Comments
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."
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?
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--
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.
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.
elizabethv
10/25/2016 4:37:08 PM
User Rank Platinum
Re: It's happening
@JohnBarnes - I've had the same thoughts, that more than likely talks have been going on for some time, it just wasn't anything that was ever made public. Sending a few emails back and forth and maybe having a teleconference or two likely wouldn't initially raise any eyebrows anyway, and if everyone involved was told to keep their mouth shut about discussions, this isn't something I could see anyone "whistle-blowing" early.
elizabethv
10/25/2016 4:41:48 PM
User Rank Platinum
Re: It's happening
@mpouraryan - I think it definitely creates challenges for start-ups and up-and-comers. Similar to Walmart. These brands get so massive they make it impossible for the "little" guys to survive. And the same "store economics" doesn't apply for the larger brands like it does the smaller brands. You can have a location that makes next to nothing, when you're a corporation, because you're heavy hitting stores make up for the loss in profit from the smaller stores. In the end, for a corporation/mega-corporation somethings will just all come out in the wash. "Mom-and-Pop" stores don't have that kind of convenience. They can't have a store that just doesn't make money and still expect to be profitable at the end of the year. The same goes for telco, you can create an OTT that has hundreds of titles, and some may only be watched by a small section of your total audience, but having those titles makes you more appealing to a larger audience. So even if you technically lose money by offering some titles or channels, you can make up for it with your heavy hitters. Newer, smaller OTT services can't offer such things.
mpouraryan
10/26/2016 4:39:07 PM
User Rank Platinum
Re: It's happening
What we all need to realize is that it is not a "done deal" by any means--and from all that I have seen over the last three days, everyone seems to be against it. Bigger does not necessarily mean better--and the challenges being faced will be profound. Today's NY Times underscored how AT&T plans to go after this--with a massive lobbying effort. But both @POTUS candidates have already come out against it--and Congress is up in arms. So, both have a fight on their hands.
elizabethv
10/26/2016 4:56:16 PM
User Rank Platinum
Re: It's happening
@mpouraryan - I agree it isn't over just yet. And I truly hope this gets nixed. Though I have little doubt in either potential POTUS candidates holding up their word after election. Right now they are both known to be less than honest, and both are worried about potentially losing. I could see them promising each of us a 10k check if they thought even a small fraction of voters would believe it. It's not a surprise that the plan is to lobby, and now we wait and see if their efforts are successful. Maybe the current POTUS will shut this whole thing down before one the other two even get in office.
mpouraryan
10/26/2016 5:06:27 PM
User Rank Platinum
Re: It's happening
Without getting too political due to the nature of our discourse, what I was driving at is this: No matter who's elected, they (Time Warner/AT&T) will face an intense regulatory scrutiny and the current Admisntraiton has been adamant about not approving things either over the last few years. It will be fascinating to be witness to--no doubt.
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