Top video strategy questions ahead of AT&T’s analyst day

AT&T has a lot to talk about and to answer for heading into 2019, and the company will try to address those topics this week during an analyst meeting on Thursday.Some of the biggest questions for AT&T tie back to the company’s video strategy, both in its traditional and virtual pay TV businesses and its WarnerMedia division.After record subscriber losses of 346,000 during the third quarter, AT&T’s DirecTV and U-verse businesses will be under a magnifying lens. AT&T management has said that its Entertainment Group will be able to stabilize adjusted EBITDA and margins in 2019, but analysts like Deutsche Bank’s Matthew Niknam remain skeptical after declines year to date.Deutsche Bank is modeling for -2% year-over-year revenue growth, which is an improvement over -5% declines year to date. The company attributes the improvement to pricing tailwinds in both linear (roll off of two-year price locks) and OTT ($5 increase across tiers this past summer) and elimination of bundling discounts.