it seems like warnermedia is all over the place and doesn’t quite have a plan. there are a lot of talks about changing the structure. what can WM do to increase revenue? is it a matter of better monetizing via Xandr? selling another division? tbs, tnt also seem loke sead weight
Decent content. That always attracts viewers and subscription rev. Semi-decent or decent content can also draw significant rev via avod. Good Creative + product + operating strategy wins.
Well it’s a good thing Stankey ascended to AT&T CEO without a plan and with Warnermedia which he ran being all over the place as you say.
I was disappointed Harry Potters films are leaving us.
Sell wb games
AT&T bought the wrong company. Time Warner was heavily siloed and not the top down corporate culture AT&T was looking for (but have turned it into). The right acquisition move would have been Fox, which had fewer kingdoms. It’s why Disney has had an easier time integrating with Fox, versus AT&T integrating with Time Warner. Honestly, if I were AT&T / Time Warner, I would go buy ViacomCBS right now. It’s at an $18b market cap and I think that’s a steal. 1. It doubles the streaming presence and you now have HBO and Showtime under one roof. You could bundle them both for $19.99 or $24.99. 2. You now own CBS and the CW (CW is currently 50 / 50 owned by Warner and CBSViacom). While linear isn’t the sexiest thing in the world, you bring Turner sports over, some of your larger TBS programming and some of your network shows coming out of the factory known as WBTV and you suddenly have a very different landscape. Ultimately, this would be a consolidation of part of Turner into CBS. 3. CBS News and CNN under one roof means you’ve got the ability to start differentiating programming. If CBS News is your core news, CNN can continue to push the boundaries on unscripted fair (think Anthony Bourdain) or with select documentaries (think the Tom Hanks produced specials about certain events and time periods). 4. Paramount has some really great franchises (Star Trek, Mission Impossible, Transformers) and has not been able to fully cultivate their library. Warners has much better marketing and I think is finally getting the hang of franchise management (they could revive Jack Ryan [films], Terminator, World War Z, Cloverfield, G.I. Joe and more). 5. Viacom has other great brands with Nickelodeon, Comedy Central, MTV and more. Those are all things that could be built upon and featured in the HBO Max app, similar to how Disney features Marvel, Lucas, Pixar and NatGeo in Disney+. DM me if you want more. - A corporate development exec in Hollywood
Sell to yourself Disney. We need more content nyom nyom nyom