![]() Since SBC merged with AT&T, and as part of the acquisition agreement for the directory publishing business, Dex gained a 50-year licensing agreement to publish directories for AT&T (I’m not sure if that’s for all of AT&T’s territory, or just for a few states). McDonald was previously President and COO of RH Donnelley Corporation (now named Dex One), and was also previously President and CEO of SBC Directory Operations (which is now AT&T Directory Operations).īefore being renamed “Dex One”, RH Donneley acquired the directory publishing business of SBC Communications in Illinois and northwest Indiana. In December, SuperMedia appointed Peter J. However, I’ve since seen AT&T’s YP.com ads appearing in search results, and there are other interesting indicators, including changes in leadership and personnel. A merger/acquisition could reduce costs through synergies, combine client pools, and perhaps make a stronger contendor to compete with other local search players.īack in September, I’d predicted a merger could happen between SuperMedia and Dex One, in part based upon their announced joint distribution agreement. As these companies have struggled with large debt loads, some decreases in print advertising sales, and competition with local search engines such as Google Place Search and Google Maps (not to mention competition with other local-oriented online services such as Yelp, CitySearch,, Facebook, etc), it would make sense for the competitors to pool resources. Read on for more speculation and observation on my part.įor some years now, I’ve expected that the Yellow Pages industry should expect some reduction in the number of players involved. These three companies operate some of the largest print and online yellow pages in the country, with AT&T Interactive operating YP.com, SuperMedia operating Superpages, and Dex One operating DexKnows. ![]() However, there’ve since been other developments and rumors coming out of these yellow pages companies which lead me to suggest a possible “trifecta” - a three-way acquisition/merger could be in the works between AT&T’s Yellow Pages (NYSE:T), SuperMedia (NASDAQ:SPMD), and Dex One (NYSE:DEXO). Back in September I predicted a merger between SuperMedia and Dex One. ![]()
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