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Kagan: Telecom, wireless, pay TV, Wi-Fi preparing for sweeping changes

Over time, as I have consulted with CEOs, CMOs and senior executives of many communications companies, I have learned as much from them, as I have shared with them. Something different is happening now. Recently, these requests for briefings and consulting have accelerated. Why?...

Kagan: How TiVo is focused on growth in streaming TV services

TiVo contacted me to speak at their upcoming Pay TV Executive Summit. They wanted me to discuss the reemergence of Video over Broadband, and if done well, how it would help operators grow their business. While this is important, it is only one slice...

AT&T reportedly in talks to sell stake in its legacy TV, satellite businesses

AT&T is considering the sale of a "significant minority stake" in its DirecTV, AT&T Now (formerly DirecTV Now) and U-verse television operations, according to CNBC. The outlet, which cited anonymous sources familiar with the matter, said that the deal would value DirecTV at about...

Kagan: AT&T TV launches with Google Assistant changing pay TV

AT&T just launched their new AT&T TV service. I’ve been using this service and am very impressed. This ups the game for every competitor. We are in the early days of a massive transformation in the world of pay TV. This is pay TV...

Kagan: Xfinity Mobile is growing but not a threat to wireless

A few years ago, the cable television competitors like Comcast Xfinity Mobile, Charter Spectrum Mobile and Altice Mobile said they would re-enter the wireless space. The question was, would they be successful and disrupt the wireless industry or just be another player? After two...

Kagan: How 5G wireless change wave will impact every industry

If you look for events that will kick an industry into high-gear for growth, look no further than the wireless industry, which is primed with 5G, AI, IoT and other new areas. This is important to understand whether you are in management, a worker,...

Kagan: Creating sticky bundle is key to maintaining customer base

Innovation, new competitors and a changing industry are both a threat and an opportunity. Something I call the “sticky-bundle” is helping existing companies hang onto and stabilize their customer base as their industry transforms around them. Let me explain how and why the sticky-bundle...

Kagan: AT&T WarnerMedia launching streaming service in 2019

You’ve heard the term, change or die, right? Well, AT&T is moving quickly with their Time Warner acquisition. First, they renamed it WarnerMedia. Next, they are planning to launch a brand-new streaming TV service in 2019. This will let them not only remain competitive...

Kagan: 5G wireless pay TV will challenge cable TV

5G wireless network speeds will bring us more than just fast wireless service. It will transform other industries we use as well. Let’s take a closer look at how 5G wireless will transform the pay TV industry in the very near future. Currently, cable TV...

Kagan: Charter Spectrum Mobile preparing to launch

Charter is getting ready to enter the world of wireless. They just selected Danny Bowman to lead their wireless efforts in what is expected to be called Spectrum Mobile. Bowman has wireless background with Sprint. Let’s take a look at how the wireless and...

Kagan: 2018 NAB shows cable expanding into wireless

Wireless will be hot during this year’s 2018 National Association of Broadcasters show is being held in Las Vegas this week. In years past, this show has been filled with all the new bells and whistles the television industry wanted to roll out. I...

Kagan: What the future looks like for T-Mobile US

Six years ago, T-Mobile US was crashing and burning. It was the worst performer in all of wireless. In order to survive, they needed the right kind of new leadership with big ideas. So, they hired John Legere as CEO. He studied the wireless...

AT&T vs. DoJ: Time Warner merger trial arguments start today

Federal attorneys say combined AT&T and Time Warner will hurt competition, consumers Opening arguments were set to begin this morning after a one-day weather delay in the U.S. Department of Justice's bid to block AT&T's proposed $85 billion acquisition of Time Warner. Attorneys for the...

Kagan: Will T-Mobile US succeed with pay TV?

Just a few short years ago, T-Mobile US was crashing and burning. Then they brought in new CEO John Legere and he breathed life back into the tired lungs. His “Un-carrier” strategy seems to be working. The company has been growing thanks to his...

T-Mobile US moving into pay TV arena

New T-Mobile US service built on acquisition of Layer3 TV In an increasingly consolidated wireless/pay TV marketplace, T-Mobile US is throwing its hat into the ring with the Wednesday announcement that it will acquire Denver-based Layer3 TV, and, in 2018, offer up a combined mobile/home...

Kagan: Wireless, meet Comcast, Charter and cable TV

The wireless industry continues to transform itself. This is an exciting time in the pay TV industry with cable television companies like Comcast and Charter re-entering the wireless space. If you recall, this has been tried once before several years ago and failed miserably....

Kagan: Update on Charter wireless strategy

Last week, at this year’s MWC Americas wireless conference, Charter updated us on their wireless strategy for their entry next year. If successful, wireless could play an important role in helping the company evolve to the next level. They face many of the same...

Kagan: Should Altice acquire Charter or Sprint?

It looks like Altice may become one of the more aggressive growth-oriented pay TV providers. If so, would they be more interested in acquiring Charter to expand their cable television business or Sprint to offer wireless? To tell you the truth, I think the...

Ericsson making big moves in TV space, including Google partnership

As the company faces shareholder pressure and searches for a new CEO, Ericsson of late has made a number of major moves to bolster its growing pay-TV business line. Last week, the Swedish telecom giant announced a deal with Google to integrate Ericsson's MediaFirst TV...

Telefónica reportedly interested in AT&T LatAm pay-TV assets

Telefónica reportedly joined a number of potential suitors for AT&T’s Latin American pay-TV assets. According to a Reuters report, the deal could be worth $10 billion. Telefónica is the largest telco in Latin America, but lacks significant holdings in the pay-TV market. As part of...