Tag: directv

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).

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Who Are the Top 10 US Pay TV Providers?

With all the acquisitions in the US Pay TV world, it’s hard to keep up with who owns who.

Below is a chart of the Top 10 and the highlights of how they got there:

pay-tv-subs-q2-2016

 

Source: Company websites, Cox is private – used Kagan Q4 2015 estimates.

 

Q2 2016 – AT&T Earnings Call Summary

AT&T

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

Summary:

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”