"Friends" Reunion

Discussion in 'Now Playing - TV Show Talk' started by Hcour, Feb 22, 2020.

  1. TonyD79

    TonyD79 Well-Known Member

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    Except they are working on deals with providers to get HBO max included with hbo subs. YouTube tv is on board, for example. Lots of time yet. We don’t know who will get it and who won’t.
     
  2. TonyD79

    TonyD79 Well-Known Member

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    What makes you think they won’t offer it to Comcast. In November, the head of WarnerMedia said he hoped they would get their providers on board. He specifically mentioned Comcast.
     
  3. Tony_T

    Tony_T Well-Known Member

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    I was referring to HBO Max being given to current HBO subscribers for free, I don’t see this happening.
     
  4. Aaron Malloy

    Aaron Malloy Active Member

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    I'll bet they're paying the cast a king's ransom for this. And it's a smart move to draw attention to their offering.
     
  5. getbak

    getbak Well-Known Member

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    Yes, it has been reported that each of the cast members will get paid at least $2.5 million to participate in the reunion show. That's a minimum of $15 million for just the six of them.

    Of course, that's nothing compared to the $85 million per year that HBO Max will be paying for the streaming rights to the old episodes.
     
  6. TonyD79

    TonyD79 Well-Known Member

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    That is exactly what WarnerMedia is looking to do, though. That is what he was talking about.
     
  7. Tony_T

    Tony_T Well-Known Member

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    I don’t understand the benefit to Comcast paying more money to HBO for HBO Max, and then giving it to their customers at no additional fee.

    Nope, don’t see that happening.
     
    Last edited: Feb 23, 2020
  8. realityboy

    realityboy Well-Known Member

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    Why should they charge more money for Comcast to get HBO Max? HBO & HBO Max are the exact same price to customers. I would think they’d be the same price for resellers as well. Although the fact that we’re only 3 months out and no one has made a deal other than YoutubeTV is odd.
     
  9. Tony_T

    Tony_T Well-Known Member

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    The new Model is to offer Titles only available streaming for an additional fee for the service (CBS All Access, the now defunct FX+, Disney+, Peacock, etc)
    HBO gets shares a fee from the Cable Subscribers, but gets 100% of the fee from HBO Now / Max. HBO is paying big bucks for a TV show (that is still in reruns on Broadcast and Basic Cable), and will most likely be doing the same for new shows only available on Max.

    Comcast may offer HBO Max, but i don’t see it being at the same cost of the current HBO package. If Cable Companies get HBO Max, My guess is that there will be 2 HBO packages available, with Max about $5 more than the HBO package.

    There is competition now between the Cable Companies and HBO. Cable wants to keep the fees they get from HBO, so they have a reason to want to be able to offer HBO Max, but HBO also has a reason to get customers to drop their HBO Cable package and Stream.

    Offering HBO Max to Cable does not make sense to me. I don’t see it happening.
     
    Last edited: Feb 23, 2020
  10. astrohip

    astrohip Well-Known Raconteur TCF Club

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    Yeah, I spoke too soon, and with incomplete info. HBO is negotiating to make it available at no charge for anyone who currently pays for HBO thru their cable provider (eg Comcast), but those negotiations are still a WIP. But if you pay for it thru an ATT provider, it will be free (negotiating with themselves?:D).

    So... we'll see.
     
  11. realityboy

    realityboy Well-Known Member

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    Why would anyone pay an extra $5 to Comcast when they could just subscribe directly?

    This also applies to anyone that currently purchases HBO Now through Roku, Amazon, Apple, etc. as well as the cable companies. AT&T is currently allowing them to take a percentage of the subscriber fee in order to remain on these platforms. They could continue doing exactly what they’re doing now with HBO Max (at least for now).

    Edit: Not that your scenario is implausible in the least. AT&T could decide that it wants everyone subscribing directly with them so it gets all of the subscriber fee. It’s just not how they’ve worked so far.

    I also find it ridiculous that we’re still just guessing on this a few months out from launch.
     
  12. Tony_T

    Tony_T Well-Known Member

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    Some (many?) subscribers get HBO through a package (i.e. with SHO), and canceling HBO may save them $10, so no savings if switching to direct stream)

    But (as of now), only direct Now subscribers can get Max for same cost, not purchases through Amazon, Hulu, etc. If I were currently streaming HBO through Amazon, I would immediately switch to HBO Now.
     
    Last edited: Feb 23, 2020
  13. realityboy

    realityboy Well-Known Member

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    Oh, I fully expect those packages to go away.
     
  14. Tony_T

    Tony_T Well-Known Member

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    I don’t see Cable ever going alá carte only.
     
  15. realityboy

    realityboy Well-Known Member

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    I just meant HBO. It was always separate on Time Warner in the markets that I had cable. Spectrum includes it in several packages, but they’ve recently removed Cinemax from those so I could see HBO eventually getting removed. I guess they could keep a cheaper HBO (no Max) in the packages. I agree that they won’t add Max to packages. I could see AT&T letting them resell Max for $15 but not undercutting them.
     
  16. Tony_T

    Tony_T Well-Known Member

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    I have Optimum, and their top tier package has HBO, SHO and STARZ.
    If they were to drop HBO from the package, then it would be better for me to just get HBO ala cart and drop SHO and STARZ. For the few shows I watch on SHO, I would just pay for 1 mo and binge. There’s nothing for me on STARZ. Then I would have no problem dropping HBO also and getting HBO Max direct stream (while I prefer recording on TiVo with a 1Pass, with a no commercial option, I could do the streaming. I read that HBO Max will add a commercial based option in 2021)
    I really think that HBO wants the whole pie themselves and will compete head-to-head with Cable, and I believe that they will win. I believe that HBO programming is that good.
     
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  17. realityboy

    realityboy Well-Known Member

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    Also, I haven’t seen anything from HBO Max that mentioned 4K and/or HDR.
     
  18. TonyD79

    TonyD79 Well-Known Member

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    HBO took forever to offer movies in OAR. They are hardly a bleeding edge picture and sound quality outfit.
     
    realityboy likes this.
  19. NashGuy

    NashGuy Well-Known Member

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    Because if Comcast doesn't do this, and still charges their customers $15/mo for regular HBO, lots of Comcast's customers will say, "Why am I paying Comcast $15 for HBO when I could pay that same amount and get all of HBO *plus* lots more content for the exact same amount through the HBO Max app?" The only reason to stick with regular HBO as opposed to HBO Max would be because you don't want to bother switching inputs from your X1 (or TiVo) box over to your smart TV/Roku/Apple TV/Fire TV/Android TV device. That would be reason enough for some folks not to switch. But many (most?) others would switch over to HBO Max (since they're already used to accessing certain apps that way anyhow).

    HBO Max has put into production a slew of original series, miniseries and movies called "Max Originals" that will be exclusive to the service. They won't air on HBO cable channels and they won't be part of HBO's on-demand platform via cable TV operators or in the HBO Go or HBO Now apps. As those Max Originals gain buzz, they will pull subscribers toward HBO Max in lieu of regular HBO. (Plus HBO Max will also have past popular series like Friends, Big Bang Theory, South Park, Rick & Morty, West Wing, various BBC series, Japanese anime, Looney Tunes, decades of films, etc.)

    Awhile back, an industry analyst I read pegged the wholesale rate that cable companies pay for HBO at about $7.65 per subscriber. So if Comcast is charging $15 for HBO, that leaves nearly half ($7.35) for them. That percentage cut is WAY, WAY more than Netflix pays to their distribution partners (to the extent that they pay anything anymore; they no longer allow new sign-ups except directly through Netflix.com so that Netflix controls the billing and takes the full amount).

    Surely what AT&T is doing as they negotiate with partners like Comcast is to ask them to replace their existing HBO distribution contract with a new one for HBO Max under which the partner has to pay a *higher* wholesale rate per subscriber, leaving the partner with a smaller cut. But given that HBO Max will be aggressively marketed as a standalone streaming service available for $15/mo (sign up at HBOMax.com!) as the service "Where HBO meets so much more," what choice does Comcast have? These are their 3 options:

    • refuse to sell HBO Max; keep selling HBO at $15/mo and watch many of those customers cancel and sign up directly for HBO Max at $15/mo.
    • refuse to sell HBO Max; keep selling HBO, but at a lower price, e.g. $12/mo, to try and prevent their HBO subs from cancelling and switching to HBO Max
    • replace their existing HBO contract with a new one to sell HBO Max; sell it for $15 (or maybe $16) and place the new HBO Max app on their X1 platform (while also retaining the HBO linear channels and on-demand library as part of the native X1 UI, as they are now).
    Any way they go, Comcast will probably see less revenue coming in.
     
  20. markb

    markb Well-Known Member

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    I don't see why any negotiation is required for AT&T to give something away to HBO-via-cable subscribers. They must want something from the cable companies. ("Pay us more, or your subscribers will pay us directly and you will get nothing.")
     

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