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Matthew Ball
HBO was never going to renew VICE's weekly or nightly shows in a post-AT&T world. Axios S3 seems very unlikely. WarnerMedia is emphasizing synergies, talent sharing, organizational simplicity, combined go-to-market branding. If HBO needs news, it'll be or produce from CNN.
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Matthew Ball Jun 10
Replying to @ballmatthew
Two clarifications: 1. AT&T spent $85B on TWX. They aren't going to give HBO money to buy news from outside media companies. They will get it from within. 2. Doubt HBO will get a new/CNN news show. It'll be packaged in the expanded Warner SVOD and thus HBO adjacent/co-packaged
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Alex Heath Jun 10
Replying to @ballmatthew
You don’t think news makes sense to fill the content coffers? Relatively cheap and more regular cadence of programming?
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Matthew Ball Jun 10
Replying to @alexeheath
Different point. I just mean AT&T spent $85B on TWX. They aren't going to give HBO money to buy news from outside media companies. They will get it from within. I'd also more emphasize routine, habit forming over inexpensive tonnage
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Rex Sorgatz Jun 10
Replying to @ballmatthew
This is a good framing, but it seems, to me, to over-determine synergy economics over quality/results a little too much. If Vice News Tonight had great ratings, do you think it would it would have been cancelled?
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Matthew Ball Jun 10
Replying to @fimoculous
This always comes down to how great great is, as well as how strong the internal pressures. I think the latter is high, which raised the watermark well above where Vice performed. Agree it could have stayed
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MEL Jun 10
Replying to @ballmatthew
How does John Oliver fit into this framework?
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Matthew Ball Jun 10
Replying to @liebo7
Not news, and long running, very popular, high impact, routine Emmy winner and not something CNN has any experience doing
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Matthew Ball Jun 10
Replying to @jsimpsonDC
Made by HBO
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Rohith N. Jun 10
Replying to @ballmatthew
Why do you think T would base its WarnerMedia content strategy on the same logic as their operational resource strategy? The brands (like HBO, Tru) have their own customer retention plan and if these “news” shows have acquisition/retention potential, in the end sub growth wins
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Matthew Ball Jun 10
Replying to @NYC_Texan
I'm not supposing, I'm following their statements I don't disagree with your points in theory, though vertical integration lowers many barriers and thresholds
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