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By Rick Aristotle Munarriz, The Motley Fool Posted 9:44AM 08/04/11


Time Warner is using the same tactic Netflix perfected over the past four years by positioning streaming as a loyalty bonus. It will keep HBO popular and relevant, even during the programming lulls.

http://www.dailyfinance.com/2011/08/...etflix-killer/
 

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HBO Looks To Extend App Success To Cinemax With MAX Go


When Time Warner (NYSE: TWX) released its quarterly earnings last week, the company boasted its HBO app, HBO Go, was pulling in the crowds as a very healthy rate: four million downloads since launching in May, with 85 percent of those users now watching more HBO than before and reporting higher satisfaction levels. Now it's hoping to work a bit of that app magic on its other pay-TV brand Cinemax, with today's launch of MAX Go.


HBO is planning to extend its app to more platforms, such as games consoles, connected TVs and other connected devices later this year, and also plans to expand it internationally, first to Mexico, Brazil and then Asia.

http://paidcontent.org/article/419-h...-with-max-go-/
 

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At the Streaming Media East Conference, HBO's President said that that they are not interested in going direct to consumers given the low number of cord cutters relative to cable subscribers. In another words, they don't want to risk their relationships with the cable and satellite providers for what they consider to be a small opportunity.
 

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Discussion Starter · #6 ·
I dunno...that sounds like spin. Premium channel subs are down and close to 200k dropped pay-for-TV last quarter. Epix is happy as they have apps for tons of devices.

Quote:
Originally Posted by RangerOne /forum/post/20815841


At the Streaming Media East Conference, HBO's President said that that they are not interested in going direct to consumers given the low number of cord cutters relative to cable subscribers. In another words, they don't want to risk their relationships with the cable and satellite providers for what they consider to be a small opportunity.
 

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Quote:
Originally Posted by Cygnus2112 /forum/post/20815964


I dunno...that sounds like spin. Premium channel subs are down and close to 200k dropped pay-for-TV last quarter. Epix is happy as they have apps for tons of devices.


There's always spin! I don't think HBO is precluding going direct to the consumer, they just don't see a big enough opportunity there yet.


I think HBO saw growth last quarter:

From the Time Warner's Earnings statement:

"NETWORKS (Turner Broadcasting and HBO)

Revenues grew 9% ($281 million) to $3.5 billion, with increases of 7% ($127 million) in Subscription

revenues, 11% ($112 million) in Advertising revenues and 18% ($40 million) in Content revenues. The

growth in Subscription revenues resulted mainly from higher domestic rates and international growth."


So, they did appear to have some growth last quarter. Mind you, one quarter does not make a trend. For them, it's all about content and they have some compelling content you can't get anywhere else.
 
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