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Welcome to Industry Focus, the podcast it dives into a different sector of the stock market every day.

I'm your host, Vincent Shen, and it is Friday, December 2nd.

With me in studio today is Fool.com, contributor Dan Klein.

We're taking advantage of your visit Dan to full headquarters this week so we're pre-recording this episode which you will hear on Tuesday, December 13th. So Dan, always great to have you on the show. How are you?

Oh, I'm doing great. You treated me to lunch today, which is if anyone thinks we're a little less energetic than usual.

We had a very heavy meal of Banchon Wings, which, uh,

my first time I had them was in New York but they have since made

their way have several locations around Alexandria Virginia here also in DC

great wings I will I will say if you do we're not getting paid for this and they

didn't send us free wings if you don't have one where you live get in a plane

today. So our main topic for the show today is the new over the top streaming service from

AT&T called Direct TV Now that launched at the end of November and we're going

to break down the offering itself but then we're going to take a broader look, I think, at some of the competing services,

and just the likelihood that they end up driving any kind of meaningful top and bottom line gains at their respective parent companies.

But before we do that, I want to touch on another related story, and that is the announcement

from Netflix and their decision to finally allow offline viewing to their subscribers.

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