I’m pleased to present the 476th edition of the VideoNuze podcast, with my weekly partner Colin Dixon of nScreenMedia.
AT&T had a tough Q2 in video, with a losses of 778K traditional subscribers (DirecTV plus U-verse) and 168K DirecTV Now subscribers. In today’s podcast we discuss AT&T’s road forward from here in video which rests on 3 pillars: traditional DirecTV and AT&T TV and HBO Max, neither of which has launched yet. In the podcast we discuss the pros and cons of each and what impact they’ll likely have in the market.
In short, AT&T has lots of strong video assets but it’s not quite clear how the puzzle pieces will be put together to create competitive differentiation. What is certain though is that with loss of nearly a million video subscribers in Q2 and a huge debt load to reduce, there is significant urgency for AT&T to figure it all out.
Listen in to learn more!
Click here to listen to the podcast (22 minutes, 58 seconds)