Apple, Google YouTube, Netflix, NBC Hulu, Disney, and Warner Media. $100B to enter a saturated competitive space. Seems like the money could have been spent better becoming the best dumb pipe in the business and collect the traffic tolls. What exactly is the strategy?
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Nobody takes T's streaming service plan seriously. Any time people talk about streaming services, it's Netflix, Hulu, Amazon and disney.
T got into this late with no plan on how to run this kind of business, it'll always be a c-list service.
And we mustn't forget AMC.
This is easy.
The ONE truly competitive market where AT&T has competition to contend with at all is the Wireless Market. Where does AT&T rank in this market ? THIRD PLACE.
They COULD do much better, they simply choose not to invest in the infrastructure required to expand their coverage beyond the very cherry picked high density metro areas. My town has a population of roughly 20k and when I go outside with my phone, I -MIGHT- have a bar of service. . . . maybe.
This should tell you all you need to know about how well AT&T operates in competitive markets. They don't. They don't because the leadership we have is old school and used to operating within a monopoly or near-monopoly closed market.
Seen anything innovative, ground-breaking or awe-inspiring come out of AT&T lately ? Yeah, me either.
Until the leadership changes their attitude ( or we simply change out the leadership ) AT&T will continue to be a follower instead of a leader.
What exactly is the strategy?
Do both you j@ckass!
The strategy is to offer a competitive product at a $135 price point. You know, one that will compete with the established products that are under $20. Yup. Genius.
3 Years to make the acquisition. These guys couldn't figure out their one moat in this digital world was the network. Always skating to where the puck was and not where it is going. By the time they get their arms around all the Warner content it's value will be eroded due to all the saturation out there from the major media outlets. The one digital content moat they had was HBO and Stankey taking a wrecking ball to it. Apparently he thinks everyone wants more and more chocolate and vanilla.
Yep.