The End of DIRECTV?

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Why has Netflix found it so difficult to turn a profit despite a constantly growing subscriber base? One of the reasons is because each new customer costs them more to deliver to, unlike satellite which has no ongoing per customer delivery cost - it is all fixed cost.

Netflix has been making a profit for a while now.
 
You think all the resources required to stream to millions of customers are free? Why has Netflix found it so difficult to turn a profit despite a constantly growing subscriber base?

The reason Netflix is burning cash is because they are financing new programming and appear to have the objective of being the number 1 provider of new content.
It's like the Amazon business plan, run on the edge to keep growing customers and building warehouses and some day, no one can compete with you.

The AT&T response was to buy Time Warner to obtain and control content Their financials and statements indicate new programming and the Warner library is one of the principle areas where they expect to grow the business .
 
One General Dynamics TORUS receive only antenna would have more like 75 to 100 LNBs and costs in the range of $2mil. A new uplink dish with all the trimmings is in the range of $5mil on up.

Yikes ! I had no idea they were so expensive. Directv surrendered a couple of earth station licenses this week, one in the northwest and the other in the northeast.
 
Netflix has been making a profit for a while now.

They've only made $1 billion total from 2013-2017. When Directv was independent they used to make about that much every quarter, and with far fewer subscribers than Netflix.
 
Yikes ! I had no idea they were so expensive. Directv surrendered a couple of earth station licenses this week, one in the northwest and the other in the northeast.

Yes, but they'd already installed the reverse band uplink dishes at those sites so it was far too late to save them any money.
 
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A nice General Dynamics 13.2m basic dish might be more in the $2mil range installed and for $5mil on up you get something in the 9m range with an array of TWTAs and associated equipment mounted in the hub.

Yikes ! I had no idea they were so expensive. Directv surrendered a couple of earth station licenses this week, one in the northwest and the other in the northeast.
 
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Where did you see that? AT&T has always maintained that the new IP version of Directv would be a separate product from Directv Now, which would continue in its present form. They might adjust the package contents and pricing, but everyone does that so it would hardly be earth shattering news.

Dropping a product that has a couple million subscribers doesn't sound too likely to me, especially when they wouldn't have anything to replace it. The new IP version of Directv requires using Directv supplied clients, and will almost certainly be more expensive than Now, so they'd lose many/most of the Directv Now subscribers if they did that.

I don't believe it unless someone can produce a statement from AT&T saying EXACTLY that, not an article containing sourceless rumors, or some wishy washy statement from AT&T that can be interpreted in multiple ways.
 
Where did you see that? AT&T has always maintained that the new IP version of Directv would be a separate product from Directv Now, which would continue in its present form.

Dropping a product that has a couple million subscribers doesn't sound too likely to me, especially when they wouldn't have anything to replace it. The new IP version of Directv requires using Directv supplied clients, and will almost certainly be more expensive than Now, so they'd lose many/most of the Directv Now subscribers if they did that.

I don't believe it unless someone can produce a statement from AT&T saying EXACTLY that, not an article containing sourceless rumors, or some wishy washy statement from AT&T that can be interpreted in multiple ways.
No article.
Straight out of Texas standing at a podium.
" Scrapped".
No paper issued as of yet.

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Scraped. Someday in the future, maybe, after the online full slate is up.


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Scraped. Someday in the future, maybe, after the online full slate is up.


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Just as the quotation marks indicate..not my words but those of a Texas white shirt .
Not sure if the " scrapped " includes the name but it definitely includes the current structure. ( Profit margins)
Any other elaboration would be of my words not of the man from Texas.

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No surprise, as AT&T is using DirecTV, both satellite and IP based video service to lure you into bundling with other AT&T services. And as satellite starts to fade out they will push bundling DirecTV Now or whatever else with wireless or U-Verse services. That won't work with me. Verizon and Frontier are the ILECs around here. No land based AT&T services of hundreds of miles. On the mobile side, AT&T has extremely poor to non-existent cellular coverage both were I live and where I work. Once they dismantle DirecTV, AT&T will never directly get another dime from me.

Don't care how good of a product some AT&T/DirecTV streaming service is, I'll never use it. Charter will be my #1 source for video, and I might look into the new T-Mobile/Layer 3 as a backup.
 
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Err. Ummm.


The T-Mobile Layer 3 rollout has been delayed. No new go live date.


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Yes, I am aware. Don't really care as at the immediate moment I have no plans to change my video providers. But the solution from T-Mobile looks interesting and best of all it's in no way related to AT&T. Unless T-Mobile still had some of that $4 billion laying around they got from AT&T and used it to fund the buyout of Layer3 :D

I'll keep DirecTV for a handful of years to see how other products mature and then I'll make my decision. Layer3 could be delayed until 2022 for all I care.
 
Yes, I am aware. Don't really care as at the immediate moment I have no plans to change my video providers. But the solution from T-Mobile looks interesting and best of all it's in no way related to AT&T. Unless T-Mobile still had some of that $4 billion laying around they got from AT&T and used it to fund the buyout of Layer3 :D

I'll keep DirecTV for a handful of years to see how other products mature and then I'll make my decision. Layer3 could be delayed until 2022 for all I care.
So, you have a dislike for ATT ... thats understandable, everyone has thier likes and dislikes ...
As for your comment that ATT is trying to lure subs into other ATT products ... wouldn't you do the same thing if you were in that position ?

All other companies in that position would do the same thing.
 
I never said it was good, bad or indifferent to lure DirecTV subscribers into other AT&T services. I just made a comment that if that is their plan, which by all indications it is, I and a lot of others will not being playing along as AT&T has no other presence here.

I'm in Western NY state, the Northeast is owned by Verizon going back to NYNEX, the spawn of the original Satan aka AT&T. Verizon owns a lot of copper, Verizon owns a lot of fiber. As far as market share for wireless, they are by far the dominate of the four carriers, because they have the coverage where others don't. There will be very few DirecTV subscribers up here who will switch to AT&T Mobility and subscribe to some DirecTV/AT&T streaming service combo for a small discount or unlimited data. So instead of AT&T having at least one service in a lot of homes, DirecTV, they will have none. Maybe things will be different in areas where AT&T is the ILEC, where they provide U-Verse TV and 1 Gb fiber and where they have better wireless service. In my neck of the woods people only know AT&T as a subpar wireless provider.
 
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