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HouseOfTheSun

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Everything posted by HouseOfTheSun

  1. At this point I’m pretty sure Zaslav could say they’re never making another Batman movie again and you’d find a way to defend it.
  2. Nobody is lambasting Warner for releasing theatrical. They’re lambasting them for cancelling movies already ready for DTC, and annihilating any hbo max original content budget there was.
  3. 1 - no that’s HBO Max + Discovery Plus they added only 1.7m totoal 2 - yea that kids/animation/general content budget is being funneled right into discovery’s reality content.
  4. If Zaslav could manifest the word Brands into a physical substance I’m pretty sure he’d snort it.
  5. Remember…AT&T had pegged Max for 150m by 2025. Now they combined numbers, adding Discovery’s 25m current subs, and their projections are only at 138m. Shows you how poor the expansion has gone.
  6. That has nothing to do with anything. They’re just expanding streaming offerings. Warner is cutting back basically everything, and will start selling content like a traditional studio because they have 0 shot in the streaming race.
  7. Netflix isn’t canning ready made products and removing already released content for a tax write off. And Netflix isn’t cutting spending. They’re just not continuing to grow beyond what they’ve already got.
  8. …the housing market is definitely not at an all time low. All time low in people ability buy one maybe. But for the market that means it’s at an all time high
  9. That’s 1 successful movie every 24 months. Not gonna do much. They need to expand the IP to series and animation , but highly unlikely now
  10. Discovery’s debt was worse than warners compared to revenue and cash flow before they merged. The scrips deal in 2018 and the subsequent rapid decline in cable has done Number on them
  11. You have to do what marvel did to be what marvel is. That’s not going to happen. Marvel has found a place with the general audience that no competitor will really get to even if they have successes every now then. It’s like Bond vs other spy franchises, or LOTR vs the many clones or HP vs other young adult stuff. Just not going to scale those heights.
  12. There was an article recently talking about the synergy cost savings of 3 billion Zaslav was targeting, stating that discovery team considered that the minimum and could actually go as high as 5 billion. this is gonna be chaotic to watch.
  13. …well he’s attempting to mimic the Disney model now with his silos and such. It will be another failed attempt at Warner trying to scale up and try to be Disney. But they’re set on attempting it so we just gotta wait for it to unfold. The news of their UK content is a pretty bad sign.
  14. There is some funny Discussion happening regarding HBO Max tho….it has really never ever been considered anything significant in the streaming race. Other than with the crowds that populate Internet forums like this. It barely broke into the Nielsen radar with 1%. It had a built in base of 38-39m subs in the US and 60-61m worldwide the second it launched has has grown very meagerly since then….seen a bunch of people tout its sub numbers like they are new subs starting from May 2020. They converted the vast majority of the current subs they have from legacy HBO subs and claimed it some major success. And revenue growth numbers have been amongst the worst in the business. All the math is spelled out by @Potiki in the VOD section. It might be a certain demographic favorite streamer but it certainly isn’t on the radar for most. its clear they needed a new strategy IF they wanted any attempt at not being dusted by Disney/Netflix/Amazon. And Zaslav is desperate to be up there. Bundling would have been a a good way to go. This is going to be a slaughter.
  15. HBO is the absolute best brand that WBD has, has ever had, and will ever have and Zaslav is about to dropkick it right in the balls
  16. It cost 70m+ for 1 week of ok viewership lol. Those Disney marvel shows and Star Wars shows do 2x the viewership of ZSJL weekly for 6-8 weeks. The Batman almost doubled it after a full theatrical run. Peacemaker maintained viewership through its run and grew. ZSJL wasn’t heard from again after it’s first week.
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