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HouseOfTheSun

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Posts posted by HouseOfTheSun

  1. 3 minutes ago, Jonwo said:

    I find it funny that people were lambasting Disney for putting Pixar films on Disney+ which in a small way affected Lightyear but yet are also lambasting WBD for focusing on theatrical rather than direct to streaming. This place is like Jekyll and Hyde at times. 

    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. 

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  2. 2 minutes ago, AJG said:
    • They will exclude unactivated HBO MAX customers from their tally
    • they only added 1.7 million subs across WBD streaming??? Was that just HBO Max???
    • THEYRE CUTTING INVESTMENT TO KIDS, CARTOONS, AND FAMILY ACROSS THE LEGACY COMPANY
    • Batgirl, Wonder Twins and Scoob 2 didn’t fit new strategy
    • They’re going to start licensing shows back to third parties instead of hogging everything for HBO Max.

    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. 

  3. 3 minutes ago, Jonwo said:

    Netflix is launching an ad supported service as is Disney+, that suggests they know the SVOD bubble is not going to last forever.

    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. 

  4. 1 minute ago, Jonwo said:

    I don't get why Netflix gets a free pass for spending cuts which were inevitable due to their overspend on content but WBD gets raked through the coals. 

     

    All CEOs make stupid decisions but it's wrong to say Zaslav doesn't know what he's doing, you don't get to be in charge of a company like Discovery for over a decade by being incompetent. 

    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. 

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  5. 6 minutes ago, AJG said:

    Zaslav speaks

    • even more room to cut costs 
    • they’ve repaid $6bil in debt so far
    • Starts listing brands. WB is historic bla-bla-bla
    • They’ll continue to distribute shows to other apps and channels (unlike Disney, which he implies)
    • Staying old fashioned - no strict streaming focus (like Disney)
    • Committing to theatrical
    • They’ve taken aggressive steps to stop direct to streaming films
    • they don’t want to depend on streaming
    • FREE AD SUPPORTED STREAMER IS COMING FOR CLASSIC CONTENT

    So basically - they can’t compete with Netflix/Amazon/Disney 

  6. 3 hours ago, Cappoedameron said:

    I honestly don't see the point if all the new content is gonna be reality tv shows and no new scripted shows. He's delusional if he thinks the 76 million subscribers to HBO Max simply have it because of its legacy library like Friends and other shows people watch whenever they want.

     

    In fact hasn't it been proven through data that legacy libraries can't maintain subscribers. They stay because of the new content. If all you're offering is new HG TV and other crappy reality then all the other demographics are gonna cancel the service.

     

     

    one more time…the 60 million of the 76 million are old HBO subs. 

  7. 37 minutes ago, Cappoedameron said:

    When Zaslav loses millions of subscribers at the next quarterly I'm going to laugh my ass off. 

     

    Absolutely no one below the age of 40 gives a shit about these trash reality shows and HG TV when the housing market is at an all time low because of insane interest rates.

    …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 

    • Like 1
  8. 2 hours ago, dudalb said:

    Oh, I agree. Buying a company heavy with debt is not a good idea. But, as someone ponted uou, several events beyond anybody's control in the economy made the debt crisis worse after the purchase.

     

     

    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 

  9. 2 hours ago, TwoMisfits said:

    DC's way too valuable.  I assume a Netflix deal would be like the deal Disney did of old with Netflix - the "rental" of material.  WB keeps the rights and sells them to Netflix for X period of time in a non-exclusive deal (so WB can still also show them)...

     

    Netflix needs a big get...and they don't mind that kinda deal (or they didn't use to)...

     

    I mean, Apple needs that kind of get badly, too...but again, they'd want to buy and WB won't sell DC...they see what the Marvel brand has been worth to Disney...

    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. 

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  10. 2 minutes ago, stephanos13 said:

    Some people need to chill in here. LOL.

     

    The moves Zaslav is making either are going to be legendary in a few years or the worst in history.

     

    They know HBO is their juggernaut and they are going to give it even more emphasis now.

     

    It sucks that we are not gonna get new scripted shows exclusive to the streaming service though.

    this is the most abject denial I’ve seen in quite some time 

  11. Just now, WittyUsername said:

    HBO Max was never going to be up there with something like Disney+. WB simply doesn’t have the resources to compete with the company that owns Disney Animation, Pixar, Marvel, Star Wars, and The Simpsons. Zaslav is out of his mind if he thinks dropping all their scripted content is what the service needs. 

    …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. 

  12. 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. 

  13. 2 minutes ago, Napoleon said:

    It actually cost less than most seasons of a high profile TV show, and was the most watched HBO Max original on the first weekend. It was probably one of their most effective investments when you look at viewers per millions spent. Its numbers look small compared to the theatrical movies Warner released the same day, which overperformed on HBO Max and had similar numbers than Stranger Things season 4 according to Samba TV, but when you look at the numbers of all HBO Max originals the Snyder Cut was definitely their biggest one so far (and by far). It pulled similar numbers than the Marvel and Star Wars shows on Disney+, which cost way over $100 million a season. It was viewed by 3x the number of households Peacemaker averaged weekly.

    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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