WarnerMedia’s move to stream all of its movies on HBO Max appears to be value disruptive, but if the company is actually meaningfully responding to disruption, that was inevitable.
Anti-Monopoly vs. Antitrust
What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.
HBO Max Launches, Amazon and Roku, Apple in 3rd
HBO Max is confusing because of negotiations with cable carriers, which is expected, and negotiations with OTT resellers, which perhaps was not. Then, is Apple making a move?
The NBA and Microsoft, and An Interview with Adam Silver and Satya Nadella
Microsoft and the NBA are announcing a new partnership; then, an interview NBA Commissioner Adam Silver and Microsoft CEO Satya Nadella
Working From Home with Kids, What About Pay TV?, An NBA Proposal
Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?
Recode Recap: John Stankey of WarnerMedia, Kevin Mayer of Disney
Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.
HBO Max, AT&T’s Challenges, The Streaming Battleground
AT&T announced details about HBO Max, which are both safe and aggressive, and also raise questions about AT&T’s long-term stewardship. Then, why Netflix and Disney are the long-term winners.
Peacock and Flex, Seinfeld to Netflix, Big Bang Theory and HBO
Updates on TV streaming, including Peacock, Flex, Seinfeld, Netflix, Big Bang Theory, and HBO.
HBO Max and Friends; British Airways, Marriott Hit with GDPR Fines; Zoom’s Vulnerability
HBO Max is AT&T’s new streaming service, and it is paying a lot for Friends. Then, the best part of GDPR has its intended effect, while Zoom shows that security still isn’t a priority
Disney and the Value of the Consumer Relationship, Disney’s Consolidation of Hulu, Comcast and AT&T
Follow-up on Disney and the Future of TV, including why Disney as a whole will gain so much from Disney+. Then, AT&T sells out of Hulu, and Comcast probably will too, and why Comcast appears in better shape.