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MikeP688
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MikeP688,
User Rank: Light Sabre
7/25/2015 | 5:15:09 PM
Now that AT&T & DirectTV are one!! :-)
The question we should all be curious about is what would AT&T do with this franchise it has acquired.  Will it eventually move all to UVERSE?   One curious thing is the "why"?  I would suspect it is indeed part and parcel of the broad trend of "Cord-Cutting" that is the trend which we've deliberated here.     
mendyk
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mendyk,
User Rank: Light Sabre
7/24/2015 | 3:38:30 PM
Re: Where's the future
Actually, AT&T is still adding to its broadband count, according to Alan's story.
mendyk
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mendyk,
User Rank: Light Sabre
7/24/2015 | 3:37:17 PM
Re: Where's the future
Satellite operators have no real options, but broadband service providers see clearly superior margins in services other than conventional video packages. And at some point, consumer choice does play a role in the success or failure of these services, which is why by some accounts ESPN has lost about 7% of its user base just in the past year. (That's not ratings, that's the number of subscribers for which ESPN gets paid by video service providers.)
brooks7
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brooks7,
User Rank: Light Sabre
7/24/2015 | 2:59:03 PM
Re: Where's the future
You would have to add in satellite before we make statements about linear TV decline.

seven

 
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
7/24/2015 | 2:16:50 PM
Where's the future
So if AT&T is losing video subscribers and broadband subscribers, I take it they see their future as mobile? And maybe premium video and broadband as well – make up in margins what they lose in volume?

If video subs are going down for cable companies as well as AT&T, does that mean cord-cutting and AT&T is taking a real bite out of other video? I've thought of those as potential threats, but it seems the threat has become real. 
Ariella
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Ariella,
User Rank: Light Sabre
7/24/2015 | 1:46:01 PM
Re: Quarterly chuckles
@mendyK so long as people accept that, they'll be less gloomy about the future, as it's all about how things measure up to expecations. 
mendyk
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mendyk,
User Rank: Light Sabre
7/24/2015 | 1:26:37 PM
Re: Quarterly chuckles
It's direct evidence that video service providers are in fact de-emphasizing those packages. But we're trained to think that anything that isn't growing is headed down the road to catastrophe. The plain and obvious truth is that, at least in the US, the pay-TV market has plateaued and will show a long and lingering decline.
Ariella
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Ariella,
User Rank: Light Sabre
7/24/2015 | 12:10:47 PM
Re: Quarterly chuckles
@mendyK so should we call this a necessary adjustment, rather like they do for the stock market?
mendyk
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mendyk,
User Rank: Light Sabre
7/24/2015 | 8:16:24 AM
Quarterly chuckles
These quarterly posts on video service performance are amusing in a way. There's a growing body of evidence that video service providers are pulling back on emphasizing these offerings because of price/margin issues, which is more than understandable. And yet when the numbers come out to reflect this trend, we get a bit of "the sky is falling" interpretation. The sky ain't falling -- it's just that the sun is very gradually but unmistakeably setting on the 20th-century video service delivery model.


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