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.
While consolidation might seem obvious given the challenges in the market, it will likely take longer than most people think, Parks Associates analyst Eric Sorensen told IBD. That's because of a host...
With streaming service churn rate holding steady at 47 per cent globally according to Parks Associates, the argument for retention centers back on content availability and user experience. Viewers wil...
Findings from technology research firm Parks Associates’ report, ATSC 3.0: Impact and Opportunity for Video Services, reveal that 20 per cent of US Internet households own a television antenna and...
One in five U.S. internet households owns a TV antenna, and 12% that don’t plan to buy one in the next six months, according to Park Associates’ new ”ATSC 3.0: Impact and Opportunity for Video Service...
