DISH has been losing subs fairly badly too, although nothing like DirecTV has been. My guess is that most of the folks leaving DirecTV are either getting cable TV from their broadband provider or going with some kind of streaming service(s), whether that's a live channel service like YouTube TV or just on-demand stuff like Netflix and Hulu.I wonder how many of that lost 1.1M went to Dish?
We should have a pretty good idea soon.
Right now, I don't see ATT buying ANYTHING of cost, for awhile.Sure, it would have taken time to build but, in the hypothetical analysis, the COST over time to build it out would have been the same as what they dropped in one fat bundle to buy DirecTV. Again, go back to the initial comment that sparked this discussion: instead of spending that $48.5 billion on DirecTV, AT&T could have spent the same amount on fiber-to-the-home broadband deployment. Yes, they'd have to pay for the fiber and pay for the engineers and labor to deploy it. I don't know how many miles/addresses they could have passed for $48.5 billion, but I'm thinking quite a few. And all those would be in addition (or in place of) the 14.5 million fiber-available addresses that they ended up doing after the 2015 DirecTV acquisition anyhow. So obviously, yes, AT&T very much has the capacity, even in addition to operating DirecTV, to do a large-scale FTTH deployment. What makes you think they couldn't have done an even larger one without running DirecTV too?
Again, the question is to what extent the company (and its shareholders) wants AT&T to spend large sums on infrastructure in the near-term in early to maximize long-term profits. That's often a hard sell.
Totally agree. Right now, their challenge is to put together the pieces that they have so that they can get them working together with this new bigger engine firing on all cylinders. Pay down that debt that they took on while still paying out shareholder dividends. And to that end, I do see them selling off some non-core assets if they can. At some point (sooner rather than later if activist hedge fund Elliot Mgmt gets its way), I do see them trying to sell off or spin off the DirecTV business. But I think they'll want to shift as many of those subscribers over to AT&T TV (or at least HBO Max) as possible first. In a few years, when DirecTV is much smalller (and DISH has also presumably suffered additional losses), I don't see the government standing in the way of their merger.Right now, I don't see ATT buying ANYTHING of cost, for awhile.
OMG, Frontier is just a dumpster fire. They have Verizon's and AT&T's scraps that they didn't want any more. Management seems clueless. They have built out a bit of FTTH in a few areas but I don't see that company surviving. The few valuable assets that they have will get sold off. All those old phone/DSL lines will cease to be used in the next few years as everyone will use other IP pipes: cable or fiber if available, otherwise fixed 5G/4G or low-earth-orbit satellite. And all TV service will move to some form of IP distribution (with the exception of DBS satellite, which will stick around for years to serve those without any other option).They sold everything to Frontier who didn’t know what to do with it.
My view is that AT&T's streaming offerings have been half-baked up until now and we still haven't seen what the final products will be. Here's what we're waiting on:I think we all agree that ATT wants to milk DTV of as many subscribers as possible, onto their online offerings of the day. This does not appear to be working out as well as they expected. The next year should be very interesting.
Maybe Sling will send ATT a Thank You note.