If it was such a great idea cable would have done it years ago
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Directv to shift away from Satellite?
- Thread starter Scott Greczkowski
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AT&T did say after the merger that they were going to use DTV's cash flow to upgrade FTTN to FTTH. People say why didn't they just use the money buying DTV to upgrade everyone to FTTH? They keep forgetting that UVerseTV is only in 22 states and DTV is national. Plus they couldn't have the channel contract negotiation leverage with just UVerseTV and also not being able to do a streaming service.
I think AT&T is probably right about 5G fixed wireless in denser areas - the distance limitations are too small to make it worth it. LTE-Advanced is a better fit for fixed wireless in denser areas - the top end is not as high but the frequencies used will be lower and is less likely to be affected by rain. It won't be the option people willing to spend money will get, but it will be cheap to deliver and a good low cost option for people who aren't heavy internet users.
In denser areas when they have to bring the fiber so close already they have plenty of options. Bring the fiber to the curb/house, use G.fast (gigabit at 100 meters, couple hundred megabits at 300 meters) Heck, the guy who invented DSL is currently developing what he calls "terabit DSL", where the wires are used only as waveguides (the signal doesn't actually travel on them) and will allow a terabit at 100 meters, 100 gigabits at 300 meters, and 10 gigabits at 500 meters over ordinary copper phone wire!
Fixed wireless has IMHO always been more about rural areas, where rather than having towers so close to the customer they can use wide swathes of spectrum (though using lots of spectrum means high frequencies so it may be attenuated by rain similar to satellite)
In denser areas when they have to bring the fiber so close already they have plenty of options. Bring the fiber to the curb/house, use G.fast (gigabit at 100 meters, couple hundred megabits at 300 meters) Heck, the guy who invented DSL is currently developing what he calls "terabit DSL", where the wires are used only as waveguides (the signal doesn't actually travel on them) and will allow a terabit at 100 meters, 100 gigabits at 300 meters, and 10 gigabits at 500 meters over ordinary copper phone wire!
Fixed wireless has IMHO always been more about rural areas, where rather than having towers so close to the customer they can use wide swathes of spectrum (though using lots of spectrum means high frequencies so it may be attenuated by rain similar to satellite)
Huh? Technology?...its cellular wifi..they are just running fiber to localized cell antennas...cable tried wireless cable years ago..same issues they had then..they still have today...wireles signals get blocked..that plays havoc with video...5g will be a internet signal rather than analog video but there will be issues..5g big deal is the 1g internet speeds
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Att will do the cheapest option possible...they don't want to keep running fiber to the home..its too expensive
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You do realize 5G is different from LTE, which is different from 3G, etc. right? Different modulation schemes work differently - you'll see the difference when ATSC 3.0 appears and are able to receive in big cities where tall buildings creating multipath is a problem, or receiving it in a moving vehicle, etc.
And there isn't such a thing as "cellular wifi".
I realize alot more than you do...the real difference is the speed of the backbone..no matter how hard you try you cant change physics..the way radio waves react with objects..absorption ,refraction and reflection..5g will be much better than 4 g because phones and devices will be much closer to the antennas..the 5g standard is still being written..still being tested..it hasn't been released yet..att knows problems exist but verizon is pressing forward
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So, why is everyone bitching about at&t and 5g ?
I don't hear people bitching about Verizon and 5g ....
Many of us have said that going back to the first days it was being reported streaming was the new future. I just posted in another thread the increases already happening.
I found this article with an interesting quote from John Stephens:
Deeper Dive—AT&T gets explicit on its 'transition' to DirecTV Now … and how the low-margin virtual platform will pay its freight | FierceCable
"Moving to the DirecTV Now platform or moving to a thin client platform eventually for the home is really going to change the free cash flow aspects because of the upfront cost of truck rolls," Stephens explained. "If you will, climb the roof costs—all of that can change as well as some of the things with regard to billing and administrative costs, the fact that it's an automatic bill or it's a credit card bill, all of those things will change.
Deeper Dive—AT&T gets explicit on its 'transition' to DirecTV Now … and how the low-margin virtual platform will pay its freight | FierceCable
"Moving to the DirecTV Now platform or moving to a thin client platform eventually for the home is really going to change the free cash flow aspects because of the upfront cost of truck rolls," Stephens explained. "If you will, climb the roof costs—all of that can change as well as some of the things with regard to billing and administrative costs, the fact that it's an automatic bill or it's a credit card bill, all of those things will change.
This is old news rehashed ...
Yes, D* Now will be maintenance free, or are they going to have trucks roll out to show people how to set it up and when they have questions how it works ?
Yes, no more equipment to swap out ... instead, subs will call us out when they can't get thier internet to work or thier router is not connected to the unit supplying the app.
Billing ?
Billing isn't going to change, its already pay by Credit Card or get a credit, will already be done on the CC .... nothing is going to change there, only about 10% pay with CASH, when they walk into a att store.
That's really not much of a cost though. Even if they have to install a new dish and run coax to several rooms it is under $100 in materials. A couple hours labor is maybe $100, plus let's call it $50 for the truck, gas, insurance, etc. If it is a house that's had Directv before the dish and wiring is good, the visit is pretty short and probably costs less than $100.
The cost of the receivers is irrelevant, because that is WAY more than paid back by the $7/month fee - with a five year depreciable life (and a lot of equipment ends up being used longer than that) that adds up to over $400 which is more than double what it costs them to build a Genie, let alone a client. If you consider that $250 cost over the two year life of a commitment, that's $10 a month - a lot more than the difference in price between Directv satellite and Directv Now.
Now before someone brings up the ~$800 "new customer acquisition cost" most of that is paying for the ads they are running on TV. The need to advertise doesn't go away just because you are selling streaming rather than satellite. If anything they will need to advertise more, because there are more options and the pricing of their competition is a lot more cutthroat.
The rest is used to build Sats ....
Iirc, my Boss once told us that it cost the company $160 every time that make a truck roll.
The cost of launching and maintaining satellites is negligible, about 50 cents per customer per month amortized over a 15 year life and assuming long term Directv will have five satellites (2 ea at 99 & 103, 1 at 101) If they lose half their satellite customers that cost will double to a buck a month, still negligible - and it isn't as if delivering streaming to millions of customers costs them nothing...
Once installed I would think a cable network probably costs less, or would if they only used it for TV and weren't upgrading for better internet etc. Not that it really matters when you are talking less than a buck a customer, which is like 1% of the average monthly bill.
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