cover of episode Netflix and the Fall of Television | To the Max | 3

Netflix and the Fall of Television | To the Max | 3

2025/6/4
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Business Wars
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David Zaslav
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John Stanky
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Richard Plepler
以创造独特内容和支持艺术人才为核心的媒体领导者。
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Richard Plepler: 我对AT&T收购时代华纳的动机感到好奇，以及他们为何要进军娱乐业。我一直致力于将HBO打造成一个高质量的高端品牌，并且我们已经做得相当成功。然而，我担心AT&T希望将HBO转变为一个更广泛的品牌，这可能会降低质量。而且，为了创造更多主导内容，我们需要大量的资金投入。 John Stanky: AT&T收购时代华纳是为了控制内容和渠道，实现垂直整合。5G技术将使人们能够随时随地观看视频，尤其是在自动驾驶汽车普及后。HBO需要扩大品牌范围，不能只满足于周日晚上的成功，我们需要每天多个小时都占据主导地位。虽然HBO现在赚钱，但还不够多。我们必须扩大规模，才能与Netflix等巨头竞争。

Deep Dive

Chapters
This chapter explores AT&T's acquisition of Time Warner, focusing on the reasons behind the merger and the initial reactions from HBO executives. The discussion highlights the role of 5G technology and the concept of vertical integration in AT&T's strategy.
  • AT&T's acquisition of Time Warner aimed to control both the network (5G) and content, enabling monetization of both ends of the value chain.
  • The merger faced initial uncertainty and resistance from HBO executives concerned about AT&T's understanding of the media industry.
  • The acquisition was driven by AT&T's prediction of increased video consumption due to technological advancements like 5G and driverless cars.

Shownotes Transcript

After AT&T takes over Time Warner in 2018, the media company decides it's time to enter the streaming wars. They don’t have the brand recognition that Disney has, but they do have HBO, considered the most prestigious cable television on the market. But transforming a niche brand like HBO into a broad-based streaming service is a massive marketing challenge — made even harder by the Covid lockdowns. Meanwhile, the head of a low-brow cable empire has his eye on Warner Media as an acquisition.  

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