AT&T Buys Lumen’s Consumer Fiber Business

[Bruce]

Lumen is Century Link's Quantum Fiber, who laid all the fiber in my subdivision early last year, finally ( after many delays) have a install in July scheduled, now, not so sure, not a fan of AT&T at all, they seem to have a habit of destroying any business they acquire.

https://finance.yahoo.com/news/t-buys-lumen-consumer-fiber-204215675.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJbl83uOExxGeZxY-T9nIBXkeWkgA3WoiX48Y-AQda9R4kwGT71GhEMnpyhv6ZikRCcyCQxgqv0kM55RdArnHDKP7QGcFCN52YF5Yhgq8oN__ye33I_pPxdETNpzfdQQdcRKSGvR08EK1Z4UYd5gOMgLqrg6zev4_PeEhIhInlLT

 

[Juan]

Lumen is Century Link's Quantum Fiber, who laid all the fiber in my subdivision early last year, finally ( after many delays) have a install in July scheduled, now, not so sure, not a fan of AT&T at all, they seem to have a habit of destroying any business they acquire.

https://finance.yahoo.com/news/t-buys-lumen-consumer-fiber-204215675.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJbl83uOExxGeZxY-T9nIBXkeWkgA3WoiX48Y-AQda9R4kwGT71GhEMnpyhv6ZikRCcyCQxgqv0kM55RdArnHDKP7QGcFCN52YF5Yhgq8oN__ye33I_pPxdETNpzfdQQdcRKSGvR08EK1Z4UYd5gOMgLqrg6zev4_PeEhIhInlLT

Att didn't destroy directv...the market collapsed...Buying fiber is a great move for ATT..its their core business

 

[harshness]

Att didn't destroy directv...the market collapsed.

AT&T certainly put their stink on DIRECTV if they didn't begin the end.

The "market" didn't materially collapse until after AT&T bugged out.

 

[Bruce]

Att didn't destroy directv...the market collapsed...Buying fiber is a great move for ATT..its their core business

But AT&T did not adapt to that changing market, kept running it as business is the same, until it was too late.

 

[navychop]

As much as I dislike AT&T, I don't know what much different they could have done.

But then, I'm not a paid expert in such things. I wonder if they consulted such.

 

[b4pjoe]

AT&T bought Time Warner and DIRECTV for a combined $133.9 billion dollars with they idea they were going to take over the media and entertainment world. Oops...

 

[Bruce]

As much as I dislike AT&T, I don't know what much different they could have done.

But then, I'm not a paid expert in such things. I wonder if they consulted such.

I did not post they could have saved it, just they did not try, or adapt to the changing market, as Charter and Comcast ( to a lesser extent) did.

Strange, now that it is out of AT&T control, they are adapting, plans that started when TPG took control, are starting to pay off.

While I have heard the Satellite part of the company is still losing more subscribers then before, the streaming side, especially the genre packs, are really picking up.

Dish is an another company that needs to start adapting….fast, their new marketing campaign is just plain idiotic, basically saying we are the same company we were yesterday, while DirecTV is turning towards streaming and providing more options with less expensive pricing, is the dumbest idea I have read, especially from a company on pace to lose, at least, 1.2 Million subscribers this year.

 

[harshness]

As much as I dislike AT&T, I don't know what much different they could have done.

It may have been a helpful if they had taken a different approach to NFLST. Assuming they could coat-tail on someone else's deal wasn't well-reasoned. That said, DIRECTV's tardy arrival into streaming didn't make them a particularly good candidate.

Trying to shoehorn DIRECTV accounts into the master AT&T's system should have gone much better than it did.

I can see where striking a deal with CenturyLink, even as a subcontractor, may raise some eyebrows.

 

[harshness]

While I have heard the Satellite part of the company is still losing more subscribers then before, the streaming side, especially the genre packs, are really picking up.

While the Genre Packs may or may not create a surge in interest (is there evidence to suggest that they are indeed popular?), they're surely harpooning the ARPU statistic. There's more to the bottom line than reducing net customer losses.

I think there's a good case to be made that as much as the Genre Packs are doing to buoy the numbers, too much of it may be coming at the cost of higher-dollar Signature Package subscriptions.

 

[Bruce]

While the Genre Packs may or may not create a surge in interest (is there evidence to suggest that they are indeed popular?), they're surely harpooning the ARPU statistic. There's more to the bottom line than reducing net customer losses.

I think there's a good case to be made that as much as the Genre Packs are doing to buoy the numbers, too much of it may be coming at the cost of higher-dollar Signature Package subscriptions.

Again, never wrote the Gerne Packs will be successful or profitable enough, just that DirecTV is trying, outside the influence of AT&T, instead of being stagnant.

What is Dish doing to extend the life of their TV companies, seems like the same old marketing plans, offer a discounted price for a couple of months, then it drastically goes up, while saying, DirecTV is just the worse because it is now offering a streaming option, without providing any type of context to explain why.

 

[harshness]

Again, never wrote the Gerne Packs will be successful or profitable enough,

This doesn't jibe with your assertion that DIRECTV streaming subscriptions "are really picking up" due to the Genre Packs.

Why do so many of your posts include the phrase "never wrote"?

 

[ncted]

Lumen is Century Link's Quantum Fiber, who laid all the fiber in my subdivision early last year, finally ( after many delays) have a install in July scheduled, now, not so sure, not a fan of AT&T at all, they seem to have a habit of destroying any business they acquire.

https://finance.yahoo.com/news/t-buys-lumen-consumer-fiber-204215675.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJbl83uOExxGeZxY-T9nIBXkeWkgA3WoiX48Y-AQda9R4kwGT71GhEMnpyhv6ZikRCcyCQxgqv0kM55RdArnHDKP7QGcFCN52YF5Yhgq8oN__ye33I_pPxdETNpzfdQQdcRKSGvR08EK1Z4UYd5gOMgLqrg6zev4_PeEhIhInlLT

AT&T's Fiber business is the bright spot in their otherwise lackluster business portfolio. That said, they have had a number of price increases in the past two years and changed the autopay discount to favor debit cards. Their CTO also has discussed switching to metered billing, but nothing has changed so far. The price increases, the potential for data caps or metered billing, and the clumsy handling of the big data breach led me to switch to Google Fiber as soon as I could. The actual Fiber Internet service was top notch however.

 

[navychop]

I wonder if Echostar et al has something planned. But if they don't announce until next Spring - Day Late, Dollar Short.

 

[Bruce]

I wonder if Echostar et al has something planned. But if they don't announce until next Spring - Day Late, Dollar Short.

More like should of been done in 2022/23.

Now, T-Mobile, AT&T and Verizon have too much of a head start in the consumer 5G market.

The only way Dish could hope to gain customers, would be a massive price war, but the big three would just fight back with their own pricing.

Dish could not really afford a pricing battle, has too much debt coming due soon.