AT&T Offloads Yellow Pages on Cerberus

By Benzinga,  April 09, 2012, 10:04:33 AM EDT

It was announced on Monday that AT&T (NYSE: T ) has made a deal with Cerberus Capital Management that will see the private equity firm take control of the long-declining Yellow Pages.

With consumers able to get pretty much any piece of business information they need from the internet with a simple Google (NASDAQL GOOG) search, the Yellow Pages, particularly in print, has been a dying brand for some years. Much like storefront travel agents, or the guys that put saxophone solos in rock records, the Yellow Pages just isn't necessary anymore.

Apparently, Cerberus disagrees though. In exchange for the brand, AT&T will receive roughly $750 million cash, a $2090 million note, and a 47% stake in new venture YP Holdings.

Perhaps we're missing something, but that sounds incredibly generous for a company that is about as useful as a street lamplighter in this day and age.

AT&T was keen tom point out that the acquisition does not include the AdWorks business, but it gives Cerberus businesses that generated $3.3 billion in revenue in 2011. That includes a print directory of about 1,200 Real Yellow Pages, and a local ad network reaching 71 million monthly unique visitors.

"It enables AT&T to focus on its core strategy of leadership in wireless, IP, cloud- and application-based services," Jose Gutierrez, CEO of AT&T Advertising Solutions, said in a statement. "At the same time, it gives our advertising customers, partners and developers continued access to strong advertising and search innovation and performance."

In a research report published on April 3, Trefis stated that AT&T will launch the first LTE-enabled Windows Phone, the Nokia (NYSE: NOK ) Lumia 900, for $99.99 on April 8. At this price point, not only is the high-end smartphone half as expensive as the latest iPhone 4S but is also slightly less expensive than the two-year old iPhone 4.

"Verizon has already made its aggressive LTE intentions clear by announcing that it plans to introduce only those phones this year that support its high-speed network. Moreover, it has also increased its year-end LTE coverage target to 260 million Americans from the 250 million target earlier. Currently, it is well ahead of AT&T, whose LTE network covers roughly 75 million Americans compared to Verizon's 200 million. AT&T plans to double that coverage to 150 million by the year end, but even then it will fall well short of Verizon's projected coverage target."

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, Stocks

Referenced Stocks: NOK, T



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