AT&T	Dares	to	
“Rethink	Possible”
A	Look	Inside	the	Endless	Debate	Between	Traditional	and	
Digital	Media
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AT&T	Dares	to	“Rethink	Possible”	
In	2016,	Americans	spent	40%	more	time	online	
than	on	TV.	That’s	about	two	hours	online	for	
every	hour	they	spent	watching	TV.	And	Americans	
watch	a	lot	of	TV	– nearly	five	hours	on	average	
per	day.	
Think	about	that.	
Americans	know	that	digital	platforms	deliver	far	
more	convenience	than	traditional	media.	Digital	
empowers	them	to	find	the	precise	information	
and	facts	they're	seeking.	They	decide	the	search	
terms,	the	content,	the	time,	the	length,	and	…	
well,	everything	else.	
It	feels	like	we’re	trapped	in	an	endless	debate	
between	traditional	and	digital,	but	let’s	be	clear:	
it’s	not	a	zero-sum	game.	Whether	you’re	running	
for	office	or	introducing	a	new	product	line,	TV	
continues	to	play	an	important	role.	But	as	
Americans	move	through	the	decision-making	
process	– for	whom	to	vote	or	which	product	to	
buy	– digital	plays	an	increasingly	important	role.		
The	fact	is,	Americans	believe	TV	provides	too	
much	spin	and	too	few	details.	Just	ask	anyone	
who’s	ever	written	an	ad	script:	you	can	only	fit	
about	76	words	in	a	30-second	spot.	That’s	simply	
not	enough	time,	and	Americans	have	taken	
notice.	They	demand	more,	and	if	you	won’t	
provide	it	then	they’ll	find	it	online.
For	communicators	and	marketers,	this	means	
engaging	people	where	they	are,	not	where	you	
hope	they’ll	be.	
So,	where	are	they?	Likely	on	their	smartphone	–
in	fact,	nearly	55%	of	news	reading	happens	via	
mobile	device.	Need	more	proof?	Almost	60%	of	
elections-related	searches	in	2016	year	came	from	
mobile	devices	– that’s	up	nearly	3x	since	the	last	
presidential	election	cycle.
Americans	are	staying	up-to-date	with	the	world	
around	them,	fact-checking	everything	they	hear	
and	see,	and	communicating	with	each	other	via	
their	mobile	devices.	These	second-screen	
moments	deliver	incredible	opportunities	to	tell	a	
story	across	all channels	and	meet	people	when	
they	are	in	their	most	active,	information-seeking	
mode.
But	engaging	with	Americans	means	more	than	
just	having	a	digital	presence.	You	must	capture	
their	attention	with	new	and	different content,	and	
in	ways	that	matter	to	them.	On	the	internet,	for	
example,	your	audiences	give	you	license	to	ignore	
the	traditional	guidelines	that	are	often	associated	
with	traditional	content.	It's	not	just	the	15-
second,	the	30-second,	or	the	60-second	ad.	It	
could	be	a	two-minute,	a	six-minute,	or	even	an	
eight-minute	video.	It	could	be	a	meme,	a	gif,	a	
cluster	of	emojis.	It’s	whatever	you	want	it	to	be.	
This	is	precisely	the	thinking	behind	AT&T’s	
acquisition	of	Time	Warner.
In	2016,	Americans	spent	40%	
more	time	online	than	on	TV.	
That’s	about	two	hours	online	
for	every	hour	they	spent	
watching	TV.	And	Americans	
watch	a	lot	of	TV	– nearly	five	
hours	on	average per	day.
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Every	company	wants	to	be	on	every	platform.	It	
wasn’t	that	long	ago	when	people	watched	TV	on	
TV;	today’s	users	– including	their	kids	– are	
streaming	on	tablets,	phones,	and	computers,	
watching	Netflix,	Hulu,	YouTube	and	everything	in	
between,	and	using	Sling	TV	and	Alexa	and	all	sorts	
of	means	to	project	content	across	different	rooms	
and	on	the	road.	
The	cross-merger	between	AT&T	and	Time	Warner	
– a	merger	of	content,	tech,	and	platform	– means	
AT&T	can	use	its	reach	to	offer	sweeter	deals	to	its	
own	customers.	Imagine	the	email	offer	to	bundle	
HBO,	4GB	of	wireless	data,	DirecTV	Now,	and	
Digital	Life	home	security	for	just	$249	a	month.	
Deals	like	that	could	persuade	would-be	cord	
cutters	to	pay	AT&T	for	its	content	the	way	Netflix	
has	persuaded	more	than	100	million	consumers	
to	subscribe	to	its	platform.
AT&T	can	also	better	target	ads	based	on	what	you	
watch	on	TV	and	view	online.	It	has	a	gigantic	data	
analytics	business,	including	a	marketing	service	
for	corporate	customers;	it	also	has	about	100	
million	wireless	subscribers	who	use	their	phones	
for	everything.	Imagine	a	future	in	which	AT&T	
knows	you	watch	basketball	on	TNT,	read	Bleacher	
Report	on	your	phone,	bought	tickets	to	“Space	
Jam	2”,	and	notices	you're	near	a	Dick's	Sporting	
Goods.	Suddenly	you	have	a	sponsored	notification	
for	a	coupon	on	your	phone.
The	possibilities	are	endless,	but	they	speak	to	an	
ever-growing	demand	by	consumers	to	get	what	
they	want,	when	they	want	– even	if	that	means	
greater	consolidation	and	fewer	actual	choices.	
We're	living	in	an	on-demand	world	and	most	
companies	have	responded	accordingly.	Comcast	
bought	NBCUniversal from	General	Electric	in	
2009,	which	gave	the	cable	company	USA	
Network,	CNBC,	and	NBC,	among	others.	Comcast	
also	recently	announced	a	bidding	war	for	21st
Nearly	55%	of	news	reading	
happens	via	mobile	device.
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Century	Fox’s	film	and	television	assets.	Amazon	
could	buy	a	movie	studio	like	Lion’s	Gate.	Apple,	
Facebook,	and	Google	are	dipping	into	producing	
video	and	can	acquire	more	assets	for	that	
endeavor.	Sprint	has	already	announced	a	deal	
with	T-Mobile,	which	has	a	partnership	with	
Netflix.	Sinclair	Broadcasting	is	morphing	into	an	
indomitable	giant	at	the	local	news	level.	Verizon,	
the	other	big	distribution	network,	waits	in	the	
wings.	
Regardless	of	which	merger	happens	next,	the	fact	
remains:	mergers	like	the	AT&T	and	Time	Warner	
one	are	creating	a	new	type	of	media	environment	
where	content	exclusivity	is	the	rule	rather	than	
the	exception.	Indeed,	a	stated	goal	of	AT&T’s	deal	
was	to	compete	with	the	tech	platforms	in	a	war	
for	our	attention.	Now,	any	content	firm	– a	big	
tech	company	(Netflix),	a	movie	studio	(Disney),	or	
a	TV	network	(CBS	All	Access)	– can	become	a	
provider	of	both	content	and	delivery	through	
streaming.	
This	may	be	what	consumers	demand	today;	it’s	
anyone’s	guess	what	they’ll	want	tomorrow.
Joshua	Gardner
Vice	President	& North	American	Lead,
Global	Energy	Practice
Almost	60%	of	elections-
related	searches	in	2016	year	
came	from	mobile	devices

AT&T Dares to "Rethink Possible"