Now that AT&T's deal with DirecTV is done and the company is moving to bundle wireless service with a national video offering, financial and industry analysts are divided over whether or not AT&Ts wireless business will see any material benefit from doing so.
AT&T said it plans to stop investing in its U-verse CPE platform and will instead use a "derivative" of DirecTV's in-home equipment to create a new, in-home TV product that the company said will display content from AT&T and others. The company also said users would be able to access the same content while outside the home.
AT&T said it will now offer a live-streaming version of the DirecTV NFL Sunday Ticket programming package to residents of apartments, condominiums and other buildings that render them unable to install a DirecTV satellite dish.
AT&T quietly revealed a regulatory filing that its just-acquired DirecTV asset lost 133,000 satellite TV subscribers in the second quarter, putting an appropriate coda on a week in which cord-cutting concerns graduated to panic.
Cable, satellite and telco-based TV operators lost more than 300,000 video customers in the second quarter, a tally on par with the nearly 320,000 subscribers lost during the same period of 2014.
The Pac-12 Network will enter its fourth year-- and fourth college football season-- of operation without a lynchpin carriage deal on DirecTV.
Less than two weeks after AT&T closed its $48.5 billion deal to buy DirecTV, it's crowing about its ability to do what no other U.S. wireless carrier can: sell bundled nationwide TV service. AT&T is offering a discount for its wireless customers to get them to sign up for DirecTV service and is throwing in credits and other benefits to sweeten the offer.
A little over a week after closing its $49 billion takeover of DirecTV, AT&T has already debuted an asterisk-heavy bundled promotion that combines pay-TV and wireless services.
Mark Lowenstein, managing director of Mobile Ecosystem, admits he's never been a big fan of AT&T's $49 billion DirecTV purchase. "Pay-TV is not a growing business, and I believe AT&T's dollars would have been better spent expanding its broadband business in the U.S.," he writes in FierceWireless.
AT&T completed its acquisition of DirecTV last week, about a year after it was first announced. To be honest, I was never a big fan of this move. Pay TV is not a growing business, and I believe AT&T's dollars would have been better spent expanding its broadband business in the U.S. But now that AT&T owns DirecTV and its 20 million U.S. subscribers (plus 19 million in Latin America), what should we expect?