• VideoNuze Podcast #345: At $35 Per Month, Is DirecTV Now Going to Disrupt the Pay-TV Industry?

    I'm pleased to present the 345th edition of the VideoNuze podcast with my weekly partner Colin Dixon of nScreenMedia.

    What a week it’s been. Google Fiber’s expansion being put on hold. Vessel sold off just for its technology to Verizon. Twitter planning to close Vine. And yet, none of those are the big story of the week for today’s podcast.

    Rather, we dig into the news that DirecTV Now will be priced at just $35/month, a level which virtually guarantees it will be a money-loser from day 1 for AT&T. Worse, it runs the risk of cannibalizing high-margin existing pay-TV subscribers from both DirecTV and other pay-TV operators. We don’t know yet which “100+ premium” channels will be in DirecTV Now, but if they include most of what people are currently paying 2-3 times as much for per month, it could be very disruptive.

    More broadly we discuss AT&T’s pay-TV strategy, the DirecTV acquisition last year and now the pending Time Warner deal. All of it is a real head-scratcher for me.

    Listen in to learn more!
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