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Disney and WBD to bundle Disney+/Hulu/Max, bringing us closer to recreating cable

Couple things that stick out to me

#1. Why?

#2. Is this a prelude to a new combined streaming-only company

#3. This could potentially be the solution for what would happen to WBD if WBD was going to divest itself of Warner Bros. studio, which Comcast wants. Comcast would only be able to buy some of WB due to antitrust issues. They only want WB for IP for the theme parks.

#4. So let’s say Disney spins off its streaming. The new company is then merged with the remains of WBD. Let’s call this, Cabyl Corp. Cabyl Corp has an app, Cabyl+, with an enormous amount of content. It includes HBO, Disney, CNN, and a couple of reality SILOs. At what price point do they sell this app? $30? $50? I churn constantly based on new shows. Am I going to pay $50 now if Cabyl+ has a hot new show? I’m just going to skip it altogether. Unless…

5. You cannot churn it. You have to pay for a yearly subscription upfront. $260 with ads or $320 ad-free. Cable has been reborn and the only way you can get Disney or HBO direct to consumer content is through an annual subscription.

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by Anonymousreply 23May 9, 2024 3:58 PM

Nobody asked for this.

by Anonymousreply 1May 8, 2024 11:03 PM

Oh and ESPN. I forgot they own that.

OK, Disney, HBO, CNN, ESPN, and Discovery brands. $300 with ads, $400 with “limited ads.”

by Anonymousreply 2May 8, 2024 11:35 PM

Tangential relationship but Disney has stopped selling physical media in Australia.

Almost all physical media will be produced by third parties soon who license content and you can only order from online.

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by Anonymousreply 3May 9, 2024 12:17 AM

Hard ]ass

by Anonymousreply 4May 9, 2024 3:06 AM

Any idea how much this will cost?

I'm currently paying $36.97 monthly for these services. $20.98 for Disney/Hulu (ad free) and $15.99 for Max (ad free).

by Anonymousreply 5May 9, 2024 3:09 AM

Wait. I already get Max as a Hulu add-on and pay one bill. About $25. How is this different?

by Anonymousreply 6May 9, 2024 3:54 AM

The combo does not exist r6

by Anonymousreply 7May 9, 2024 4:09 AM

This is all about avoiding subscriber churn, competing with Netflix, and staying profitable. Disney only recently started making a small profit in the streaming space.

by Anonymousreply 8May 9, 2024 4:10 AM

At launch i would guess at low thirties with ads, forty with “limited ads” (ad-free will not be an option)

BUT there will be more tiers to confuse people

So you can probably add ESPN for an extra 10 dollars.

by Anonymousreply 9May 9, 2024 4:13 AM

It most certainly does, r7. I'm on Hulu now and there is a section of Max content

by Anonymousreply 10May 9, 2024 4:19 AM

Oh. This does already exist.

So why is this news?

Although it only seems you are limited to HBO content. Diet Max.

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by Anonymousreply 11May 9, 2024 4:25 AM

Miss me?

by Anonymousreply 12May 9, 2024 4:29 AM

R7 It most certainly does. Hulu and Amazon Prime exclusively offer HBO Max add-ons.

by Anonymousreply 13May 9, 2024 4:57 AM

Fuck all of them, they promised shareholders continued profiting. When they couldn't deliver, they raised prices and broke apart studio catalogues. Now it's no risk programming to get out of the hole they dug. That's okay, you don't have to watch. The internet will continue to level the playing field, I’d say the next 2 years will be major but for the consumer. Hollywood as an industry is dead, there are other forms of entertainment.

by Anonymousreply 14May 9, 2024 7:10 AM

Can I just have 90's and 2000's TCM on a continuous stream, please?

by Anonymousreply 15May 9, 2024 7:19 AM

Almost everything that is destabilizing Hollywood right now (with the exception of pandemic related theater attendance not recovering) can be traced to Bob Iger’s decision to launch Disney Plus

Before this, Netflix was the largest consumer of entertainment products and they paid very well. Everyone was happy. If everyone still just relied on Netflix or Amazon or Hulu (3-way Disney/Comcast/Fox partnership) to buy their products, Hollywood wouldn’t have changed so dramatically.

Bob Iger thought he knew better and decided he could top Netflix, but Disney didn’t have enough content to silo to make a viable library. So he decided he needed to buy 20th Century Fox. He eliminated a major film studio to create a platform so cost-intensive he now may be forced to sell.

Because the Justice Department approved the merger, now it is likely Paramount and Sony Pictures will merge, and Comcast will buy Warner Bros. and merge it with Universal.

None of this would have happened if Bob Iger did not buy Fox.

by Anonymousreply 16May 9, 2024 12:04 PM

Also TCM will be shut down in Comcast buys Warner Bros.

Again, Bob Iger

Because Bob Iger decided to launch DisneyPlus, AT&T decided to launch HBOMax. TCM was already in a partnership with Criterion and created a wonderful platform called Filmstruck. Jason Kilar decided that it would be more beneficial for HBO Max to have a TCM silo so he withdrew from the partnership. Then AT&T bailed on WarnerMedia because - surprise - streaming was so cost intensive so they sold it to David Zaslav who promptly began to dismantle it. Steven Spielberg and Martin Scorcese had to beg him to keep it alive just a little bit longer.

Last year’s TCM Remembers tribute appeared to acknowledge its own demise by focusing on an acrobat (representing TCM) ascending upwards to “heaven” instead of the actual deceased.

by Anonymousreply 17May 9, 2024 12:18 PM

Not buying any of this Bob Iger complaining. The real disrupters here are companies like Amazon and Apple which can spend incredible amounts of money on content to bring consumers into larger ecosystems. They’re the real disrupters, and of course the pandemic and changing consumer preferences didn’t help. Old Hollywood was dying with or without Bob Iger. Just look at the mess at Paramount.

by Anonymousreply 18May 9, 2024 1:22 PM

I disagree with that because Amazon and Apple’s content spends have simply replicated a longtime Hollywood tradition, fleecing deep-pocketed outsiders. Hollywood has always done this - this is the scene in Mommie Dearest where Louis B Mayer corners Joan Crawford at Perino’s to come sit with his investors.

Apple’s Argylle is a perfect example, this was a midbudget film ($50-60 million) that Apple spent $200 million on. Amazon spent $250 million on Red One, which is basically the equivalent of a midbudget Christmas comedy like Schwarzenegger’s “Jingle All the Way” from the 1990s and is allegedly unreleasable. Hollywood loves spending other people’s money. They do not like spending their own money. DisneyPlus was Iger saying, Let’s just spend our own money and we can be as successful as Netflix. That was not possible. Netflix isn’t even that profitable, it just has a high stock price.

by Anonymousreply 19May 9, 2024 2:10 PM

I wouldn't mind a bundle that has Hulu and Disney+ that wasn't a ripoff.

With the way their bundles were priced, it was cheaper for me to pay an annual fee for Disney+ and then pay for monthly Hulu.

They should have a price which is, you know, a discount for having two or more services.

by Anonymousreply 20May 9, 2024 2:31 PM

No it will get worse. They will have the “basic package”. Then if you actually want new HBO Programs or new Disney programs, you will have to pay extra. Paramount Plus already does this with Paramount Plus with Showtime.

So let’s say you get a Cabyl+ Yearly subscription, with limited ads. For an extra $30 a year you get HBO new programs or Disney+ new programs, or $50 extra for both.

They are going to recreate the exact same business model as cable.

by Anonymousreply 21May 9, 2024 3:09 PM

I have the HULU tv package. It is over 80 dollars a month. It is all the TV channels, hulu, ESPN and disney plus. It used to be under 60 a month but they recently raised it. I may just go back to cable, it's cheaper.

by Anonymousreply 22May 9, 2024 3:22 PM

Well, I guess I'll be torrenting everything I want to watch.

by Anonymousreply 23May 9, 2024 3:58 PM
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