Developing a strong revenue stream around the Time Warner HBO assets? Or do you see too much competition and mismanagement of the assets? My take is too much talent left the building and if the resentment by telecom and dtv employees is this bad then Time Warner HBO will have a tough go of it. Having Stankey with his axe coming at you abd his great bedside manner always motivating.
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Cliche marketing everything named with "max" including planes that don't fly. Cable company pricing structure and a box not backward compatible with gen one- two flat screen tvs, means getting a new tv and not upcycling old sets (not green, a lose ball fowl here). Getting mew tv means getting integrated smart tv no box needed, therefor no atttv if not supported on roku tv. Are these things really thought through? Or are the real business risks tossed aside. You arent going to k–l roku, take a page from MS and AAPL. Interoperability and backward compatibility with hardware base (windows 10) is key to market dominance.
HBO Max is the most ridiculous name. Everybody will think it’s either the same old HBO with a new name or HBO with a few bells and whistles. When you have to make a video explaining that it’s much more than just HBO, you know the name is bad. Though I’d much rather it be called HBO Max than “Stankey-Vision” which was probably Johnny-come-lately’s first choice.
Won’t be doing well when the highest paid person at CNN is Nick Sandman.
@sni+13L3J2F2 I hope all of senior management and the board keep thinking that so they stay blind to what is really going on.
It takes out of box thinking and you are not just going to find that at att. Everything is being marginalized and that isn't an environment for out of box thinking. So now there will not be a revenue stream from their new tv whatever it is called.
Att tv is just further proof that Randall , Stankey and the board are out of touch. The ENTIRE reason streaming is popular is there IS NO CONTRACT and you can pick and choose the streaming apps that suits you and PAY FOR WHAT YOU WANT AND NOT HAVE CHANNELS YOU DONT WATCH FORCED ONTO YOU! So what’s At&t ‘s brilliant idea ? To repackage the cable bundle into a streaming version WITH A TWO YEAR CONTRACT, MORE BOXES THAT NO ONE WANTS AND CHARGE YOU A MONTHLY RENTAL FEE FOR THEM !!!! To make matters worse , ITS BUILT ON BACKEND SERVERS THAT DONT WORK WELL, WITH CONSTANT GLITCHES! ITS CLOUD DVR IS A DISASTER !
Att tv will be another huge failure. It already is. HBO MAX? Terrible name. A recent poll showed consumers saying why would they get hbo max. They already have HBO. Consumers are rightfully confused by the name. It should have been named Warner Plus. id–ts running this company !!!
ATT will always do well. They have always had the ability to generate more cash then god. There will be some facets of the business that do well, and others not so well. Now with all the new players in streaming TV they do have their work cut out for them to attract people who actually want to pay premium price for the content they have to sell. Content tends to only attract specific targets, and each service is targeting a different demographic. Apple TV probably has the biggest demographic spread, with their programming. HBO alone does not cater to wide audience with out some changes. It requires a wide spread of types of content. HBO has lost some of it's luster the last few years. Now AT&T should have never ventured off into this business. They should have stayed in the pipe business, and done it better and bigger than everyone else. They have lost focus on that business to some extent.
I see it having artificial success initially.
They will place immense pressure on the sales org to drive it, who will in turn do whatever it takes to create the appearance of success.
However, it will be just like DTV NOW. Randall will claim there is unbelievable hype and demand for the product.
Then, eventually the fog will settle, and the reality will set in. That reality will be that most sales weren’t real, there isn’t any hype, and very few people actually care about or want the product.
I think the real question is if they can't find success in the streaming market and ATT TV follows the path of DirecTV Now, what does the company become? Do they sell Warner and DTV at a huge loss and go back to being a wireless and business services company?
If this happens I don't see much growth potential and would be concerned about the future of the company.
This article says it all :
https://www.google.com/amp/s/amp.ft.com/content/a558ec36-4de6-11ea-95a0-43d18ec715f5
I see Apple TV as the new time warner powerhouse. They won talent from time warner after att purchased. Their biggest get from att is probably Richard Plepler. The producer and former HBO CEO has immense powerful Hollywood connections and a loyal following of A-lister actors, some of which have already followed him over to Apple with exclusive deals. (Julia Louis-Dreyfus one example off top of mind ). He made HBO
The marquee it was with the best original shows. Att will be known as the company that decimated HBO.