Although CEO John Stankey reported during the Q1 earnings call that fiber makes up nearly half of AT&T’s consumer broadband revenue, gains in fiber were not enough to offset the losses from non-fiber broadband and legacy DSL service. Impact: AT&T added 289,000 fiber Internet customers in the first quarter, elevating its fiber subscriber count to …
AT&T Fiber Additions Can’t Overcome Other Broadband Losses Read More »
New analysis from Wall Street research group MoffettNathanson says AT&T still faces challenges now that the WarnerMedia spin-off to Discovery has finally closed. Impact: AT&T has said all along that it would shift its focus back to its core telecom business after it made deals last year to divest DirecTV and WarnerMedia. Now that both …
AT&T Still Faces Challenges After WarnerMedia Sale Read More »
The killer app for television? It might be an interface. As the ecosystem evolves, an area worth watching involves the way programs are surfaced and presented regardless of underlying brand association. Apple, Google, Roku, and others continue to fine-tune interfaces that shuffle TV episodes and movie titles drawn from multiple sources into a unified presentation …
The most remarkable aspect of the NFL’s new, 10-year media rights arrangement is how unremarkable it turned out to be. True, some games will end up on Peacock, Paramount+ and Tubi. And there was language in press releases about streaming video extras like “premiere VOD,” highlight compilations, condensed games and a special “NFL experience” on …
A subscription to Disney+ costs $6.99/mo., a new Hulu SVOD account costs $5.99, and ESPN+ clocks in at $5.99 . But according to new metrics released by Disney during its Q3 earnings report, the amount of monthly revenue tied to the three services is different: $4.52, $12.59, and $4.54, respectively, per subscriber. So what gives? …
The possibility that AT&T might sell the DirecTV satellite-TV service evokes questions not just about the identity of a buyer, but a deeper curiosity about what a new owner might expect to gain by operating a degrading, and arguably obsolete, video distribution platform. A New York Post report earlier this month said AT&T has invited …
Among the five largest U.S. companies, only one lacks a direct-to-consumer video service. That could change, and soon. Press reports naming Microsoft as a lead candidate to buy TikTok’s U.S. operations, possibly in a partnership with Walmart Inc., signal that Microsoft perceives it’s missing an important piece of the consumer business portfolio. Although Microsoft Corp.’s …
Comcast’s recent arrangement to make Sling TV available over Comcast’s Flex platform dovetails with a widening embrace of over-the-top video among multiple U.S. telecommunications providers. The willingness to light up the Sling TV app over Flex, a streaming video platform targeted to Internet subscribers, is the latest and most meaningful example of the migration among …
