Verizon chases Netflix ‘over the top’ with new video service. Read it.
Guess who else they are chasing by entering as yet another OTT service? The pay TV space is going to get very crowded. Satellite TV pricing and business structure will crumble as barrier to entry is low.
Given the goofy moves by Stephenson I would hope the T board would ditch the zero (Stephenson) and grab the hero (Colao) to run the global operation.
BTW, looks like an attorney general is now starting to question the antitrust position of the DTV tie up by T.
I have. Check EU recession. EU worm will turn just like when the U.S. and Japan launched respective QE programs. The fraud here is multiple ID poster.
Back to your topic, where on earth did you see Colao pining for someone to buy VOD? The pathetic case here is you posting out of your backside.
You really are an ignorant fellow kafkaclown. VOD began moving into the triple play bundle a few years ago with CWW purchase and jumped in large with KD and Ono purchases. Those all include excellent FIBER networks delivering internet and TV. Guess what those purchases don't include. Satellite TV. Satellite TV is what is dead, not pay TV as a whole. Inferior business model as the moat to entry to pay TV market crumbles with IP devices having ample bandwidth to stream seamless TV. Pay TV survives but at much lower margins and it needs to be very efficient. Stephenson incurring a large undue shareholder dilution to existing AT&T with a very ill-advised purchase of satellite TV.
Take hard note 'for the right price' because it would have to be on the cheap as VOD would likely have to divest of Liberty's German assets or at list partition off some of the German specific market assets to meet any regulatory headwinds.
Now that is funny. Checking in I find you are still clueless. Where was Colao pining for someone to buy them out? The only statements they have made is the they have strategic plans but when cornered about a possible sale they have always responded with a 'for the right price' just like when someone poses questions about VOD buying someone else. Yesterday Colao respondeded to a question about VOD possibly purchasing Liberty Global and he responded 'for the right price'. It would have to be cheap and well structured because the VOD assets acquired in the Kabel Deutschland purchase in the last year are very much a competitive position to Liberty Global and would likely meet heavy antitrust resistance. 'For the right price' everything is for sale as well as 'For the right price' everything could be a good deal. That wouldn't be the case for an acquirer of satellite TV but any kind of premium at all was a great price to sell a dinosaur of an asset.
Vodafone CEO Says Liberty May Be Good Fit for ‘Right Price’
Notice the comment about mobile video trends....satellite TV getting left behind.
Exponentially? LOL Go back to the drawing board Einstein. Short term financial trickery for a not-so-distant disaster.
VOD much better choice. Easy answer. Buy when there is a little blood in the street. EU economy still trying to crawl out of the gutter. When it does VOD moves will be proven very wise.
U-verse TV is about $50/mo. Google offers 1 gbps internet at $70+$50 for a TV package very similar to a $120 satellite TV ONLY. All you really need is +100 mbps ISP and then the field is wide open to a TV bundler of you choice. $70 for 1 gbps ISP and one can then pick from a huge array of TV options over IP. This results in very narrow margins as the field is large. Apple TV just another among many I haven't mentioned.
No scramble here. Long and strong but wondering why some nitwit would buy a satellite TV business model set to come under very heavy revenue and profit pressure. Nobody seems to know as they won't discuss the fundamentals but attack the individual instead of discussion.
Thx for the oversight. Correction, IP already does. What do you call Hulu, Netflix, Amazon Prime etc and soon there will be a DISH web based bundle offered. Expanding IP bandwidth to the greater population leaves satellite business model to a nasty flush sound. How about the NFL bit you guys pumped that will allow those in concentrated apartment building etc to grab Sunday Ticket over IP? Those aren't all AT&T...
IP TV kicks out the barrier to entry as a plain vanilla bundler. The new barrier is to become an ISP and offer a TV add on...on the cheap. DTV customers well beyond T's footprint of fixed line means all those customers of DTV won't be recaptured. ....well at least not on the pricing for a DTV package of today. $120 package turns into a $50 package to be competitive. What will that do to DTV profits?
Look at wires??? What are you talking about looking at wires? People have to look at an unattractive dish bolted onto the side of their house. IP TV runs on existing land line ISP most currently have already. You have one messed up logic when satellite has an ugly dish AND wires.
DTV isn't sacred when you can get the same TV bundle for less with better ISP. $50 TV add on to ISP provider bundle while one pays DTV and Dish $120/month. $70 difference for $840 savings per year will leave few sacred. Some even greater amount if they choose to do just a Hulu and Netflix kind of package. IP TV opens up the TV playing field.
I suppose AOL was sacred to millions too? LOL
Go back and read it the reply nuff. Won't happen. T won't be able to afford VOD after DTV kills cash flow and market cap just like Time Warner crawling in bed with AOL before its business model cratered. Meanwhile, VOD's massive acquisitions and builds into triple play bundle position with FIBERfiber hybrid networks, TV and mobile phones as well as its mobile banking app and 4G network investment launches VOD market cap beyond the reach of most any in the industry. Well beyond T's reach as it ties into $68B of dead money in satellite TV money.
I'm not the one who keeps bringing up VOD kafkaclown. You do. I keep asking for someone here to discuss the fundamentals of DTV at the brass tacks level and all I get is personal attacks and accusations I'm running multiple IDs from the guiltiest of all.
Lets talk DTV fundamentals and how about you finally answer the question of where Nige and I live. U.S. or U.K.? Pretty simple question you continue to ignore. If you can't answer such a simple question then it's no wonder you can't discuss fundamentals behind the DTV purchase.
Both very aggressive. Sprint at $50 plus $20 a month to receive a new iPhone in two years. '
Attacking the messnger instead of the message. Sounds like Lap dog, kafkaclone et al. How many IDs does has warmwithslightbreeze ran on the message boards?
IP TV coming and will hammer the satellite TV business model. Build 1 gbps fiber/fiber hybrid ISP and satellite TV goes the way of AOL.
Warm, someday you will realize Trub wants to hang his hat on some very minor positions. Laughing you want to keep pulling this one out of the hat from two months ago. Two can play that game.
Look at subscriber growth for all of DTV to tell you the big picture for DTV. It has flat lined. AT&T is paying growth multiples for a decaying U.S. market....let me remind you once again 80% of revenue comes from the U.S. The U.S. market subsidizes Latin America growth but adds little income. The subscriber gains in LA mask the underlying problem in DTV's U.S. market, which is where the profit is at for the heart of the company.
None of this takes into account the onset of IP TV. ZILCH Kind of like someone pumping out an AOL report just before dial up turned dinosaur by DSL. IP TV will have superior services to the individual customer at $500/year cheaper pricing structure than satellite TV. Not hard to see satellite TV delivery pipe will become as antiquated as dial up. Time Warner folks can tell you how painful it is to crawl into a company about to get thrashed by changing technology.
Some day you might figure out VOD's primary market in EU is struggling to exit recessionary throws. I suppose you found most U.S. equities unattractive back in 2008 and 2009 and avoided buying any stocks during that period? Simple question. Did you avoid the purchase of all stocks during 2008 and 2009?
VOD grabbing tons of TOP quality communications assets across EU during tough times (fiber networks) for close to cost of building fiber from scratch (check Ono cost of fiber build vs. purchase price) and also building out 4G to 92% of Europe while also launching fiber builds in other markets (VOD announced fiber to 7 million homes in Italy, or one third of all of Italy by 2017 - Fastweb should have come to the table!). VOD becoming the U.S. version of VZ but with a bigger triple play footprint across its core EU market. The only thing that saved T from imploding to VZ was the iPhone exclusive.
Don't forget the huge new dividend vacuum caused by all the new shares issued by AT&T to purchase VOD.
Something to hide as you deleted your trail is the same action as Lap Dog. VOD doesn't need sold. I slammed the fundamentals in your face so you deleted that topic. Pretty plain and simple. One can stick their head in the sand but it doesn't make the oncoming IP TV truck change its path. It still runs you over. Keep laughing until it becomes apparent to everyone in the room the one being laughed at is AT&T for purchasing a burning building.