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        ADD A COMMENT
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
Last week I dropped in on "Hotlanta," Georgia to moderate Light Reading's inaugural DroneComm conference – a unique colloquium investigating the potential for drone communications to disrupt the world's telecom ecosystem. As you will see, it was a day of exploration and epiphany...
LRTV Documentaries
Verizon's Emmons: SDN Key to Cost-Effective Scaling

5|22|15   |   03:53   |   (0) comments


For Verizon and other network operators to ramp up available bandwidth cost effectively, they need to move to SDN and agree on how to do that.
LRTV Documentaries
Lack of Universal SDN a Challenge

5|21|15   |   04:51   |   (3) comments


Heavy Reading Analyst Sterling Perrin talks about how uncertainty about SDN standards and approaches may be slowing deployment.
LRTV Custom TV
Steve Vogelsang Interview: Carrier SDN

5|20|15   |   05:02   |   (0) comments


Sterling Perrin speaks to Steve Vogelsang, Alcatel-Lucent CTO for IP Routing & Transport business, about the new Carrier SDN-enabling Network Services Platform and the operator challenges it solves.
LRTV Custom TV
Carrier SDN: On-Demand Networks for an On-Demand World

5|20|15   |   20:52   |   (0) comments


Steve Vogelsang, Alcatel-Lucent CTO for IP Routing & Transport business, talks about requirements and benefits of Carrier SDN during the keynote address at the Light Reading Carrier SDN event May 2015.
LRTV Documentaries
The Security Challenge of SDN

5|19|15   |   02:52   |   (0) comments


CenturyLink VP James Feger discusses concerns that virtualization could create new vulnerabilities unless network operators build in safeguards.
LRTV Custom TV
NFV Elasticity – Highly Available VNF Scale-Out Architectures for the Mobile Edge

5|18|15   |   5:50   |   (0) comments


Peter Marek and Paul Stevens from Advantech Networks and Communications Group talk about their NFV Elasticity initiative and the company's latest platforms for deploying virtual network functions at the edge of the network. Packetarium XL and the new Versatile Server Module: 'designed to reach parts of the network that other servers cannot reach.'
LRTV Huawei Video Resource Center
Bay Area Spark Meetup 2015

5|14|15   |   3:54   |   (0) comments


Developed in 2009, Apache Spark is a powerful open source processing engine built around speed, ease of use and sophisticated analytics. This spring, Huawei hosted a meetup for Spark developers and data scientists in Santa Clara, California. Light Reading spoke with organizers and attendees about Huawei's code contributions and long-term commitment to Spark.
LRTV Custom TV
The Transport SDN Buzz

5|12|15   |   06:01   |   (1) comment


Sterling Perrin, senior analyst at Heavy Reading, speaks with Peter Ashwood-Smith of Huawei and Guru Parulkar of ON.Lab about the evolution of transport SDN and the integration of technologies.
LRTV Custom TV
Next-Generation CCAP: Cisco cBR-8 Evolved CCAP

5|5|15   |   04:49   |   (0) comments


John Chapman, Cisco's CTO of Cable Access Business Unit and Cisco Fellow, explained the innovation design of Cisco's cBR-8, the industry's first Evolved CCAP, including DOCSIS 3.1 design from ground-up, distributed CCAP with Remote PHY and path to virtualization. Cisco's cBR-8 Evolved CCAP is the platform that will last through the transitions.
LRTV Custom TV
Meeting the Demands of Bandwidth & Service Group Growth

5|1|15   |   5:35   |   (0) comments


Jorge Salinger, Comcast's Vice President of Access Architecture, explains how DOCSIS 3.1 and multi-service CCAP can meet the demands of the bandwidth and service group growth.
LRTV Custom TV
DOCSIS 3.1: Transforming Cable From Hardware-Defined Network to Software-Defined Network

4|29|15   |   03:48   |   (0) comments


John Chapman, Cisco's CTO of Cable Access Business Unit and Cisco Fellow, explains how DOCSIS 3.1 can transform cable HFC network to a more agile software-defined network.
LRTV Huawei Video Resource Center
Predicting Traffic Patterns for Quality Mobile Broadband

4|29|15   |   6:45   |   (0) comments


Accessing information ubiquitously creates complexity and creates heavy traffic onto the network, especially at large-scale events like sporting events or festivals. In this video, Huawei's Mohammad Hussain speaks to experts about how to predict traffic and improve user experience during periods of heavy traffic.
Upcoming Live Events
June 8, 2015, Chicago, IL
June 9, 2015, Chicago, IL
June 9-10, 2015, Chicago, IL
June 10, 2015, Chicago, IL
September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
October 6, 2015, The Westin Peachtree Plaza, Atlanta, GA
October 6, 2015, Westin Peachtree Plaza, Atlanta, GA
All Upcoming Live Events
Infographics
Network functions virtualization (NFV) is not the easiest of topics to take on board, so here's a Light Reading infographic, developed following conversations with the folks at HP, that helps make sense of where NFV is taking the industry.
Hot Topics
Choosing a Technology Supplier? Consider Changing Your Selection Criteria
Steve Saunders, CEO and founder, Light Reading, 5/18/2015
Verizon Saves 60% Swapping Copper for Fiber
Sarah Thomas, Editorial Operations Director, 5/19/2015
Chattanooga Charts Killer Gigabit Apps
Mari Silbey, Senior Editor, Cable/Video, 5/20/2015
Smarter 'Dumb' TVs Will Drive OTT Adoption
Mari Silbey, Senior Editor, Cable/Video, 5/18/2015
Charter, Bright House: The Wedding's Back On
Mari Silbey, Senior Editor, Cable/Video, 5/19/2015
Like Us on Facebook
Twitter Feed
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
With 200 customers in 60 countries, Stockholm-based Net Insight has carved out a solid leadership position in one of the hottest vertical markets going in comms right now: helping service providers and broadcasters deliver video and other multimedia traffic over IP networks. How has Net Insight managed to achieve this success in the face of immense competition from the industry giants?
My ongoing interview tour of the leading minds of the telecom industry recently took me to Richardson, Texas, where I met with Rod Naphan, CTO and SVP, Solutions, ...
I recently popped down to Texas to chat with CEO Eric L. Pratt about his company, Taqua.
Cats with Phones