Light Reading

AT&T Eyeing a Bid for DirecTV?

Dan Jones
5/1/2014
50%
50%

AT&T is exploring the prospects of buying the satellite TV provider DirecTV in a deal that could be worth $40 billion, according to The Wall Street Journal.

The WSJ cites a source familiar with the situation who says that DirecTV is "open" to the possibility of deal, though it is unclear whether talks are under way.

AT&T Inc. (NYSE: T) would be stepping right on Dish Network LLC (Nasdaq: DISH)'s toes if it managed to snap up DirecTV. Successive Dish CEOs have said that a Dish-DirecTV merger is possible. (See Dish CEO: DirecTV Merger Possible.)

Any deal proposed would, of course, be subject to big-time regulatory scrutiny.

DirecTV's stock was buoyed by the M&A chatter, rising $4.14 (or 5.36%) to $81.75 as of Thursday afternoon. AT&T dropped 25 cents to $35.45.

— Dan Jones, Mobile Editor, Light Reading

(13)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View
Page 1 / 2   >   >>
MikeP688
50%
50%
MikeP688,
User Rank: Light Sabre
5/4/2014 | 9:57:28 AM
Re: Competitive concerns
Many thanks for your thoughts.  As I reflected upon this, I found this to be o curious read to get a sense of what is perceived with the Cable TV industry itself: 

http://www.techpolicyinstitute.org/blog/2014/04/by-scott-wallsten-and-corwin-rhyan/.

But, beyond this latest "status" on the industry itself, there is the power that will be exerted by the distributors...as exemplified by what happened w/the Weather Channel:

http://mashable.com/2014/04/08/weather-channel-directv-deal/?utm_cid=mash-prod-email-topstories&utm_emailalert=daily&utm_source=newsletter&utm_medium=email&utm_campaign=daily  
kq4ym
100%
0%
kq4ym,
User Rank: Light Sabre
5/4/2014 | 9:00:39 AM
Re: Competitive concerns
I not long ago elected to dump DirecTv after making the decision that I just wasn't getting my money's worth for the amount of cable tv I digested. Plus, the ever increasing subscription fees didn't convince me to hang on to what had been a decades long relationship.

AT&T would surely be after the huge subscription list to add to it's customer base as well as the opportunities to enter a new business profit area. But, lots of scrutiny would surely come along with that move.
MikeP688
50%
50%
MikeP688,
User Rank: Light Sabre
5/3/2014 | 7:57:47 AM
Re: What say you?
It is truly an intriguing prospect--yet we have players, though, getting into the content side of it too--as exemplified already by Comcast controlling NBC.   We the ordinary folks seem not to matter--which is exactly to your point the kind of 2nd hand programmning we've been subjected to.    We do live in very very interesting times. :-)
MikeP688
50%
50%
MikeP688,
User Rank: Light Sabre
5/3/2014 | 7:53:06 AM
Re: What say you?
It will "intriguing" if Dish is able to eat up DirectTV--but I doubt it at this stage right now.  With all the changes right now, who knows.  Anything is possible.   The only fear I have, though, is that the we the average consumer will be left in the dust of it all.

 

 
sam masud
50%
50%
sam masud,
User Rank: Light Sabre
5/2/2014 | 4:47:30 PM
Re: What say you?
Mike,

What would prevent those same subs to just say no to AT&T and jump to Dish instead?
jabailo
50%
50%
jabailo,
User Rank: Light Sabre
5/2/2014 | 1:43:10 PM
Re: Competitive concerns
I can get DirecTV as part of a package deal with fiber from my local phone company, CenturyLink...so it's already positioning itself for delivery over high capacity broadband (and 5G).

 
mendyk
50%
50%
mendyk,
User Rank: Light Sabre
5/2/2014 | 10:05:57 AM
Re: What say you?
MikeP -- To your point (sort of), what's intriguing here is the idea that consolidation among video service providers could pressure content conglomerates to lower their fees for distribution rights. I doubt this would benefit customers in a meaningful way, but it would at least put the brakes on the likes of ESPN/Disney, which is now very comfortable soaking video service providers while delivering increasingly second-rate programming.
MikeP688
50%
50%
MikeP688,
User Rank: Light Sabre
5/2/2014 | 9:47:09 AM
Re: What say you?
For sure, there is never a dull moment in our ever changing World.   I chatted w/one of my students who actually works for DirectTV and he was as intrigued as the rest of us.    There is a sense of Scale for sure.  But, DirectTV and AT&T have had a solid partnership for quite some time--can it be that they will get them out and transition them all to UVERSE? 
KBode
50%
50%
KBode,
User Rank: Light Sabre
5/2/2014 | 8:50:42 AM
Re: What say you?
I just don't think regulators would be keen on eliminating one of the major video competitors, but it's not clear where Wheeler would stand. After all, he's stated he would have approved AT&T's takeover of T-Mobile.

Companies must be getting a good read on a likely approval for Comcast Time Warner Cable, as they seem happy to try and push for deals you wouldn't think would normally get approved (Sprint T-Mobile). "Hell, you approved that deal, why not ours?"
Page 1 / 2   >   >>
Flash Poll
From The Founder
Networks of the future will rely on "white box" switches and servers rather than proprietary hardware and that's going to alter the shape of the communications industry. Who says so? John Chambers.
LRTV Huawei Video Resource Center
Huawei Intros Smart Device for eLTE

3|30|15   |   05:25   |   (0) comments


Huawei has developed a secure, location-aware multimedia smartphone for its eLTE trunked radio solution, says Huawei's Norman Frisch.
LRTV Huawei Video Resource Center
Win Video, Win All

3|30|15   |   06:44   |   (0) comments


Video is going to be the next main source of revenue for operators. Operators have big opportunities and advantages to monetize video services. Globally, Huawei has helped more than 70 operators achieve over 30 million video subscribers. Watch this video for more.
LRTV Custom TV
The Benefits of HyperScale Clouds for NFV

3|27|15   |   01:50   |   (0) comments


Hyperscale cloud has been developed by the Internet giants to support the creation and delivery of software-based services at blistering speeds, and at the lowest possible cost. The original ETSI NFV vision was to adopt hyperscale cloud architecture and practices. This vision has become somewhat obscured along the way, due to misunderstandings about the hyperscale ...
LRTV Huawei Video Resource Center
eLTE Rapid Meets the Need for Speed

3|26|15   |   4:45   |   (0) comments


Designed especially for emergency and dedicated ad hoc local mobile communications coverage, Huawei's eLTE Rapid solution can deliver trunked voice, video and data coverage for multiple users over a 6km range and be set up in just 15 minutes, explains Huawei's Norman Frisch.
LRTV Huawei Video Resource Center
On Videos: Challenges & Opportunities

3|26|15   |   5:56   |   (0) comments


Most everything is now connected. And along with 4K and 4G technologies, everyone could be creating and broadcasting video contents. Users are expecting better video experience with any screen, anywhere and anytime. Operators will meet new challenges, but also see some big opportunities.
LRTV Custom TV
JDSU: Delivering Dynamic Networks for a Personalized Experience

3|26|15   |   5:59   |   (0) comments


Light Reading speaks to JDSU at Mobile World Congress 2015 about new solutions in the areas of HetNets, VoLTE, backhaul, virtualization, big data analytics, and real-time intelligence.
LRTV Custom TV
Smarter Service Chaining & New Ways to Benefit From Qosmos Technology

3|25|15   |   03:11   |   (0) comments


David Le Goff, director of strategic and product marketing at Qosmos, explains how the company has added application awareness to subscriber information to make service chaining more efficient and reduce costs for networking and infrastructure. In addition, Qosmos technology, which has been delivered as C libraries, is now also available as a virtual machine, ...
Between the CEOs
Qosmos CEO: The Changing Face of DPI

3|24|15   |   13:53   |   (0) comments


LR CEO and Founder Steve Saunders sits down with the head of Qosmos to talk about the changing state of the art in deep packet inspection technology, including its role in SDN and NFV architectures. Also, how the comms market is becoming more like the automotive industry.
LRTV Huawei Video Resource Center
FC Schalke Scores With Its Agile Stadium

3|24|15   |   6:23   |   (0) comments


Top German soccer club FC Schalke 04 has deployed a new, agile WiFi network from Huawei in its Veltins-Arena stadium and is reaping the benefits in terms of customer satisfaction and business opportunities, explains marketing chief Alexander Jobst.
LRTV Huawei Video Resource Center
Huawei’s Insights on Mobile Video

3|24|15   |   7:51   |   (0) comments


More people than ever are now watching videos on smartphones. Seventy percent of mobile traffic will be video traffic until 2018. In this video, Huawei's exports give their insights on mobile video in terms of business model, network planning and 4G network construction.
LRTV Documentaries
The Rise of Industry 4.0

3|24|15   |   02:26   |   (9) comments


Are you ready for the fourth industrial revolution? It's a big deal for influential operators such as Deutsche Telekom.
LRTV Huawei Video Resource Center
Getting Connected With eLTE

3|23|15   |   06:04   |   (0) comments


Trunked radio communications have entered the 4G LTE world, and with Huawei's eLTE solution, can now deliver a full range of data and video services as well as push-to-talk voice, explains Huawei's Norman Frisch.
Upcoming Live Events
April 14, 2015, The Westin Times Square, New York City, NY
May 5, 2015, Hyatt McCormick Place, Chicago, IL
May 6, 2015, Georgia World Congress, Atlanta, GA
May 12, 2015, Grand Hyatt, Denver, CO
May 13-14, 2015, The Westin Peachtree, Atlanta, GA
June 8, 2015, Chicago, IL
June 9-10, 2015, Chicago, IL
June 9, 2015, Chicago, IL
June 10, 2015, Chicago, IL
September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
All Upcoming Live Events
Hot Topics
AT&T Woos SMBs With Small-Scale WiFi
Sarah Thomas, Editorial Operations Director, 3/26/2015
Just Don't Say IBM Is 'Relaunching' Networking Business
Mitch Wagner, West Coast Bureau Chief, Light Reading, 3/26/2015
TV Everywhere Nears Mainstream Adoption
Mari Silbey, Independent Technology Editor, 3/27/2015
Carriers Are Bright Spot in BlackBerry Q4
Sarah Thomas, Editorial Operations Director, 3/27/2015
Comcast Says TWC Deal Will Close Later
Mari Silbey, Independent Technology Editor, 3/26/2015
Like Us on Facebook
Twitter Feed
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
LR CEO and Founder Steve Saunders sits down with the head of Qosmos to talk about the changing state of the art in deep packet inspection technology, including its role in SDN and NFV architectures.
Chattanooga’s EPB publicly owned utility comms company has become a poster child for how to enable a local economy using next-gen networking technology. Steve Saunders, Founder of Light Reading, sits down with Harold DePriest, president and CEO of EPB, to learn how EPB is bringing big time tech to small town America.
Cats with Phones
Interspecies Phone Love Click Here
"No, you hang up."
"No, YOU hang up."
Latest Comment