The 14 largest service providers added more than 190,000 broadband customers in the second quarter, the smallest add for a quarter in the past 15 years.
Cable operators – led by Charter and Comcast -- added 553,293 new subscribers while telcos saw their market share slip, losing 360,783 subs, with AT&T (down 123,000) being the biggest loser.
The 17 largest cable and telephone providers in the U.S. – representing about 94% of the market – added more than 3.1 million high-speed Internet subscribers in 2015, the most in a single year since 2010, when they added 3.4 million. The increase was just slightly more than a year ago, when operators added 3 million broadband subscribers.
AT&T says it’s planning to offer programmatic advertising for AT&T U-verse TV and DirecTV subscribers, enabling brands to buy linear TV ads on cable networks the two services carry.
The operator is targeting Q3 for deployment after beta testing with a handful of brands. At the end of the testing, it will offer select advertisers the opportunity to use a private marketplace to buy ads, using ad tech from Videology.
Score one (a very big one) for AT&T, which this announced it will be launching a trio of streaming services to both mobile and fixed broadband consumers featuring DirecTV content bundles.
The move, which is slated to begin by the fourth quarter, allows AT&T to “deliver content in the way the customer wants to consume it,” said John Stankey, CEO of AT&T Entertainment Group.
After nine years of pay-TV subscriber losses, Time Warner Cable today said it had added 32,000 pay-TV subs, a preview of what CEO Rob Marcus called a “stellar” 2015.
The operator also added one million broadband subscribers and more than one million voice customers over the past 12 months.
The news came in advance of the company’s scheduled Jan. 28 Q4 earnings release.
Suddenly, the little engine that could just can’t as subscriber growth for IPTV providers – the lone bright star in the pay-TV constellation – has followed cable and satellite subscriber numbers off the track.
This time, it’s not about the economy, not about intra-provider churn, and it can’t be attributed to the “myth” of cord cutting. It’s about consumer choice and an increasing adoption of SVOD and OTT services.
Some Uber passengers will be able to watch live college football games during their rides as part of a four-city trial between the startup transportation company and AT&T.
During the limited trial, reports Reuters, AT&T will connect 10 Chevrolet Tahoes with its 4G LTE wireless network and, using AT&T’s U-verse app, will livestream games to tablets in the back of headrests, provide wireless headsets and phone chargers.
Looking to avoid the animus that often accompanies content deals in the pay-TV industry, AT&T has signed a new long-term distribution deal with Viacom, to continue providing Viacom's media networks to both AT&T's U-verse TV and DIRECTV's national subscriber base.
AT&T wasted no time in declaring itself king of the pay-TV mountain, pointing out that it got “the best” multi-platform deal in the industry.
AT&T is offering consumers its first new deal since acquiring DirecTV, a $200-a-month combo of HD programming on up to four TVs, unlimited talk and text on four smartphones and 10 gigabytes of wireless data that can be shared.
AT&T says the deal will save the average customer who takes the bundle about $600 a year when it becomes available Aug. 10.
The second quarter is shaping up to be a dismal one for pay-TV operators who routinely see seasonal declines in their subscriber numbers as customers trim or disconnect from the services as spring moves into summer, or simply churn for better pricing.
But this quarter appears to be unique.
Will the AT&T-DirecTV merger meet the same fate as Comcast and Time Warner Cable?
If Netflix has its way it will.
Netflix is pushing for the Federal Communications Commission to reject the $48 billion merger between the telco and satellite TV company saying a union could create the “largest ISP in the country as well" as becoming the biggest MVPD.
A couple of swings and misses for AT&T today after the telco reported Q3 EPS and revenue that missed expectations.
On the bright side, the company saw big gains in subscribers for both U-verse TV and U-verse Internet.
Earnings per share were 63 cents, missing Wall Street’s consensus estimate by a penny and down 3 cents from a year ago. Revenue came in at $33 billion, missing forecasts by $240 million, but up 2.5% Y/Y.