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.
What matters about the Congressional report on tech and antitrust is that it exists, not the specific details.
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?
Microsoft and the NBA are announcing a new partnership; then, an interview NBA Commissioner Adam Silver and Microsoft CEO Satya Nadella
Some tips for working from home, then wondering what the lack of sports means for pay TV. Might the NBA come to the rescue?
Highlights from Recode Media interviews of Warner Media’s John Stankey and Disney’s Kevin Mayer, including an extended discussion on sports.
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.
Updates on TV streaming, including Peacock, Flex, Seinfeld, Netflix, Big Bang Theory, and HBO.
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
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.