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dcawrey
dcawrey
10/24/2016 2:14:43 PM
User Rank
Platinum
Re: Synergy
This is similar to the Comcast/NBC Universal deal, except I think it's bigger. 

These networks have to start protecting the content they stream to people. They have to start owning it. Will it be good for the consumer? That's hard to tell right now – hopefully consolidation doesn't cause prices to go up. 

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James Warner
James Warner
10/24/2016 11:50:01 AM
User Rank
Author
Synergy
Synergy is one of those terms that's impossible to argue against but in reality, rarely blossoms.  Other than as a revenue stream, has there been any synergy between Comcast & NBC/Universal?  

AT&T could've bought Ford which has better profitabliilty and probably as much if not better synergy for half that.

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mpouraryan
mpouraryan
10/22/2016 10:10:30 PM
User Rank
Platinum
Re: AT&T
It is all about Synergy--but it is interesting how this was the rationale during the first mega merger.    We have to wait until November 9 to see what happens.     Look at the blockbuster merger in Cable in yesteryear and how the Obama Justice Department torpedoed it--

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mpouraryan
mpouraryan
10/22/2016 10:08:29 PM
User Rank
Platinum
Re: It's happening
By now, you all know it is "official".    As we see this "wave" of conslidation, the question is again one of choice--the valuations are becoming just insane beyond belief.   Just yesterday, Comcast sunik another 200 Mil into Buzzfeed giving it a valuation of over 1 Billion.   I get synergy--but again the question is one of choice--it presents challenges for start ups and up and comers--does it not?

 

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Ariella
Ariella
10/22/2016 9:12:57 PM
User Rank
Author
Re: AT&T
The WSJ reports here http://www.wsj.com/articles/at-t-reaches-deal-to-buy-time-warner-for-more-than-80-billion-1477157084 that they have agreed on $85.4 billion (I know people who cringe at that number and would say why coldn't they stick to an even 85?)

The article quotes Time Warner's Mr. Bewkes who explains, that the wireless carrier wold be "a great home for our content" now.  "There's more video going on mobile." 

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Joe Stanganelli
Joe Stanganelli
10/22/2016 4:47:09 PM
User Rank
Author
Re: AT&T
@Ariella: Well, it certainly seems that they had to do something.  What else were they gonna do?  Rely on Uverse?  ;)

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clrmoney
clrmoney
10/22/2016 10:26:24 AM
User Rank
Platinum
AT&T and Time Warner Merger
They should get time warner and they used to be popular now thier outcompeted by other companies so this would be a plus for them.

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JohnBarnes
JohnBarnes
10/21/2016 11:05:16 PM
User Rank
Platinum
Re: It's happening
afwriter, Mike,

Have to agree. That's insanely fast motion. Which makes me think that the real talks must have been going on in secret for a long, long time.

Formalized alliances/federations/fusions/whatever between service and content providers are changing so fast and so drastically that I really have to wonder if the problem isn't that we just don't have a good institutional model for them; licensing agreements, mergers, purchases, provider contracts, etc etc etc all have elements of what a service provider and a content distributor need to team up, but none of them have all of it, and all of them have some baggage in the form of hindrances and work-arounds. Ultimately we may need a new form of legal agreement, created and drafted by legislators, to be able to do what needs doing without having to do too much else.

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afwriter
afwriter
10/21/2016 9:40:21 PM
User Rank
Platinum
Re: It's happening
That is insane!  The first thing that popped into my mind when I read the article is that AT&T is going to leverage HBO in some way to steal subscribers from other service providers.  No matter what, this is a huge merger in a short amount of time. 

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Mike Robuck
Mike Robuck
10/21/2016 9:24:03 PM
User Rank
Author
It's happening
Looks like a deal is about to be struck between Time Warner and AT&T. Announcement could come on Monday. That was quick!

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