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Originally Posted by Horizon
We await to see what AT&T do with regards to streaming, but if HBO content is bolted onto the wider Warner library, it should be a success considering the many decades of content they have and licensing rights to future stuff.
However, I still think we will have more media/telco/tech mergers to go besides the obvious recombination of CBS with Viacom. If Disney felt the need to bulk up its content by buying most of Fox, then I expect to see the same thing happen again with the other media companies.
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Apple seems to be in a similar position with its streaming service.
It could go all out and spend mulitple billions on content and it may still do so, but it seems more interested in having a value added service for existing customers and as bargaining chip with other companies to get Apple services on other devices and distribution systems.
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I really doubt it will attract significant numbers when up against the traditional platforms and streaming services from the likes of Netflix , Amazon and Disney.
In fact I'd go as far as to say some of these services will still choose to do content deals internationally.