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Netflix to Acquire Warner Bros

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Re: Netflix to Acquire Warner Bros

#332

Any consolidation like this seems like a negative for consumers. But at least it wasn’t bought by Larry Ellison, as was considered very likely (assuming this merger gets approved, in the current administration you never know). From a Hacker News perspective, I wonder what this means for engineers working on HBO Max. Netflix says they’re keeping the company separate but surely you’d be looking to move them to Netflix…

Hm… I don’t know, I can at least cancel my separate HBO Max subscription on Prime Video now (since I already paid for Netflix).

Re: Netflix to Acquire Warner Bros

#333
post #119

Earlier quoted context omitted.

Cinema is indeed second behind streaming. The theatrical window is now so short (~40) days that audiences are happy to wait for the increased benefits and reduced cost of watching at home.

This was inevitable. Technology was bound to catch up. Hollywood actually panicked in the 1960s. But those screens were tiny. Nobody wants to see the Godfather on a cheap 1974 Panasonic. But TV today is at least 55 inch and in crisp 4k resolution. A modern TV is good enough for most content. It is not Netflix that killed the movieplex. They were just the first to utilise the new tools. The movie theater became the st…

I remember being amazed when the Michael Keaton’s Batman movie was released on VHS in the same year as the theatrical release. I had never seen a movie come out for home use that fast.

Re: Netflix to Acquire Warner Bros

#334
post #272

Earlier quoted context omitted.

Far better for consumers to be able to binge Game of Thrones/Silicon Valley/whatever and cancel HBO Max than to have to pay twice as much for a subscription to both libraries to get either.

Yeah until Netflix adds tiered pricing for content and you end up paying more than what Netflix + HBO Max together would have cost because Netflix is the only game in town for that content.. I think like all media consolidation this will send a lot of people back to the seven seas..

The seven seas can't stop netflix from canceling good shows though.

Re: Netflix to Acquire Warner Bros

#335

Earlier quoted context omitted.

Seriously? The Crown, Stranger Things, Unbelievable, Russian Doll (wow, just wow), Orange Is The New Black, Narcos, Narcos: Mexico, GLOW, Daredevil, Jessica Jones, Ozark, Nobody Wants This, Altered Carbon, Dirk Gently, Mindhunters, The Queen's Gambit, Unbreakable Kimmy Schmidt. And that's just what I can remember off the top of my head. And that's my taste, there's more not to my taste like Squid Game, Wednesday, Bri…

The majority of that list is quite old. Have you seen what they're doing now? Not saying every single thing they make anymore is bad, but the average quality is far lower than it used to be.

> The majority of that list is quite old. Have you seen what they're doing now?

Adolescence (which won big at the Emmy's this year), Stranger Things, The Beast in Me, Last Samurai Standing, A Man on the Inside, The Gentlemen, Absentia, Baby Reindeer, Ripley, Arcane, Squid Game, Dynamite Kiss, Delhi Crime, etc.

Re: Netflix to Acquire Warner Bros

#336

Earlier quoted context omitted.

What happens to HBO Max? Will you be able to watch all that with a regular Netflix subscription? Seems the business doesn't make sense unless New co revenue >= Netflix + HBO revenue Also: is Netflix going to take the theatrical and traditional TV businesses seriously at all?

Your model might be too simplistic. It’s more like Net Margin (Netflix + HBO) > Net Margin (Netflix | separate HBO)

Well all the content costs don't change, and they can combine CDN servers anywhere it makes sense regardless of whether it's one service or two. So revenue and margin numbers should track pretty tightly.

Re: Netflix to Acquire Warner Bros

#337
post #199

Earlier quoted context omitted.

They won't be American. The balance of power has already shifted east. There are now more productions, more money and more facilities east of Madrid than west of it.

I haven't heard of any of them, which I am open to being because of my own ignorance. Can you give some examples?

Ne Zha 2 comes to mind. One of the largest box offices ever and it came out this year. In my opinion: Good attempt but I dont see them supplanting Western media yet.

Here is some history: https://www.youtube.com/watch?v=W2J0pRJSToU

Re: Netflix to Acquire Warner Bros

#339

Earlier quoted context omitted.

They're starting to up their quality. Frankenstein and Death by Lightning were two standout successes recently. That said, I'm more uncomfortable with the continued consolidation of media ownership and more outsize influence of FAANG tech over media.

It's about all the other projects that would have had great quality but did not secure funding because Netflix prefers to fund mass-produced mediocrity. In Germany we have a saying "Even a blind hen sometimes finds a grain of corn".

U.S. version: "Even a blind squirrel (or pig) finds an acorn every now and then."

Re: Netflix to Acquire Warner Bros

#340
post #332

Any consolidation like this seems like a negative for consumers. But at least it wasn’t bought by Larry Ellison, as was considered very likely (assuming this merger gets approved, in the current administration you never know). From a Hacker News perspective, I wonder what this means for engineers working on HBO Max. Netflix says they’re keeping the company separate but surely you’d be looking to move them to Netflix…

Hm… I don’t know, I can at least cancel my separate HBO Max subscription on Prime Video now (since I already paid for Netflix).

I think it's extremely unlikely that they combine the two services in the next five to ten years.

They will probably do a Disney+/Hulu bundle at some point.

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