Thursday, October 31, 2019

HBO Max: all the specs

Launch date:
  • May 2020
  • focus on 3 areas
    • kids/family
    • millennials/Gen-Z
    • adults (focus on women)
  • new series rolled out one episode at a time
  • total 10k hr at launch o/w 1800 films, incl
    • originals (31 series in 2020, 50 in 2021)
    • library content from Warner Bros, New Line, DC, CNN, TNT, TBS, truTV, Turner Classic Movies, Cartoon Network, Adult Swim, Crunchyroll, Rooster Teeth, Looney Tunes etc
    • 3rd-party licensed content
  • to add live special events
  • 15 $/mo
  • free for 10m existing AT&T HBO subs & HBO Now direct-billed subs
  • plans new bundles with free HBO Max for premium video, mobile, BB subs (total 170m D2C relationships, 5500 retail stores)
  • to add AVOD tier within 1 yr (with added content)
  • personalised profiles & homepages
  • curated recommendations
  • co-viewing (shared homepages separate from personal homepages)
  • parental PINs
  • downloads for offline viewing
  • 75-90m subs in Americas & Europe YE 2025 o/w 50m in US
  • incremental investment $1.5-2.0b in 2020 (for new content, foregone licensing revenue of own content, operating expense for the technology platform, marketing)