AT&T’s Flashing Yellow Light

Time Warner Inc. investors are becoming convinced the company’s sale to AT&T Inc. will get done, even though President Donald Trump at one point seemed intent on stopping it. But don’t get too excited.

How YouTube could capitalize on its rivals’ mistakes, and…

But the time is ripe for YouTube to strike, according to Pacific Crest analyst Andy Hargreaves, who laid out a possible battle plan in a note distributed on Friday. “Google’s extraordinary data and ability to deliver video across platforms position it to disrupt traditional pay TV and capture TV ad dollars, in our view,” Hargreaves wrote.

AT&T Added More Than 200,000 Video Subs in Fourth Quarter, “Entirely Driven by DirecTV Now”

Telecom giant AT&T, which has agreed to acquire Time Warner for $85.4 billion, said in a regulatory filing on Friday that it will report “more than 200,000 video net adds” for its fourth quarter, with the figure being “entirely driven by DirecTV Now.” The company launched the streaming video service at the end of November and previously only said that its fourth-quarter earnings report would shed some light on the early subscriber performance.

The outgoing FCC chairman doesn’t think his legacy will be easily overturn.

In a counterfactual world where Hillary Clinton wins the election, the Federal Communications Commission goes after AT&T for “zero-rating” DirecTV Now. What’s more, the agency uses the fact that Time Warner has licenses for the operation of satellites to force AT&T to submit its proposed $85 billion merger, and then, leans on the telecom giant to accept as a condition for approval, that it will no longer exempt the consumption of its owned content from consumers’ data caps.

FCC takes aim at AT&T, Verizon over ‘zero-rating’ services

The Federal Communications Commission expressed concerns on Wednesday about “zero-rating” services from AT&T and Verizon that “may harm consumers and competition.” In a report issued Wednesday examining four different zero-rated services, the FCC’s Wireless Bureau found that AT&T’s Sponsored Data program and Verizon’s FreeBee Data 360 program may stifle competition by “potentially unreasonable discrimination in favor of their own affiliates.”

The Worst Cable Stocks of 2016

As more consumers cut the cord, competition in the pay-TV industry is growing increasingly fierce. That’s led some companies to seek consolidating acquisitions like AT&T did last year by buying DIRECTV.