One Touch Intelligence

It’s difficult to fully predict how the planned sports joint venture of The Walt Disney Company, Fox Corporation, and Warner Bros. Discovery will shift the already tumultuous sands that surround sports rights. Not only might the Department of Justice ultimately block or erect draconian guardrails around the deal, but rival virtual MVPD Fubo – whose sports-centric strategy seems eerily similar to that of the JV – has already filed a lawsuit to block the venture. #sportsrights #sports https://lnkd.in/g3r7r3J5

Verizon's new brand refresh emphasizes bold, bright colors and the launch #myHome to marry broadband with a slew of entertainment and connected home offerings. But will myHome be enough to significantly boost #subscriptionnumbers and #ARPU? https://lnkd.in/g6vYa2Rr

The National Advertising Division (NAD) ad watchdog group has asked T-Mobile to discontinue or clarify its "Price Lock" claim in which customers really just get their last month of service free if they cancel following a price hike. AT&T had complained the language was misleading while T-Mobile says it never guaranteed prices would never change. Just another day in the highly competitive #mobile business. #pricelock https://lnkd.in/gpYD2WEX

VIZIO's Inscape unit surveyed 23 million of its #smartTVs and found that 58% now exclusively stream content with no traditional cable, satellite, or over-the-air viewing at all. That's up 12 points in only two years and suggests that the shortest distance to the viewer - ie, the smart TV screen - will only continue to grow in importance. https://lnkd.in/g7gwgygx

The race to become the first mobile carrier to launch #satellitetocellular connectivity continues to heat up, especially now that AT&T has signed a commercial deal with AST SpaceMobile. But Elon Musk's SpaceX is still in the game, with an assist from T-Mobile. https://lnkd.in/eTy96dsM

The Walt Disney Company posted some positive numbers this month, including a $47 million net profit on the DTC entertainment side, but its #streamingbundle announcement with Warner Bros. Discovery's Max also turned heads. Expect streaming rivals to forge closer marketing relationships as everyone looks to reduce subscriber churn. https://lnkd.in/g2BMTdFQ

As telecom M&A intersects with a growing number of #fiberdeployments, privately held Windstream and publicly traded Uniti Fiber are coming back together with a focus on Tier 2 and 3 fiber markets. It's all part of an effort to create a more influential nationwide player. https://lnkd.in/gsJGXJws

With some analysts still predicting eventual capacity problems for #fixedwireless, T-Mobile has implemented a soft #datacap to slow speeds for heavy users if the need arises as a precautionary move. Is it an opportunity for competitors? https://lnkd.in/gYVyNSqq