Is At&t actually going to be able to afford the capital expenditure investments in the network to actually deliver the content that they now own? I mean, where the hell is the investment in the physical network to deliver it?
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Netflix spends $8 Billion a year on content creation with estimates of up to $13 Billion this year. Disney, Apple and NBC have very deep pockets reserved for content creation. We? We have to take on even more debt to hopefully create content beyond the promised reruns of Friends.
And then what? Tell folks to buy our magic box and plug it to their Internet and pay us money for 20 hours of DVR storage and only 2 TVs on at a time? My clients with 15, 20, 25 receivers and 3 TBytes of external storage on their Genies are going to love this.
If we spent half of what it cost us to buy DTV on upgrading our FTTP network, we would have 1000 MB service available to substantially all in-region customers. Internet is higher ROI than being an MPVD will ever be. Think about it: we could have had great internet service and money to spare on upgrading the mobility network to 5G, with OTT services replacing U-verse over time. The DTV purchase was a disaster ... it saddled the company with yet another huge declining asset.
The question is how it will be funded; cash from operations or more debt.
SDN doesn’t solve the problem of end of life transport equipment.
All, the magic of SDN will provide all that cost savings. That magical white box is the solution to all their problems. Lol.
5g is not the whole network. They can put all the 5g in they want if it doesn’t have a solid transport network it means nothing
For several years now they have let rot the network that carries the data that generates virtually all of their income. Letting contracts expire, equipment is not supported by venders, replacement parts are bought “refurbished” through 3rd party suppliers, on-site personnel are cut to the bone, and replacement parts are always on back order and not available for weeks if not more. It’s like they are seething over the newest decal on the race car while they couldn’t care less that the tires are bald.
For several years now they have let rot the network that carries the data that generates virtually all of their income. Letting contracts expire, equipment is not supported by venders, replacement parts are bought “refurbished” through 3rd party suppliers, on-site personnel are cut to the bone, and replacement parts are always on back order and not available for weeks if not more. It’s like they are seething over the newest decal on the race car while they couldn’t care less that the tires are bald.
You mean 5g? They are spending capital on that.