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(CNBC)   AT&T agrees to merge WarnerMedia with Discovery. If approved the deal gives up on the company's years-long efforts to combine content and distribution in one company. Which is *so* AT&T   (cnbc.com) divider line
    More: News, Time Warner, Discovery Communications, CEO David Zaslav, new media company, giant AT&T, Discovery Channel, Warner Bros., AT&T  
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234 clicks; posted to Business » on 17 May 2021 at 9:29 AM (3 weeks ago)   |   Favorite    |   share:  Share on Twitter share via Email Share on Facebook



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2021-05-17 9:38:34 AM  
The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.
 
2021-05-17 9:42:02 AM  

Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.


Don't worry, some Goldman Sachs first year intern has been appointed to understand and mitigate the impact on your account specifically.
 
2021-05-17 9:48:00 AM  
so, AT&T bought both DirecTV and Warner in some grand vertically integrated fever dream and is now trying to undo -both- of those transactions

This comes not long after Verizon is unloading AOL and Yahoo.

Man, Warner is starting to catch up to Chrysler in number of divorces.
 
2021-05-17 10:13:59 AM  
mega-corps will be the death of america
 
2021-05-17 10:45:37 AM  

ltdanman44: mega-corps will be the death of america


Already ruined Stellaris
 
2021-05-17 11:00:05 AM  
On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.
 
2021-05-17 11:22:27 AM  

HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.


Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.
 
2021-05-17 11:26:19 AM  

Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.


HBO Max already has crappy content. This is just seceding the streaming wars to the Disney streaming octopus.
 
2021-05-17 11:34:27 AM  

Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.


Or, maybe, they'll start running the really well made documentaries that HBO puts out. Then see that there's an audience for detailed and thought provoking content and embrace the format fully. Leading to a Renaissance of hard hitting long form journalism that is well crafted, sourced, and impactful.

/I crack myself up.
// I can't wait until the axios six part series on 'storage wars'
 
2021-05-17 11:34:50 AM  

DesertCoyote: Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.

HBO Max already has crappy content. This is just seceding the streaming wars to the Disney streaming octopus.


HBO Max has a pretty deep catalog, with all of the TCM movies, HBO content, DC animated movies, and the Studio Ghibli collection. I find myself watching it more often than Disney+, actually.

The new series Hacks with Jean Smart has been pretty fun so far, too.
 
2021-05-17 11:41:48 AM  

Mad_Radhu: DesertCoyote: Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.

HBO Max already has crappy content. This is just seceding the streaming wars to the Disney streaming octopus.

HBO Max has a pretty deep catalog, with all of the TCM movies, HBO content, DC animated movies, and the Studio Ghibli collection. I find myself watching it more often than Disney+, actually.

The new series Hacks with Jean Smart has been pretty fun so far, too.


But, for the most of us, Disney+Hulu is a better bargain at $20/month for both bundled than whatever New Discover/Warner prices HBODiscoveryMaxPlus at. A company like ViacomCBS buying Netflix (Netflix is not going to fly solo forever) will be the end of the golden streaming era.
 
2021-05-17 11:46:37 AM  

DesertCoyote: Mad_Radhu: DesertCoyote: Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.

HBO Max already has crappy content. This is just seceding the streaming wars to the Disney streaming octopus.

HBO Max has a pretty deep catalog, with all of the TCM movies, HBO content, DC animated movies, and the Studio Ghibli collection. I find myself watching it more often than Disney+, actually.

The new series Hacks with Jean Smart has been pretty fun so far, too.

But, for the most of us, Disney+Hulu is a better bargain at $20/month for both bundled than whatever New Discover/Warner prices HBODiscoveryMaxPlus at. A company like ViacomCBS buying Netflix (Netflix is not going to fly solo forever) will be the end of the golden streaming era.


Netflix market cap is $215 billion.

Viacom's is $25 billion.
 
2021-05-17 11:51:31 AM  
Stanky slowly undoing all the crap that Randall did.
 
2021-05-17 11:55:22 AM  

HempHead: Netflix market cap is $215 billion.

Viacom's is $25 billion.


yeah was about to say, no one is out to buy Netflix any time soon.. at least not a media company that's already in the game, both for anti-trust and cash-on-hand reasons..

-maybe- Amazon since they have the cash and Netflix is already hosted on AWS, but the're be concerns since Amazon already has their own streaming service
 
2021-05-17 11:55:43 AM  
Mad_Radhu:

HBO Max has a pretty deep catalog, with all of the TCM movies, HBO content, DC animated movies, and the Studio Ghibli collection. I find myself watching it more often than Disney+, actually.

The new series Hacks with Jean Smart has been pretty fun so far, too.

I've been loving Hacks. I really want to see more of her burning down her first husband's house. The previews show that coming up in the next couple of weeks.
 
2021-05-17 12:00:18 PM  

The Bestest: HempHead: Netflix market cap is $215 billion.

Viacom's is $25 billion.

yeah was about to say, no one is out to buy Netflix any time soon.. at least not a media company that's already in the game, both for anti-trust and cash-on-hand reasons..

-maybe- Amazon since they have the cash and Netflix is already hosted on AWS, but the're be concerns since Amazon already has their own streaming service


Comcast could buy Netflix, but they already have a lot of debt and it would be crushing to anyone but the likes of Amazon or Apple to take on Netflix's debt burden.
 
2021-05-17 12:08:49 PM  

Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.


I doubt that they will, to be honest.  Every major carrier has a streaming partner now because it's required to draw customers.  TMO is actually the worst off since everyone already has Netflix.

The Bestest: so, AT&T bought both DirecTV and Warner in some grand vertically integrated fever dream and is now trying to undo -both- of those transactions


DirecTV is the stinker.  It's hemorrhaging money.  AT&T hasn't figured a way to get NFL Sunday Ticket into AT&T TV or U-verse, despite owning DirecTV, and that's the only really winner on the platform.

As it stands, AT&T TV is the streaming platform with the best set of sports offerings.  The FSN sale by Fox saw all their RSNs leave every other streaming service.
 
2021-05-17 12:24:47 PM  

bhcompy: Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.

I doubt that they will, to be honest.  Every major carrier has a streaming partner now because it's required to draw customers.  TMO is actually the worst off since everyone already has Netflix.

The Bestest: so, AT&T bought both DirecTV and Warner in some grand vertically integrated fever dream and is now trying to undo -both- of those transactions

DirecTV is the stinker.  It's hemorrhaging money.  AT&T hasn't figured a way to get NFL Sunday Ticket into AT&T TV or U-verse, despite owning DirecTV, and that's the only really winner on the platform.

As it stands, AT&T TV is the streaming platform with the best set of sports offerings.  The FSN sale by Fox saw all their RSNs leave every other streaming service.


The danger for them with sports is that eventually the leagues will all decide to follow the Disney path and start their own streaming services. Why deal with a middleman like DirecTV when the NFL can make far more money selling Sunday Ticket directly to sports fans? I figure it is only a matter of time before the only way you'll be able to watch a football game is via the official NFL streaming service.
 
2021-05-17 12:48:00 PM  
AT&T is spinning off these recent acquisitions left and right. It's almost as if they figured out that content and distribution of it aren't their core competencies.
 
2021-05-17 12:48:41 PM  

DesertCoyote: Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.

HBO Max already has crappy content. This is just seceding the streaming wars to the Disney streaming octopus.


Max easily has the best content.
 
2021-05-17 12:49:01 PM  

The Bestest: so, AT&T bought both DirecTV and Warner in some grand vertically integrated fever dream and is now trying to undo -both- of those transactions

This comes not long after Verizon is unloading AOL and Yahoo.

Man, Warner is starting to catch up to Chrysler in number of divorces.


Meant to mention this, too. Verizon has been going very well since then (they also unloaded their FIOS stuff to Frontier, who promptly went bankrupt)
 
2021-05-17 12:51:07 PM  

DesertCoyote: Mad_Radhu: DesertCoyote: Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.

HBO Max already has crappy content. This is just seceding the streaming wars to the Disney streaming octopus.

HBO Max has a pretty deep catalog, with all of the TCM movies, HBO content, DC animated movies, and the Studio Ghibli collection. I find myself watching it more often than Disney+, actually.

The new series Hacks with Jean Smart has been pretty fun so far, too.

But, for the most of us, Disney+Hulu is a better bargain at $20/month for both bundled than whatever New Discover/Warner prices HBODiscoveryMaxPlus at. A company like ViacomCBS buying Netflix (Netflix is not going to fly solo forever) will be the end of the golden streaming era.


Disney+ (nothing to watch) and Hulu with ads huh? That's what you're going with?

O.o
 
2021-05-17 1:05:32 PM  

RyansPrivates: The Bestest: so, AT&T bought both DirecTV and Warner in some grand vertically integrated fever dream and is now trying to undo -both- of those transactions

This comes not long after Verizon is unloading AOL and Yahoo.

Man, Warner is starting to catch up to Chrysler in number of divorces.

Meant to mention this, too. Verizon has been going very well since then (they also unloaded their FIOS stuff to Frontier, who promptly went bankrupt)


Sigh. At least Frontier still has decent service in my area, unlike Charter "Spectrum".

Frontier has been trying to unload the old FiOS TV service as well. When you sign up for new service they offer a Direct TV package over the Internet.
 
2021-05-17 1:09:54 PM  

DesertCoyote: Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.

HBO Max already has crappy content. This is just seceding the streaming wars to the Disney streaming octopus.


Is that a joke? I have both, and Disney+ might get watched once a week. If you don't have small kids, what's the point of Disney +?
 
2021-05-17 1:10:27 PM  

bhcompy: Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.

I doubt that they will, to be honest.  Every major carrier has a streaming partner now because it's required to draw customers.  TMO is actually the worst off since everyone already has Netflix.

The Bestest: so, AT&T bought both DirecTV and Warner in some grand vertically integrated fever dream and is now trying to undo -both- of those transactions

DirecTV is the stinker.  It's hemorrhaging money.  AT&T hasn't figured a way to get NFL Sunday Ticket into AT&T TV or U-verse, despite owning DirecTV, and that's the only really winner on the platform.

As it stands, AT&T TV is the streaming platform with the best set of sports offerings.  The FSN sale by Fox saw all their RSNs leave every other streaming service.


AT&T already has a deal to spinoff Directv.

I doubt its hemorrhaging money or TPG wouldn't have invested.

The last satellites launch was over 3 years ago.

The only major cost they have is the cost of programming.
 
2021-05-17 1:16:39 PM  

HempHead: bhcompy: Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.

I doubt that they will, to be honest.  Every major carrier has a streaming partner now because it's required to draw customers.  TMO is actually the worst off since everyone already has Netflix.

The Bestest: so, AT&T bought both DirecTV and Warner in some grand vertically integrated fever dream and is now trying to undo -both- of those transactions

DirecTV is the stinker.  It's hemorrhaging money.  AT&T hasn't figured a way to get NFL Sunday Ticket into AT&T TV or U-verse, despite owning DirecTV, and that's the only really winner on the platform.

As it stands, AT&T TV is the streaming platform with the best set of sports offerings.  The FSN sale by Fox saw all their RSNs leave every other streaming service.

AT&T already has a deal to spinoff Directv.

I doubt its hemorrhaging money or TPG wouldn't have invested.

The last satellites launch was over 3 years ago.

The only major cost they have is the cost of programming.


AT&T TV is part of that spinoff also. They (presumably) are investing in that as growth platform while maintaining DirecTV satellite for cash flow.
 
2021-05-17 1:34:48 PM  

Mad_Radhu: The danger for them with sports is that eventually the leagues will all decide to follow the Disney path and start their own streaming services. Why deal with a middleman like DirecTV when the NFL can make far more money selling Sunday Ticket directly to sports fans? I figure it is only a matter of time before the only way you'll be able to watch a football game is via the official NFL streaming service.


That's a lot of extra load.  MLB had that and chose to sell off BAMTech(to Disney) because it's just not their lane.  BAMTech was the leader in the industry for what it provided and became the foundation for ESPN+.

As AT&T shows, vertical integration isn't necessarily the answer to everything

drjekel_mrhyde: DesertCoyote: Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.

HBO Max already has crappy content. This is just seceding the streaming wars to the Disney streaming octopus.

Is that a joke? I have both, and Disney+ might get watched once a week. If you don't have small kids, what's the point of Disney +?


And it's not like HBO Max doesn't also offer great content for small kids with Sesame Street, Looney Tunes, Cartoon Network, and Ghibli rolled in.  Add in DCAU, AdultSwim, and Crunchyroll and you have everything from young kids to young adults and everything inbetween covered.  Now they just need to get the rest of the WB Kids shows on there(Tiny Toons, Animaniacs, etc), but Hulu owns those rights for the time being(probably as long as they keep producing new episodes of Animaniacs)
 
2021-05-17 1:37:30 PM  

DesertCoyote: Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.

HBO Max already has crappy content. This is just seceding the streaming wars to the Disney streaming octopus.


I'd say the opposite.  This probably actually helps Warner against Disney, as the Discovery content makes a good counter for the National Geographic content on Disney+.

Unless you mean it's AT&T ceding, in which case... well, it is.  But AT&T's foray into being a media mogul was a dumb idea anyway.
 
2021-05-17 1:49:14 PM  

HempHead: AT&T already has a deal to spinoff Directv.

I doubt its hemorrhaging money or TPG wouldn't have invested.

The last satellites launch was over 3 years ago.

The only major cost they have is the cost of programming.


Programming is expensive, and paying off old infrastructure is expensive.  They're financing those satellites over a span of many years, and that means you need the subscriber-base to pay off that debt.  AT&T took a $15b writedown against 2020's numbers directly attributed to DirecTV losses, and DirecTV has been losing subscribers at a high rate(they're losing hundreds of thousands of subscribers per quarter based on their financial statements, while HBO Max and AT&T TV are growing).  DTV is an old service, with old boxes and interfaces, compared to more modern offerings, and people are either moving to streaming services like AT&T TV or just cutting the cord(or taking down the dish as it were) altogether.
 
2021-05-17 1:51:55 PM  

HeartBurnKid: But AT&T's foray into being a media mogul was a dumb idea anyway.


I disagree.  It's clear that the future is owning intellectual property(this is why Netflix and Amazon are generating their own content at extraordinary rates).  Bad execution isn't the same as a bad idea.
 
2021-05-17 2:04:33 PM  

bhcompy: HeartBurnKid: But AT&T's foray into being a media mogul was a dumb idea anyway.

I disagree.  It's clear that the future is owning intellectual property(this is why Netflix and Amazon are generating their own content at extraordinary rates).  Bad execution isn't the same as a bad idea.


Sure, but are AT&T really the best people to execute on that?  I mean, they're the phone company.  And not even the cool phone company, like T-Mobile (who, let's face it, are only cool for a phone company). They don't actually have the kind of culture that the media industry requires.  I don't think there's any universe where they execute well on this deal.  They really should have just stayed in their lane.

On an unrelated note, I was reading a bit more on the deal, and apparently the other major contender to acquire Warner was Comcast.  Suddenly, the Discovery deal is looking a lot better in my eyes.
 
2021-05-17 2:06:23 PM  

HempHead: bhcompy: Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.

I doubt that they will, to be honest.  Every major carrier has a streaming partner now because it's required to draw customers.  TMO is actually the worst off since everyone already has Netflix.

The Bestest: so, AT&T bought both DirecTV and Warner in some grand vertically integrated fever dream and is now trying to undo -both- of those transactions

DirecTV is the stinker.  It's hemorrhaging money.  AT&T hasn't figured a way to get NFL Sunday Ticket into AT&T TV or U-verse, despite owning DirecTV, and that's the only really winner on the platform.

As it stands, AT&T TV is the streaming platform with the best set of sports offerings.  The FSN sale by Fox saw all their RSNs leave every other streaming service.

AT&T already has a deal to spinoff Directv.

I doubt its hemorrhaging money or TPG wouldn't have invested.

The last satellites launch was over 3 years ago.

The only major cost they have is the cost of programming.


Year over year subscriber counts are dropping like a stone on DTV.  It's bleeding in the sense that it isn't throwing off the cash necessary to cover the debt generated to buy it.  So the "deal" to buy it is all red ink.  From a "unit by itself" it's just a declining revenue stream, so both ARPU and margins are declining.

For all those that can't translate that - it's analyst speak for "RUN THE HELL AWAY AND DITCH IT IF YOU CAN!"

Also, the cost of that programming is going in one direction - up  (ie. further margin decline).
 
2021-05-17 2:41:26 PM  

Drearyx: DesertCoyote: Mad_Radhu: DesertCoyote: Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.

HBO Max already has crappy content. This is just seceding the streaming wars to the Disney streaming octopus.

HBO Max has a pretty deep catalog, with all of the TCM movies, HBO content, DC animated movies, and the Studio Ghibli collection. I find myself watching it more often than Disney+, actually.

The new series Hacks with Jean Smart has been pretty fun so far, too.

But, for the most of us, Disney+Hulu is a better bargain at $20/month for both bundled than whatever New Discover/Warner prices HBODiscoveryMaxPlus at. A company like ViacomCBS buying Netflix (Netflix is not going to fly solo forever) will be the end of the golden streaming era.

Disney+ (nothing to watch) and Hulu with ads huh? That's what you're going with?

O.o


What does Max have besides "Friends" reruns?
 
2021-05-17 2:48:21 PM  

DesertCoyote: The Bestest: HempHead: Netflix market cap is $215 billion.

Viacom's is $25 billion.

yeah was about to say, no one is out to buy Netflix any time soon.. at least not a media company that's already in the game, both for anti-trust and cash-on-hand reasons..

-maybe- Amazon since they have the cash and Netflix is already hosted on AWS, but the're be concerns since Amazon already has their own streaming service

Comcast could buy Netflix, but they already have a lot of debt and it would be crushing to anyone but the likes of Amazon or Apple to take on Netflix's debt burden.


A mouse smiles slyly in the corner.
 
2021-05-17 2:50:22 PM  

Another Government Employee: DesertCoyote: The Bestest: HempHead: Netflix market cap is $215 billion.

Viacom's is $25 billion.

yeah was about to say, no one is out to buy Netflix any time soon.. at least not a media company that's already in the game, both for anti-trust and cash-on-hand reasons..

-maybe- Amazon since they have the cash and Netflix is already hosted on AWS, but the're be concerns since Amazon already has their own streaming service

Comcast could buy Netflix, but they already have a lot of debt and it would be crushing to anyone but the likes of Amazon or Apple to take on Netflix's debt burden.

A mouse smiles slyly in the corner.


Like mentioned before, a Disney-Netflix merger would not be approved by regulators because the mouse would it would turn streaming basically into a duopoly between them and Warner/Discovery.
 
2021-05-17 3:04:05 PM  

DesertCoyote: What does Max have besides "Friends" reruns?


The Wire, Deadwood, Sopranos, FMA:B, Looney Tunes, Veep, Barry, Joe Pera Talks With You, Curb Your Enthusiasm, Reno 911, Key & Peele, Chappelle's Show, Pushing Daisies, Babylon 5, Eastbound & Down, Regular Show, etc etc
 
2021-05-17 3:15:52 PM  

bhcompy: DesertCoyote: What does Max have besides "Friends" reruns?

The Wire, Deadwood, Sopranos, FMA:B, Looney Tunes, Veep, Barry, Joe Pera Talks With You, Curb Your Enthusiasm, Reno 911, Key & Peele, Chappelle's Show, Pushing Daisies, Babylon 5, Eastbound & Down, Regular Show, etc etc


Still not priced good enough to forego the old DVD collection. In fact, We might as well go back to cable packages if each streaming service costs $30/month for commercial free tiers.
 
2021-05-17 3:16:47 PM  
40 year old women love this.
6-7pm watch some garbage on OWN
7-9pm watch some young hunk plow a woman her age on HBO MAX
9-10pm watch some murder porn on ID
 
2021-05-17 3:18:03 PM  

DesertCoyote: bhcompy: DesertCoyote: What does Max have besides "Friends" reruns?

The Wire, Deadwood, Sopranos, FMA:B, Looney Tunes, Veep, Barry, Joe Pera Talks With You, Curb Your Enthusiasm, Reno 911, Key & Peele, Chappelle's Show, Pushing Daisies, Babylon 5, Eastbound & Down, Regular Show, etc etc

Still not priced good enough to forego the old DVD collection. In fact, We might as well go back to cable packages if each streaming service costs $30/month for commercial free tiers.


Price is free with a wireless plan
 
2021-05-17 3:19:38 PM  

bhcompy: DesertCoyote: bhcompy: DesertCoyote: What does Max have besides "Friends" reruns?

The Wire, Deadwood, Sopranos, FMA:B, Looney Tunes, Veep, Barry, Joe Pera Talks With You, Curb Your Enthusiasm, Reno 911, Key & Peele, Chappelle's Show, Pushing Daisies, Babylon 5, Eastbound & Down, Regular Show, etc etc

Still not priced good enough to forego the old DVD collection. In fact, We might as well go back to cable packages if each streaming service costs $30/month for commercial free tiers.

Price is free with a wireless plan


For the "commercial supported plan." And only for AT&T subscribers.
 
2021-05-17 3:27:40 PM  

DesertCoyote: bhcompy: DesertCoyote: bhcompy: DesertCoyote: What does Max have besides "Friends" reruns?

The Wire, Deadwood, Sopranos, FMA:B, Looney Tunes, Veep, Barry, Joe Pera Talks With You, Curb Your Enthusiasm, Reno 911, Key & Peele, Chappelle's Show, Pushing Daisies, Babylon 5, Eastbound & Down, Regular Show, etc etc

Still not priced good enough to forego the old DVD collection. In fact, We might as well go back to cable packages if each streaming service costs $30/month for commercial free tiers.

Price is free with a wireless plan

For the "commercial supported plan." And only for AT&T subscribers.


I have HBO Max completely free, no commercials, with my AT&T Fiber
 
2021-05-17 3:28:53 PM  

DesertCoyote: bhcompy: DesertCoyote: bhcompy: DesertCoyote: What does Max have besides "Friends" reruns?

The Wire, Deadwood, Sopranos, FMA:B, Looney Tunes, Veep, Barry, Joe Pera Talks With You, Curb Your Enthusiasm, Reno 911, Key & Peele, Chappelle's Show, Pushing Daisies, Babylon 5, Eastbound & Down, Regular Show, etc etc

Still not priced good enough to forego the old DVD collection. In fact, We might as well go back to cable packages if each streaming service costs $30/month for commercial free tiers.

Price is free with a wireless plan

For the "commercial supported plan." And only for AT&T subscribers.


I have no commercials.  And, yes, AT&T subscribers(that was implied). If you want Disney, get Verizon.
 
2021-05-17 3:29:35 PM  

bhcompy: HempHead: AT&T already has a deal to spinoff Directv.

I doubt its hemorrhaging money or TPG wouldn't have invested.

The last satellites launch was over 3 years ago.

The only major cost they have is the cost of programming.

Programming is expensive, and paying off old infrastructure is expensive.  They're financing those satellites over a span of many years, and that means you need the subscriber-base to pay off that debt.  AT&T took a $15b writedown against 2020's numbers directly attributed to DirecTV losses, and DirecTV has been losing subscribers at a high rate(they're losing hundreds of thousands of subscribers per quarter based on their financial statements, while HBO Max and AT&T TV are growing).  DTV is an old service, with old boxes and interfaces, compared to more modern offerings, and people are either moving to streaming services like AT&T TV or just cutting the cord(or taking down the dish as it were) altogether.


They still have 13 million subscribers.

At average of $130 and profit margin of 15%, that's still around $235 million.
 
2021-05-17 3:36:11 PM  

Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.


Again, AT&T is not selling warnermedia!

Instead of owning 100% of warnermedia, they'll own 71% (my guess earlier today was 80%.  Guess I was slightly off) of a 'Discoverwarnermedia' or whatever the hell they end up calling it.

Think of it like ESPN, which Disney owns 80% of.

/Only difference is that until Discovery and HBO MAX are merged together, which will take a few years at least, (at which point Discovery will likely become another 'hub' like TCM or HBO) expect that AT&T will throw in discovery in the deal too.  And combined packages at a discount like Disney does with Hulu and ESPN.
 
2021-05-17 3:47:59 PM  

jake3988: Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.

Again, AT&T is not selling warnermedia!

Instead of owning 100% of warnermedia, they'll own 71% (my guess earlier today was 80%.  Guess I was slightly off) of a 'Discoverwarnermedia' or whatever the hell they end up calling it.

Think of it like ESPN, which Disney owns 80% of.

/Only difference is that until Discovery and HBO MAX are merged together, which will take a few years at least, (at which point Discovery will likely become another 'hub' like TCM or HBO) expect that AT&T will throw in discovery in the deal too.  And combined packages at a discount like Disney does with Hulu and ESPN.


Yes and no...some debt gets off their books and is owned by this new joint venture so T can have a better balance sheet. It's typical of these kinds of deals (same thing was done with the DirecTV and TPG sale). The essentially make these deals so that the new entity can sink or swim and not hurt the old owner.
 
2021-05-17 3:51:02 PM  

HempHead: bhcompy: Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.

I doubt that they will, to be honest.  Every major carrier has a streaming partner now because it's required to draw customers.  TMO is actually the worst off since everyone already has Netflix.

The Bestest: so, AT&T bought both DirecTV and Warner in some grand vertically integrated fever dream and is now trying to undo -both- of those transactions

DirecTV is the stinker.  It's hemorrhaging money.  AT&T hasn't figured a way to get NFL Sunday Ticket into AT&T TV or U-verse, despite owning DirecTV, and that's the only really winner on the platform.

As it stands, AT&T TV is the streaming platform with the best set of sports offerings.  The FSN sale by Fox saw all their RSNs leave every other streaming service.

AT&T already has a deal to spinoff Directv.

I doubt its hemorrhaging money or TPG wouldn't have invested.

The last satellites launch was over 3 years ago.

The only major cost they have is the cost of programming.


Starlink looks to take a huge chunk of the DirecTV market in the rural areas that don't have any options for cable TV and no high-speed internet for streaming. Right now a LOT of people are paying out the ass for DTV because they have no other options for televised entertainment.
 
2021-05-17 3:55:16 PM  

jake3988: Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.

Again, AT&T is not selling warnermedia!

Instead of owning 100% of warnermedia, they'll own 71% (my guess earlier today was 80%.  Guess I was slightly off) of a 'Discoverwarnermedia' or whatever the hell they end up calling it.

Think of it like ESPN, which Disney owns 80% of.

/Only difference is that until Discovery and HBO MAX are merged together, which will take a few years at least, (at which point Discovery will likely become another 'hub' like TCM or HBO) expect that AT&T will throw in discovery in the deal too.  And combined packages at a discount like Disney does with Hulu and ESPN.


What complicates matters is that Discovery+ already has a pre-existing deal to bundle their service in with certain Verizon Unlimited cellular plans. Depending on the terms of the deal, it could be years before AT&T can offer the service as a bundle to AT&T customers like they do HBO Max. L
 
2021-05-17 4:02:13 PM  

DesertCoyote: Drearyx: DesertCoyote: Mad_Radhu: DesertCoyote: Mad_Radhu: HeartBurnKid: On the one hand, the last thing we need is more consolidation in entertainment.

On the other, freeing Warner from AT&T's clutches and undoing some of their vertical integration is a good thing.

On the gripping hand, this probably means Discovery content will be coming to HBO Max, which will be nice.

Or the management that turned Discovery and TLC into reality show hell will ruin HBO Max by filling it full of shiatty content.

HBO Max already has crappy content. This is just seceding the streaming wars to the Disney streaming octopus.

HBO Max has a pretty deep catalog, with all of the TCM movies, HBO content, DC animated movies, and the Studio Ghibli collection. I find myself watching it more often than Disney+, actually.

The new series Hacks with Jean Smart has been pretty fun so far, too.

But, for the most of us, Disney+Hulu is a better bargain at $20/month for both bundled than whatever New Discover/Warner prices HBODiscoveryMaxPlus at. A company like ViacomCBS buying Netflix (Netflix is not going to fly solo forever) will be the end of the golden streaming era.

Disney+ (nothing to watch) and Hulu with ads huh? That's what you're going with?

O.o

What does Max have besides "Friends" reruns?


This:

DOOM PATROL - THE SEXMEN
Youtube _s8lZqM-JCo


Very not safe for work.
 
2021-05-17 4:32:55 PM  

Mad_Radhu: HempHead: bhcompy: Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.

I doubt that they will, to be honest.  Every major carrier has a streaming partner now because it's required to draw customers.  TMO is actually the worst off since everyone already has Netflix.

The Bestest: so, AT&T bought both DirecTV and Warner in some grand vertically integrated fever dream and is now trying to undo -both- of those transactions

DirecTV is the stinker.  It's hemorrhaging money.  AT&T hasn't figured a way to get NFL Sunday Ticket into AT&T TV or U-verse, despite owning DirecTV, and that's the only really winner on the platform.

As it stands, AT&T TV is the streaming platform with the best set of sports offerings.  The FSN sale by Fox saw all their RSNs leave every other streaming service.

AT&T already has a deal to spinoff Directv.

I doubt its hemorrhaging money or TPG wouldn't have invested.

The last satellites launch was over 3 years ago.

The only major cost they have is the cost of programming.

Starlink looks to take a huge chunk of the DirecTV market in the rural areas that don't have any options for cable TV and no high-speed internet for streaming. Right now a LOT of people are paying out the ass for DTV because they have no other options for televised entertainment.


I had no clue that Direct TV was a ISP. You can have Starlink and have AT&T TV at the same time
 
2021-05-17 5:13:44 PM  

drjekel_mrhyde: Mad_Radhu: HempHead: bhcompy: Mad_Radhu: The part that will be a bummer about this is that is is likely going to fark up the HBO Max that is included in my AT&T cell phone plan. I'll probably have to start paying for it separately  soon.

I doubt that they will, to be honest.  Every major carrier has a streaming partner now because it's required to draw customers.  TMO is actually the worst off since everyone already has Netflix.

The Bestest: so, AT&T bought both DirecTV and Warner in some grand vertically integrated fever dream and is now trying to undo -both- of those transactions

DirecTV is the stinker.  It's hemorrhaging money.  AT&T hasn't figured a way to get NFL Sunday Ticket into AT&T TV or U-verse, despite owning DirecTV, and that's the only really winner on the platform.

As it stands, AT&T TV is the streaming platform with the best set of sports offerings.  The FSN sale by Fox saw all their RSNs leave every other streaming service.

AT&T already has a deal to spinoff Directv.

I doubt its hemorrhaging money or TPG wouldn't have invested.

The last satellites launch was over 3 years ago.

The only major cost they have is the cost of programming.

Starlink looks to take a huge chunk of the DirecTV market in the rural areas that don't have any options for cable TV and no high-speed internet for streaming. Right now a LOT of people are paying out the ass for DTV because they have no other options for televised entertainment.

I had no clue that Direct TV was a ISP. You can have Starlink and have AT&T TV at the same time


Sure, you can. But a lot of people will be cancelling their DirecTV service when they suddenly have streaming options available in East Bumfark, SD. That's going to cut pretty deeply into the already dwindling subscriber base.

Fark user imageView Full Size


DTV isn't a healthy business long term.
 
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