Did u hear on news about merger
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The only harm, it says is to ATT Uverse, which is something I don’t think ATT would actually mind.
I think the point was, if all AT&T has to negotiate with is Uverse (and AT&T Watch I guess) subscribers, they are not going to get nearly as good a deal as they would if they also have DirecTV's subscribers. Given the complete lack of investment in Uverse's platform in forever, I am surprised they are not losing more customers. Then again, you get a lot of content for the money and people seem to like it, so what do I know?
They would have just as much negotiating power as just a channel owner would... without Directv, they have to stand on their own merit of channel worth. Let’s see them spin off their WarnerMedia profile, if they cannot make it a product people want to pay the price ATT wants for it.
Sorry, I don't understand the comparison you are making.
The article stated: "However, it would also harm the buying power of AT&T’s also eroding U-verse platform, which actually grew a little in 2018 but is down to just over 3.7 million subscribers." 3.7 million subscribers vs. 24 million (or whatever AT&T/DirecTV has at the moment) is a huge difference. Channel owners will accept less money per subscriber if they are getting money from 6 times more total subscribers as the total revenue will still be much higher. If AT&T loses DirecTV's subscribers, they will be back to negotiating with fewer subscribers than they had when they bought DirecTV in the first place.
Please elaborate on what you were saying regarding the channel owners and WarnerMedia, so I can understand your perspective.
ATT doesn’t give a damn about Uverse TV anymore. The sooner it fades, the better for them. As far as having a stable base to sell their WarnerMedia to other providers, such as what we are seeing with a HBO and Cinemax, they will have to stand on the merit of the channel alone. They will not be able to subsidize their high offerings with the largest television provider in the US.
OK. Thanks for clarifying. That is good point. Without DirecTV, it would be harder for them to hold companies like Dish ransom over channels like HBO.
More here...
" Another Wall Street analyst has weighed in on the potential benefits and drawbacks of a merger between Dish Network (DISH) and AT&T ’s (T) DirecTV unit, and he says the deal should be a go."
The Case for a Deal Between Dish and AT&T’s DirecTV
" Another Wall Street analyst has weighed in on the potential benefits and drawbacks of a merger between Dish Network (DISH) and AT&T ’s (T) DirecTV unit, and he says the deal should be a go."
The Case for a Deal Between Dish and AT&T’s DirecTV
Each company needs the other company to keep things in check.
It’s like Uber needs Lyft like Dish Needs Directv.
You can argue that the cab companies compete with the ride share companies, but it’s like comparing cable to satellite tv.
But we got to have competition, and not consolidation.
The bandwidth savings doesn’t hold water. Each provider is doing just fine with its current satellite assets.
In order to have any benefits in terms of transponder space, you need swap equipment and dishes for all 23 million combined customers.
Half of the customers will either be switched to the dish platform or Directv platform, and all customers would need to see ALL the satellites.
Depending if Dish keeps 129, Directv customers could be switched to a combined system the easiest as it would require a simple LNB swap as the 110 feeds are typically down converted on the 119 side.
Once you combine companies, a the promotions go away. Promotions are done not to compete with cable, but the other satellite company.
Granted you do get some savings negotiating for 26 million customers instead of 12-15 million, but if anyone thinks their bills are getting reduced, you don’t know Charlie Ergen.
Any savings you would see from a combined companies, is going right in Charlie’s pocket.
Granted if there was a merger, Dish customers would get their HBO back, and finally get Sunday Ticket.
Then if you consider Charlie’s track record negotiating contracts, he is going to be even a bigger cry baby than ever before. You think it’s bad your missing channels on Dish now?
Wait to see what happens if both companies where combined and Charlie wanted to play chicken?
Your in for one wild roller coaster ride and there is no getting off.
You want a merger? Combine dish and Directv into a new company. Get rid of the AT&T management and get rid of the Dish management.
It’s like Uber needs Lyft like Dish Needs Directv.
You can argue that the cab companies compete with the ride share companies, but it’s like comparing cable to satellite tv.
But we got to have competition, and not consolidation.
The bandwidth savings doesn’t hold water. Each provider is doing just fine with its current satellite assets.
In order to have any benefits in terms of transponder space, you need swap equipment and dishes for all 23 million combined customers.
Half of the customers will either be switched to the dish platform or Directv platform, and all customers would need to see ALL the satellites.
Depending if Dish keeps 129, Directv customers could be switched to a combined system the easiest as it would require a simple LNB swap as the 110 feeds are typically down converted on the 119 side.
Once you combine companies, a the promotions go away. Promotions are done not to compete with cable, but the other satellite company.
Granted you do get some savings negotiating for 26 million customers instead of 12-15 million, but if anyone thinks their bills are getting reduced, you don’t know Charlie Ergen.
Any savings you would see from a combined companies, is going right in Charlie’s pocket.
Granted if there was a merger, Dish customers would get their HBO back, and finally get Sunday Ticket.
Then if you consider Charlie’s track record negotiating contracts, he is going to be even a bigger cry baby than ever before. You think it’s bad your missing channels on Dish now?
Wait to see what happens if both companies where combined and Charlie wanted to play chicken?
Your in for one wild roller coaster ride and there is no getting off.
You want a merger? Combine dish and Directv into a new company. Get rid of the AT&T management and get rid of the Dish management.
With AT&T stating they have no plans for new satellites. AT&T is a phone company. Probably not too interested in the satellite industry. Add to that, there have been so many to drop the service. AT&T is not a happy camper. If they can unload Direct TV to Charlie, they probably will be happy. Charlie is a good negotiator too. But will the government allow only one main satellite carrier. There is Orby, but they have a lot less than Dish or Direct. For us Dish subs, it may be good as we may get some channels Direct has and vice versa. But they may just keep each one separate too. It would be nice to have CNBC World, BBC World, Elrey (Back), CCN International, and others. I am sure some over at Direct would like to see the Diginets. Look how many subs Charlie would have then. More bargaining power with the networks too.
AT&T is not a phone company..more like a communications company
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Not so much telephone and the telegraph is long gone...lets not forget att launched the first communication satellite and invented the transistor..and way way way back owned a national radio and tv network...which they were forced to divest because they owned the communication network that connected all the tv and radio stations
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Seems like the promos are going away anyway. Certainly for existing customers anyway.
Yeah, but they aren't exactly advertising those heavily if at all, and a lot of these companies are getting really picky about who their customers are and how good a deal they get, if they get a deal at all.
Just because you can buy a company doesn't mean you should. I worked for a natural gas company that got bought by an electric company. Had for a couple years trying to run it like an electric company, doesn't work. They sell it and loose half what they paid. Guy so happy that bought it he started 401K's for all employees.
"American Telephone and Telegraph" effectively ceased to exist as anything but a name on Jan 8, 1982.
I was just messing with Juan. That's still allowed, isn't it?
