03-16-2021, 07:57 PM
(03-16-2021, 02:26 PM)crimsonghost747 Wrote:Since we are slow I'll spam the thread some more.(03-16-2021, 12:37 PM)fenders53 Wrote:(03-16-2021, 11:45 AM)vbin Wrote: Is justice league only coming to hbo max? That should be good for T. HBO some really good comtent. How is this not reflecting in the stock. Lol. I hope T doesn't screw HBO opportunity.Does a streamed movie or series have a material impact on a T quarter?
Not so much on a single quarter, but it's a good indication of how amazing HBO max can be.
I'm too lazy to pull up any figures, but if you check I'm absolutely certain that there has been a correlation between game of thrones and subscriber growth for HBO. It's not unusual at all for people to sign up to a service because there is something they absolutely want to see and it's only available there. (legally)
I personally think a lot of people are underestimating the effect HBO max can have over the long term. HBO has been the king of quality for a long time.
Just a fun fact:
T, the whole T, currently has a similar market cap to Netflix.
I defended T for a few years. I am tired of their failure to execute. The Direct TV acquisition and capital dump was lunacy. I don't blame anyone for owning T, and I even own a few shares, but they better get it right this time. T is about one mistake away from visiting $22 with all the debt. An extended down market would accomplish it too. I need compensated for that risk. $27 is about the most I would pay for T anytime soon. If it never happens I'm OK with that too.