02-05-2014, 07:46 PM,
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AT&T + DirecTV?
AT&T has approached DirecTV about a possible acquisition and “exploratory talks” are under way, according to the LA Times. A combined DirecTV and AT&T would become the second-largest pay-TV business in the United States. DirecTV is already the largest worldwide, with a massive presence in Latin America. The deal is expected to be worth more than $40 billion, and would combine DirecTV’s approximately 20 million TV subscribers with AT&T’s existing 5.7 million U-Verse TV subscribers. A combined AT&T and DirecTV would go head-to-head with Comcast. AT&T also pays billions of dollars in programming fees each year for U-Verse, and could gain more leverage against programmers such as Disney, Fox and Viacom.
Comcast, Time Warner Cable, Cox, Bright House and Cablevision joined together in 2012 to share Wi-Fi hot spots to provide Internet access for their broadband customers that total about 41 million. Comcast alone has added 1 million hot spots by deploying Wi-Fi routers that beam an additional “public” hot spot available to its customers. Comcast is enabling Wi-Fi via strand mounts and merchant access points. Tom Nagel, Comcast’s senior vice president of business development, would like to take over the “free” WiFi band, reports CED Magazine:
DirecTV’s 20 million rooftop terminals could be the hidden asset for AT&T. They could be a platform for hotspots and small cells. If AT&T truly wants to install 40,000 “small cells”, along with WiFi and 2.3 and 3.5 GHz “hotspots”, DirecTV rooftops could be a good way to go. In addition, DirecTV would likely have no “spectrum cap” in the 600 MHz auction. DishTV currently has 50 MHz of 2 GHz spectrum along with a 6 MHz chunk in the 700 MHz band — and 14 million rooftop terminals. How Dish will make their spectrum available is still unknown. Perhaps the rumored AT&T/DirecTV merger is merely a leak to counter any other potential deals.
Mobile is in Google’s DNA. Nobody could count them out in the 600MHz auction next year. They’ll need infrastructure. Dish could be a good partner. In both Google Fiber cities and AT&T’s Fiber cities, Cloud basestations could be the technology of choice. Infrastructure costs are half. Small cells, about the size of a WiFi access point, are coming. The land grab for the lower 5 Ghz band is on. Comcast, AT&T, Verizon and Google, Facebook and Amazon all want a piece of that action. See: Comcast Buying Time Warner Cable, Ad-Sponsored WiFi Initiatives from Gowex & Facebook, Dish Wins Everything in H-Block Auction, Comcast Creates Hotspot 2.0 National Network, Google Fiber Expands to More Cities, Google Fiber Launches in Kansas City , FCC Authorizes High Power at 5.15 – 5.25 GHz, Ad-Sponsored WiFi Initiatives from Gowex & Facebook, Comcast Creates Hotspot 2.0 National Network, FCC Moves to Add 195 MHz to Unlicensed 5 GHz band Posted on Fri, 02 May 2014 16:10:38 +0000 at http://www.dailywireless.org/2014/05/02/att-directv/ Comments: http://www.dailywireless.org/2014/05/02/.../#comments |
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