Handicapping The AT&T/Time Warner Merger Trial (T, TWX)

03/02/18 01:56PM EST

Join us Tuesday, March 6th at 2PM EST as we provide investors with the essential playbook going into the March 19, 2018 trial in federal district court. We will offer a basic overview of the substantive issues in the case and consider remaining prospects for an eleventh-hour settlement.

CLICK HERE for event details (includes video link, materials link and dial-in).

Importantly, we will explore and explain 1) potential outcomes 2) the “decision tree” and 3) probability of all of the above given what we know today. 


The Justice Department's challenge threatens AT&T's acquisition of Time Warner and disrupts the deal making environment for other big media transactions.  The outcome could even trigger a possible reexamination of the Comcast-NBCU merger conditions.  An AT&T victory, however, could unleash a wave of consolidation scenarios, including vertical transactions beyond the media space. 

We will be in court for the proceedings and provide real time updates as testimony and other evidence not only reveals critical facts in the case but also highlights the industry assumptions driving the strategies of leading legacy and over-the-top video service competitors.

Paul Glenchur is a leading telecommunications policy specialist with a combined legal and industry background. Paul is a member of the Federal Communications Bar, Supreme Court and Ninth Circuit Bars. He is a member of the Antitrust Section of the American Bar Association and former judicial law clerk in the U.S. Court of Appeals for the Ninth Circuit.

Paul lays out his thinking regarding the merger last week in the detailed 10-minute video HERE.

Handicapping The AT&T/Time Warner Merger Trial (T, TWX) - Slide14

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