming is still growing, cable and satellite are shrinking but still solid. Every option has some advantages.

ATT has needed to streamline, or at least simplify forever. And they never do. Dish knows satellite will continue to shrink, hence starting sling tv and getting into home internet and mobile, as well as offering their satellites as a sort of MVNO for Orby. But I think they'll put all their capital into wireless network build out. I don't think they are actively interested in Direct right now. They'll wait until ATT has some major reason to actively try to do anything just to get it off their books.
01-15-2021 01:44 PM
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Post: #34
RE: AT&T TV Now being eliminated
(01-15-2021 12:37 PM)Realignment Wrote:  
(01-15-2021 07:24 AM)solohawks Wrote:  
(01-15-2021 12:04 AM)Todor Wrote:  I think Dish will buy Direct for a really low price, but the NFL deal could go to anyone with deep pockets most likely. However I'm not so sure Direct and NFL package are are as separate as they may seem.

If ATT separates Direct for sale, no one will want it without knowing how much of its subscriber base is tied to them having the NFL Sunday Ticket. ATT would probably try to hang onto it for their own use, but try to migrate as many DirectTV subscribers to their other services as possible!e and sell the main unit to Dish.

ATT is so bloated and redundant right now. They have to rightsize.

I agree. AT&T is going to take a bath on Sunday Ticketless DirectTV

They just need to cut their losses. Buying Time Warner was a good addition to their portfolio but the DIRECTV buy was a total disaster considering what they are doing now. AT&T TV Now is now merged with AT&T TV, I'm sure U-verse TV is next to merge. Make everything streamlined. AT&T Wireless, AT&T TV & AT&T Fiber (or AT&T Internet).

HBO Max will be a big winner for them in 2021 considering all the movies they are putting out this year and HBO still produces quality programming, they also got their first HBO Max original hit in the Flight Attendant (I highly recommend it). But the DIRECTV blunder definitely got people fired.

Dish just needs to come in with a solid offer and reap the rewards from it. Like I said, 90% of bars & restaurants in the United States use DIRECTV for their TV's. It's still a solid business for commercial/business use.

Why is that? Anyone know? Does cable charge more for "commercial use" or something? Or just Direct just target them hard with discounts, and if so, why?
01-15-2021 01:48 PM
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Post: #35
RE: AT&T TV Now being eliminated
(01-15-2021 01:44 PM)Todor Wrote:  
(01-15-2021 01:07 PM)Realignment Wrote:  
(01-15-2021 12:46 PM)orangefan Wrote:  
(01-15-2021 12:37 PM)Realignment Wrote:  
(01-15-2021 07:24 AM)solohawks Wrote:  I agree. AT&T is going to take a bath on Sunday Ticketless DirectTV

They just need to cut their losses. Buying Time Warner was a good addition to their portfolio but the DIRECTV buy was a total disaster considering what they are doing now. AT&T TV Now is now merged with AT&T TV, I'm sure U-verse TV is next to merge. Make everything streamlined. AT&T Wireless, AT&T TV & AT&T Fiber (or AT&T Internet).

HBO Max will be a big winner for them in 2021 considering all the movies they are putting out this year and HBO still produces quality programming, they also got their first HBO Max original hit in the Flight Attendant (I highly recommend it). But the DIRECTV blunder definitely got people fired.

Dish just needs to come in with a solid offer and reap the rewards from it. Like I said, 90% of bars & restaurants in the United States use DIRECTV for their TV's. It's still a solid business for commercial/business use.

I understand that the only thing holding up such a merger is concern regarding market concentration. There have been talks, but regulators have given negative feedback. This is the same issue, essentially, that held up the T-Mobile/Sprint deal. It could require a few more quarters of decline for Dish and DirecTV while YouTube TV and Hulu + Live TV grow. Ultimately, it will happen. However, this delay hurts the ability of Dish and DirecTV to develop and implement an effective strategy to respond to industry disruption.

Well, with the new administration coming in at the White House, I have a feeling they'll be able to get it done. I don't see how this would be anti-competition at this point. I think AT&T TV is making a play for the hospitality industry with their Android TV boxes but still Satellite is king, the only thing that ever disrupts a connection is a crazy storm going on. That could give AT&T TV an opening, but as a business you're going to need a high-powered internet system and the country just isn't there yet.

Its kind of an in between stage right now. Streaming is still growing, cable and satellite are shrinking but still solid. Every option has some advantages.

ATT has needed to streamline, or at least simplify forever. And they never do. Dish knows satellite will continue to shrink, hence starting sling tv and getting into home internet and mobile, as well as offering their satellites as a sort of MVNO for Orby. But I think they'll put all their capital into wireless network build out. I don't think they are actively interested in Direct right now. They'll wait until ATT has some major reason to actively try to do anything just to get it off their books.

The problem with satellite in particular is that it lacks an obvious offsetting business opportunity. Cable systems, satellite providers and linear networks are all be pressured by the same disruption in the entertainment industry. However, cable systems can continue to sell, and may be able to grow sales in, broadband. Linear networks can resell and migrate programming they own to streaming to augment and replace revenue streams from linear channels.
(This post was last modified: 01-15-2021 02:07 PM by orangefan.)
01-15-2021 02:05 PM
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Todor Online
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Post: #36
RE: AT&T TV Now being eliminated
Well, there is satellite internet. Dish owns it as well. Millions use it.
01-15-2021 02:50 PM
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solohawks Offline
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Post: #37
RE: AT&T TV Now being eliminated
(01-15-2021 01:48 PM)Todor Wrote:  
(01-15-2021 12:37 PM)Realignment Wrote:  
(01-15-2021 07:24 AM)solohawks Wrote:  
(01-15-2021 12:04 AM)Todor Wrote:  I think Dish will buy Direct for a really low price, but the NFL deal could go to anyone with deep pockets most likely. However I'm not so sure Direct and NFL package are are as separate as they may seem.

If ATT separates Direct for sale, no one will want it without knowing how much of its subscriber base is tied to them having the NFL Sunday Ticket. ATT would probably try to hang onto it for their own use, but try to migrate as many DirectTV subscribers to their other services as possible!e and sell the main unit to Dish.

ATT is so bloated and redundant right now. They have to rightsize.

I agree. AT&T is going to take a bath on Sunday Ticketless DirectTV

They just need to cut their losses. Buying Time Warner was a good addition to their portfolio but the DIRECTV buy was a total disaster considering what they are doing now. AT&T TV Now is now merged with AT&T TV, I'm sure U-verse TV is next to merge. Make everything streamlined. AT&T Wireless, AT&T TV & AT&T Fiber (or AT&T Internet).

HBO Max will be a big winner for them in 2021 considering all the movies they are putting out this year and HBO still produces quality programming, they also got their first HBO Max original hit in the Flight Attendant (I highly recommend it). But the DIRECTV blunder definitely got people fired.

Dish just needs to come in with a solid offer and reap the rewards from it. Like I said, 90% of bars & restaurants in the United States use DIRECTV for their TV's. It's still a solid business for commercial/business use.

Why is that? Anyone know? Does cable charge more for "commercial use" or something? Or just Direct just target them hard with discounts, and if so, why?

My guess would be sports.
01-15-2021 06:29 PM
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Realignment Offline
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Post: #38
RE: AT&T TV Now being eliminated
(01-15-2021 06:29 PM)solohawks Wrote:  
(01-15-2021 01:48 PM)Todor Wrote:  
(01-15-2021 12:37 PM)Realignment Wrote:  
(01-15-2021 07:24 AM)solohawks Wrote:  
(01-15-2021 12:04 AM)Todor Wrote:  I think Dish will buy Direct for a really low price, but the NFL deal could go to anyone with deep pockets most likely. However I'm not so sure Direct and NFL package are are as separate as they may seem.

If ATT separates Direct for sale, no one will want it without knowing how much of its subscriber base is tied to them having the NFL Sunday Ticket. ATT would probably try to hang onto it for their own use, but try to migrate as many DirectTV subscribers to their other services as possible!e and sell the main unit to Dish.

ATT is so bloated and redundant right now. They have to rightsize.

I agree. AT&T is going to take a bath on Sunday Ticketless DirectTV

They just need to cut their losses. Buying Time Warner was a good addition to their portfolio but the DIRECTV buy was a total disaster considering what they are doing now. AT&T TV Now is now merged with AT&T TV, I'm sure U-verse TV is next to merge. Make everything streamlined. AT&T Wireless, AT&T TV & AT&T Fiber (or AT&T Internet).

HBO Max will be a big winner for them in 2021 considering all the movies they are putting out this year and HBO still produces quality programming, they also got their first HBO Max original hit in the Flight Attendant (I highly recommend it). But the DIRECTV blunder definitely got people fired.

Dish just needs to come in with a solid offer and reap the rewards from it. Like I said, 90% of bars & restaurants in the United States use DIRECTV for their TV's. It's still a solid business for commercial/business use.

Why is that? Anyone know? Does cable charge more for "commercial use" or something? Or just Direct just target them hard with discounts, and if so, why?

My guess would be sports.

Businesses are charged more for using DIRECTV for their bars & restaurants, they are not charged single consumer prices. Like when a Bar shows a UFC fight for example on PPV, and your bar holds 200 patrons then they charges you the $69.99 each person that can fit into your bar. That's why they usually charge at the door to make the money back. They figure $20 at the door, then your party eats and drinks that's usually around $300 and they make money. Fights over, most people stay and drink more. It's profitable for sure.
01-16-2021 01:28 AM
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orangefan Offline
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Post: #39
RE: AT&T TV Now being eliminated
(01-15-2021 02:50 PM)Todor Wrote:  Well, there is satellite internet. Dish owns it as well. Millions use it.

True, but I don't view traditional satellite based internet as anything but a second best solution where no better option is available. It tends to be expensive and has significant latency issues. The latency issues, for instance, could make it potentially unusable for gaming or a Zoom meeting, certainly one with more than two participants.

It appears that Elon Musk's StarNET initiative will reduce latency problems because it will be using satellites that are substantially closer to earth than existing satellite services. This actually represents yet another threat to traditional satellite providers, since it will be targeting the same group of rural customers that have been an important part of their customer base.
(This post was last modified: 01-17-2021 02:54 PM by orangefan.)
01-17-2021 11:52 AM
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Post: #40
RE: AT&T TV Now being eliminated
(01-17-2021 11:52 AM)orangefan Wrote:  
(01-15-2021 02:50 PM)Todor Wrote:  Well, there is satellite internet. Dish owns it as well. Millions use it.

True, but I don't view traditional satellite based internet as anything but a second best solution where no better option is available. It tends to be expensive and has significant latency issues. The latency issues, for instance, could make it potentially unusable for gaming or a Zoom meeting, certainly one with more than two participants.

It appears that Elon Musk's StarNET initiative will reduce latency problems because it will be using satellites that are substantially closer to earth than existing satellite services. This actually represents yet another threat to traditional satellite providers, since it will be targeting the same group of rural customers that have been an important part of their customer base.

Oh, I know all about satellite internet:/ Fortunately, I am not using it currently. About 3 miles away from my old home, people were right on the fringe and could get a fixed wireless signal for internet. We thought they were really living in civilization lol.

I know people working in the rural telecom industry, and I used to work in wireless some years ago. I like to follow all of the oddball companies, and some of the unique situations/solutions out there. Compared to any metro area or even decent sized town, its really the wild west out there in some locations.

As you might have picked up on, I'm a big fan of Dish and am very anxious for their 5g network build out. I'm haven't heard a word about it, but I'm thinking Dish will have deals with some of these fixed wireless operators in a really strange way--not touching their internet customers, but for facilities and infrastructure in isolated areas mainly for providing normal voice/data service in order to help boost rural build out requirements. Even though they plan to offer a similar service most places, the existing fixed wireless customers are likely to stay as is for now.

Not sure how propagation will be with the spectrum they own, but hopefully they will cover a lot of att rural customers who have 0 other options right now. I'd love to see att take a hit for all the neglect they've made their captive customers suffer with. I don't even want them to be able to keep their rural Direct customers.
(This post was last modified: Yesterday 01:09 AM by Todor.)
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