Providing market intelligence for more than 35 years

In The News

Should AT&T listen to activist investor or stay the course?

HBO Max has become the bellwether that investors are watching to see whether AT&T can execute its entertainment vision.

“Out of all their financials, it’s just a small part of AT&T,” said Brett Sappington, senior research director for entertainment at Addison-based market research company Parks Associates. “It seems to be the tail wagging the rest of the AT&T dog at the moment.”

Elliott has criticized the slow rollout of the streaming service. It also noted how AT&T has shifted from a three-tiered offering focused on Warner Bros. to a single one centered around HBO.
AT&T will face other hurdles, Sappington said. The subscription-based HBO Max will be pricier than competitors. To keep customers from canceling, AT&T will have to have other breakouts that follow in the footsteps of The Sopranos and Game of Thrones, along with a steady stream of popular TV shows and movies.

From the article "Should AT&T listen to activist investor or stay the course?" by Melissa Repko.

Previously In The News

Amazon to Open New Front in Streaming Wars

It would also open another front in a competitive streaming platform battle that pits Amazon's Fire TV against Roku Inc. , Google (Nasdaq: GOOG)'s Android TV and Apple TV (tvOS), as well as smart TV-f...

Pirates Poised to Pluck More From Pay-TV, OTT

"Piracy is a complex issue that cannot be addressed with a single solution or by targeting a single use case," said Brett Sappington, senior research director and principal analyst at Parks Associates...

Disney+ Could Blow Away Subscriber Forecasts

Brett Sappington, senior director of research at Parks Associates, agrees that Disney+ has the best shot at being wildly successful, and that securing fewer than 23 million Disney+ subs globally by 20...

TV antennas are making a comeback in the age of digital streaming

Billy Nayden, an analyst for the research firm Parks Associates, said the TV antenna resurgence is a byproduct of consumers feeling overwhelmed by the many viewing platforms available. Some are even s...