WarnerMedia launching HBO Max Spring 2020

Blitz

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Jesus, the amount of streaming services coming out... The market generally has a way of working this out though. The demand for some of these poorly priced ones are gonna lose so much money, and then they will be back at square one. For a year or two this is going to be a pain in the ass to try and maneuver through. The confusion of all this certainly will bring in new "torrent-ers".
 

Malakriss

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Warner has no idea how pissed off they are going to make people when everyone that has an existing HBO service are told "oh you can't watch this stuff, would you like to subscribe again because we want to double/triple dip?" (in a market that learned absolutely nothing from the cord cutting movement)
 

jooka

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As long as I can sub a month here and there I don't see the big thing with bunches of sub spots.

Why would anyone keep an existing HBO service and not just move to the new one, if it is even around once MAX launches.
 

spronk

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$14.99/mo, existing subs will transfer over to the new service.

They are currently working on 16 new shows for HBO Max

Almost all of them sound terrible and aimed at tween girls. HBO: Its not TV, its Teen Vogue magazine
 

Sanrith Descartes

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This is just so underwhelming. And over-priced. Typical AT&T. They could fuck up a wet dream.
 
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Malakriss

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Current HBO subscribers via AT&T and DirecTV, along with HBO Now subscribers, will have immediate access to HBO Max at no extra charge.
Verizon isn't getting included? Guess who's watching Disney+ by default you wankers.
 

Malakriss

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That's the crux of the problem, same exact cable subscriptions are now treated differently simply because of your provider. So they really expect to double dip a TV sub + a streaming sub? Hell no, they'll just "pirate" shit they should have access to in the first place.
 

Sanrith Descartes

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That's the crux of the problem, same exact cable subscriptions are now treated differently simply because of your provider. So they really expect to double dip a TV sub + a streaming sub? Hell no, they'll just "pirate" shit they should have access to in the first place.
That's because providers are competing companies. If they all charged the same and treated everything the same everyone would be screaming "collusion and price fixing".
 

spronk

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AT&T also apparently upped the cost of their streaming package from $50 to $65 today, Playstation Vue is shutting down end of Jan 2020
 

Malakriss

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That's because providers are competing companies. If they all charged the same and treated everything the same everyone would be screaming "collusion and price fixing".
That already happens, usually every time ESPN's renewal comes up and they want X amount of money plus to be bundled with the common channel packages
 

Sanrith Descartes

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That already happens, usually every time ESPN's renewal comes up and they want X amount of money plus to be bundled with the common channel packages
That's how business works. ESPN is owned by Disney. They negotiate with TV providers for the cost of showing ESPN on their systems. Verizon doesnt pay the same as Comcast or the same as ATT etc. Each contract is different based on a myriad of factors. Its also why ESPN is basically free if you by the Disney Plus package with Hulu and ESPN. Because Disney owns all three.
 

Siddar

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All of streaming services are built on unsustainable economic models. Netfix could maybe sustain this type of model while they had a near monopoly on streaming. But not in coming market of every service having one are two good shows. I think they know its all going to come crashing down. But for now they continue onward until someone finally demands that they actually produce a profit. When that day comes most of these services will fail spectacularly.

The ones that have the deepest pockets will survive and right now the only one with large amounts of cash and not carrying large amounts of debt from past misadventures is apple.
 

velk

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The ones that have the deepest pockets will survive and right now the only one with large amounts of cash and not carrying large amounts of debt from past misadventures is apple.

Yeah, apple might have more money as a whole, but they weak-ass launch lineup suggests pretty strongly how seriously they are taking it. I don't think they'll be prepared to lose shitloads of money even if they can afford it.
 

Brahma

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All of streaming services are built on unsustainable economic models. Netfix could maybe sustain this type of model while they had a near monopoly on streaming. But not in coming market of every service having one are two good shows. I think they know its all going to come crashing down. But for now they continue onward until someone finally demands that they actually produce a profit. When that day comes most of these services will fail spectacularly.

The ones that have the deepest pockets will survive and right now the only one with large amounts of cash and not carrying large amounts of debt from past misadventures is apple.

Disney will win this. They also have deep pockets, the correct pricing and a catalog that parents will be "forced" to buy. They have one sure mega hit show, and can pull smaller hits out their ass at any time.
 
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Sanrith Descartes

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All of streaming services are built on unsustainable economic models. Netfix could maybe sustain this type of model while they had a near monopoly on streaming. But not in coming market of every service having one are two good shows. I think they know its all going to come crashing down. But for now they continue onward until someone finally demands that they actually produce a profit. When that day comes most of these services will fail spectacularly.

The ones that have the deepest pockets will survive and right now the only one with large amounts of cash and not carrying large amounts of debt from past misadventures is apple.
Apple has truckloads of cash. No doubt. But they really do sort of flounder when they get outside their comfort zone of products. I think they have some smart people someplace who told Cook "umm, this whole TV and Movie industry is a shit show and can be really really expensive".

I think they are testing the water with Apple TV and showing investors they arent a 1-trick pony. Reality says if they decide to jump in the water it will be cheaper to buy an existing player in the market.

Walmart had the right idea on this with Vudu. They dont spend money making new shit, they give away some old shows for free and are basically a video rental business. Low overhead and the rental business lays the groundwork for expansion if they want to go there (which they wont).
 

Siddar

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Disney will win this. They also have deep pockets, the correct pricing and a catalog that parents will be "forced" to buy. They have one sure mega hit show, and can pull smaller hits out their ass at any time.

Apple has deeper pockets deep enough to buy Disney, Netflix, the rest and still have deep pockets left over. As the current coming generation of streaming services all fail in market apple will be there to pickup pieces. It will like snowball rolling down the hill as the failure of other streaming services lead to buyouts. The chairmen of Disney was until about a month ago sitting on apples board. That implys ether he was acting in bad faith in his roles or that Apple intends to buy Disney.
 

Sanrith Descartes

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Apple has deeper pockets deep enough to buy Disney, Netflix, the rest and still have deep pockets left over. As the current coming generation of streaming services all fail in market apple will be there to pickup pieces. It will like snowball rolling down the hill as the failure of other streaming services lead to buyouts. The chairmen of Disney was until about a month ago sitting on apples board. That implys ether he was acting in bad faith in his roles or that Apple intends to buy Disney.
Not exactly. Disney market cap is 230-ish billion alone. Apple has 240-ish billion cash but lots of it is overseas and would cost them money to bring it home. And when one assume Disney would want to be bought then the cost per share of a hostile takeover gets very pricey.

And of course Apple shareholders would go batshit preferring that cash to go either for dividend increases or buybacks. Or both.
 
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Siddar

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Not exactly. Disney market cap is 230-ish billion alone. Apple has 240-ish billion cash but lots of it is overseas and would cost them money to bring it home. And when one assume Disney would want to be bought then the cost per share of a hostile takeover gets very pricey.

And of course Apple shareholders would go batshit preferring that cash to go either for dividend increases or buybacks. Or both.

Only a fool would pay all cash to buy big piles of Hollywood debt. Especially when it has stock it can use as payment.