AT&T – Page 3 – Stratechery by Ben Thompson

Disney Ups Bid for 21st Century Fox, Disney’s Choice, AT&T to Acquire AppNexus?

Thursday, June 21, 2018

The AT&T-Time Warner decision that I has set off a chain reaction with an uncertain ending: Comcast and Disney are competing for 21st Century Fox, and AT&T may be getting into digital advertising.

AT&T, Time Warner, and the Need for Neutrality

Monday, June 18, 2018

It is no surprise that a judge allowed the AT&T-Time Warner acquisition to proceed given the government’s poor case; the question is if a better case could have been made. What is ultimately needed, though, are new laws.

Softbank and Sprint, Amazon Earnings, Jeff Bezos’s Letter and Interview

Tuesday, May 1, 2018

Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism

AT&T Pulls Out of Huawei Deal, Apple’s Other China Problem, YouTube’s Logan Paul Decision

Thursday, January 11, 2018

AT&T skipped out on its deal with Huawei, reportedly under political pressure. Expect more tech issues between the U.S. and China, and Apple has the most to lose.

The Department of Justice Sues to Block the AT&T-Time Warner Acquisition, The DOJ’s Case, AT&T’s Objections

Tuesday, November 21, 2017

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

Tuesday, November 29, 2016

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

AT&T-Time Warner Followup, The New York Times Acquires The Wirecutter, Microsoft Earnings

Tuesday, October 25, 2016

Follow up on AT&T’s acquisition of Time Warner, including why AT&T is different than Time Warner Cable and my problems with zero rating. Then, the New York Times bought The Wirecutter, and Microsoft had great earnings (as expected)

AT&T to Buy Time Warner (Pending Regulatory Approval), The AT&T Perspective, The Time Warner Perspective

Monday, October 24, 2016

Breaking down the AT&T acquisition of Time Warner: why most antitrust criticism is wrong, what AT&T stands to benefit, why Time Warner is the big winner, and what regulators ought to focus on.