Wednesday, January 28, 2015

AT&T Revenue Contributors Will Change Significantly After DirecTV, Iuacell, Nextel Mexico Acquisitions

AT&T’s proposed acquistions of DirecTV, Iusacell and Nextel Mexico would have a material impact on revenue segments, dramatically boosting video entertainment and broadband segment revenues and business customer revenues, while dramatically reducing exposure to consumer wireless services.


If you think the U.S. mobile marketing war is about to become even more intense, with Google’s entry into the business, the revenue contributor changes might be a very good thing for AT&T.

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"GPU as a Service" will be a Business, but Probably Not for Telcos

Some things are predictable. A computing-related trend promising new use cases and business models arises. And even if it is not a core comp...