35 Burst results for "Warnermedia"
WarnerMedia Sets Covid Vaccine Requirement for U.S. Employees
"Media is requiring all employees to be vaccinated before they return to their offices and studios in Burbank, California next month. The company says that will be the expectations for most of their workers going forward. The media and entertainment company, which owns Warner Brothers Studios, and CNN says they'll host vaccine clinics next week at their offices in New York L A. And Atlanta CNN fired three workers this month for lying about their back to nation status.
What Skilled Creative Is - Brandon Kaplan CEO of Skilled Creative Discusses the Rise of Voice in Media and Commerce - Voicebot Podcast Ep 216 - burst 03
"Were a voice agency You know we call ourselves a full service voice agency because we we help our clients with education and strategy and creative and technical production and audio production creative production go to market strategy maintenance analytics partnership management so if an organization is interested in invoices a channel or a user interface than were or there. Were we kind of look at ourselves. Like a accenture or deloitte for us as touch point And started the company as as an innovation company working in a bunch of different technologies. And then we we. We pivoted to really hyper focusing on voice. You know probably three years ago And then you know. We've we've further kind of whittled down into a few different categories. We certainly work with a number of cpg clients because we we see a big growth in invoice commerce as many others do but we've also really doubled down on on and so that's why we've had the chance to work with meredith corporation the nba and potter more and warner music group and warnermedia. Hbo max and a number of different media companies. Because if you look at you know how people engage with voice a lot of it is media and entertainment and we talked to our clients a lot where we say you think about computers in nineteen ninety-seven think about mobile phones in two thousand seven people didn't get a smartphone in two thousand seven and then throw it out they just got the next one and it kept on permeating their house in their lives more and more and more so as soon as somebody adds voice device to their house. It's likely some small outliers gonna say that was that was weird and they and they turn it off and plug it but most people are going to be offloading more and more of their daily utility to those devices. So we say listen. If you know media and entertainment has really been at the forefront of every major digital We'll see voice any different so music and entertainment and streaming and games and news and and all of that we think voices a a really powerful user interface for
EA Acquires Another Studio
"Ea has acquired played democ for one point. Four billion dollars renan's sinclair at games industry biz. Electronic arts has agreed to purchase play dynamic from warnermedia for point. Four billion dollars in an all cash deal. The companies announced today founded in two thousand ten the manchester uk based play. Democ is best known as the developer of the mobile in facebook. Game golf clash. Well we've enjoyed working with the talented team play. Democ as they've grown golf clash beyond all expectations into a hit. Mobile game was tremendous longevity. Wb games president david haddad. Said he continues. Well we have great respect for the play. Democ team artists divest is part of our overall strategy to build games based on warner brothers. Storied franchises and quote last month. Wb games parents warnermedia announced that it would be it would be spun off of parent company. At and t. And merged with discovery in a forty three billion dollar deal but it was reported that not all of the publishers operations would be going along raising questions about the fate of the remaining studios the play democ acquisition announcement specified that the rest of the wb games portfolio is included in the deal with discovery. Play democ becomes the fourth significant for ea since december when it reached an agreement to purchase racing game specialist code masters for one point. Two billion dollars thwarting take two's interactive's take you interactive's own attempt to add the company to its portfolio if all that up with a two point one billion dollar acquisition of glue mobile in february and the addition of super supromega baseball developer metalhead software in may
How Did WarnerMedia Get Its Start?
"Today i thought we'd start down the road to talk about the various companies that make up warnermedia kind of unravel it all and this is going to be a heck of a story because it includes several influential media companies that had their own distinct histories before coalescing into warnermedia includes companies that are not media companies at all like funeral homes for real now when i say complicated. I'm not kidding. Our story includes a window washing company. A parking company an online service provider company Few magazine publishers. And more there are mergers and acquisitions are spin offs. There's family betrayal and lots of other stuff. So where the heck do i get started. Why suppose. I should talk about the core components and then work to the point where they all come together and i could start pretty much anywhere because there so many different pieces to the story. But i'm going to begin with time because it's on my side. Yes it is henry. Loose and briton hadden. Had a lot in common. They both attended yale. University they both worked as reporters for the baltimore news and both of them were in their early twenties back in nineteen twenty two and they also wanted to try something. That was a new idea. Newspapers were thing obviously but loosen. Hatton had the idea for a news magazine. They decided to try and create one because no one had really done it before. And they raised more than eighty thousand dollars which was a princely sum in nineteen twenty two and they quit their jobs to found a company called time inc and a magazine called time it would publish weekly starting in march of nineteen twenty-three loose served as the business manager for the young publishing company and hadn't was editor in chief and together. They found success with this weekly magazine. Format
"warnermedia" Discussed on The Streaming Wars
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So for <Speech_Male> now. That's what we've <Speech_Male> got when it comes <Speech_Male> to that. Like <Speech_Male> like i said earlier <Speech_Male> theories more <Speech_Male> they comes of the amazon <Speech_Male> will be talking about <Speech_Male> it. But it'll be more details <Speech_Male> about what it <Speech_Male> will actually become if <Speech_Male> it actually ends up going through <Speech_Male> because right <Speech_Male> now it's essentially <Speech_Male> hearsay. <Speech_Male> There's <Speech_Male> some rumblings from <Speech_Male> sources and things like <Speech_Male> that it's <Speech_Male> not like it's <Speech_Male> not being <Speech_Male> at least talked about <Speech_Male> but it's not something <Speech_Male> that's been finalized. It's <Speech_Male> not been something that's been <Speech_Male> actually <Speech_Male> announced from. 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They were making <Speech_Male> the rounds doing <Speech_Male> interviews and things answering <Speech_Male> questions about <Speech_Male> the <Speech_Male> the merger <Speech_Male> so it's not <Speech_Male> to say that something couldn't <Speech_Male> happen in the near future. <Speech_Male> I mean <Speech_Male> with you know <Speech_Male> horrible lock week <Speech_Male> releases episode <Speech_Male> and then all of a sudden <Speech_Male> they something happens <Speech_Male> right away <Speech_Male> but we'll be back <Speech_Male> in two weeks <Speech_Male> with another episode <Speech_Male> and we'll be discussing any <Speech_Male> new rumblings when <Speech_Male> it comes to that and like <Speech_Male> i said we'll go back to that. <Speech_Male> Nbc universal <Speech_Male> with the regional. sports <Speech_Male> networks. <Speech_Male> Because i do want to spend a little <Speech_Male> bit more time talking about <Speech_Male> that. And it's not <Speech_Male> a timed <Speech_Male> necessarily thing because <Speech_Male> it's just something that's <Speech_Male> been talked about <Speech_Male> but it hasn't <Speech_Male> been officially announce yet <Speech_Male> either so we'll get back <Speech_Male> to that on the next <Speech_Male> episode with all <Speech_Male> of that being said <Speech_Male> be sure to check out our <Speech_Male> show notes because <Speech_Male> we have all of these articles <Speech_Male> that we talked about <Speech_Male> here as well as everything <Speech_Male> else that's happened within <Speech_Male>
"warnermedia" Discussed on The Streaming Wars
"Be around like two hundred million subscribers disney plus within the next five years you know they're well within that range so there's nothing to necessarily be worried about their all right so then the big story which will talk about. There's a little bit of. Some news is in sports news but given how long we talked about where media. I'm going to wrap up the morale of the episode with another conversation real quick about big merger. We'll see the sports news for next episode because it's not some of it's conjecture and some of it is some information. I'll just tell you the information. Wmd's been signing a lot of streaming deals that are going to ended up making some deals with paramount plus and amazon. They're going to be having some of their games coming just at the end of this month to those platforms as well as twitter and facebook as well. So there's that The other part which is there's a nbc. Universal is exploring selling off some of their Regional sports networks or potentially streaming them directly on peacock That one we're going to talk about on the next episode. Because i think that one deserves a little bit more conversation but that is something that is being. It's a hypothetical thing. It's not been announced or anything like that. But i i do want to spend a little bit more time but the big bird news. That just came out in the last two days. Was that amazon is reportedly looking at buying. Mgm may be seeing wait. Wasn't apple looking at buying mgm. Yes it's true. They were at one point but that deal fell apart and the word is that apple was looking at mgm mgm valued themselves. Too high and apple decided they weren't interested it turns out comcast was also looking at potentially buying mgm to bolster the library for nbc universal and there was the same thing they mgm stated. You know they were valued at a specific amount and comcast decided. Well we think so. We're not interested. So they passed now ever amazon is the new player that seems to be interested in gm and they're reportedly being reportedly interested for about nine billion dollars to buy mgm now getting gm mgm has. They produce a lot of television shows and have a library of thousands of movies as well. One of the franchises that they that they have. That's you know. that's big. Is they have the james bond franchise and that would bring that content over to amazon. It would bolster amazon's content and it would really put amazon in a unique position where they'd be having a lot more possibilities when it comes to the content that they create by bringing a a basically a media company in that has made content but not isn't necessarily as big as nbc universal or sony or were were media so i think this this works..
"warnermedia" Discussed on The Streaming Wars
"Oh i totally agree and they could just instead of selling off crunchy role they can just bring that in and added to the thing. Yeah yeah yeah. I completely agree that they should just merge and get rid of both streaming services and just make a new one so i was just thinking it was like There is a spectrum here of how you do mergers so i totally agree that they should just merged wine making new. Go in and kind of start over with the you know the reputation wise. Just make something new all right so obviously were a pretty far into our showed. And we've we've still got some other things to talk about so let me talk about a couple of quick things. There was some new numbers that released i paramount plus they gained six million streaming subscribers as of the first quarter. So they're doing pretty well over paramount plus one of the things that's been attributed to the success is the fact that the spongebob movie that released right away when the service released that drove some engagement right away there was people who not only subscribed and watch the film right way but also we're watching other content were related to that so one of the announcements that they said when they were giving their numbers was that in two thousand twenty two. They're planning on doing a movie a week on paramount plus and that's obviously very similar to what we see netflix. Trying to do now. The question of courses were suddenly going to get fifty two movies for an entire year because they're not currently producing that many movies and it turns out. They've said that they're going to use some of their labels. Such as mtv nickelodeon awesome missed. They're gonna create certain movies under these these labels that will be part of these fifty two movies that would release over the course of twenty twenty two. Obviously they're big films like quiet place to place. Partout or topgun the maverick. The newer movies mission impossible movies will eventually come to the service and be included those fifty two movies but they'll have a number of movies that will be releasing as well. It's just. it's probably going to be just like netflix. Where it's kind of a mixed between hits and probably a bunch of mrs. Because they're made for tv movies or their movies that are meant for you. Know cable typically. Because they're coming from places like nickelodeon mtv so there's there's that supermom plus doing great when you look over at disney plus they also have new numbers. They've ad need added eight point seven million subscribers in the last quarter which is not as much as obviously some analysts had projected. But it shows that. There's the situation forming at disney. Where they've kind of hit a spot where yeah. They're still going to go up but they're not going to be seeing those massive increases that we've seen over the last year just because of obviously the global pandemic there were also rolling out in a lot of international territories was one of the first quarter is that they didn't have and massive rollout in international territory. So that explains why their numbers aren't highest some analysts projected but even so steadily growing at even at ten million subscribers or even five million subscribers every quarter..
"warnermedia" Discussed on The Streaming Wars
"Mobile before. Hbo max has in. They've kind of worked out the king stave. Just been it longer. Just because her services just Doing better at it. And i think that each axes right. They've they've signed. They're trying to figure out how to do this as the port in model. They're trying to figure it out just to hbo side. But in general there's just been a lot of conversations of okay. We were talking about this for probably like a year year and a half almost of how they're going to do this and they haven't delivered it seems like and so. I think that those two pieces combined can really of of discovery and what they offer will help warnermedia and help bring whatever you wanna say about Their streaming service and if they merger the do not merge that tribal knowledge discovery has condemned benefit Mortar media as a whole. I think that that's something that's it might be a little overlooked of. I would say discovery plus and the people there have more experience at running a streaming service then warnermedia and although they've been in the game a little bit less. I think that they've been more successful at it in. They a lot of things there that they can teach to the media side of things. I have one more question for you. And it's it's it's much less technical but more of how do you think this merger will go down right. We'll be more of a come. Cbs without marriage they created discrepancy missile access and created paramount. Plus right just commission to services ended one service combined the two and you know they got going or do you think it will be like a a situation with disney buying fox right on getting the other rights for hulu from comcast right so you have hulu and disney plus kind of two distinct services. There is more integration happening but at the moment they seem to be too to independent services. And that's kind of the plan moving forward which on the spectrum do you think that is warnermedia discovery plus a discovery merger. How that's gonna work. I think you are to flip a coin..
"warnermedia" Discussed on The Streaming Wars
"When i first bought out. I used to watch a tv with my wife alive just to get ideas of what to do with our own house. That's not something. I typically go out of my way to watch now but it is something that i know of it and i know that it's that type of content. Where if you have a brief moment that you're looking for something to do and you're in a situation where you don't have a lot of other options. It's something that you might check out for. Even somebody like me. Who doesn't watch that stuff so i can see why other people would appreciate it but i think honestly one of the real highlights was zalis. Zaslov saying that there was going to be combined. The between what discovery currently spends for their content per year and warner brothers or media spends on their content. You when you combine that number. It's over twenty billion dollars that they combined and spend on content per year. That's an insane number netflix's right. It's more than netflix. Because netflix was reportedly said spending about seventeen billion dollars this year. That's more than disney's been saying which think upwards of like even they're far projections into like the next five years fifteen billion a year or so like that's not to say would necessarily stay at twenty billion dollars. Also word that by combining their their resources they're gonna save about four billion dollars on that content spending per year but then they also said they were gonna pump that back into creating more content so that means regardless of them saving money they're gonna just gonna have more content for a cheaper price basically. And you know there's very very little that some some companies can do you know and be able to spend that much money on content and be able to. There's no way that. Nbc universal has nearly that amount of money to spend on content or viacom. Cbs is just they. Just don't have those numbers to do that. I think that that's one of the huge things but honestly under his leadership. I think that we're gonna see more content. There's even a bigger chance to like it gets expanded because think about all of the content that they are consistently adding to discovery on a regular basis. They're constantly coming up with new things. And i think that there might be projects that might would might have been on my dad borderline of getting a green light. Maybe not getting in green light while it's under. At and t. v. because at and t.'s. Crunching the numbers. And you know sh telling the people below them. Hey you're you're spending too much. And i think that might not be the case with the news. This new company because they'd be focused on the media aspect of it. They're focusing on the content in getting customers for the content. Not necessarily getting the customer to use the service so that they can keep them as a customer for something else. And i think that's the big thing i think the biggest takeaway from this entire thing that gets warnermedia out from underneath of the thumb of tnt. Which i really truly believe has not helped them in any way shape or form other than just maybe restructuring things and maybe consolidating some things. But i don't know that that's necessarily helped one way or the other. I wouldn't say that the content level at hbo has gone down since eighteen. I don't think enough time has passed really make that judgment. But i think that when it comes to the decisions that are being made. I think money's being spent in some ways and not in other ways. I think a lot of that has to do with. At and t. Really being careful about making sure that they can show show stockholders that warnermedia is doing something good for them and by getting the company to spain the company off to its own thing..
Warnermedia to Offer $10 Ad-Supported Tier of HBO Max
"An HBO Max subscription will have a decision to make. Is it worth $5 a month to avoid TV commercials? Starting in a couple of weeks, Wonder media will offer a version of HBO Max that in Includes commercials for $10 a month. The ad free version will still cost $15 a month back to
"warnermedia" Discussed on The Streaming Wars
"Of creating some sort of version of peacock for an international market but not peacock because peacock would resonate with an international market. You've got paramount plus who which was. Cvs all access is doing well but they needed to figure out some way of going international two and now they're going to be going up against the likes of disney plus have obviously huge headstart netflix's who has a huge headstart. Hbo max and potentially discovery coming together and potentially getting into those markets a lot sooner than nbc universal and it leaves nbc universal and paramount or viacom cbs. In a unique position. Where they're either they coming together or they're going to they're going to phase out or they're going to be content to or you'll have to do they'll just have to be content with being smaller because it's very unlikely they're going to be able to compete with these larger players with what is available out. There is sure they could potentially scoop up some things here there how. Nbc universal scooped up rights. Wwe stuff so that they can have it on the service. They spent a lot of money. But there's only a limit on how much money some of these companies can spend. So i think this is probably one of the moments within the streaming wars. That really are going to shift everything. I truly believe. Hbo max is a great service. And i don't have any doubt that it will continue to be successful as we get to. That ad supported tier and the international roll out. But i think combining it with the likes of discovery content whether or not that happens right away or it's tear however they work it they'll figure it out and we'll know whatever's going to happen by probably next year or twenty twenty three because they're saying the merger's not going to actually be able to go through until at the earliest mid two thousand twenty two and then obviously there's going to be restructuring within the companies and then there'll be a new version of whatever's going to be the streaming service that will come in the future but we don't know what that is and it's going to be obviously some time but i think if the merger ends up going through as it is expected to this really is going to be one of those moments that's going to change the landscaping of streaming because it sets. Hbo max higher than already is it sets discovery plus way higher than it already is and i think that's a huge deal going forward for these company. Yeah i mean goodness sakes are still a whole lot. More that we could talk about Let's talk about as as loft. I really had no clue much about discoveries. Ceo because there's hardly many ceo's actually pay attention to right stinky's one killer of warnermedia's. Another really was into by her story and how he basically made disney to where he is now resisting just because i'm a tech anyway so there's not many other..
"warnermedia" Discussed on The Streaming Wars
"Hbo maximum worked for theaters. But nobody liked that idea and that's what he's probably going to be remembered for. So that's unfortunate for him. As far as what happens at out of a whole bunch of things with eight hundred and dealing with media dealing with media. I think the backlash of doing the dole release or or dropping one brothers films on. Hbo max at the same time as it will launch theaters as i think that was probably one of the nails in the coffin for this. At experiment just because of the amount of backlash from creators. And there's just a bunch of bad pr. And i could see out of all the other things within it's happening with warnermedia that that was kind of like all right this is. This isn't worth the effort right where we're getting slammed in the news. We're getting slammed by creators. It might be a fear that you know new. Craters work with them Maybe not new creators in the new creators work with but you know the salvage grades right. Chris known christopher nolan has made a lot of money for one brothers over the years and you know disrupting that relationship is really not something. That is Good for business. So i think just the pr pushback is is is one of the many other reasons. Why eighteen d. is divorcing itself from warnermedia. Honestly there was talk about. Potentially there was a lot of different talk about. We've talked about here on the podcast as well about what would the future of these media companies really be disney is sits at the top. Netflix is up there because of how much they're valued but not necessarily because of the amount of content they have or anything like that. It's just. They're the top dog when it comes to streaming as far as media companies. They just happen to be really high up there because of their value of their stock and things like that disney is a one of the only legacy companies. It's really sitting up. High while were media is a company that consistently does very well in the box office has huge volume of content that they produce whether it be for television or film they they make a lot of content a lot more content than actually disney does and they just the they're just not as profitable as big as disney and disney obviously has other elements within their business that make them bigger than a company like warnermedia media was prior to and t. buying them out. Then you have you know you've got other companies out there. Fox got scooped up by disney. You have sony out there. You've got nbc universal. And you've got paramount. These are the last player is when it comes to legacy media really. It's one of those questions of. How can you really succeed when you've got these. Massive giant companies combining forces. One of the reasons why disney arguably is so big is because of the acquisitions. They've made with marvel fox lucasfilm and pixar and how they've bulked up the amount of content that they can produce because of those acquisitions and i think that's one of the reasons they're set up for success going forward when it comes to streaming. Netflix is obviously got really good about pumping money and creating content. Whether or not. It always works or not is arguable. But they're really good about doing that. Amazon is starting to get a you know a foundation when it comes to having consistent content on their service and they've got the the money to do it. Apple is one of the ones that's questionable when it. But when he look at the media companies the legacy media companies that have been around for over fifty years that there's very little that some of these companies can do like you know we've heard talk about nbc universal looking at the potential.
"warnermedia" Discussed on The Streaming Wars
"It's actually very very good mix and actually really creates a larger group. That works well reminds me a lot of the disney stuff like you mentioned with lucasfilm pixar or marvel where they're bringing something in that works alongside what they already have but isn't taking away from what they already have. And that's what this is. Discoveries bringing a lot of unscripted stuff to the table. And warner brothers is bringing a lot of the other media elements to the table. That discovery doesn't have so it actually works now whether or not. It's is going to work long term. I honestly think that this is probably a game changer. When it comes to like the last of the legacy media companies changing one because it gets one media away from. At and t. or at least not under the control the immediate control of at and t. obviously at and t. stockholders own a huge chunk of this company. But it's not going to be directly underneath the leadership within. At and t. and. I think that's crucial to have. Were media succeed long term. I think a lot of the decisions that are relation say some of the decisions have been made over the past couple of years since one media got brought into each have been very questionable and haven't been exactly well thought through. I think that's gonna change when you have somebody who's from media in charge of a company in romania as if it's a media company not a way to make your other businesses prosper and i think that's important the of course one of the questions that comes up is what happens with leadership. It's been said that the discovery co zaslov will be the new ceo of this new company. And it will there. They've got a name that they said they're looking to release. Maybe by the time. This is this app episode releases. They'll have named it. But they're so. Max max i doubt that i did. There was a funny thing where i saw like what happens when you take a maximum plus join together. It becomes the ultimate package. And i was like well. You're not wrong. I mean everybody does have claws supreme. That's a that's a good math name that math term that no one can understand. Yeah i hope they actually have a good name I know that's kind of ruined your major point but man. I really hope they pick a good name. Because there's been so many bad names and each max is very confusing discovery plus out. That's better anyway. go ahead i defined. I saw one. That was pretty amusing said. Wmd wonder media discovery but wmd obviously also stands for weapons of mass destruction. So there is that. And i was like well. That's amusing but i don't think that'll be the case. But yeah i mean overall the. They said that they have a name coming out. So it's not going to be worn media and it's not going to be discovered not like discovery is owning warnermedia warnermedia's owning discovery. It will be some sort of new name for the company which obviously changes it..
"warnermedia" Discussed on The Streaming Wars
"They're part of that is for other uses of prime but prime service. But you know there's a large number of users for that disney plus right the reason why. That's actually positive. I think it's a making profit for disney but it's definitely giving investors hoping shareholders are happy. Because it's got one hundred and five million subscribers one hundred million subscribers something like that. It's about scale even discovery. Plus right is long contract for growth in. It's just it's growing quicker of the definitely like. Hbo maxes hbo and hbo. Max however they count those numbers so the way how streaming is going to work is for the big for the big companies. it's whores on the scale. It's not vertical integration. That's that model is moving away to look over in us sts eighteen t. in the warnermedia as a case study. I think comcast is going to get to a similar point in the future of where operating nbc. Universal just isn't going to be worth it and they have their own debt issues of their own. But it seems like they're you know they don't have that many Hostile investors going on us all stakeholders really trying to push them push against the debt themselves so i think that's going to be on the wayside in the future i. It's just interesting. The era of vertical integration is going away the one thing though that i like to actually idea of discovery plus and hbo emerging together. There's a little graphic that shows all the difference. You know major pieces of content. That they will as an umbrella their own like discovery channel food network. T. l. c. Is she warner brothers. Hbo cnn t and t itbs right a very diverse portfolio and that covers. You know that type of tv con that type of content where you can have it on the background. Just work right. That's a lot of discoveries content and that's why they actually grown pretty actually been quite successful bigger better than i think analysts estimates and then you have like the more of higher end curated content movies of the hp each side.
"warnermedia" Discussed on The Streaming Wars
"They're selling off all of their entertainment side of stuff with yahoo. Aol they're selling all that elements of their business off. So do you. what do you think this. And what a way for you to come back from vacation. You just get up man all this news i almost. I couldn't believe it i. You know 'cause sometimes in in preparation for the show. We scour a lot of news. There's a lot of bs out there. And then you know actually reasonable sources and sell their whole lot of rumors out there. I know from the dc comic side. There is this talk that dc comics would be sold in. That's been that's been going around for a while and those rumors really didn't pan out until two days ago. But there's there's just always these rumors and so i couldn't believe the first but this is happening. This is kind of crazy i think. At and t. Has gone to the point in their executives and you hear stinky. We talk about how great you know we're gonna do this. Integration with warnermedia spin-. Hbo max and try to make that a streaming thing. Really though i think. At and t. And at and t. executives and shareholders have looked at their investments in media streaming buying the the warner catalog operating. You know a cable tv channel. Like there's so much media that's happened there. in video games and comics is eighteen shareholders. Just said hey. This experiment is not working. We are all this debt is on our books. It's really hurting our business. These streaming services this content creation machine is not creating cash as much as they would prefer right. If you think about a different company but it's a different situation right. Disney bought the star lucasfilm. And they in the bought pixar right those acquisitions right where a couple billion dollars in total At the time but they have made. They've earned their money for for disney. I mean the first star wars film stars. Seven made one point nine. Maybe two billion dollars right and disney bought lucasfilm for like four billion dollars right. That's that's a great return on investment. Just in one film right. The media hasn't paid off. At and t. And that's due to probably just mismanagement and the fact that you have in. Isp trying to control the content shoulders said enough right. Let's let's divorce ourselves of the contents rights of the media itself yet. The video game side which is its own different. Business model individually game world is quite competitive right. It's it's a lot you can go into the news in. It's pretty cut throat. That's something that eighteen wind the comics business like retaining licenses to these characters like batman. Superman would make them money. But at the same time comics is not necessarily a sexy thing for a company. Like to own. And trying to you know maims that as well because comics companies. The comics themselves. It's a very low margin business. So why would eighteen t being the business of that. So i think this experiment has just it's failed. I think that we've seen that over the years. It's just it hasn't worked out. And i think it's i think there's a larger issue if you remember at the time. Comcast bought nbc universal on. That was the first you know. I s p or maybe the second is be anyway There was one of the big..
"warnermedia" Discussed on The Streaming Wars
"Over one. Welcome to the latest episode of the streaming mortars induction antonio's with me and we're here to discuss everything from may fifth through the eighteenth boy. Oh boy was there a lot of news over the past couple of weeks and it actually all happened honestly within the last week after weeks and weeks of having very little news last episode. Obviously we talked a lot about numbers a lot of the different services. We do have some more number updates. We've got disney and plus numbers and we've got paramount plus numbers as well but there's some huge news probably maybe potentially the biggest news we've talked about here on the podcast. Which is there are two major streaming services. That's hypothetically could be coming together in some way shape or form because of a new merger. We're gonna talk about that. We're going to talk about another big merger that just news popped up in the last couple of days Potentially happening and then on top of that we've got like i said some numbers and then there's of course a little bit sports news and we're going to wrap up the episode's we're going to kind of go in reverse or instead of starting with the service updates. We're going to go jump straight into our main discussion. Which is one of the media and discovery announced that they are going to be joining into a new company now specifically the details on this are. At and t. Which has one or media. its own current umbrella. As part of its its company is going to spend more media off into its own company and then discovery is going to come board and warnermedia and discover. You're going to create this new unit. That is going to be this. May you know this major media conglomerate. That's going to have a lot of capabilities. Obviously the turner stations would be included with that. You've got all the discovery. Networks there would be included in that deal. You've got discovery. Plus you've got each peel. Max got some of the other deals are in place are the other elements like the turner. Networks you've got dc comics all the stuff that we've talked about here on the podcast when it comes to were immediate being a giant company in of itself they still fell under. At and t. so by spinning off into its own company. He's gonna own about seventy one percent of that company and then the discovery stockholders will hold twenty nine percent of that company to the merger is set to be in the forty to fifty billion dollar range when it comes to the valuation of the company. Now there's a lot to discuss here. The first thing i want to discuss his this is an odd situation specifically because as we've talked about recently t has been looking at selling off elements of warnermedia. They had a deal in place which will see what ends up happening with that deal but they had a deal in place. Spinoff crunchy roll. Send sell that off to sony. And sony was gonna pay a billion dollars for crunchy rural. Dave there's been lots of talk about warner media the warner interactive entertainment element. The gaming gaming side of warnermedia being sold off and various different elements potentially specific developers..
AT&T and Discovery Merge to Create New Streaming Giant
"Is merging warnermedia at discovery to create a new media giant. And they feel. This is a better way to compete with disney and net flicks and the age of streaming. The did the deal will bring a lot of familiar names. Tv and film world under one rupe wonder meaning owns. Hbo cnn cartoon network tbs tnt. And the warner brothers movie studio which is responsible for such huge franchises. Such as batman now discovery operates on numerous cable net or discovery rates. Numerous cable networks inkling. Hdtv animal planet food network tlc. Both companies also have their own string platform. Hbo maxon discovery. Plus of this combination could be an interesting one. Maybe help us reduce cost a little bit. The
Warner Media to Combine With Discovery
"Eighteen in discussions to combine warnermedia with discovery. That's according to people familiar with the matter. Discovery owns channels including the food network. While warner owns channels including cnn and hbo. The deal could be a u-turn turn on. At and t.'s. Bet on the media industry when it bought the warner properties in two thousand eighteen. at and t.'s. Talks with discovery which likely value warnermedia at well over fifty billion dollars including debt could lead to an agreement today for the talks could still fall apart. Said people familiar with the matter.
WarnerMedia CEO Jason Kilar on a wild first year on the job
"Very excited Who is the ceo of mortar media online at jason. Hello peter how are you. I'm good. I don't normally have to do disclosures at the beginning of this podcast but here i have to say that Vox media is working on cnn. Original documentary and i'm involved in that in some capacity so we should clear that up right at the beginning But you know. I was working on a cnn documentary. I did not know that. All i ask is please make it a good one I will do what. I can Jason the last time we talked was december. When you announced that you were blowing up the movie business You didn't say that but a lot of dead You were gonna make all of your theatrical movies streaming day and date throughout this year. People freaked out about it You said it was going to workout. We're now a few months into the experiment. How has it gone. What have you learned. Yes so we're very happy with it. Peter i mentioned this publicly before but i'll restate which is where four movies into it and it's obviously year still but based on what we've seen so far And what. I've already shared publicly. We're very encouraged. And we're encouraged for a number of reasons number one. Is that for those people that are comfortable. They're showing up at the box office. And godzilla vs kong over the last twelve days is a great example of that around the world and people are clearly showing up and excited and consuming the movie selection that we have especially these new movies that you're referring to so i mentioned publicly a couple of weeks ago at our investor day that you know we're seeing that there are among the top titles on the service there helping with churn reduction and and certainly a lot of subscriber acquisition As well we mentioned publicly so So it's doing what we Anticipated and and certainly hope for. And i'm excited to share that.
Prince Harry joins coaching startup as chief impact officer
"Prince harry is now a tech exec. He's been hired on his silicon valley startup. It's called better up inc and he will now be the company's chief impact officer. If you're not familiar better up is an app that gives coaching and mental health supports. It works with employees of major corporations like hilton warnermedia and chevron just to name a few prince. Harry has apparently been coached by better up as well. Moving
Julia Alexander shares her experience with the streaming landscape
"Zander. Welcome to rico media welcome back it's been a while. Thank you so excited to be back a well. There's always a new streaming service talk about are actually maybe not. Maybe we are at the end of the new streaming service launches paramount plus is launching today Discovery plus. i think that's it for at least things he'd been promised are coming right out of all the big media companies. They're all done now. So i wanna talk to you about Both discovery and paramount plus. But let's go very very big picture streaming wars. I know we're not supposed to remorse. But they're they've been going on for a while now. All the major players that are gonna be here are here Has come and gone you. You wrote their tombstone for them The day the day it launched. I remember i asked you Do we have any big picture thoughts about everything that we've seen so far in the relative performance of everyone that isn't net flicks. The obvious winner so far in the streaming wars the word term. We're not supposed to use Is clearly a set of netflix's is clearly disney. Plus i think that speaks to two specific things one brand recognition and and kind of filling a need and in that situation disney plus provides endless entertainment for kids and it provides a safe way place for kids to be this not youtube so freaking out but what their kids are watching at a very low cost into. I think it speaks to the fact that disney can overall you know spend less on the idea of of like marketing for cost acquisition and they can just spend less on having to tell people at disney plus because within fifteen months people figured out disney and i think the big thing will see over the next few years is warnermedia in nbc universal and buy com cbs. Just to name a few are gonna have to figure out how to make peacock and it feel max and paramount plaza really resonate with consumers without reiterating over and over again. What it is. they're paying for. Yeah i mean disney. We all sort of got what it was right away. And they had the mandalorian which was a huge hit and people talked about and they had hamilton which i think didn't get enough coverage but it definitely spiked Their stuff the summer so also when they stopped giving away free trials and now they have one division This is really the most crucial question to ask you. One division or mandalorian. Where where do you come down. Oh man that's like choosing children You know there is definitely a correct answer. There is definitely a better kid in this group. I mean the answers born division. That is correct. That is correct that and by the way. I'm not a marvel fan boy. Seen most of it now just because i i have to. It's my favorite marvel thing by far. I think it'd be hard to wash if you didn't consume any marble but it's great and it's so much better than i thought it was going to be. Good for you julia. You're invited back again. You don't want to do. You wanna hedge that at all. In case you have angry mandalorian star wars people coming out. You say it's even more impressive considering that it was supposed to be the second or third marvel show to come out because it was so weird that they were worried. But i mean everyone loves it and finally we have appointment. Tv at three in the morning again. Do they explain why they're putting out new new episodes at three in the morning eastern time. They told cnn that it was the best time on a global scale is global. But it's also funny that we're talking about it with disney plus. When flexes done this for years they always drop it at midnight. Pacific time three dropped a whole new season. Yeah yeah and they are still. They're still clinging to that. Okay so let's talk about the two latest slash last entries in the streaming wars discovery plus came out. I was not very enthusiastic about it. Not from a programming. Since i just didn't think it filled a need. It looks like it's done better than people might have thought that the number fuzzy. We don't exactly know how they perform. But tell us what you think about discovery plus early on. I wrote about this week over at the verge that it is my favorite going to streaming service. It is in my apartment every single day from it. Am till six seven pm and it's because they've done two things really well. They have created background noise. In a way that i don't have to think about it once it's on it's the perfect form of ambient tv or referred. Its waiting room television. You kinda put it on. You forget it's there. You check in on snow while but the fact that i can go and choose from house interest channel or diners dives and drive in channel and just leave it and not think about it has created an ambulance so they really love during the pandemic. An i keep referring to it as it's done for adults what disney plus for kids which is. If you don't wanna watch frozen over and over again i do watch how centers over and over again have on the background And so. I think i know that they really were. They had this whole theory about like people are gonna come back to us. Good sir favorite shows in the watches over and over again. And i think part of it is like yes in the sense that i like having house centers on the background and therefore it fulfils that need but also think they really don't get enough credit for figuring out passive television allen constant scale without ads playing for me if i have the app plan and it is the greatest discovery. I've had a string lies in the last six months.
HBO Max activations double to 17.2 million in fourth quarter
"At and t. also reported earnings and we don't normally care about their quarterly numbers and actually don't care today what we do care about is they're streaming numbers. Hbo max went from being sort of a punchline sort of an also ran in the streaming worst to suddenly. All of their movies will be available to stream day of release at no extra cost. Maybe we need hbo. Max our lives after also did wonder woman nineteen eighty-four moves the needle for them. Early signs are pointing to. Yes apparently if you take. Hbo and hbo max subscribers and put them in one bucket. That number grew twenty percent year over year to forty one and a half million subscribers reaching number that. Hbo was hoping for two years ahead of their own forecast. Hbo max activation doubled to seventeen point two million since the end of q. Three quoting variety. The company said it invested about eight hundred million dollars in. Hbo max in the fourth quarter and more than two billion dollars for the year on the streaming service these subscriber gains in q four were undoubtedly boosted by warnermedia's in four to distribute. Hbo max on roku and amazon's fire tv on the q for call with analysts. At and t. ceo. John stinky said were media is aiming for a cue to launch of a price reduced ad supported version of. Hbo max but he didn't provide other details on the avio de product. The company plans to launch hbo. Max internationally this year. Starting with latin america in the second quarter stinky said. At and t. will host an investor event in the second. Half of q one to outline this and quote so again as i said before ad-supported. Hbo is not hbo. That's tv sorry. That's an obvious joke. But i did want to mention that little bit about the money spent invested in. Hbo max and also where the subscribers to hbo. Max are coming from because when disney plus adds a new subscriber it is completely new revenue with hbo. There's this weird situation where did eight and a half million people start paying fifteen dollars a month for. Hbo max out of the blue. What number of them were just people moving from. Hbo regular to hbo. Max like if five million people joined. Hbo max for the very first time. 'cause of wonder woman. And they're totally new subs and they stick around for a full year. Then yeah warner definitely made back the potentially one billion dollars in wonder woman nineteen eighty-four box office. They should have made if everything was normal. But if not then the math is not so good and also. That's only one movie. They have a slate of eighteen. More still coming this year. Remember that conversation. We had with peter kafka on a weekend bonus episode not to long ago. No one is sure at least not yet that the math actually works out on this whole streaming business. At least for anyone not named net flicks.
HBO Max activations double to 17.2 million in fourth quarter
"At and t. also reported earnings and we don't normally care about their quarterly numbers and actually don't care today what we do care about is they're streaming numbers. Hbo max went from being sort of a punchline sort of an also ran in the streaming worst to suddenly. All of their movies will be available to stream day of release at no extra cost. Maybe we need hbo. Max our lives after also did wonder woman nineteen eighty-four moves the needle for them. Early signs are pointing to. Yes apparently if you take. Hbo and hbo max subscribers and put them in one bucket. That number grew twenty percent year over year to forty one and a half million subscribers reaching number that. Hbo was hoping for two years ahead of their own forecast. Hbo max activation doubled to seventeen point two million since the end of q. Three quoting variety. The company said it invested about eight hundred million dollars in. Hbo max in the fourth quarter and more than two billion dollars for the year on the streaming service these subscriber gains in q four were undoubtedly boosted by warnermedia's in four to distribute. Hbo max on roku and amazon's fire tv on the q for call with analysts. At and t. ceo. John stinky said were media is aiming for a cue to launch of a price reduced ad supported version of. Hbo max but he didn't provide other details on the avio de product. The company plans to launch hbo. Max internationally this year. Starting with latin america in the second quarter stinky said. At and t. will host an investor event in the second. Half of q one to outline this and quote
How Tech Companies Are Changing The Way They Price Things
"Chances are you've changed the way you spend your money. This year from the tech companies have noticed everyone from apple to amazon. Zoom has been experimenting with the way they price their products to try and entice and keep customers joining now to talk about. Some of their strategies is our personal columnists nicola wedding. Hey andy cole. Thanks for being here. We're going to run through the specifics in a minute. But i want to start by asking. Why look at tech. Companies pricing moves this year. What are these decisions. Tell us about the company's cigarette question. I was curious about whether or not the economic downturn prompted by this very unique pandemic would prompt companies to consider new pricing models. Or in what ways would test traditional pricing schemes. And the reason why it's unique is because economic downturns sometimes forces prices down until in this case. No one was flying into some flight. Prices went down some airlines offered. Buy one get two free seats deals. But in other cases prices went up because grocery van was higher because supply chains were in disarray. Because operational costs were higher for places like restaurants so is really interesting. Look at how companies are reacting. To this unique time i think we often think about economics and pricing models as firm that nothing is new and that there are no real experiments and pricing. But the truth is when there is a moment like this one. Nobody really knows how consumers are going to react. And so in a way a lot of these companies conducting experiments and we saw a lot of companies. Take some different approaches to that. So let's run through some of the examples we saw and we'll start with entertainment reminded us how hollywood adjust in the world of closed movie theaters. Obviously it was a huge hit. Two movie theater industry because being locked in a closed room for two hours isn't exactly cove friendly disney to interesting approach. It launched disney plus very recently and that was probably a saving grace for the company because there are lots of areas of the company that were not doing well like parks for example and mulan was. One of its biggest blockbusters this year to two hundred million dollar. Movie is the remake of a classic. A favorite of mine and they decided instead of releasing it exclusively in theaters which is normal to charge thirty dollars for early access to milan with called premier access and it was an interesting move because they were going to charge thirty dollars which is a pretty high price for streaming service as an add on to what you're already paying which is six ninety nine month for disney plus and offer that early access for three months and then make mulan apart of the larger library in december for centrally free included near subscription. So kind of just charging the price that it would cost to go see the movie at the theater but from your couch now. Milan might be a bit of an anomaly. Because of a number of factors including concerns over where the movie was filmed which was in a part of china where the government has been accused of committing some human rights abuses but batted mind. How was milan received the gamble. Pay off it fell flat. Most analysts say because of two reasons one is because there was a lot of controversy around the filming location. The ceo admitted this himself. And the second reason is that the price is really high and instead of framing the premier access price as discount for disney plus subscribers so they could have charged forty dollars for non-subscribers and thirty or twenty five dollars for subscribers to make feel like. You're getting something out of it. You know a deal. The church this premium price too subscribers. So milan didn't quite work out. It sounds like but is this something that streaming services and entertainment more. Broadly make testing. Interestingly disney's biggest rival one of disney's biggest rivals warnermedia decided to release. Its entire twenty. Twenty one slate of films included with hbo. Max not opting for the premiere pricing model and disney's next release which is pixar soul will be included in the disney plus subscription and not as premier. Add on. so you know that sort of indicates that move london. Do super well for disney. But i do suspect that if we are staying away from movie theaters well into twenty one well into twenty twenty two that they will try this again for another blockbuster release maybe with a lower price. Got it okay. So let's move on to apple. They released ton of new products this year and played on what you have dubbed the. Goldilocks effect. Can you tell us what that means. Goldilocks refers to a good better best pricing strategy. So this means you get three options or three buckets of options that represent sort of like the budget the mid tier and then the expensive model for those who have a very high willingness to pave the latest and greatest features apple for a long time has released new models one or two and then discounted previous models older models to sort of represent that good better best strategy so the budget option was always like last year's iphone this year. They released a record number of new iphone models so five in total and actually the budget option is a new phone. That was released this year. So i think what that says about apple said moving forward. They want their entire lineup their new lineup to represent more pricing tiers to appeal to wider swath of people so even those who are willing to spend just a couple hundred bucks at a phone can feel like they're getting a new iphone sort of expanding their addressable market. And as you mentioned. This is a tactic that apple has used since long before the pandemic but is there a reason sort of doubling down on this in a year like this one. Yeah you know. One of the pricing consultants. I talked to says that more pricing tiers kind of a protective measure for some companies apple is a premium brand so they can get away with selling a multi thousand dollar iphone in during an economic downturn but the lower end iphone. se. That's just a couple of hundred bucks you know. Three three between the four hundred bucks allows them to keep the customer that has a tighter budget in their brand. And hopefully that person will upgrade to a more expensive iphone in the future got it and in a similar pricing move. The fitness company peleton introduced another more expensive stationery bike and lowered the price of the existing model by about three hundred fifty dollars. So what fa logic with this move. Eso not exactly good better best because two tiered pricing system. A lot of economists called this committee classic price discrimination where someone who has ohi willingness to pay more features will pay for the very expensive two thousand four hundred ninety five dollar by plus with all the bells and whistles and those are just starting to get into a stationary bike gang but really wanna peleton are willing to pay the eighteen ninety-five price. This one research paper. That i discussed in the peace looked at this williams sonoma case where two hundred seventy five dollar. Red baking appliance wasn't selling at all and then williams sonoma a more expensive model and then the cheaper model. She sales doubled. So you know. Peleton may have been drying from this classic case here we. We don't have exact numbers on its performance but in earnings calls peleton was very bullish on. It's cheaper model and said that it would continue to be its bestselling bike but what happened is during the pandemic people were more willing to pay for premium equipment because it was replacing their gym membership. And so wait times for this. Newer by plus are now up to ten weeks and wait times for the cheaper bike are know almost half that that time so it seems like maybe peleton should have priced. They're more expensive by maybe even higher or maybe they're less expensive lake even more affordable. So i think that brings us to the fourth big pricing strategy. We saw which is this trend of companies dropping walls and generally making more of their product or service accessible for free. You just right into some of what we saw there. Yes so early. On in the pandemic a lot of companies were responding to this very sudden turn towards work from home and being online and not really being able to communicate with with other people in person so zoom for example lifted their forty minute limit for k. Through twelve educators eighteen other service providers lifted data caps. Comcast made its network of xfinity Wifi access points free for everyone. You don't need comcast subscription. The list goes on and on what they're sort of taking advantage of is the fact that free is great advertising and free something really miraculous to our brains. Were very persuaded by zero dollars. There is this very famous study of students who had the choice between a one set. Hershey's kiss or twenty six cents lynch truffle and when given that choice most students picked the lynch truffle but when the researchers lowered the price of the hershey's kiss to free and the lynn truffle to just one cent below. Even at the price difference was the same. Most students opted for the free. Hershey's kiss so free has a very strong pull on our psyche and these companies. Think that in offering free services they spread goodwill but they also increase the amount of people who are using their service and the thinking is that potentially those people will pay for other things in the long term. so nike is a good example of this. They made their are trading club app. Free the premium subscription cost some amount of money to be able to work out with their very chiseled very good-looking trainers and These trainers are wearing like clothing. And there's a short cut in the app to buy nike apparel and so in making the free They're able to sell more naked goods so they're actually making it free permanently. Yes that nike move definitely worked on me but i wonder aside from that. What is the business case for this option. I think i'm still a free user of zoom for instance which is not making them any money. As far as i know we have seen some indications at this early working for some companies zoom was extremely well positioned to do well this year but in making their service free they got more people acquainted with the service and they started rolling out new products like this new pricing page for people like trainers to charge for zoom sessions. And so i think if you're used to using a service you're more willing to hand over your credit card to that service and their revenue shot up. You know something like over three hundred percent this year year over year that may have something to do with the fact that zoom was like the premier video conferencing tool that we all leaned on but also has to do with the fact that they have a really robust free tier that allows most people to use the service without paying for for extra stuff finally we have subscription model and it sounds like the grocery delivery market is a good example of this. Yeah so home. Delivery exploded this year. It allowed people to stay away from grocery stores which all of a sudden became dangerous activity and Walmart really capitalized on this moment by offering a subscription service It's called walmart. Plus and it includes free unlimited delivery from local stores. The thinking is that it pays for itself interest deliveries walmart says. What's interesting about this example. Is that you know. Walmart really rushed this program out and so they had very scant perks and the program cost ten dollars a so that easiest comparison the laziest comparison is is tames on prime which on top of free unlimited delivery offers you know this giant entertainment bundle free photo storage etc etc until i think it was is hard for people to justify the price between walmart plus and amazon amazon prime. But we don't have numbers for walmart plus yet and it may very well have been a success and walmart plus and amazon prime aim to do the same thing which is try to make walmart or amazon the default shopping choice in her mind and i think walmart plus is a good way for walmart to become more salient in people's minds. And let's just break that down a little bit more. How does the subscription model actually work to create sort of a stickier relationship with consumers. Yeah other examples are dash pass. Switches door dashes new membership tier which lowers delivery and service costs for its customers. These companies are trying to keep switching costs high. So you want to feel like the more you use this service. The more you safe if you delivery cost three dollars typically for every order the more orders you deliver the more you squeeze out of that thirteen dollars. A month subscription so they're trying switching costs high and trying to increase the willingness of customers to buy without thinking are those are the five strategies we said at the beginning that this is sort of a big experiment. So what are the takeaways here. Are there certain hypotheses that are clear winners and losers will i. I think one of the the clear winners is definitely more pricing options for customers. That said can self select into whatever tier. they're most comfortable. Paying and that maybe premium pricing wasn't the right move but the truth is this pandemic is to go on for several more months or potentially another year and Pricing changes all the time and in the course of my reporting the story had to change multiple times because the prices kept changing perks. Kept being added onto bundles into it. Seems like companies are still trying to figure this whole thing out as we all are very enough all right. Our personal tech columnist nicole new. Thank you so much for joining me.
Roku and WarnerMedia reached an agreement for the distribution of the HBO Max on the Roku platform
"Agreed to pay a sixty five million dollars civil penalty without admitting or denying the charges. Balkam out that. It's working with google to provide support for its chipsets for three years of major os updates and for years of security updates. Starting with the flagship snapdragon eight hundred eighty eight assoc- this support will extend even low and chipsets. These updates will be provided to
Tim Cook nixes TV show, so what?
"Should the c o of a company that makes tv shows. Had ito power over what is produced in shop. Well that's the question being asked about. Tim cook the apple. Ceo who just killed a project in production for the apple tv streaming service per the new york times because he didn't like the subject matter. We'll from the tone of the new york times article. This was a bad thing that someone with cooks power should be able to dictate what we see on the tv screen and to that. I say excuse me but welcome to the real world. I'm not a fan of the apple. Tv service which is put little on there that i wanna see but let's face. It cooks paying the bills. If he doesn't wanna series focused on a web site. That sounds like the now defunct gawker. Well that's his business. Just like exempts can overrule underlings disney warnermedia sony and other studios in production choices. That they don't like so can cook the apple. Tv fair has been rather bland because per trade reports cooking company. Don't feel that apple should be a home for dark material with suggestive content that would offend is customer base. And that's that makes sense to me but the problem is that nobody's talking about apple. Tv content. not that it's offending. Anyone i don't think apple has too dark to get viewers. The marvelous mrs maisel amazon. Isn't it's not edgy. it's just funny. And i love every minute of the crown on netflix. Which just had its best season ever and you certainly wouldn't call. That show are rated right. But i digress. Steve jobs used to micromanage apple down to arguing about what color is a button on a computer. Should be if cook wants to micromanage apple. Tv it's his store. He can do whatever he wants. Just give me some shows. I wanna watch please. I'm jefferson graham. You've been listening to talking tech.
"warnermedia" Discussed on Cracking the Code of Spy Movies!
"At and t.'s. Warnermedia that its entire twenty. Twenty one slate of films will be released directly on. Hbo max at the same time they would be released in theaters warnermedia ceo. Jason cuyler said this decision is definitely pandemic related and said for everyone to basically take a breather and not overreact. Basically he wants to see what happens over the next six to ten months. Of course they made proclamations about what would happen in two thousand twenty two but the article also reminds us. That keiler wants to turn. Hbo max into a streaming giant to compete directly with net flicks. It was also pointed out that as a subscriber to hbo. Max you would then get the seventeen movies in two thousand and twenty one at no additional charge unlike what disney did for milan which charge subscribers an additional thirty dollars the view the movie. Wow that is big our opinion. This is a major announcement for several reasons. One amidst the continuing global pandemic new movie releases will be available to the hbo mac subscribing public will other movie industry companies follow suit and to what impact will this have on the movie theaters and the movie theater chains like. Amc these are the ripple effect questions that will be answered. Probably sooner than later. Check out the full article entitled warnermedia. Ceo jason cuyler doesn't think he destroyed the movie theaters at cnbc. Dot com mission. Impossible news we reported on this one before but confirmed again in a december fifth. Twenty twenty article on mirror dot co dot uk. Tom cruise plans the film for in outer space. Probably for mission impossible eight. Tom cruise wants to perform the ultimate stunt and take cameras beyond the earth's atmosphere to actually film in space and has had discussions with the us aerospace group. Nasa about this already car opinion. Yeah what you believe if anyone can take movie to space and go where nobody has gone before it's tom. Cruise mission impossible seven karston checkouts in blend dot com for a december second twenty twenty article entitled latest mission. Impossible set video highlights epic car stunt a short video.
Were about to get a big glimpse into Disney Pluss future
"Has been having a huge year and the company is poised hold investor meeting on thursday. To preview with the service will look like in twenty twenty one so joe. what are you expecting. Yeah we're gonna get pretty much the the layout of where disney plus goes from here. That could mean a number of things but surely it's going to mean that we get a better sense of what programming is going to be coming to disney. Plus next year as well as how i think disney is going to kind of officialize the role that disney plus plays only in the pandemic in these extraordinary circumstances but even after the pandemic when Things have whenever that may be when things go back to semi normal the role that streaming generally is gonna play four disney's entire operation. Everything that it touches on. That's a good because it seems like over this last year that they've been making some moves to really position busy plus as the core It's really the future for this company. Yeah you know. That's one of the kind of question marks that we're going to be answering not weather streaming is important disney because they've said that they're going to realign television programming infrastructure around the idea that streaming is the primary focus Disney of course. Everyone knows it for movies in the marvel movies and stars and for parks but it also owns. Abc broadcast network of course disney channels espn. So we know that streaming is going to become the central programming tenant of how it approaches the content that it creates but we don't know is whether disney plus is going to be there numero uno primary focus considering that they also have espn plus and hulu as other streaming services in addition to streaming service india. And so i think this event has also been answered. The questions do do they continue to have three services that operate separately in the us. Do they wrap them all into one. And have you know a giant. Do they make it into more closely net bundles. we really don't know how they're going to be. Approaching streaming given that they have three services and have said that stream is going to be such a high priority. Going forward gotten and this year saw the launch of peacock discovery plus. Hbo max and of course the dearly departed qube. How did how does he plus or stand above this crowded field because for me seem like it was one of the clear winners this year. Nobody came close to disney. Plus i mean no. That's not only in this past year when there have been when there's been such a frequency of new services launching like even any services launch before disney plus no service has had as explosive a rollout as ni plus has and. There's a lot of reasons for that. And we can get into it but really at this point disney plus it at about one year since its launch it hits seventy three million subscribers. Now that's still a far cry away from netflix. Which is you know head and shoulders way ahead of everybody. At almost two hundred million subscribers will ride but the things to keep in mind our disney got to seventy three million in one ear and they also did it when other services that have been rolling out. Got to maybe eight million got to In the case of Be did so poorly that they shuttered could be shuttered in like six months. Seven months It's not it's not like you show up and watch a streaming service and you're guaranteed to just you know attract wasps and parades of people. It's really hard to do but disney has compared to anybody else that's launched a new streaming service. It's done leagues better than any anybody any other. That has come before. Normally i mean a lot of that has to do with the mandalorian. The buzzer baby. Yoda starwood a general marble is. It's other big franchises. And we've yet to see any real real program yet. We will come january one vision in terms of this investor event. We can we expect to see more out of one vision as well. Some of these other big mar marvel products coming down the pike. Yeah i mean. We don't know exactly what they're going to be showing but you can expect that we're going to get some something about one of which is coming up on january fifteenth. It's going to be released on disney. Plus i'm sure they're gonna want to show off footage from that to get people excited about it. We might have questions answered about when the other marvel original series. These are the movies like these are the shows like one division that are tightly-knit within the marvel cinematic universe the same actors that play characters in the movies are playing those characters on the series. And we still don't know when the falcon and winter soldier show is going to be coming. We don't want no win. The low key shows coming. There's a hawkeye show coming. And then there's a whole slate that goes even beyond that that we don't have any details on so in terms of just specifically marvel. I'm sure we're going to get a lot of updates on that. Were the other big story in streaming last week. Was when hbo max came out and dropped the bomb said all its warnermedia films in twenty one films like suicide squad in dune will drop on the service. Same day as theorist It's endemic related. So they're extraordinary circumstance surrounded. What do you think that means the industry. And how do you think dizzy I think that disney probably already had a game plan in place about what they're gonna do for their gigantic big budget. Tentpole movies next year The question is whether or not they adapt that plan based on the fact that a week before what that plan was going to be announced this thursday no matter what and the question is one week before that event when hbo and warner brothers announced that not only will they be releasing all their all their movies next year on streaming also gonna make it free with no extra cost on each hbo. Max so you don't have to pay for example with disney plus the structure. They kind of set out that they might do. Is there milan. Release when the live action. Updates and milan couldn't really be released in theaters in the traditional blockbuster style way They released it on disney plus the same day that it wasn't theaters but they charged an extra thirty dollar fee in order to stream it so it was available what's known as day that's win streaming home video and theatrical release are at the same time it was available day and date but you had to pay a lot more money to get it what disney has said. And what did you see. Yo- hinted is that they've learned a lot from that milan release and they expect to give us. Give everyone an update. On what what. They called premier access. What that's gonna look like going forward. Will that mean that. They'll continue to stick with this thirty dollars. Price point will that mean that they've they're going to release only their biggest biggest biggest movies with an extra fee. Or are they gonna follow suit from. Hbo and just say hey. We're not gonna make you charge a fee at all. We're going to put it on disney plus for everyone to watch as soon as available. We just don't know exactly those details. But i'm sure we're going to get some clarity about what expect with all these movies. That people are really missing. That three dollar from along was announced stirred up a controversy. A lot of the gut reaction was. Why am i paying three dollars on top of this attraction fee. But they've actually talked about this. Maybe you know more. But we got an indication. Powell moulana actually did that was actually a blueprint for success or Dollar seated scare people. This i mean this question. Touches on one of the frustrating elements about movies like milan or like a marvel movie going to streaming. And that's you know we. It's a black box in a way it's not entirely blackbox. But it's not like when a movie is in theaters. Those box office reports. You know you can't fudge You can't lie about them and he can't keep them secret either like it's just like out there. People know if a movie tanked or movie was a smash success because it's we have those metrics but when something goes straight to streaming we don't know we don't really know except for what disney has told us and i haven't told us anything specific about how in london they've general things that tech companies from the tech world. They'd like to say like we're very pleased with the response and delighted customers and blah blah blah blah blah. But that doesn't really tell us what their expectations were and whether or not milan exceeded expectations or failed to reach them. Not any native nice for for this thursday event if they're tuning or they're looking forward to seeing a flood of trailers or sneak peeks into these upcoming shows any advice for them or or warning. These things tend to be more investor. Focus at what. what are you expecting. Or what can these folks expect. Yeah it'll definitely be. It's an investor day and if passed is any precedent than it'll be a very long presentation. Maybe not as long as i don't know we're used to apple presentations with gone for like what feels like four years so it's going to be a long presentation but there will be designed for an audience of analysts investors and press And so it's not meant to be a consumer events that said even though there will be an emphasis on things like projections for Subscriber growth and like you know what is it are words that like normal people don't care about at all this is disney like show business is their business and they know how to impress people.
Users can now share in-app purchases and subscriptions via iCloud Family Sharing
"Or face. A fine brazil's national consumer secretary is considering a nationwide requirement to bundle in chargers bloomberg sources. Say the us. Department of justice antitrust division is in talks with vr developers and startups as part of an investigation into facebook's dominance in the market developers reportedly claimed facebook is copying promising ideas using its
Conan O'Brien ending late night talk show in 2021
"Nearly three decades hosting nightly late night shows comedian. Conan o'brien is shutting down his. Tbs show he's moving to a different part of warnermedia. Hbo max for a weekly variety show and he does so with more years on late night than anyone other than johnny carson who beat conan by only two years
"warnermedia" Discussed on The Streaming Wars
"Then in addition to that, Disney has announced that they have a Lego Star Wars holiday special that is coming to the service. This November that is I think a lot of fans who are who remember the original holiday special would probably appreciate the fact that they are going to be dealing with some of the same elements that one did Bobby Seale Lego form. This one is actually supposed to be taking place after the rise of skywalker. So it's almost as if it is A. To the current movies that just wrapped up oh. Don't they sequel like that man it just reading the premise of of the of the plot just man it makes me it makes me question this move on. I'm not necessary. I'm not a fan of it I think the holiday special is very unique in its own way and it's it's infamous as just being like woefully awful but it's still got like an enduring place in people's hearts. But when I first when I first saw this as excited as a just as big star fan just to just to. Google for a second just really really was like Oh. You're inducement holiday special bubble. Yeah. This does not seem interesting Especially, as a sequel to the rise of the Skywalker, just let the end you don't need to continue it. Just let it. Let it be sexually can reminds me of my kid really is loving frozen, and there's like a frozen legos special and there's this they do smoke holidays trying to find the northern lights and I thought it'd be something like that where it's like pretty much like it's the same characters, but it is anti into basically anything at all in kids can enjoy it. But this unfortunately, it feels like it's GonNa continue a little bit of the story afterwards and I don't know just as Taurus Fan I just don't even know what happens after nine just let it. Let it end peacefully. So dig up or is your daughter might say let it go. Let it go. That was those smooth in in people. We did not rehearse that notice that was pretty good. Yeah. All right. It's nothing for qube HBO Max. Hbo Max's landed a deal with comedy central for three different shows. The shows specifically aquafina is Nora from Queens that is going to be streaming video on demand rights package while the other shows the other two and southside luxury moved from comedy central over teach Peo- Max for their second seasons. Then, et in tease CFO has decided that the each bill Max launch is not the reason for the recent restructuring but specifically in a negative manner, the point of the article is not very the point of his comments is not to say that each wheel Max isn't the reason because we know what is the reason because each bill Max is the reason people are being let go and they are laying out there being laid off, and that's their restructuring warner media, but it's not because atrium Max do well, and that's why they're getting rid of people. It's because if anything it's actually done well enough to show the company that each crewmax needs to be the highest priority that they have, and that is why things are being restructured right now. So it's not necessarily about the fact that it's not related Tj maxx because it is, but he just wanted to make sure that he painted in were hey, Hbo Max's not it's not that it's not doing well because it is doing well but we we want to make this a priority and that means making this the highest priority and that means other things. Aren't as important were going to restructure that stuff to make it make more sense for the future of the company and specifically the priority of Hbo Max for the company I don't like the the author's conclusion to this restructuring. That's happened. Of course, there's been wide restructuring across all of pretty much at and T. especially the warm media division just going down in many different areas and more of a consolidation in h Max, and streaming in know pruning off side but in projects in focusing the company pretty much on the goal of what the future is. Streaming what it is. So I don't see the cause and effect relationship that the author concluded that. Okay. Because HBO MA HBO Max launched and there's a potential failure there than they restructured everything because it wasn't working and it's like, no, no no. Like comes in there already had plans to do the launch. So they go through with launch and then he does what every is does when they come to new company basically sort of cleaned house and starts his own vision and run a wrong this is what usually happens and so it it. Killers killers been in the game for awhile I mean he he made Hulu into kind of what it is. Today he started his own other streaming service in that was successful for a while like he knows what he's doing. So coming in at and seeing all what lies underneath the more media, just just huge label of different things that's happening like of course, he's GonNa come in and and restricting things that he knows with businesses. Eighteen knows their future is going to be it's not capable it's not all those. All stuff it is. It is streaming. So I feel like the correlation that was there just doesn't the causation that was derived from the article just make sense because Detroit Max I have hiccups. Yes. Like is it the best service note like it's gotTa Way to go but it's definitely not a failure in terms of launch. We don't joke about it like people don't joke about it as as the do Qube is a pretty successful services own right like it's got some hiccups but it's still going still pretty okay. So just Feel like this was just an article that wanted to to prove a point and I feel like the the point is flawed. He was going to do changes already like just even in our even Nelson each of Warner media before each max new kind of developed and became a thing. It's just like as they mentioned that, hey, they're going to wash to own streaming service like it's Tony Different projects and properties in different areas in different other streaming channels that were already operating. At the same time, like they had to do some consolidation, there was going to be restructurings was gonna be like a rebranding of different things. So it just I just disagree fundamentally with like the main conclusions article it it just it was going to happen this way and Disney that anything's wrong just means that sees a certain vision for the company and he is moving more immediate into that direction ivory. It's definitely one of those things where you can look at it two different. Ways, the negative way obviously is going to be well HBO, Max's and doing well, and that's what's happening but that's not the case at all I think they're in their mind. Hbo Max's doing exactly what they wanted to do. If not better than you know when they when they made their projections last year, they were hoping for a specific number there at that specific number however looking at the numbers..
"warnermedia" Discussed on The Streaming Wars
"Find out which service is winning the war this time around. Over Walk to leave. Remorse on Dustin and twenty s with to cover everything from August twelfth eighteenth. We have some news we have a short discussion points that you'll probably not expect from anywhere out there but let's get into the news I start off with Netflix's Thursday romantic comedy film from Lisa. Keys is currently in development fear street Chile tree, which was visually at Disney is now heading over to Netflix's and is rumored that all three films released one after another for each month during the summer of Twenty, twenty one, there's a documentary focusing on the London nail bombings that has. been ordered a net flicks, Sarah, Cooper, who is the comedian who has a tick tock that lip syncs Donald trump she has landed a netflix comedy special. NETFLIX's acquire the film rights to the upper world, and then there is a Princess Diana musical which will debut on. Netflix prior to it actually debut in on Broadway specifically before Broadway even reopens. Yeah. That's pretty surprising because then that never happens usually Broadway wants to protect its opening you know theaters its opening shows in try to milk as much money as possible and just this is this is just kind of. An unprecedented deal that's going to be released on just anywhere. But then on the streaming service before it is released on. Broadway. So that's GonNa be interesting for just you're theater not in you'll broadway just to just the economics of that situation alone if you're very interested in that, it's just a monumental events in and of itself but I think it also shows that there is an appetite on the streaming side of things. There's an appetite for Broadway specials in Disney plus prove that out with Hamilton and Broadway can be successful can be something that is stream -able. That has been you can watch a home but still feel like you're part of the theater and it's necessary that Netflix's kind of understood that and they're launching a dining musical. So that's GONNA be interesting. It's also interesting on the premise of like her life of her life being made a musical but I I mean I. Hope Hope It's good. It's it's very it's very interesting bold and I appreciate that flex for doing that or jumping over the prime video. There's an eight movie in theology series called welcome the Blunt House, which is coming to prime video this. This is going to include eight new films from Palm House productions jumping over the Hulu Mexican Gothic, which is drama series is in the works at Hulu, and then Lionsgate has switched the movie run from a theatrical release to streaming Hulu. There's there's a line. About halfway through the article and basically the the author is the writers talking about how even though that even the movie theaters are opening up and just the so that everyone knows starting this weekend as of we're recording this AMC's like reopening a backup some of their theaters for like fifteen cents runs up different shows like in strikes expects one of those things that's kind of a big kid to draw people back out. But Even still in America there's there's still the Cova crisis that's happening in. Series are GONNA have basically you're next to very limited capacity for these projects. So even though yes, heaters are back up in America there's not much. Just, available then because of the shortage should be high on that, says can be hard to get people in in partic any money off of those movies and the rider basically kind of. Like even though in Regal are opening, there is even more skepticism and in more and more restrained by these different distributors to forgo low to mid budget movies, and basically with a limited capacity that we have, we want to leverage our our theater's to carry big budget movies or movies have a big name and Camp Empire strikes back is just one of those classes that would get people to Theater I. Mean you prominent black widow, which can do the same thing in his see different. See even more just movies streaming because you know that these distributors are not offering the seat at the table for their roofs be viewed. But then also even if they were to go there and it's lower budget there there is not that's not even make just any decent percentage of the normal profit and Elise Tina streaming. Players especially TV would pay pretty pretty good money and that's that's guaranteed money in. It's not contingent on things. So it's interesting to see the other people calling this out in and seeing that the train is happening flow to mid budget movies and with other people calling out I'm curious how they is gonNA react to it and just not just like a you know industry players but I think overall there's Going to be even more of a push that only big blockbusters go onto the movie theater screens, and then anything else is going to be just purely for for streaming like we seen a trend for a while but I think covid nineteen is definitely accelerated that in it's shown some big wouldn't say issues with the movie business in how eaters play part of that but I think that the economics of It all is definitely going to change and it's it's GonNa be it's GonNa be interesting but I I was just glad this just to hear a little bit more validation from other people space of how they see things soon, which always see them. So all right. So nothing for CBS Access Apple TV plus Martin Scorsese signed a first look deal with apple which we discussed last episode that is for TV. And film projects specifically as producer obviously, he doesn't work on TV projects, but he does have a production company that will be working with Apple. TV Plus Apple is also picked up the animated Harry that spy series and that is coming in the near future will add to apple's offering the apples children's offering of content that they have jumping over to. Disney plus Reisen has extended their Disney plus offer with. the addition of Hulu and ESPN, plus.
"warnermedia" Discussed on The Streaming Wars
"Be accompanied company what they wanted to be a service like Disney plus in the sense of in order to grow you have to have control. Of Your content sure licensing deals are great. There's a lot of talk initially when Disney plus was about to launch about how much money Disney plus was actually GonNa lose from their licensing licensing agreements that they had in place with Netflix because they were making a good chunk of money from their Netflix's steel that the films were immediately going over to Netflix. They had deals in place with stars and they needed to get the rights back to that stuff and they needed to stop taking that money that easy money because it was existing money, and they needed to start figuring out a way to contain their content with him one service in order to make sure that they can. They can make more direct money and control the content for their for their viewers and that's the thing Hbo Max they're trying to do the same. Thing, but they're far there's so much more spread out when it comes to licensing agreements that it's going to be very, very difficult. We've heard in the last couple of weeks major focus with Hbo Max going internationally launching in these international markets. If you went back to almost a year ago that was not a focus at the company they were not focused on getting into these these other markets very quickly and the reason why was because they have enormous problem of of Basically, walking the minefield of these licensing deals with so many different services outside of the country. So many different companies that they've licensed the content to outside of the United States that it it's very difficult. So now they've realized, Hey, look at Disney plus as an example, not necessarily that they're doing this but look at Disney plus they're launching in multiple international markets and a very short amount of time and the big takeaway from that is the content that Disney has when. They're watching these markets is very similar for market a market. There's not a huge difference in the amount of content the have. So it's a very important for them to as a company were media needs to try to get a hold on their content so that they can go to these new markets, get large subscriber base and continue to offset those licensing things as time progresses because we all know and we'll talk we've all we've talked about in the media talks about how When you have a company that's very successful in what you do. You don't it's very difficult to change. Calar comes across the type of person who is coming in and saying, Hey, I, understand that the company has made an insane amount of money off of licensing stuff but we can make more money if we do this and yeah, we're GONNA take a hit on this initially. But you know we're going to take a hit on not getting the licensee money but this is going to be better for US overall long-term in both domestic and international markets and I think that's that's what this is all coming down to is like there's a huge culture change when it comes to how to go about getting money for the company and how to be. Successful. Max has been touted as the future of you know of of the and the future of at and T. and very important to their business model. Now, it actually seems like it is extremely important because of what's going on unfortunately, it just means that a lot of people are losing their jobs because of how they're restructuring things to make it more streamlined. But that is how it is actually coming what it actually is coming down to all right Jim Peacock, the Harry Potter films which we talked about we're leaving HBO Max at the end of August or close to the end of August, they're actually gonNA end up on peacock. They're to be calling peacock home for the foreseeable future they're going to end up on peacock leaving October, which is not a surprise considering NBC. Universal licensed the Harry Potter films and we know that there is a last minute deal to get the Harry Potter films on the service of Hbo Max when I launched clearly, the time has come for the Harry Potter. Films to go back to the current license holder, the rich Eisen show has become a peacock exclusive series, NBC Sports, talk show that will be on there. There's also some more sports things that will talk about in the next episode related peacock. There's been some more exclusive deals with sports shows, sports talk shows that is coming exclusively to peacock jumping over streaming services discovery. I'm going to quickly talk about this too. I wrote this headline. This is not the headline, the deadlight put but the deadline. Headline was discovered getting closer to direct to consumer service and they and the CEO calls at the SUV of brands, characters, versus sports, cars like that Flex Amazon Disney personally, I will headline to say discovery continues to tout upcoming service without any real updates because that's what it feels like I feel like this is the third quarter in a row discovery has sat there and said, Hey, we've got this awesome service. We are going to launch it but they haven't talked about pricing they haven't. Talked about an actual launch date to haven't talked about what's actually going to be included there's never any like new details when it comes to this and it seems like the only time we ever hear about it is is when there's a quarterly earnings when people are actually like, Hey, someone's coming in they're like, oh, it's coming. It's definitely coming and it's GonNa be it's GonNa. Be Awesome and I just I'm waiting for some actual details I'd really like to get some actual details on that. As far as AMC networks, they've announced that their niche streaming services specifically shudder and e Korn TV. Others they are thriving over at AMC, but that presents its own set of problems I don't like the war thriving there Looking over the numbers, it's it's forecast between three point, five, million to four million subscribers between the four streamers. So therefore, little sub streaming things that they go on that is like nothing I. Mean I trying to be like super native here it's just the of when you comparisons the big dogs like this is this is e. this is a proof of concept like I'm feeling like DC even DC universe as more subscribers in this. So this is gray that they found a niche audience that their supply a a need for some people, but I mean even article points out. That it's just it's a niche services so they don't have to build out a crazy large content library to reach the masses to always keep them in retain to make sure that they they're fighting for people's attention like they're not doing what Netflix's doing. It's it's their their their niche for people who just like whore or like other brandon things are going on. So I mean, yeah, they are getting you know stable revenue but stay stable stable..
"warnermedia" Discussed on The Streaming Wars
"I. Think you're rubbing some of the qube eight sauce. and. You're just being rude. No I'm saying that what the smile I think you'd be perfect data. Data analyst because you're asking great questions, those are great questions and those those are very valid concerns and I've just messing around about being negative. No I mean obviously, growth is growth in imported to to celebrate in I'm surprised they've gotten a sixty point, five, million global subscribers it just within a less than a year I mean that's that's so impressive for a streaming service that basically is offered nothing except child. Cello videos, and because of just oughta children's content and then all of nostalgia in a lot of just rebranding stuff that's from different services all it's one unique platform like you've got all the star wars movies one place all more for content in one place and and so I think that that's that's kind of what they've done as as they leverage the brand so far. So I think it's amazing that they've gotten to this point of basically being one of the top three top four streaming services definitely domestically, and also internationally as well there in conversation. So I think that's great and I don't want to take. Away from that, but you do raise some valid concerns of of of their growth but I, am a little bit less. My concerns are basically I will be concerned when the Star plateauing or and or when they start really losing subscribers because feel like right now. Yes Amilton was a obviously they moved up their release date from some time next year to basically hey, we're releasing Hamilton next month, and that caused a huge stirred the it a huge growth they've gotten free nice a free because that's just GonNa, subscribe, you know internationally just because you're open up when you open up tool for access like people were automatically joined. So you don't know how this is a how much but you know some people were always going to join and so when the when the two different new markets, it just makes sense that that free I guess growth per se but the six million makes sense but yes, there the growth has decreased steadily ever since pretty much the the main was was the last episode of that it's kind of been on a slope plateau growth here and they are but it's still still moving on forward for me wh- what I would be concerned about for Disney. Plus when they start losing subscribers I feel like Disney plus has in comparison to other streaming platforms. What sets it apart is is am I have a limited library in. It's GonNa be more limited as as it is suffering from the production halts that covid nineteen has kind of implemented to the whole industry What has what has more than maybe apple TV plus or some of these other players is a huge back catalogue of nostalgia in a huge catalog of children's content might child watches hole puncher to sleepless content because it's going to be youtube of pepe pay or a blimpy or something ridiculous like that's what Disney plus has going forward over some of its other competitors who`ve Released in a similar timespan. So kind of with that the Evergreen Children's content that's can be played. There have subscribers for for a while. So it's it's syndicate those subscribers and they can lay off the top of that I would be more concerned with the start losing subscribers given kind of where the global economy is right now I don't see. It's it's it's you know when people are like, yeah they need to have like multiplicative growth all of a sudden it's like near point that's not going to be possible and affiliates for Disney plus it's reaching the point like you're not going to see a different multiples and growth happening it's going to be a few maybe a few percentage points. But up until now, until the end of the year, as long as they don't lose subscribers, that is to me a huge one until they get to middle worn season to as long as losing subscribers than I feel pretty healthy about you know having dizzy pluses and investment of some sort if I was an investor or stakeholder or an analyst, I wouldn't feel pretty good about Disney plus as long as they don't lose subscribers just given the fact of like they were they have this huge content library that's keeping them afloat during this time just keep them steady the they're they're trying they wanted great new content, but they're just kind of stuck right now in that weird cycle. So. Where they are I've been really impressed with international expansion how they've been able to roll onto different areas with seemingly no major hiccups and the they're keeping on international push. That's been really nice as well to see and they're push with India going with star has been seemingly successful so far in. So just just having the push internationally as well as been has been nice to see all right and then the. Other big news Disney's earnings Kohl's that's Milan which was the first film that Disney had to hold back. They are actually going to be releasing it on Disney plus however unlike some of the other films out there, it will cost you. So the catch of course is that how many you have to be a Disney subscriber you can't watch it if you're not a disease Disney plus subscribers for not going the route of. Like a video on demand service, like you know, well, any of the services that you purchase films from like we've seen with trolls or scuba this film, you will need to have your account. You will need to have a Disney plus account edition to the.
"warnermedia" Discussed on The Streaming Wars
"Savvas is winning the war this time around. Over welcome to lease episode of the strimmers Dustin. With me and we're here to discuss everything from August fifth through the eleventh we have a bunch of news. There is a ton of. Big thing is that happened in the news specifically related to Hulu Disney plus and each bill? Max So we're GONNA get into that stuff as well as obviously the other streaming services that have had news over the past week. So let's start off with that flicks. I can America is limited series of is heading to Netflix's is going to have any atoms attached along with McKay directing, and then we have Netflix is going to be adapting the podcast thirty six questions. There's an untitled Chuka Barbara Film, which I'm sure I said that wrong film that's also landed at Netflix and net has ordered. A kids equal fabel series you have nothing for Prime Video Hulu Hulu has given two straight to series orders on starring Elephantine who's also starting in the great, and then who announced a reduced annual subscription play. Now, this is specifically for people who are already existing who customers or subscribers but only subscribed to the AD supported plans. That's the plan this five, nine, nine per month they reduce plan is you can pay fifty, nine, ninety, nine per year for entire year's worth of service, but it is only for the ad supported in. It's only if you're an existing subscriber as of right now. I think this is a great promotional. Reminds me a lot of what Disney did when Disney plus for started at offered a yearly. Annual subscription to the service a at a pretty good cost. I'm at the Atrium accident similar thing as well. So overall, this is really cool and I look forward to taking advantage of that I guess my one caveat my one question and concern is that Going forward I've personally had some issues trying to get different add-ons on up the WHO service like life TV or Hbo Max included the Bundle that APP before some I'm just curious how have adding add-ons will work like will you paid? We pay the upfront annualized cost in per month, pay them off the charges for the add on's or are you even allowed to have different add ons going on or is it just for the WHO straight service with? No add ons so lou, the few questions and concerns I have whereas if you're gonNA look forward in maybe investigate and maybe opt in to this annual programme subscription plan. Looking to that, if you're interested in either subscription, any of those add ons. That keep your eye out for that. But otherwise seems like a great great planning and I really likes Jimmy Services or really any type of subscription service that offers an annual plan. When you know that you're upfront, use it a lot you can save money long term, and this is also great for Hulu because they're able to get where he's you know large sums of money really quick because everybody's going to be paying the larger kind of deposit. And kind of at one time. So who can get a lot of cash at one moment? Yeah. Of course, like spreading out those payments would be nice on the balance sheet, but sometimes, you need to raise capital at certain moments. So maybe there's something else going behind where they kind of want to raise capital real quick but overall, this is great for consumer is great for Hulu, and this is a good time for all right moving on to CBS Alexis. Viacom, CBS string and subscribers have. To sixteen point, two million. Now, if you remember correctly, they're not specifically giving only numbers for CBS all access there specifically giving numbers for all their streaming services, which also includes Showtime Pluto. TV. Is is out there tube not part of those numbers but sixteen point two million is a significant number. It should also shows that they're continuing to grow That's that's the biggest thing. Pluto TV, which is their free. They're free service that they offer is also growing at an exponential rate a lot. Of that has to do with the current environment and people looking for free content as we've discussed many times in the past, the amount of content that you can consume for free people have no problem consuming content with ads. If you know if it's an option as the free services like Pluto, like Zumo like to be all of these services, they continue to grow by leaps and bounds every single quarter it does show that that there is healthy interest in Viacom CBS, all of their properties. I, mean do I wish I wish the numbers were broken down a little bit more based on which like products were growing like? Yes but I think we can collectively re reason that things are looking up for for CBS, and I'm happy about that because I feel like they're one of the. That actually has hey viable base to grow for into the future. But then also kind of having the right strategy moving forward slowly developing products and you know they, they did CBS Alexis another like you know what we need a little bigger. So it's cool for me to see them move in that way I don't know. How you feel. Like. Reading this report was actually kind of Nice because things were broken on premium relatively easy target about revenue to how that dipped. I'm Joe percent talked about how licensing revenue was flat talked about health theatric revenue specifically immaterial in the quarter because no films it going on it talked about home entertainment revenue rose because of different things hitting the the home theater home release you know talking about Ad Revenue how revenue dipped twelve percent. So let's kind of interesting how the consolidated revenue editor of new dipped twelve percent to six point two billion. So overall I think it was kind of cool to see a report broken down so well. And to see how first-rate service has come. CPS, they're not one of the main players in the space but seeing how they're approaching numbers in breaking down I, just as someone who reads these reports all along us is to see what is important for CBS in in for its investors and stakeholders and moving forward. Others really cool just to see those kinds of business because we don't always have that visibility into some other companies as report is all right some more CBS all exists There's been more details revealed for Viacom CBS News, service, and I want. I want to specifically talk about this for a brief moment because the headline the. Word linking is specifically talking about the international version of the service that eventually will launch and it specifically says that they have every intention to launch the international service in Australia and Latin America in early twenty, twenty one, which is in line with the timeframe when it should be arriving here in the United States as well. But it also says the internationally, it will. It will be the place to premiere showtime originals, which is interesting because there was an article I wanNA say, I'm not sure if we we attach this story talked about giving us just read but I know what was on deadline at some point in the last couple weeks. But. It specifically made a comment about how they had no intention of having showtime get absorbed into this new service here in the states, they'll have showtime as potentially an add on for the service, but it would not just be included with the subscription and I. think that's specifically because they don't want to run into a situation like Hbo Max where the service gets too expensive because showtimes included because if showtime is included, they have to be a certain price point in order to not jeopardize their deals with the the existing deals with cable companies were having who are offering showtime and that that becomes a problem. So as avenue it becomes. In some ways, not a not a conversations issue when it comes to the cable companies, but I think it was an interesting point that initially the showtime originals will premiere on the service because that means they won't be licensing the showtime originals elsewhere unless of course there already licensed somewhere they brought up specifically billions, which is licensed elsewhere.