Jimmy Schaeffler's blog

DirecTV by AT&T: New Jungle, New Gravitas

In reviewing most media coverage of AT&T’s $49.5 billion purchase of DirecTV, approved by the FCC late last month, it seems few have seen and discussed the implications of the new company. Indeed, it is a new entity that is truly worthy of respect and, for some, concern.

 

Goldilocks and the Three Bundles

As children, the concept of “free choice” is introduced to us quite early, in the form of the classic folk fairy tale “Goldilocks and the Three Bears.” Yet, the simplicity of those “big,” “medium” and “small” choices belies the complexity behind the video viewing pastime enjoyed by most Americans 5-6 hours a day, 365 days a year.

 

More Content, More Content, More Content!

The Carmel Group’s most recent across-the-industry study looks at where the video industry is headed in the next 3-5-to-7-year time span, focused almost entirely on the content side of the business.* We asked questions of 30+ key C-Level executives representing a macro cross-section of the federal government, trade groups, telecom law firms, content originators, content distributors, content infrastructure providers (e.g., Content Distribution Networks (CDNs) and hardware providers), TV media, “new media” and “old media” stalwarts, a