AT&T in Talks with Comcast about joint streaming service

[quinnmac000]

https://seekingalpha.com/news/3408148-report-t-content-talks-nbcuniversal

Ramping up the battle of the streaming service...Comcast may come out the winner.
By providing and maintain deals with all streaming services what they lack in direct revenue they will make up with brand awareness.

 

[Mad Dog]

Good news. And would probably solidify the HP arrangements for the future. .

 

[Attraction Ideas]

I don't think this is the best business venture for AT&T, but I could see Comcast benefiting. The article suggests that AT&T would be the one's who actually own and operate the new streaming service and Comcast would just work with them to provide/license content for that service. To be honest, I don't see room in the market for another streaming competitor. Even if Hulu eventually fizzles out, you got Netflix, Amazon Prime, and the new Disney Plus to compete with. Those three are providing enough content and are asking for enough money monthly that the average consumer is either not going to feel a need to pay for a new streaming service, won't have the money to pay for another streaming service, or won't have the time to watch the content provided by a new streaming service. By the time this service comes out (if it ever does come out), every consumer who wants to be a part of a streaming service will have already signed up for one, AT&T will just be getting the scraps. Just too late to join the market really. As for Comcast, they will walk away like bandits from all the money AT&T will give them to make content for the new service. They'll just get capital gain and AT&T will take on all the risk and eventually add to their already $190 billion worth of debt.

 

[AlexanderMBush]

This seems..like a win-win scenario.

It'd give a stronger and more grounded relationship between the two parties, and could see great benefits for both of the two companies in their own way.

 

[quinnmac000]

Comcast is the best position because they stated they would provide content to any streaming service....this is just gonna help even more good things happen in regards to the Theme Parks as well. I would expect a lot more co-productions between the two studios potentially in regards to WB's IPs which will give Comcast better negotiation power when it comes for putting IPs into the parks.

Dreamworks Animation projects will be on Hulu, Netflix, Prime as well as linear television. (Hulu gets projects based of Dreamworks properties, Netflix will get shows based off Universal Properties and Original, Amazon will get shows that are specifically commissioned)

Universal Cable Productions and television are spread on Hulu, Netflix, and Prime. (Prime gets USA shows, Netflix gets Syfy shows, Hulu gets combination, and Universal Television comedies are spread between all three with certain being exclusives (Office on Netflix, 30 Rock on Hulu, Forever on Amazon)

NBCUniversal Entertainment Japan on both Funimation and Crunchyroll. (Universal Produced Anime)

Now add stuff on a Warner Bros site which probably will have all three as well.

While they don't get to horde most profits these sites have...its the increased level of exposure that is the biggest win. The more exposure of your brands, the more awareness, the more products you get comissioned to create, the more your companies influence spreads.

 

[AlexanderMBush]

...NBCUniversal Entertainment Japan on both Funimation and Crunchyroll. (Universal Produced Anime)

Just bringing this up, are we, or are we not, going to exclude Funimation out of that discussion (considering the elephant in the room being Sony that Owns Funimation).

 

[quinnmac000]

Just bringing this up, are we, or are we not, going to exclude Funimation out of that discussion (considering the elephant in the room being Sony that Owns Funimation).

Sony and NBCUniversal Entertainment Japan co-own and co-produce certain anime titles so its not out of the question (The Beautiful World: The Animated Series and the surprise megahit in Japan Gamers were co-productions with Sony). They also have commissioned some shows recently as well for NUEJ.