An interview with analyst Michael Nathanson about streaming, cable, digital advertising, and a whole lot more.
Distribution and Demand
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.
The Department of Justice Sues to Block the AT&T-Time Warner Acquisition, The DOJ’s Case, AT&T’s Objections
The DOJ is suing to block AT&T from acquiring Time Warner; the case is stronger than precedent might seem, because precedent is actually on the government’s side. Politics, though, loom large.
AT&T Launches DirecTV Now, Sling TV Adds Cloud DVR, Regional Sports Networks
AT&T’s DirecTV Now product seems underwhelming, but there is a market for it, and zero rating is a big differentiator. Plus, the problem with OTT and regional sports networks
Daily Update: AT&T to Buy DirecTV, Google to Buy Twitch, Facebook Building Snapchat Competitor
Good morning, After a relatively slow week, lots of stuff happened this weekend, so let’s get to it: AT&T to Buy DirecTV Lots of folks are comparing this proposed deal to the Comcast-Time Warner merger, but I think it’s much more benign, both from an explanatory perspective as well as an impact one. One ofSubscribe […]