HBO/Cinemax Takedown

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I wonder what Verizon's numbers are? Houses passed with fiber and take rate. In my neighborhood, oddly, very few took FiOS. Force of habit with Cox, I guess.


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navychop said:
I wonder what Verizon's numbers are? Houses passed with fiber and take rate. In my neighborhood, oddly, very few took FiOS. Force of habit with Cox, I guess.


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Looks like 16 million houses passed (not MDU's or business complexes) with 6.6 million subs.

So about 42% take rate.

Props to Verizon that got the laws changed so Fiber was not open to clecs like copper is. They started building after that happen and started FTTH with BPON.


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HBO does not need dish anymore. HBO needs more content lower the price to $7 a month and try to add 100 million users worldwide.


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Anyone know what kind of hit this will be to dish revenue?


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I remember when HBO first scrambled on C-band. I paid their low price fo a couple of years but as the price inched up I left and have only gone back briefly for The Sopranos. Don't need them.
 
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wallyhts said:
HBO does not need dish anymore. HBO needs more content lower the price to $7 a month and try to add 100 million users worldwide.


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Umm from a google search-...As of December 2016, HBO had an estimated 134 million subscribers worldwide. Of HBO's total subscribers in 2017, 54 million were in the United States. HBO's over-the-top video on demand service HBO Now, launched in April 2015, reached five million subscribers in February 2018. As a result of the company's continued success worldwide, thanks to hit shows such as Game of Thrones, HBO's subscription revenue hit 5.5 billion U.S. dollars for the first time in 2017. This success comes at a cost, however, as the company spent almost 2.26 billion U.S. dollars on programming costs in 2017.

 
theBruce said:
Umm from a google search-...As of December 2016, HBO had an estimated 134 million subscribers worldwide. Of HBO's total subscribers in 2017, 54 million were in the United States. HBO's over-the-top video on demand service HBO Now, launched in April 2015, reached five million subscribers in February 2018. As a result of the company's continued success worldwide, thanks to hit shows such as Game of Thrones, HBO's subscription revenue hit 5.5 billion U.S. dollars for the first time in 2017. This success comes at a cost, however, as the company spent almost 2.26 billion U.S. dollars on programming costs in 2017.

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Wow that's crazy. But only 5 million Streaming customers. So 95 million to go.

They had 54 million subs before dish I wondering how many dish hbo subs there were. I wonder if ATT will count each phone as a customer.


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Is this math right? Seems odd

So 5.5 billion / 134 million = $41 per sub per year or $3.42 per month?



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So dish has 15.2% market share according to statista.

Is this even a fair way to guess?
So 54 million X 15.2% dish has 8.1 million subs to HBO.

They charge $15 so let's round down to $10. So does this mean dish is going to lose almost a billion a year in revenue from hbo going away?


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My Take is AT&T trying to screw Dish, they have the funds and also want to increase HBO subscribers on alternative platforms including locking people into DirecTV and DirecTV now. If this gets nastier does that mean all the other TimeWarner channels are going to be gone from Dish? CNN,TBS,TCM,CNN etc ...

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wallyhts said:
WISP's will fill the void. It's an excited time for wisps it's do or die time. Either build fiber or upgrade wireless plant or your losing subs weekly. It's pretty cool to see the new LTE gear wisps are using. "Telrad and baicells"



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WISP's don't work very good around here because of all the mountains and hollows. It's been tried and they didn't make it.
 
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chiodo said:
My Take is AT&T trying to screw Dish, they have the funds and also want to increase HBO subscribers on alternative platforms including locking people into DirecTV and DirecTV now. If this gets nastier does that mean all the other TimeWarner channels are going to be gone from Dish? CNN,TBS,TCM,CNN etc ...

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Losing TCM would irk me even more...

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The irony of all this is it happened when they don't have any good originals and the weekly political shows are nearing the end of their runs until around February. Going to make viewers examine their viewing/paying habits. For example I can grab the free trial of HBO Now next Monday (12th) and catch up on LWT and Real Time then watch both the finales the day after and then I would've already set it to cancel and not caring about HBO until at least after New Years.


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chiodo said:
My Take is AT&T trying to screw Dish, they have the funds and also want to increase HBO subscribers on alternative platforms including locking people into DirecTV and DirecTV now. If this gets nastier does that mean all the other TimeWarner channels are going to be gone from Dish? CNN,TBS,TCM,CNN etc ...

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So far, long term contract from 2017 for the Turner channels.
 
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chiodo said:
My Take is AT&T trying to screw Dish, they have the funds and also want to increase HBO subscribers on alternative platforms including locking people into DirecTV and DirecTV now. If this gets nastier does that mean all the other TimeWarner channels are going to be gone from Dish? CNN,TBS,TCM,CNN etc ...

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So far, long term contract from 2017 for the Turner channels.
 
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