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11/29/17 5:28PM
Re: WaPo: For years, HBO was a juggernaut. But its future after ‘Game of Thrones’ is a lot less clea
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That was a good article. A lof of that is right. But it also supports the case for selling HBO to a larger company. Having a brand + library + distribution + growing OTT subscriber
Re: Re: Re: TWX▷▷▷ AT&T SAID TO DISCUSS IDEA OF TAKEOVER IN TIME WARNER MEETINGS
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"Why can Amazon create its own content and sell it exclusive to Prime members but AT&T can't do the same? "
Because a divestiture analysis is very different than an acquisition analysis. Amzn would have to... login to read the rest
Re: Re: TWX▷▷▷ AT&T SAID TO DISCUSS IDEA OF TAKEOVER IN TIME WARNER MEETINGS
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It feels like the size of the technology giants would change the antitrust analysis relative to the climate when Comcast bought NBCU. Why can Amazon create its own content and sell it exclusive to Prime... login to read the rest
Re: TWX▷▷▷ AT&T SAID TO DISCUSS IDEA OF TAKEOVER IN TIME WARNER MEETINGS
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I think there is a serious antitrust risk to this deal though I don't claim any particular expertise in the area. But I read this in WSJ today: For AT&T, owning a media company would... login to read the rest
TWX▷▷▷ AT&T SAID TO DISCUSS IDEA OF TAKEOVER IN TIME WARNER MEETINGS
(Bloomberg) --
Senior executives at AT&T Inc. and Time Warner Inc. have met in recent weeks to discuss various business strategies including a possible merger, according to people familiar with the matter.
The talks, which at this stage are informal, have... login to read the rest
John Landgraf is such a spectacular hypocrite that it is difficult to take. For someone so morally opposed to monopolies, it is fascinating to note that his parent company built its market cap in part... login to read the rest
Loved the analysis on the article. Was laughing out lout which is sad as I am long TWX (and not long NFLX). I think they should pull a TWX/AOL deal again (2nd times the charm)... login to read the rest
Clap, Clap I had a similar reaction.
1) HBO-How do you get another 10mm subs at HBO if you don't invest a lot more in content? How do you get families to subscribe to HBO... login to read the rest
I think the reason they would buy TWX rather than Dish is because they could create a global service with TWX's channels and the business is increasingly global. The reason they buy HBO and not... login to read the rest
Could be totally bogus. But the Financial Times is pretty reputable. It is odd that Eddy Cue floating some vague notion of a deal six months ago is a news story today. How does the... login to read the rest
It looks like Viacom is going to sell an interest in Paramount. I doubt it will be for less than $5B, particularly if it is to an Asian buyer. This will be the second private... login to read the rest
This will be my last post on this topic as I have probably exhausted my privileges. But in light of the reporting, and some of the negative commentary surrounding the possibility that Apple could buy... login to read the rest
"Everybody wants to own us."
http://variety.com/2016/tv/news/time-warner-shares-sale-rumors-1201678197/
1) Who?
2) Is it ok to say that if its not true?
HBO is expanding OTT in Mexico and Colombia. Other OTT launches are likely to follow this year. It makes sense that HBO would want to accelerate OTT in markets where it can because Game of... login to read the rest
I agree with most of what you said. But where I disagree if that you are making a distinction between HBO linear subscribers and HBO direct subscribers. Right now, there are 30mm linear subscribers paying... login to read the rest
cnm3d-The problem with your argument is that you don't know how much CBS's content or TNT's content is going to be worth in a digital, direct-to-customer world, or that people actually can't live without it.
The... login to read the rest
That is not a helpful way to think about HBO's business structure. I know that STARZ breaks out its financials that way i.e. Starz channels and Starz distribution. For HBO, which has branded channels and... login to read the rest
If you listen to HBO's Management and Jeff Bewkes, they would tell you that the movies are a big competitive edge. Watch Richard Plepler's presentation at the Investor Day. They are a meaningful point of... login to read the rest
cnm3D-We are the bulls here. But Alex makes a good point that I have been thinking about that I am curious to get your view on.
The U.S. film output is a key part of HBO's... login to read the rest
In the U.S.-HBO has distribution agreements with traditional MVPDs for linear distribution. HBO has distribution agreements with a few new distributors (Roku; Apple; Playstation) for distribution of HBO NOW. HBO does not have distribution agreements... login to read the rest
Every person everywhere connected to the internet with a video viewing device all hours of the day creates a lot of time to watch to video. Just get a small piece of that time and... login to read the rest
thanks for the interesting and thoughtful write up. however, i am having a little bit of trouble reconcilling some of the numbers. specifically you state
Here is how the cable TV ecosystem works today, in very... login to read the rest
Ok my last comment and then I will shut up
1) Netflix is broader than premium scripted today e.g. Chef's table, the nature documetaries coming in 2019, documentaries. Ted Sarandos said they would consider starting a... login to read the rest
We agree that movies are not as valuable as television series in SVOD. But they are still valuable. 30% of the viewing on Netflix is movies. Hulu bid on the Epix content. They don't provide... login to read the rest
Alex-Thank you for your reponse. I appreciate your comments and the short argument. I have been long TWX and have been wrong. It is good to hear your point of view.
1) Movies-I agree that television... login to read the rest
I am new to the topic of HBO but here are my thoughts:
HBO's business is healthy and getting better. The content quality is improving. Subscribers are growing. New digital distribution is opening up. Global brand... login to read the rest
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