Dec. 19, 2014, 12:42 PM
- DirecTV (DTV +0.1%) says subscribers will have access to the TV Everywhere offerings from Fox Networks (NASDAQ:FOXA).
- Beginning in January, DirecTV Everywhere will also include VOD content from Fox.
- DirecTV's strategy to offer streaming services from within the TV Everywhere platform differs from satellite rival Dish Network which is going with an OTT product.
Dec. 17, 2014, 11:32 AM
- Dish Network (DISH +0.6%) says Netflix might be integrated into the company's upcoming streaming subscription product and be part of its search functions.
- The OTT programming package from the satellite company is set to include Disney Channel, Disney XD, ESPN, ABC, A&E, History, Lifetime, H2, HGTV, DIY Network, Food Network, Cooking Channel, and Travel Channel among other networks. Netflix access will require authentication.
- What to watch: Media analysts think other online TV ventures will face more pressure to include Netflix (NFLX +3.6%) after Dish made its move. There could also be an impact on pay-TV operators (CHTR, CVC, TWC, CMCSA, DTV) if Netflix gets insides their boxes to cut into VOD revenue.
- Previously: Dish Network brings Netflix into the box
Nov. 25, 2014, 1:40 PM
- An exec with DirecTV (DTV +0.5%) says the company could integrate a partnership with a daily fantasy sports operator such as FanDuel or DraftKings into its NFL Sunday Ticket package.
- The two daily fantasy leagues have shown explosive growth over the last couple of years
- A fantasy initiative could help DirecTv offset the $1.5B per season that it will pay for Sunday Ticket beginning next season.
Nov. 14, 2014, 1:41 PM
- Pay-TV operators lost about 149K subscribers in Q3 to represent the industry's worst performance ever for the period, according to data compiled by Leichtman Research Group.
- The mark is slightly better than the 179K subs loss that Moffett Nathanson forecast.
- Based on seasonal trends, Leitchman forecasts a small increase in subscriber growth for Q4.
- Cable/satellite/telco Q3 sub scorecard: Comcast (NASDAQ:CMCSA) -81K, Time Warner (NYSE:TWX) -182K, Charter Communications (NASDAQ:CHTR) -24K, Cablevision (NYSE:CVC) -56K, Suddenlink +2.2K, Mediacom -19K, Cable ONE -14.1K, DirecTV (NASDAQ:DTV) -28K, Dish Network (NASDAQ:DISH) -12K, AT&T +216K, Verizon (NYSE:VZ) +114K, Others/Private -65K.
- Based on seasonal trends, Leitchman forecasts a small increase in subscriber growth for Q4.
- Related: Seismic changes coming for pay TV
Nov. 13, 2014, 8:46 PM
- Sony's (NYSE:SNE) new online TV package will price at $60 to $70 per month, estimates Re/code.
- It's a level that is twice what Dish Network (NASDAQ:DISH) plans to charge for a slimmer package, although one that includes ESPN.
- Programming on the Sony streaming service will feature shows from CBS, Discovery Communications, Fox, NBC, Scripps Networks, and Viacom.
- The pitch from the Japanese media giant is that cord-cutters will be drawn in by the captivating way of accessing the content through gaming consoles. A cutting-edge discovery and recommendations service for users is also highlighted by execs.
- Regulatory watch: Potential rule changes from the FCC could level the playing field for the new streamers as they work out their content deals.
- What to watch: A fragmented pay-TV landscape could benefit content producers (DISCA, CBS, FOXA, DIS, LGF, TWX, AMCX) in the short-term as competition heats up, while creating a pricing headache for cable/satellite/telco players (CMCSA, CVC, CHTR, DISH, T, DTV, VZ, TWC).
- The Netflix factor: Many media analysts consider Netflix (NASDAQ:NFLX) an add-on for consumers - instead of an either/or decision with online TV.
Nov. 13, 2014, 2:17 PM
- DirecTV (DTV +0.2%) will be the first pay-TV major to offer 4K UltraHD content to its subscriber base beginning tomorrow.
- 19 films from Paramount Pictures and K2 Communications will be available initially in the format.
- The company tipped off during its earnings conference call last week that 4K channels will be introduced in 2015.
- Samsung (OTC:SSNLF, OTC:SSNGY) is a partner with DirecTV on the UHD initiative.
- DirecTV earnings call transcript
Nov. 7, 2014, 4:22 PM
- Iusacell has 8.6M Mexican mobile subs, and a 3G network that covers 70% of the country's population (120M). AT&T (NYSE:T) is paying $2.5B in cash to buy Iusacell from parent Grupo Salinas, after accounting for debt. The deal is expected to close in Q1 2015.
- AT&T highlights Mexico's relatively low mobile/smartphone penetration rates while discussing the deal, as well as synergies with its U.S. mobile ops and recent regulatory moves meant to loosen America Movil's (NYSE:AMX) market dominance. AT&T was previously believed to be interested in Mexican assets AMX is looking to sell to appease regulators.
- AT&T "plans to expand Iusacells network to cover millions of additional consumers and businesses in Mexico." At the same time, AT&T won't be acquiring Iusacell's Total Play pay-TV/wireline broadband business. DirecTV (NASDAQ:DTV), which AT&T is set to acquire, owns 41% of local satellite TV provider Sky Mexico.
- Separately, AT&T has set a 2015 capex budget of $18B, down from 2014's $21B. The carrier declares its Project VIP network expansion project to be ahead of schedule, with the 4G expansion part largely complete.
- T +0.7% AH. AMX -0.6%.
Nov. 6, 2014, 10:12 AM
- DirecTV (DTV -0.4%) grew its average revenue per user by 4.8% to $107.27 in the U.S. during Q3.
- The company's overall operating margin dipped as a gain on the U.S. side was offset by a decline for the Latin American business.
- Gross subscriber additions +1.02M vs. +1.11M a year ago.
- The headline item from the report might be the net loss of 28K TV subscribers for the company in the U.S.
Nov. 6, 2014, 9:19 AM
Nov. 5, 2014, 5:30 PM
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Nov. 3, 2014, 11:24 AM
- AMC Networks (AMCX +0.9%) continues to warn viewers watching shows through DirecTV (DTV +0.3%) that the company's networks (AMC, BBC America, IFC, Sundance, We) may go dark early next year if a new carriage deal isn't struck.
- The disclosure was first made during last night's airing of The Walking Dead.
- A dispute between CBS and Dish Network (DISH +0.9%) looks even more ominous with the current deal expiring next month and a good portion of the NFL season yet to be played.
- A battle between Time Warner (TWX -0.2%) and Dish Network has dragged on for over ten days and left CNN off the Dish programming lineup.
Oct. 29, 2014, 1:22 PM
- A bid by Aereo to be defined as a cable provider gained support from the FCC with a new proposal out this week which was described in a blog post written by Chairman Tom Wheeler.
- The agency supports "open access" for consumers to high-speed broadband delivery and the right of over-the-top firms to offer programming owned by pay-TV providers and broadcasters.
- In essence, the FCC thinks the bundled pay-TV model should be broken so that consumers will not be forced to pay for channels they never watch.
- What to watch: Though Aero isn't likely to be the ultimate pay-TV disrupter without the deep pockets to license content, the position of the FCC opens the door for other Internet video players to emerge and chips away at the bundled channels model.
- Related stocks: DISH, DTV, CMCSA, CHTR, CVC, TWC, VZ, T, NFLX.
Oct. 24, 2014, 11:30 AM
- The number of global pay-TV subscribers will rise 19.6% to 1.1B in five years, according to a forecast from ABI Research.
- The research firm thinks global pay-TV revenue could top $323B by the end of the period.
- Related stocks: DISH, DTV, LBTYA, CHA, T, TWC, OTCPK:BSYBF, OTC:SKDTF, OTCPK:KBDHY, OTCQX:DTEGY, AMX,
Oct. 22, 2014, 12:43 PM
- The FCC announces it will pause its review of the proposed Comcast (NASDAQ:CMCSA) - Time Warner Cable (NYSE:TWC) and DirecTV (NASDAQ:DTV) - AT&T (NYSE:T) mergers.
- The delay is due in part to bickering over who has the right to see confidential carriage fee agreements involving the companies.
- The agency says the informal 180-day time clock for the review has been halted.
Oct. 15, 2014, 11:32 AM
- Netflix (NFLX -2.6%) slid a little lower after Time Warner announced HBO would become a stand-alone service sometime in 2015.
- Though it isn't clear how much of HBO's programming will migrate over to the OTT product, the mention of the "international possibilities" of a streaming HBO is enough to catch the attention of Netflix watchers.
- The development also has implications for Hulu (DIS, CMCSA, FOXA) and Amazon (AMZN -1%) which could end us as delivery partners or direct streaming rivals, according to Re/code.
- Pay-TV operators (CHTR, CVC, DISH, DTV) are in a bit of a box by the plan and may choose to play hardball with HBO.
Oct. 10, 2014, 7:43 AM
- The top 40 cable channels have lost 3% of the subscribers over the last four years, according to data compiled by The Wall Street Journal.
- ESPN (NYSE:DIS), TNT (NYSE:TWX), Nickelodeon (NASDAQ:VIAB), USA (NASDAQ:CMCSA) and CNN all shed more than 3% of their subscribers as consumers sought smaller bundles.
- Basic plans with a trimmed list of channels account for 12% of all pay-TV subscriptions, up from a level of 8%-10% just a few years ago.
- Related stocks: DISH, DTV, CHTR, CVC.
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