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I wrote a 4000 word (yes, that’s 4k) deep dive on the HBO Max launch. #HBOMax 
$T
Best part: I give detailed subscriber predictions!
Thread below on the highlights https://tmtandchill.wordpress.com/2020/05/27/how-att-took-hbo-to-the-max/
$TBest part: I give detailed subscriber predictions!
Thread below on the highlights https://tmtandchill.wordpress.com/2020/05/27/how-att-took-hbo-to-the-max/
Part One: What Could Have Been: The Potential Fox & Time Warner Merger
The story of HBO Max, IMO, actually started back in 2014, when FOX was considering buying TWX.
It was an extremely different time in media!
The story of HBO Max, IMO, actually started back in 2014, when FOX was considering buying TWX.
It was an extremely different time in media!
Part Two: AT&T Knocks Down the Walls
AT&T has gotten a lot of criticism for meddling around with WarnerMedia, but it's looking like breaking down the Turner, Warner Bros. and HBO silos was the right call.
AT&T has gotten a lot of criticism for meddling around with WarnerMedia, but it's looking like breaking down the Turner, Warner Bros. and HBO silos was the right call.
Part Three: AT&T Financially Commits More Than Everyone Expects
A lot of popular media analysts - including many big ones you likely follow on here! - thought that $T wouldn't commit the needed resources to compete in streaming.
They were wrong.
A lot of popular media analysts - including many big ones you likely follow on here! - thought that $T wouldn't commit the needed resources to compete in streaming.
They were wrong.
Part Four: Where Does HBO Max Fit in the US Streaming Landscape?
There are a variety of subscribers that AT&T is going after with HBO Max that they couldn't keep or attract with HBO content only.
There are a variety of subscribers that AT&T is going after with HBO Max that they couldn't keep or attract with HBO content only.
Part Five: Subscriber Predictions
You'll have to read the article for this one!!
But - there is significant context needed, since HBO Max will be available to millions of $T subs in a variety of ways at launch.
You'll have to read the article for this one!!
But - there is significant context needed, since HBO Max will be available to millions of $T subs in a variety of ways at launch.
Part Six: Why I Might Be Too Optimistic
Does $T need to do a better job of educating consumers about HBO Max? Yes. Can they? Also, yes.
Does $T need to do a better job of educating consumers about HBO Max? Yes. Can they? Also, yes.
Conclusion: Betting Against HBO Max Means Betting Against AT&T’s Only Growth Area
HBO Max, if not a "bet the company" service, is a "bet the ownership of WarnerMedia" service.
AT&T has a lot riding on this being successful. I think it will be.
HBO Max, if not a "bet the company" service, is a "bet the ownership of WarnerMedia" service.
AT&T has a lot riding on this being successful. I think it will be.
Appendix: I go into the minutiae of just how many $T subs will get HBO Max:
- Free forever
- Free for 12 months
- Free for 3 months
- Free for 1 month
If you like detail, you'll like this section!
- Free forever
- Free for 12 months
- Free for 3 months
- Free for 1 month
If you like detail, you'll like this section!
Thanks for reading. If you enjoyed this thread and/or the article, feel free share and RT the thread! 
