T : Analysis & Opinions

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  1. Samsung Is Making Galaxy Note 7 Phones Unusable Next Week

    December 9, 2016
    You should have returned it like they said.
  2. Short Infrastructure Spending, Long Tax Reform

    December 8, 2016
    The infrastructure play is overbought, but the tax cut play looks attractive: BAML.
  3. AT&T-Time Warner CEOs Face 2nd Day of Hearings

    December 8, 2016
    The CEOs faced more grilling Wednesday as the Senate looking into their merger.
  4. AT&T CEO: TWX Deal Meant to Counter Cable (T, TWX)

    December 7, 2016
    AT&T CEO Randall Stephenson argued in a senate hearing the Time Warner deal is designed to counter cable companies dominance. ...
  5. AT&T Launches 5G Trial for Business Market (T)

    December 6, 2016
    AT&T launched what it is calling a first of its kind 5G trial in the business market.
  6. AT&T CEO: DirecTV Now Exceeds Expectations (T)

    December 6, 2016
    AT&T CEO said DirecTV Now is already exceeding expectations less than a week after it rolled out.
  7. CBS Implies It Will Come to DirecTV Now (T, CBS)

    December 6, 2016
    AT&T's DirecTV Now Launched Without CBS but CBS CEO Leslie Moonves implies it will join the service.
  8. FCC Has Concerns Over 'Zero Rating' (T, VZ)

    December 5, 2016
    AT&T and Verizon are in the sights of the FCC, with the agency demanding more information on their zero rating polices.
  9. Mark Cuban to Testify on AT&T-Time Warner (T, TWX)

    December 2, 2016
    Mark Cuban, the billionaire investor and owner of the Dallas Mavericks to testify on hearing about the AT&T/Time Warner deal. ...
  10. AT&T Execs Expect Trump OK of TWX Deal (T, TWX)

    December 2, 2016
    AT&T executives met with Trump's transition team and is confident its deal with Time Warner will gain regulatory approval, ...
  11. Will DirecTV Now Kill the Cable Box? (CMCSA, T)

    December 1, 2016
    AT&T's DirecTV Now may not be a cable TV killer that some have feared with the service lacking a few key features.
  12. Can AT&T's DirecTV Now Become a Bigger Threat Later? (T, CBS)

    December 1, 2016
    Without CBS, DirecTV Now has an uphill climb if it expects to achieve meaningful scale, despite the attractiveness of its ...
  13. Cheapest DirecTV Now Tier May Lose Money (T)

    November 30, 2016
    AT&T is expected to lose money on the lowest DirecTV Now package when it goes live later Wednesday.
  14. BET CEO Thinks Trump Will OK ATT-TWX Deal (T,TWX)

    November 29, 2016
    BET CEO Bob Johnson told TheStreet.com he think Trump will negotiate with AT&T and Time Warner over their deal.
  15. AT&T Unveils Details For DirecTV Now (T)

    November 29, 2016
    AT&T announced details of its long awaited DirecTV Now streaming content service including prices and packages.
  16. AT&T May Lose Money on DirecTV—and Not Care (T)

    November 25, 2016
    AT&T may end up losing money on DirecTV Now when it launches next week but it may not matter.
  17. AT&T to Launch DirecTV Now Without CBS (T)

    November 23, 2016
    AT&T is launching DirecTV Now with CBS as the last major holdout.
  18. AT&T-TWX Deal Aided By New Trump Aides (T, TWX)

    November 22, 2016
    Trump may have expressed opposition to the AT&T/Time Warner deal but his appointments to oversee the transition of the FCC ...
  19. AT&T Says It Isn’t Violating Net Neutrality (T)

    November 22, 2016
    AT&T argued in a letter to FCC that DirecTV Now does not violate net neutrality and is good for consumers.
  20. AT&T: DirecTV Now to Lauch Nov. 28 (T)

    November 21, 2016
    AT&T made it official announcing a launch date for DirecTV Now.
  21. FCC Backs Off Cable, Telecom Proposals (T, DISH)

    November 17, 2016
    FCC's outgoing Chief Tom Wheeler back off on his proposals to overhaul some of the telecom industry's practices.
  22. Study: AI Will Hurt Smartphones Sales (T, QCOM)

    November 16, 2016
    Smartphone sales are forecast to decline by 20% during the next ten years, which doesn't bode well for U.S. wireless carriers ...
  23. For Telecom CEOs, a Lot Hangs on Trump (T, S)

    November 15, 2016
    Telecom CEOs have to play nice now that Donald Trump won the presidency with mergers and regulations hanging in the balance. ...
  24. Analyst: DirecTV Now's Margins Makes Sense (T)

    November 14, 2016
    Deutsche Bank analyst Matthew Niknam said DirecTV Now's margins will be slim but from a ROI the service is a lot better financially. ...
  25. AT&T Joins Unlimited-Data Bandwagon (T)

    November 14, 2016
    Starting next year AT&T customers can stream content at a lower quality to save money on data.
  26. Gabelli Gives AT&T-TWX Deal a 70% Chance (T,TWX)

    November 11, 2016
    GAMCO's Mario Gabelli thinks the AT&T/Time Warner deals has a 70% chance of going through.
  27. FCC Slams AT&T Over Its DirecTV Now (T)

    November 11, 2016
    AT&T got another regulatory blow when the FCC sent it a letter expressing "serious concern" with its DirecTV Now streaming ...
  28. AT&T to Gain Unfair Advantage With Time Warner (T, TWX)

    November 11, 2016
    Several AT&T competitors have already complained about the company's tactics that exempt its own video services from affecting ...
  29. AT&T CFO Says He Can Work With Trump (T, TWX)

    November 10, 2016
    AT&T CFO John Stephens said Wednesday the telecom company is looking forward to working with president elect Donald Trump. ...
  30. Net Neutrality Could Wither Under Trump (DISH, CMCSA)

    November 10, 2016
    Now that Donald Trump has won the election concerns are rising that he could do away with net neutrality.
  31. AT&T-Time Warner Deal Imperiled By Trump (T,TWX)

    November 9, 2016
    AT&T and Time Warner shares were down in pre-market action over concerns Donald Trump will block the deal.
  32. Documents Leaked on AT&T’s DirecTV Now (T)

    November 8, 2016
    AT&T inadvertently leaked documents about its upcoming DirecTV Now, which showed CBS and Fox are on board.
  33. Samsung Tries New Strategy to Complete Galaxy Note7 Recall (SSNLF, ...

    November 8, 2016
    With nearly 300,000 faulty phones still in circulation in the United States, the embattled tech company plans to annoy customers ...
  34. AT&T's Margins May Suffer With DirecTV (T)

    November 7, 2016
    AT&T may appease regulators looking into its acquisition of Time Warner by pricing DirecTV Now at $35 a month, but it may ...
  35. Charter CEO Shrugs Off DirecTV Now (T, CHTR)

    November 4, 2016
    Charter Communications CEO says DirecTV Now won't be a full package of content.
  36. DOJ Sues DirecTV Over Dodgers Baseball (T)

    November 3, 2016
    AT&T and DirecTV are being sued by the Department of Justice over what it contends is illegal sharing of information when ...
  37. Report: Apple Not After Time Warner (AAPL, TWX)

    November 2, 2016
    Apple is not going to make a bid for Time Warner reported CNBC, citing people familiar with Apple's thinking.
  38. FBR: AT&T-TWX May Not Need FCC Review

    October 31, 2016
    AT&T and Time Warner are facing a long road ahead in terms of getting regulatory approval for their deal, but FBR doesn’t ...
  39. Can AT&T Fund Its $85.5B Time Warner Purchase? (T, TWX)

    October 31, 2016
    Although AT&T generates some $38 billion in operating cash flow, this still leaves it about $40 billion to $45 billion short ...
  40. Cable Veteran Leo Hindery Jr. Casts Doubt on AT&T/Time Warner ...

    October 28, 2016
    The former CEO of TCI and Liberty Media joins a growing group of skeptics who warn regulatory hurdles will doom the merger ...
  41. Senate Sets Hearing on AT&T-TW Deal (T, TWX)

    October 28, 2016
    AT&T and Time Warner to make its case to the senate in December when both CEOs appear at a Senate Judiciary Committee's antitrust ...
  42. Clinton Wants Scrutiny of AT&T-TW Deal (T, TWX)

    October 27, 2016
    AT&T and Time Warner would face close scrutiny under a Clinton Presidency.
  43. Funds Selling AT&T Merger News (T, TWX)

    October 26, 2016
    AT&T's ill-timed Time Warner merger announcement has triggered major institutional selling pressure.
  44. Prediction: AT&T-TWX Deal Will Go Through (T, TWX)

    October 26, 2016
    Investors may be worried AT&T's megabuy of Time Warner won't go through, but buy-side analysts aren't concerned.
  45. AT&T, Time Warner CEOs Defend Deal (T, TWX)

    October 26, 2016
    AT&T and Time Warner's CEOs laid out the case for their combination in a Wall Street Journal confab.
  46. AT&T's DirecTV Now Streaming Service Will Cost $35 Per Month ...

    October 26, 2016
    The telecom company's price point will be the cheapest in the online streaming television market.
  47. Netflix Will Not Oppose AT&T and Time Warner Merger (NFLX, T)

    October 26, 2016
    Netflix CEO Reed Hastings said he doesn't mind the merger as long as "HBO's bits and Netflix's bits" will be treated the ...
  48. T-Mobile CEO: We'll Beat AT&T in 5 Yrs. (TMUS, T)

    October 25, 2016
    T-Mobile CEO John Legere predicted his company will surpass AT&T in five years.
  49. Verizon CEO Sees 'Logic' of AT&T-TW Deal (T, TWX)

    October 25, 2016
    Verizon CEO Lowell McAdam says he sees the logic behind AT&T's buy of Time Warner.
  50. AT&T-Time Warner Deal Could Hurt Choice (T, TWX)

    October 24, 2016
    A combined AT&T and Time Warner may have a negative impact on consumers in the form of less choice and increased prices.
  51. AT&T On Deck For Possible Downgrade

    October 24, 2016
    AT&T has been penned for possible downgrade following its acquisition of Time Warner.
  52. AT&T, Time Warner Share a Top Inst. Investor (T, TWX)

    October 24, 2016
    AT&T and Time Warner may be in different industries but they share the same top institutional shareholders.
  53. AT&T Q3: TW Deal to Increase Debt Load (T, TWX)

    October 24, 2016
    In conjunction with its deal to buy Time Warner, AT&T announced third-quarter earnings. A byproduct of the deal: a lot more ...
  54. Verizon: Loser in AT&T-Time Warner Deal? (VZ, T)

    October 24, 2016
    The loser in the AT&-/Time Warner may end up being Verizon Communications because it won't have the media reach that a combined ...
  55. AT&T-TW Deal Already a Political Tussle (T, TWX)

    October 24, 2016
    AT&T's acquisition of Time Warner is already raising the ire of politicians, with some saying it should be blocked.
  56. Time Warner Inc. and AT&T Deal Betrays Apple's Content Ambitions ...

    October 24, 2016
    Apple was said to be "monitoring" the negotiations between AT&T and Time Warner Cable.
  57. AT&T, Time Warner Deal Follows Decades of Messy M&As

    October 23, 2016
    AT&T's acquisition of Time Warner was years in the making with the companies structures changing over decades of M&A.
  58. The Biggest Mergers & Acquisitions In The U.S.

    October 23, 2016
    M&A is a daily part of the American business world. They're based on the principle that "One plus one equals three," i.e. ...
  59. AT&T to Buy Time Warner for $85.4 Billion (T, TWX)

    October 22, 2016
    In one of the largest M&As ever, AT&T has reached a deal to buy Time Warner for $85.4 billion in cash and stock.
  60. Report: AT&T Buy of Time Warner Imminent (T, TWX)

    October 21, 2016
    AT&T and Time Warner could announce a deal as soon as this weekend.
  61. Report: AT&T, Time Warner in Talks (T, TWX)

    October 21, 2016
    AT&T and Time Warner are in talks about some form of an alliance.
  62. AT&T, Google Vie for Streaming Content (T, GOOG)

    October 20, 2016
    AT&T's DirecTV Now content service is going to see competition from the likes of Google.
  63. Top-Yielding S&P 500 Dividend Aristocrats

    October 19, 2016
    The top three S&P 500 dividend aristocrats with the highest forward dividend yield.
  64. AT&T Now Offers Roaming in Cuba (T)

    October 19, 2016
    AT&T is offering roaming services in Cuba, becoming the third U.S. wireless carrier to do so.
  65. Who Will Benefit Most From 2016 Political Advertising? (CHTR, ...

    October 17, 2016
    Using swing-state subscriber numbers and the 2012 cycle as a guide, a couple of firms emerge as likely beneficiaries from ...
  66. Report: AT&T Gearing Up Its Music Business (T)

    October 17, 2016
    AT&T gearing up to get more into the music business either via partnerships or buys.
  67. Report: Carriers Profit Big From Data Overages (T, VZ)

    October 13, 2016
    AT&T and Verizon are making money offer of customers data outages, according to a new report from NerdWallet.
  68. Samsung Kills the Galaxy Note 7 (T, VZ)

    October 11, 2016
    Its official, Samsung is ending production of the fire-hazard Galaxy Note 7, leaving the U.S. wireless carriers with one ...
  69. Samsung Stops Galaxy Note 7 Production

    October 11, 2016
    The Korean company is in the eye of a storm once again after new reports of replacement Galaxy Note 7 phones overheating ...
  70. DirecT Now's Success Could Hinge on Pricing (T)

    October 10, 2016
    The success of AT&T's DirecTV Now streaming video service could hinge on its pricing.
  71. AT&T Halts Sales of Galaxy Note 7 Replacement (T)

    October 10, 2016
    AT&T stops selling replacement Samsung Galaxy Note 7 smartphones amid fresh reports the replacement devices are catching ...
  72. Verizon to Offer Data Plans for Drones (VZ, T)

    October 7, 2016
    Verizon is gearing up to sell data plans for drones.
  73. AT&T Joins Amazon in Cloud Partnership (T, AMZN)

    October 6, 2016
    The U.S. telecommunications conglomerate will link its private network service with AWS shortly after securing another cloud ...
  74. AT&T Selling Internet of Things Data Plans (T)

    October 6, 2016
    AT&T will start selling data plans for developers of Internet of Things devices.
  75. AT&T on Media Property Buying Spree (T)

    October 5, 2016
    AT&T is gearing up to embark on a strategy in which it will make buys of media companies over the next three to five years. ...
  76. DirecTV Inks Deals With Taylor Swift, Viacom (T, VIA)

    October 4, 2016
    AT&T has inked a multiyear contract with Taylor Swift and announced Viacom will carry its networks on DirecTV Now.
  77. AT&T Offers Mexico Discount Plans (T)

    October 4, 2016
    AT&T isn't only being aggressive in the U.S., its offering cut-rate plans in Mexico in an attempt to eat away at the incumbents' ...
  78. AT&T Fades as Potential Twitter Buyer (T, TWTR)

    October 3, 2016
    Twitter is still in play, but AT&T is no longer looking like that much of a viable suitor.
  79. AT&T to End Internet Preferences Program (T)

    September 30, 2016
    AT&T is gearing up to get rid of Internet Preferences, a program that serves up ads based on customers web-browsing habits. ...
  80. Barclays Ponders AT&T-Time Warner Deal (T, TWX)

    September 30, 2016
    Barclays looked at whether a deal between Time Warner and AT&T would make sense.
  81. FCC Postpones Vote on Set-Top Box Rules (T, CMCSA)

    September 29, 2016
    The FCC's set-top-box proposal has been delayed, but the three Democrats on the panel still support it.
  82. Fierce Competition Could Weigh on AT&T (T)

    September 29, 2016
    Fierce competition in the handset market and costs associated with the DirecTV Now roll out were two of the reasons UBS downgraded ...
  83. Communications Giants Slumping Despite iPhone Hype (AAPL, VZ)

    September 29, 2016
    AT&T and Verizon have failed to rally in reaction to iPhone 7 sales euphoria, raising doubts about the smartphone's long-term ...
  84. FCC’s Set-Top Box Plan Comes to a Vote (T, CMCSA)

    September 29, 2016
    The FCC will vote later Thursday on a plan to limit control of the cable companies when it comes to set-top-boxes.
  85. Report: AT&T to Make DirecTV Its Main Platform (T)

    September 27, 2016
    AT&T is gearing up to make DirecTV Now its main platform in the next three to five years.
  86. Yahoo Data Breach May Impact AT&T (T, YHOO)

    September 27, 2016
    Verizon may not be the only telecom company to feel the impact from the Yahoo breach. AT&T could also be at risk.
  87. AT&T Eyes Argentina Amid Telecom Reform (T)

    September 26, 2016
    Telecom reform is coming to Argentina and AT&T is one of the companies eyeing the market.
  88. Comcast Chided for DirecTV Attack Ads (CMCSA, T)

    September 23, 2016
    Comcast got a scolding from the National Advertising Division over two ads that take direct aim at DirecTV.
  89. AT&T to Launch DirecTV Now Streaming Service (T)

    September 22, 2016
    AT&T is gearing up to launch a streaming video service later this year.
  90. AT&T to Test Wireless Internet Via Power Lines (T)

    September 21, 2016
    AT&T announced it will start testing next year the ability to bring high speed wireless internet over power lines.
  91. FCC Head Open to Set-Top Box Rules Change (T, CMCSA)

    September 16, 2016
    FCC Chairman Tom Wheeler says he is open to changing some of the set-top cable box rules he is proposing.
  92. Top 10 Companies That Will Pay for School (SBUX, T)

    September 15, 2016
    Scrutinizing employee benefits can help people in the job market chose employers strategically to find companies that will ...
  93. Orange Is First Telecom to Test AT&T’s ECOMP (T)

    September 15, 2016
    AT&T announced Orange will be the first telecom to test its ECOMP platform.
  94. T-Mobile Offers Free Service to AT&T's IoT Users

    September 14, 2016
    T-Mobile (NASDAQ: TMUS) likes to stick it to its rivals at every opportunity. Sometimes, that simply means mocking them ...
  95. Report: AT&T's Next Media Buy Could Come Soon (T)

    September 14, 2016
    AT&T could make a media buy sooner rather than later.
  96. EU Set to Rule In Favor of Legacy Telecoms (T, VZ)

    September 12, 2016
    The European Union is proposing rules that would treat internet-based telephony apps like Skype and WhatsApp similar to the ...
  97. FCC Simplifies Proposed Set-Top Box Rules (T)

    September 9, 2016
    FCC Chairman Tom Wheeler has overhauled his proposed rules to open up competition in the set-top box industry as the FCC ...
  98. 5G Technology: Which Country Will Be the First to Adapt?

    September 9, 2016
    The United States and other countries that want to stay competitive in the global economy are already making preparations ...
  99. AT&T Wades Into Zero-Rating (T)

    September 8, 2016
    AT&T is offering customers access to streaming content from DirecTV without using their data, wading into zero-rating.
  100. AT&T, Comcast Fight FCC on Cable Boxes (T, CMCSA)

    September 7, 2016
    AT&T's DirecTV, Comcast and other players are fighting a proposed FCC rule on set-top-boxes
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