WarnerMedia Tag

By Sahil Patel April 18. 2019 | Later this year, Disney and WarnerMedia, hellbent on building their own direct-to-consumer video businesses, are expected to launch rival streaming services. Apple is introducing its own streaming offering, while Amazon and Hulu look to continue growing their own streaming services. Meanwhile, Netflix's costs continue to escalate as the company aggressively spends more and more...

By Wendy Lee and Meg James April 15, 2019 | Telecommunications giant AT&T sold its nearly 10% interest in Hulu for $1.43 billion, returning its stake in the streaming service now controlled by Walt Disney Co.  AT&T said the deal, announced Monday, valued the Santa Monica-based streaming service at $15 billion. AT&T was expected to sell its interest in Hulu as AT&T’s...

With all eyes on the monthly pricing of Disney+ relative to (more expensive) Netflix, analyst Michael Nathanson takes a look at Netflix content and what viewers like about it [caption id="attachment_6348" align="alignleft" width="200"] Michael Nathanson | Moffett Nathanson[/caption] April 8, 2019 | As Disney+,  Apple and WarnerMedia launch new direct to consumer products in 2019, the single most fascinating subject for media...

By The Information Staff March 15, 2019 | Two mega-entertainment deals, Disney’s $71 billion purchase of 21st Century Fox’s entertainment businesses and AT&T’S purchase of Time Warner, are putting a lot of veteran media executives on the job market. Just last week, AT&T announced the integration of the former Time Warner’s three main businesses, prompting an exodus of the top executives...

By William D. Cohan March 5, 2019 | Research analysts at MoffettNathanson estimate that AT&T could save “hundreds of millions” of dollars annually by combining the various independent pieces of WarnerMedia. And AT&T needs the money. As of the end of December, the company had total debt of about $180 billion, making it the most indebted company in the world. Read more...

By David McLaughlin, Andrew M Harris, and Scott Moritz February 26, 2019 | AT&T Inc. beat back another effort by the U.S. to undo its purchase of Time Warner, cementing an $85 billion deal to help it compete with Netflix Inc. The U.S. Appeals Court in Washington said Tuesday the Justice Department failed to establish that a lower-court judge made a clear error when he rejected...

By Martin Peers February 13, 2019 | As several of the big entertainment companies move toward the launch of Netflix-like video streaming services, the big questions for investors are how big a business will they build—and how much money will they lose along the way. To get a sense of that, we dug into some numbers. Consider this: To cover what we estimate...

By Wendy Lee February 12, 2019 | WarnerMedia will first launch a beta of its new streaming service with content from its library in the fourth quarter, followed by the introduction of original content on the platform in 2020, an executive said on Monday. “It is our belief over time it will become one of the sought-after entertainment platforms in the world,” said Kevin...

By Jessica Toonkel February 8, 2019 | Under pressure from Netflix and Amazon, the entertainment industry is slowly consolidating. But one of the smallest of the publicly traded entertainment firms, AMC Networks, is resisting the trend. And in an interview, AMC CEO Josh Sapan warns that some of the big media deals underway may prove to be more challenging than anticipated...

Dissecting Disney’s closed, and AT&T’s more open, OTT content strategies  [caption id="attachment_6348" align="alignleft" width="200"] Michael Nathanson | Moffett Nathanson[/caption] January 28, 2019 | 2018 will go down as the year in which some of the largest traditional media companies started to show their cards vis-a-vis their over-the-top (OTT) distribution strategies. With three large-scale mergers (AT&T-TWX, Disney-Fox, and Comcast-Sky) either complete or nearing completion,...