Thread regarding AT&T layoffs

If only we could find a way to spend 4 Billion to NOT sell it. That’s the ticket.

To be honest, I don’t think T has any intention of selling DTV. I think they are strategically reporting this “consideration” to bury negative search results when someone types “AT&T DirecTV” in the google.

Now the first thing someone would see is “AT&T considering selling DirecTV” instead of “ Lawsuit filed against AT&T for faking DirecTV now accounts”.

Make sense?

Randy HAS to sell this dog. Don't tell me about the cash that it generates. What BS. It never should have been acquired to been with. Whatever. This is about going forward. It has no long term value. Sale it for a loss, and take the write off. Randy is a stupid bookkeeper. He at least understands about the accounting side of the business, if nothing else. I want to stock price to go up. The sale of this asset will, long term, contribute to rise of the stock price, if the clown that is Stephenson, can keep from shooting himself in the foot, once again.

DTV still generates over $5billion in revenue annually even after the last of the course cutting.
DTV and Dish’s systems are not compatible with each other.
You cannot just move spacecraft around and cover the same geographic terrestrial locations.

The more you know the less the idea of selling off DTV makes sense.

They always can find a buyer at the right price ... that would be about a fraction of what ATT shelled out (@15B tops compared to the 60B they paid). It is not easy to integrate the entire DirectTV subscriber population with another satellite provider and it makes no sense as the STBs/dishes are mutually exclusive .... when I was there and heard about the acquisition in 2014-15, I tried my best to feed the management layers about the futility of that acquisition with stats and numbers through channels available to me ( meetings, TIP etc). Who gives a hoot to a worker bee??

My guess is that Dish (3-5 sats?) and Direct TV ( 10? satellites) have a lot of duplication and they can together make money if they merge and relocate some of their satellite fleet to other orbitals longitudes to serve other markets. Example expand their coverage to EMEAA ( Europe, Mid East, Asia Africa) programming. This could expand the range of programming and provide scope for dubbing foreign channels to suit the American market and vice versa.

Directv is part of Randalls business diversity strategy. I don't think they would find anyone who would want to buy it anyway.

Short term gain, long term loss....

The plan was ALWAYS to sell DIrectTV. That’s why they inflated the numbers. They just needed the patents and architecture for the set top box delivery. Or so they thought... now the secret of inflating the numbers is out and no one will buy a distressed asset now. Great job Randall. You’ve created another T-Mobile situation.

spinoff with royalties

Not going to happen. They’re just stalling and entertaining the activist shareholder because they have to appear they are at least listening and weighing all options.

The reality is att now NEEDS the cash flow directv generates to help pay off the debt. Also, who’s going to buy ? Almost no one will be interested in a dying satellite business except dish and that won’t be allowed by regulators. Let’s say Dish could buy it and wants to....directv is lucky to fetch 20 billion dollars these days. So, it’s a nice idea that will never see action.