Tag: at&t

Six Weeks Into Broadcast Season, ‘Stacking Rights’ Taking Effect

Ever go to a network website in hopes of watching the pilot of one of their new shows? And when you get there you notice that the first episode is gone, yet they have the five most recent episodes, otherwise called the ‘rolling five.”

Well that’s about to change.  Back in May, the broadcasters, especially ABC and NBC negotiated ‘stacking rights’ with the studios that make the shows. Now, all episodes from most of the new series from the current 2016-17 season along with several returning shows, will be made available, or ‘stacked’ on their website and apps.  The one catch is that you must be an authenticated viewer, which means you still have to subscribe to a Pay TV service provider (e.g. AT&T DirecTV, Comcast, Charter, Verizon FiOS).

Continue reading “Six Weeks Into Broadcast Season, ‘Stacking Rights’ Taking Effect”

Q2 2016 – AT&T Earnings Call Summary


Below are my key takeaways from the AT&T Q2 2016 Earnings Call on July 21:


DirecTV integration is going well, adding nearly 1MM subs since the acquisition, +342K in the quarter.  Over 80% of TV subs on satellite platform.  Added 2.1MM wireless subs via connected devices, Mexico and Cricket. Second lowest ever US wireless postpaid churn at 0.97%.  Best ever US wireless EBITDA margins of 41.4%.

Ad sales growing by double digits YTD.  IP Broadband revenues up 15%, total broadband revenues up 7%.

In Mexico, added 780K wireless subs with revenue up 13% sequentially.  In DirecTV Latin America, revenue up 8% sequentially to$1.2B, while adding 87K TV sub.

Acquired Quickplay Media, a video streaming platform that powers OTT and TV Everywhere services.

Continue reading “Q2 2016 – AT&T Earnings Call Summary”

US Consumers are Shifting Towards Smartphones and Away from Home Broadband

According to the Pew Research Center, US broadband at home has dropped from 70% penetration in 2013 to 67% in 2015.  The main reason cited is cost, which has pushed people to access the web in other ways. That’s why 13% say they have a smartphone, but no high speed at home, up from 8% two years earlier.

These shifts are even more pronounced among African Americans, who 20% claim to have a smartphone, but no broadband at home.  In fact only 54% have high speed at home, down from 62% in 2013.

This movement away from home broadband to smartphones will affect cable operators and how they charge for high speed and other services; media and entertainment companies and how they produce content for a smaller screen and advertisers in how they reach mobile and micro audiences.

Pew Research - Home BB vs. Smartphones

Pew Research - Reasons for No BB


Source: Pew Research Center: Home Broadband 2015