Verizon deal, page-16

Hunt

My interpretation (and consistent with Pizza4's theme, I think) is that AT&T has gone to market with their existing systems to manage AT&T Wireless customers. They are out of the gate and on the street, quickly.

But, mindful of the net neutrality debate, they want an arms length OTT solution that gives them certainty regardless of which way the regulators sway. And the only provider today of that is.....(drumroll)...Syntonic.

Plus if customers of other wireless providers want to sign up for DirecTV, they would do so by subscribing through Syntonic's (multi-carrier) OTT solution.

To summarize: today AT&T systems manage their own customers who want to sign up for DirecTV. But if and when regulations change, SYT is there. As it is for any wireless DirecTV subscribers from other networks.

But compared to AT&T, Verizon have nothing. They need CSP yesterday. And that contract will be truly lucrative, I believe. As well there is the question of how T-Mobile and Sprint will go to the OTT market...

All IMO and DYOR