AT&T DirecTV Now Needles Verizon [telecom]

AT&T's over-the-top launch and announced Time Warner deal push Verizon toward a more-transformational path.

On Monday AT&T announced its long-awaited over the top DirecTV Now plans and offered details around the pricing of each bundle.

In our view, there is a collective exhale that the $35 plan for 100 channels which ATT& teased ahead of time is for a limited time only. Additionally, the way the plan is priced should limit cannibalization of its existing video base (another worry). But importantly, having a national video offering (one of only two players to have this) as well as the mobile rights to deliver a large amount of this content broadens AT&T's total available market (TAM) significantly. We would expect these offerings to continue to evolve further -- especially as it moves forward in its quest to acquire Time Warner (TWX).

formatting link

Reply to
Bill Horne
Loading thread data ... Forums website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.