AT&T exploring Deal to sell off DIRECTV.

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Jimbo said:
Except not all the hardware works as well as many would like ...
I would like to see them make an update for the HR24, or better yet, make something that you can use with 4k (without requiring another product) that can be used to work if you Don't have the Server.
Basically, update the HR24.

Of course this will never happen in it's current state.
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They need to overhaul the whole system. The receivers and the interface.
 
slice1900 said:
Pretty sure they'd be buying it to operate for the cash flow it generates. At the $15 billion price most recently rumored they'd earn that back in four years at the current cash flow. Even if subscribers keep leaving and it starts to affect the cash flow they'd make their money back. Everything after that is profit.
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If it's such a cash cow why would AT&T want to dump it? Why would investors want it dumped? If a buyer could make their money back in 4 years why wouldn't AT&T hang onto it for those same 4 years and be ahead of the game? Sorry, that makes no sense.
 
Inclined Orbit said:
About 7 or so years ago DirecTV had huge buildings full of people working on receiver designs, interfaces, firmware, etc. I think they have all been laid off and if there are any receiver or firmware people left its very few.
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How could another company operate DTV if they aren't going to make any new boxes? How much longer can they keep refurbishing them?
 
Jimbo said:
Except not all the hardware works as well as many would like ...
I would like to see them make an update for the HR24, or better yet, make something that you can use with 4k (without requiring another product) that can be used to work if you Don't have the Server.
Basically, update the HR24.

Of course this will never happen in it's current state.
Click to expand...

I doubt Directv would have done that even if AT&T didn't own them. It is simpler for installers and CSRs if everything is a Genie/client.

As for larger installs, I wonder if Directv supports use of COM2000/3000 chassis in the residential market? That may not make much sense for someone who has say 10 TVs (they'd probably just get them a Genie 1, clients, and a bunch of HR24/H24) but for the ridiculous houses that have like 30 TVs the cost of something like that is not going to concern the owner.

That's probably the direction they intend for commercial installs who want to support a lot of 4K TVs, and thus why standalone 4K receivers never appeared.
 
CSM said:
How could another company operate DTV if they aren't going to make any new boxes? How much longer can they keep refurbishing them?
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With declining subscriber numbers, I imagine they have a LOT of STBs on the shelf to send out.
 
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navychop said:
Can’t imagine why anyone would be interested in that deal.
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Directv makes $4 billion a year in profit. If you can buy that for $15 billion - or a share of that profit for the equivalent share of $15 billion - you'll make your money back in only four years, and it is profit after that.

Even if you assume subscriber losses reduce that profit (they have barely dented it so far - it is not the high value customers leaving) and it stretches the payback to 5 or 6 years it is still a pretty good deal.

No matter what happens with residential, Directv is going to remain the go to solution for restaurants/bars for a long time. Even ignoring that currently no one offers streaming TV packages that permit public viewing needing a separate stream for each TV raises your bandwidth requirements quite a bit. And you'll have a lot more hiccups in those live streams than you have rain fade interruptions.
 
slice1900 said:
Directv makes $4 billion a year in profit. If you can buy that for $15 billion - or a share of that profit for the equivalent share of $15 billion - you'll make your money back in only four years, and it is profit after that.

Even if you assume subscriber losses reduce that profit (they have barely dented it so far - it is not the high value customers leaving) and it stretches the payback to 5 or 6 years it is still a pretty good deal.

No matter what happens with residential, Directv is going to remain the go to solution for restaurants/bars for a long time. Even ignoring that currently no one offers streaming TV packages that permit public viewing needing a separate stream for each TV raises your bandwidth requirements quite a bit. And you'll have a lot more hiccups in those live streams than you have rain fade interruptions.
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You do know that att laid off the majority of directv technical support people to make that profit...along with closing many call centers...for directv to become a viable stand alone company they are going to have to hire a ton of people

Sent from my SM-G950U using Tapatalk
 
slice1900 said:
Directv makes $4 billion a year in profit. If you can buy that for $15 billion - or a share of that profit for the equivalent share of $15 billion - you'll make your money back in only four years, and it is profit after that.
.
Click to expand...

Sounds like the 15 billion would be for minority ownership


CNBC: AT&T considers selling significant minority stake in DirecTV, AT&T Now and U-Verse pay-TV operations, sources say.
www.cnbc.com

AT&T considers selling significant minority stake in DirecTV, AT&T Now and U-Verse pay-TV operations, sources say

AT&T is discussing selling 30%-50% of its DirecTV, AT&T Now and U-Verse pay-TV business to private equity firms including Apollo Management.
www.cnbc.com www.cnbc.com


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using the SatelliteGuys app!
 
They should sell it back to Rupert Murdoch and let him finish the destruction he began in 2004.
 
I don't remember Rupert or our CEO Chase Carey during that time steering the company in a bad direction, I think they did an ok job. It was a little odd seeing Ruperts wife Wendi come through the place condemning some managers offices due to the lack of Feng Shui. They did merge some annoying News Corp stuff in with DirecTV but that all got ironed out at some point.

ncted said:
They should sell it back to Rupert Murdoch and let him finish the destruction he began in 2004.
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Inclined Orbit said:
I don't remember Rupert or our CEO Chase Carey during that time steering the company in a bad direction, I think they did an ok job. It was a little odd seeing Ruperts wife Wendi come through the place condemning some managers offices due to the lack of Feng Shui. They did merge some annoying News Corp stuff in with DirecTV but that all got ironed out at some point.
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The big complaint I had was the dropping of Tivo in favor of the the horrible (at the time) H and HR series of hardware. Also, that is when prices really started to trend upward in a really big way.
 
I don’t think there is ANY payback period with such a deal, with ATT staying in the picture in a major way.

I give it three years, TOPS, for sports to offer deals outside of ATT/DTV. COVID, on top of sheer economics. Sports bars don’t NEED ATT. Only contracts and perhaps a few misguided laws or regulations stand in the way.
 

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