This summer's deal that brought DirecTV into the AT&T fold is a sign of coming mergers or acquisitions involving wireless carriers and pay TV companies is going to be the wave of the future according to Oppenheimer analyst Tim Horan. In particular, Horan thinks the next one on the block will involve either Comcast or Charter buying T-Mobile.
Horan thinks it is highly likely that Comcast and T-Mobile will strike a deal despite claims by sources close to Comcast saying reports of talks were not accurate. If that combination does not come to pass, Horan thinks Charter is the next most likely company to acquire T-Mobile even as they are in the process of trying to acquire Time Warner Cable. Horan thinks a deal between T-Mobile and DISH is unlikely.
According to Horan, “regardless of the timing, we expect all four wireless carriers to align with a paid TV provider in some form.” This would put all of the carriers in a position to offer bundles like AT&T is now doing with their wireless plans and satellite service from DirecTV.
source: FierceCable
