AT&T lost nearly a million video subs in Q2. We explain what happened, the company’s new three-tier video strategy, and why DirecTV Now isn’t part of it.
Chapter 1: AT&T Q2 2019 video results (1:00)
From a video perspective, AT&T’s second-quarter results were a disaster. The company has lost so many premium TV customers that revenue decreased by a whopping $1 billion compared to Q2 2018.
Chapter 2: The three-tier future of video at AT&T (4:40)
AT&T has a plan to fix its flagging video fortunes. It will circle the wagon around three services: DirecTV, AT&T TV, and HBO Max.
Chapter 3: Why AT&T TV needs a dongle (8:40)
The company says that customers will need an HDMI dongle to watch AT&T TV. The requirement seems unnecessary with so many cheap TV connected devices around. I explain why the dongle might still be needed.
Chapter 4: Why DirecTV Now doesn’t fit in (17:00)
There just doesn’t seem to be room for DirecTV Now, AT&T’s entry into the vMVPD market. Will the company keep it around?
Chapter 5: Is the vMVPD category fading (19:50)
With DirecTV Now losing subs and Sling TV’s growth slowing, is the whole vMPVD sector already over-the-hill?