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AT&T

Analyst: Dish, DirecTV merger poses risks

A report from Standard & Poors Market Intelligence (S&P) by Sarah Barry-James suggests that the potential for some sort of ‘merger’ between AT&T’s DirecTV and Charlie Ergen’s Dish Network poses risks. Ergen is on the record as saying that a combination of the two DTH pay-TV giants is “inevitable”. But S&P reminds readers that Constantine […]

September 4, 2020By Chris Forrester

Analyst: DirecTV losing subs at 18% annually

While the market assesses the probability of AT&T divesting its 100 per cent ownership of DirecTV, it is clear that there are currently more questions than answers. Analysts at MoffettNathanson (MN), in a note to clients,

September 3, 2020By Chris Forrester

Now AT&T puts Xandr on sale

Ad company Xandr is the the next candidate for reducing AT&T’s $150 billion+ debt, according to Reuters. Xandr came out of AT&T’s $1.6 billion acquisition of ad tech firm AppNexus in 2018. It is meant to give advertisers targeting through AT&T consumer data across phone, Internet and TV services. AT&T spent $135 billion including the […]

September 2, 2020

AT&T looks to sell DirecTV

AT&T has hired investment bank Goldman Sachs to advise it on a sale of its DTH pay-TV operation DirecTV. AT&T bought DirecTV back in 2015 and – including the operator’s borrowings – paid some $67 billion overall ($49 billion plus debts). But the AT&T purchase happened with the rise and rise of rival content bouquets […]

September 1, 2020By Chris Forrester

US Q2: 1.245m broadband adds

Findings from Leichtman Research Group (LRG) indicate that the largest cable and telephone providers in the US – representing about 96 per cent of the market – acquired about 1,245,000 net additional broadband Internet subscribers in Q2 2020, compared to a pro forma gain of about 375,000 subscribers in Q2 2019. These top broadband providers […]

August 17, 2020

AT&T sells DirecTV Venezuela

DirecTV’s Venezuela unit is being bought by a Chilean-based venture capital business. The new owner, Scale Capital, says it will provide a free service to existing subscribers to compensate for recent outages, according to Bloomberg. The former boss of the unit, Alexander Elorragia, will be a director of the new business. DirecTV has been stuck […]

August 17, 2020By Chris Forrester

Crunchyroll for sale?

AT&T is looking to sell Crunchyroll, its anime streaming service, for between $1 billion and $1.5 billion according to reports, in an attempt to raise funds to pay down debt. Sony Pictures Entertainment has been touted as a potential buyer, and is said to have already been pitched the service. Crunchyroll recently announced that it […]

August 14, 2020

HBO Max over 4m subs in first month

HBO Max, AT&T’s SVoD platform, pulled in 4.1 million subscribers in its first month, following its May 27th launch in the US. For comparison, Disney+ attracted 10 million subscribers in just one day upon its launch – but HBO Max would seem to be targeting a different market with its $14.99 per month subscription cost […]

July 24, 2020

Report: Top 10 MNOs have 85% market share in cellular IoT

A report from the IoT market research firm Berg Insight says that the global number of cellular IoT subscribers increased by 40 per cent during 2019 to reach 1.56 billion. Growth was driven by strong uptake across the main markets for IoT solutions comprising China, North America and Western Europe. Due to the global Covid-19 […]

July 24, 2020

Larcher to head HBO Max international roll out

Johannes Larcher is the new Head of HBO Max International, joining in August. He will lead the international rollout and management of WarnerMedia’s direct-to-consumer product HBO Max, which launched in the US on May 27th. Reporting to Gerhard Zeiler, Chief Revenue Officer, WarnerMedia & President, WarnerMedia International Networks, his first focus will be the launch […]

July 8, 2020