HBO Max has become the bellwether that investors are watching to see whether AT&T can execute its entertainment vision.
“Out of all their financials, it’s just a small part of AT&T,” said Brett Sappington, senior research director for entertainment at Addison-based market research company Parks Associates. “It seems to be the tail wagging the rest of the AT&T dog at the moment.”
Elliott has criticized the slow rollout of the streaming service. It also noted how AT&T has shifted from a three-tiered offering focused on Warner Bros. to a single one centered around HBO.
AT&T will face other hurdles, Sappington said. The subscription-based HBO Max will be pricier than competitors. To keep customers from canceling, AT&T will have to have other breakouts that follow in the footsteps of The Sopranos and Game of Thrones, along with a steady stream of popular TV shows and movies.
From the article "Should AT&T listen to activist investor or stay the course?" by Melissa Repko.
The Apple TV came in fourth, behind Amazon's Fire TV, Google's second-place Chromecast and Roku's pack-leading set-top devices, in Parks Associates' tally of streaming device sales in 2014. Amazon and...
The connected car and smart home markets are both at an early stage of development, but in many ways they have been growing in parallel. Both markets are enabled by the falling costs of sensors, netwo...
“The decision to launch as its own separate multi-stream service was influenced by our customers. Two of the top requests we receive are for a multi-stream capability and for FOX programming. As baseb...
Before news broke Friday that AT&T has stopped bleeding TV customers, Parks Associates analyst Brett Sappington tried to put a finger on what sort of subscriber numbers for the company’s new streaming...
