Fast on the heels of its $500 million content development venture with The Chernin Group and Comcast’s acquisition of Time Warner Cable, AT&T is rumored to be mulling over a $40 billion take-over of DirecTV. If rumors become reality, this deal would signify yet another recent massive move in the world of premium multi-screen video. AT&T immediately would (1) have a national footprint for its U-Verse content services (television, movies) -- leap-frogging from 6 million to 26 million subscribers, and (2) potentially control and own DirecTV’s coveted exclusive NFL “Sunday Ticket” package. Remember, AT&T and DirecTV are already partners -- bundling AT&T broadband services in certain markets.
What else? Rival DISH Networks would be immediately in play.
By whom?
One obvious potential buyer would be AT&T rival Verizon. After all, there are no other real satellite options.
On the non-obvious side, how about Apple? Apple has been quietly sitting on the sidelines throughout all of these premium multi-screen video and OTT machinations. Too quiet. Apple needs to be in the living room. I previously wrote at length about this -- i.e., the strategic rationale and logic of such a move for Apple.
These truly are exciting times in the wild world of digital media ....
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