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Apr 1, 2020
04/20
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and with hbo max getting ready to come out to market, i can think of no better place for us to be than have an opportunity to bring some new library and fresh content out to the end user but we are going to see, not just at&t, every company is going to see consumer behavior changes coming out of this event. and i don't expect that we're going to return to, quote, normal we're going to return to a different economic environment we're going to return to different business model and so, yes, i would expect we're going to have to do things to adjust some of our business models to meet the customer where they want to be. and is there going to be as much retail space back in service and attached retail spaces, theater screens, you know, chances are, probably not and does that mean that we're going to be looking to tell stories and maybe deliver them in different ways to compliment what we already do so well on the big screen and cinema? i would expect that to be the case, especially if that's what the consumer expresses as their preference and desires the good news is core of the business is
and with hbo max getting ready to come out to market, i can think of no better place for us to be than have an opportunity to bring some new library and fresh content out to the end user but we are going to see, not just at&t, every company is going to see consumer behavior changes coming out of this event. and i don't expect that we're going to return to, quote, normal we're going to return to a different economic environment we're going to return to different business model and so, yes, i...
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Apr 24, 2020
04/20
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the launch of hbo max will take place soon i did sit down with mr. stankey at the end of october. we were in los angeles when they unveiled hbo max and i did ask him about his desire for the ceo job. >> do you want to become the ceo and do you feel the pressure to actually perform over this next period of time in terms of what we're talking about here in order to potentially ascent to that job >> you know, i've been working for 34 years and i think in virtually every job that i've taken i always felt a pressure to perform and actually add value back to the business i don't think that changes or i feel any different about that. i've got a lot in front of me to do right now this introduction of this product is incredibly important. every job i've come into it's always been what needs to change, what's something that can add value to the business and how do you focus on doing it well that's what i'm going to do right now and that's all i'm concerned about right now. what comes from it comes from it the beauty i have is i have this wonderful luxury in my life that i really don't have
the launch of hbo max will take place soon i did sit down with mr. stankey at the end of october. we were in los angeles when they unveiled hbo max and i did ask him about his desire for the ceo job. >> do you want to become the ceo and do you feel the pressure to actually perform over this next period of time in terms of what we're talking about here in order to potentially ascent to that job >> you know, i've been working for 34 years and i think in virtually every job that i've...
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Apr 22, 2020
04/20
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netflix, disney plus, hbo max. i agree. i think eventually people aren't going to spent as much time thinking about the cost. there seems to be an uprising after the last increase they did. i think it will become something we all accept like our cell phone bills. >> and you are not selling, you are holding on >> we are holding stock. it is not a huge position for us the multiple is very high. after this quarter, tremendous execution. the stock has pulled way up. it may not be the time for new shares they still have the highest content. still around $19 billion they have all of these proprietary shows they hook people on. they will still be 1r50iviable g forward. >> i still say their greatest show was "bloodline. if you are wondering is there any way to profit off this we'll show you a very interesting group of stock and facebook making a big investment in india and dow futures looking to open up and reverse two days of declines. >>> welcome back the death toll in the united states for the coronavirus now surpassing the 44,0
netflix, disney plus, hbo max. i agree. i think eventually people aren't going to spent as much time thinking about the cost. there seems to be an uprising after the last increase they did. i think it will become something we all accept like our cell phone bills. >> and you are not selling, you are holding on >> we are holding stock. it is not a huge position for us the multiple is very high. after this quarter, tremendous execution. the stock has pulled way up. it may not be the...
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Apr 22, 2020
04/20
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content but you are going to add a very fast content all of the people who have hbo, if you shift to hbo max, you can watch all of friends, all of big bang, west wing, south park, rick and morty it is a really strong strategy who better to go try to transform hbo. you think about what netflix is doing. they've got animated to "love is blind" to "tiger king. to find something for everyone and really lean in to the library side of the service. >> all right, rich thinking about all these things. still thinking about how many seasons you can do "stranger things." the second "it" had all those kids grown up. they could be adults running into strange things. >> i hope it doesn't go too far. one thing we are learning is that it is hard to keep series going too long they let "house of cards" go way too long i think shorter series are better the quality of the writing is better >> that's not true with "squawk box. 25 years in october, rich. you make some exceptions there is exceptions to every rule, are they not >> you've got very good writers. >> thank you, rich get back to your whatever it is you d
content but you are going to add a very fast content all of the people who have hbo, if you shift to hbo max, you can watch all of friends, all of big bang, west wing, south park, rick and morty it is a really strong strategy who better to go try to transform hbo. you think about what netflix is doing. they've got animated to "love is blind" to "tiger king. to find something for everyone and really lean in to the library side of the service. >> all right, rich thinking...
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Apr 1, 2020
04/20
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it was available to binge on hbo max. ure out what they are waiting for. >> were you a believer this is a step change in the film industry that's something very controversial among theaters, theater owners who are worried this is the moment, this moment will be a watershed and basically the media companies and studios will rip up the entire model but the question is you rip that model up, there's a lot of zeros that used to be attached to that model. >> look you're asking an incredibly important question, andrew and the problem is, it all depends on what you assume for how we recover here. you know, if we're back to going to movie theaters in september and can put movies out great, we all would love that. i geese i'm just concerned if you think about blockbuster films -- films that are supposed to do $1 to $2 billion "my land," "black widow. when you think about those billion dollar films they require hundred plus million people to go watch them in theater, if average ticket price is around $10. if we're talking about soci
it was available to binge on hbo max. ure out what they are waiting for. >> were you a believer this is a step change in the film industry that's something very controversial among theaters, theater owners who are worried this is the moment, this moment will be a watershed and basically the media companies and studios will rip up the entire model but the question is you rip that model up, there's a lot of zeros that used to be attached to that model. >> look you're asking an...
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Apr 16, 2020
04/20
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though that platform, are you concerned about all the competition from the new services, such as hbo maxunching next month, in addition to the fact that people are paying for netflix, as they have all of these services, is that going to put more pressure on your churn, as some of your hit shows wrap up their seasons? >> we look at the world in three tiers of services. there's the broad-based, or what we like to call basic streaming tier, which is the netflix, thee the hbo max, the peacocks that just launched this week. we see those as services that are looking to become the first service in the home. really we call them broad-based basic streaming services they're looking to replace the dishes in that home. we're not in that game we've always been sold as a premium add-on on top of broad-based television and so if you think about starz from a programming point of view, we're not add supported. we're bespoke, we're very tailored, we're adult with great stories, like "outlander," and we see ourselves as a complimentary service to all of these broad-based streaming services that have been o
though that platform, are you concerned about all the competition from the new services, such as hbo maxunching next month, in addition to the fact that people are paying for netflix, as they have all of these services, is that going to put more pressure on your churn, as some of your hit shows wrap up their seasons? >> we look at the world in three tiers of services. there's the broad-based, or what we like to call basic streaming tier, which is the netflix, thee the hbo max, the...
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Apr 1, 2020
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this all comes amid the launch of hbo max warner media includes traditional hbo as well as warner brothers, turner, and effectively all of the assets from at&t's acquisition of time warner kyler's job is a big one which includes dealing with hollywood talent and navigating cord cutting and the shift to going direct to consumer with this hbo max launch it will be sitting, talking to both john stankey and jason kyler coming up in "power lunch" at 2:30 p.m. eastern guys, back over you. >> we'll look forward to that, julia. thank you so much, that's julia boorstin, out on the west coast for us the unprecedented dislocation in the economy has seen a number of companies race to raise cash from the credit markets or secure loans from banks. and such is the subject of a new story in "the new york times," and one of the authors is kate kelly who joins us once again. kate, good to have you back on >> scott, thanks so much for having me. great to be hearing you guys, as well >> what should we be thinking about your report in the bigger picture. these companies that are clearly racing to get their liq
this all comes amid the launch of hbo max warner media includes traditional hbo as well as warner brothers, turner, and effectively all of the assets from at&t's acquisition of time warner kyler's job is a big one which includes dealing with hollywood talent and navigating cord cutting and the shift to going direct to consumer with this hbo max launch it will be sitting, talking to both john stankey and jason kyler coming up in "power lunch" at 2:30 p.m. eastern guys, back over...
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Apr 24, 2020
04/20
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a lack of o advertising, r sports pamming, although the jewel there, hbo and hbo max getting ready to launch less than a month from now, a very important launch for the economy. >> david, you spoke earlier with verizon and it's interesting because these are the number one and two in the wireless business its top competitor is now in such a different business. it shows the divergent strategies that stevenson pursued and i wonder where you think that's going given the whole world is about to change given the media consumption, recession and all the other things we don't know about because of this pandemic >> so many questions in a truly uncertain environment. we use the word so often, but we know it all applies now. that's one reason why you may have seen stankey elevated to the top role here. when elliot came in last september, the eck peckation was they were not big fans of mr. stankey. he has had a long career at the company. some 34 years, but while they did initiate a process at the board of directors and we got a statement earlier from elliot saying they're fully supportive and th
a lack of o advertising, r sports pamming, although the jewel there, hbo and hbo max getting ready to launch less than a month from now, a very important launch for the economy. >> david, you spoke earlier with verizon and it's interesting because these are the number one and two in the wireless business its top competitor is now in such a different business. it shows the divergent strategies that stevenson pursued and i wonder where you think that's going given the whole world is about...
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Apr 21, 2020
04/20
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i put them in the category of maxes, ands and hbo that they don't have a big library. you can only buy so much programming that is worth anyone's time. they do not have a lot of ai insights into audience habits. netflix knows an infinite amount of information about the user habits over 10 years. plus million subscribers around the world. distinct polea position advantage right now. have the late-night comedy hosts hosting from their , just like us, from their home studio. on a concertting in prime time. which of these production habits do you think will survive out of the coronavirus crisis? this homemade approach is here to stay. the audience has seen that they like it. talent has seen that it actually opens up new artistic opportunities for them. it is easier. they don't have to leave their house. they see that the quality is great. -- the distributors studio and distributors see that the economics are fine because the audience will still watch the material and it does not cost us much to produce. i don't think it will replace lavish studio productions but i think it
i put them in the category of maxes, ands and hbo that they don't have a big library. you can only buy so much programming that is worth anyone's time. they do not have a lot of ai insights into audience habits. netflix knows an infinite amount of information about the user habits over 10 years. plus million subscribers around the world. distinct polea position advantage right now. have the late-night comedy hosts hosting from their , just like us, from their home studio. on a concertting in...
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Apr 3, 2020
04/20
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it may give people stuck at home a break and may help company attract fans for the hbo max streaming service. >> opec and partner companies are set to discuss production cuts in a conference call on monday oil prices there in the green. moving higher on that bit of news joining me now, chief investment officer, also a cnbc contributor. thank you for joining us let's talk about whether these markets are going to get some semblance of stabilization and possibly president trump weighing in as well. >> i do think so i think the pressure is so necessary. not just on the saudis and the russians even u.s. shale. we know u.s. shale production is collapsing on its own weight on monday, we'll get a conference not just with opec but any oil producer that wants to dial in everyone knows they need to cut. the question is who will step up and lead the way russia and saudis don't want to loose market shares and others the drop in demand has been so dramatic that may not even be enough considering demand has fallen even more than that. >> is there a level in the energy market that you could see? thi
it may give people stuck at home a break and may help company attract fans for the hbo max streaming service. >> opec and partner companies are set to discuss production cuts in a conference call on monday oil prices there in the green. moving higher on that bit of news joining me now, chief investment officer, also a cnbc contributor. thank you for joining us let's talk about whether these markets are going to get some semblance of stabilization and possibly president trump weighing in...
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Apr 22, 2020
04/20
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when you think about the likes that just launched a few days ago and also hbo max, still about to launchse guys are looking at the current situation and figuring that, as bad as this sounds, they have a very good opportunity to launch into captive homes. that being said, no question that as we think of the second half of next year, it could be a rollback impact. but for now, i think it has just been a very good time to have your content and have people discover and search, and hope that a lot of these consumers will stay on when things normalize. emily: do you believe that there's going to come a time when it will just feel like there is no new content? tuna: i am sorry? what content? emily: do you believe there will september,maybe in where viewers feel like there is no new tom it -- new content? tuna: september might be too soon for that, to be honest with you. when we get to the end of the year we might worry a little bit about that. but the impact of that will vary tremendously. i think some of the newer upstarts, or those streamers who have relatively light pipelines, have much more
when you think about the likes that just launched a few days ago and also hbo max, still about to launchse guys are looking at the current situation and figuring that, as bad as this sounds, they have a very good opportunity to launch into captive homes. that being said, no question that as we think of the second half of next year, it could be a rollback impact. but for now, i think it has just been a very good time to have your content and have people discover and search, and hope that a lot...
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Apr 20, 2020
04/20
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hbo max is coming next month. for the time being, this is benefiting the incumbents because anybody who has not tried out netflix, amazon, hulu, disney plus is going to. it is a much bigger hill to climb for something that is new and has to introduce itself to the public in the first place. emily: we will be all over netflix earnings tomorrow. i know you will as well. lucas shaw with us for an update. we will continue to listen in to this white house briefing. the president saying he is putting 75 million barrels of oil into reserve. you can continue to follow the headlines from here. check it out on the terminal. we will be back tomorrow. this is "bloomberg technology." i'm emily chang. ♪ awesome internet. it's more than just fast. it keeps all your devices running smoothly. with built-in security that protects your kids... ...no matter what they're up to. it protects your info... ...and gives you 24/7 peace of mind... ...that if it's connected, it's protected. even that that pet-camera thingy. [ whines ] can you
hbo max is coming next month. for the time being, this is benefiting the incumbents because anybody who has not tried out netflix, amazon, hulu, disney plus is going to. it is a much bigger hill to climb for something that is new and has to introduce itself to the public in the first place. emily: we will be all over netflix earnings tomorrow. i know you will as well. lucas shaw with us for an update. we will continue to listen in to this white house briefing. the president saying he is putting...
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Apr 24, 2020
04/20
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when they introduced hbo max which soon will be available roughly a month from now, i believe or lessthey will be introducing the service to a public that is certainly looking for any opportunity to consume things at home but he's been running that there have been a lot of questions in terms of his leadership style, i think it's fair to say. but he's a no nonsense guy and he was always seen as the potential heir apparent, but when elliot came in and started making noise to a certain extent, there was an expectation, perhaps, that it would mean a more difficult ascension for mr. stankey. you heard the statement from elliot they are supportive, and we'll see. this is an unusual time to say the least, to take the reigns of one of the country's major companies at this point. we just spoke to the ceo of verizon talking about the wireless industry. wireless is the least of the concerns at at&t, frankly. it's much more been on the continued erosion of the sub base of direct tv, and think about warner media right now facing the problems a lot of media companies do a lack of advertising. a lac
when they introduced hbo max which soon will be available roughly a month from now, i believe or lessthey will be introducing the service to a public that is certainly looking for any opportunity to consume things at home but he's been running that there have been a lot of questions in terms of his leadership style, i think it's fair to say. but he's a no nonsense guy and he was always seen as the potential heir apparent, but when elliot came in and started making noise to a certain extent,...
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Apr 21, 2020
04/20
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hbo max goes live may twefrpth there may actually be some offering to at&t subscribers that that's actually free. i look at netflix and whether it's as good as it gets as has been said or where they have the ability to improve on the comps and i struggle with their ability to raise taxes any time soon netflix had the ability to raise prices and we were surprised by that and it was a consumer environment that we'll find ourselves in, and i think we've proven that it's a cash flow burn is still an issue and i know they say they'll be around a billion in 2020 which was down from last year the debt levels are materiel, i'm not saying it will be an issue near-term, but i think this company has to generate money and generate free cash flow and the multiple makes no sense, specially in the competitive landscape or you need the multiple to other companies in the same space. >> if you're going to be looking at a subscriber base and right now the dollar is an issue there, but in the u.s. and canada, if the subscriber base will be somewhat stable and not growing terribly fast, materiel price increases
hbo max goes live may twefrpth there may actually be some offering to at&t subscribers that that's actually free. i look at netflix and whether it's as good as it gets as has been said or where they have the ability to improve on the comps and i struggle with their ability to raise taxes any time soon netflix had the ability to raise prices and we were surprised by that and it was a consumer environment that we'll find ourselves in, and i think we've proven that it's a cash flow burn is...
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Apr 13, 2020
04/20
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part of the launch of hbo max next month, but no taping was done before the pandemic hit.ted to resume once things get back to normal. >>> help the environment while sitting at home. nasa has released an app to allow you to virtually explore coral reefs while improving nasa's technology. available in the apple app store and they learn to identify different types of coral and it's not just a game. the players tap on 3d images and they help nasa improve the data satellite technology and help reefs around the world. >>> the animals at the san francisco zoo really enjoyed easter. every year the zoo creates especially themed easter treats for them and the one big difference this year, no visitors to see all of this. the zoo is currently closed because of our shelter in place order, but the staff is still there so they can feed and care for the zoo's 2,000 animals and take pictures of them doing cute things. and share them with us. what is happening right here? i thk >> and not the meer cats. did you see them knocking over the easter eggs. i'm sure we'll get it again. >>> we're
part of the launch of hbo max next month, but no taping was done before the pandemic hit.ted to resume once things get back to normal. >>> help the environment while sitting at home. nasa has released an app to allow you to virtually explore coral reefs while improving nasa's technology. available in the apple app store and they learn to identify different types of coral and it's not just a game. the players tap on 3d images and they help nasa improve the data satellite technology and...
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Apr 21, 2020
04/20
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hbo, launching hbo max at the end of may. the yield is 6.7%.hat has gotten beaten down a little bit but i love the name. i like ice, intercontinental exchange which owns the new york stock exchange t owns 12 different market centers and exchanges across the u.s. it has record volumes. that is another one to -- charles: they have had record vols and you look at bank earnings, a lot of banks made a lot of money trading markets. shah, on dividends. last thing that emerged companies hiked dividends their stocks are higher. feels like investors are comfortable with the companies ability to hike their dividends particularly if they have been doing it a long time? >> they shoulding comfortable. everybody else as far as i'm concerned is off the table. unless a company will make a pronouncement they will increase their dividend and have good forward guidance, no reason to invest in companies that have nice dividends because a lot of them could be cut. we're a long way getting where we're going, that is the depths of a recession which we are headed strai
hbo, launching hbo max at the end of may. the yield is 6.7%.hat has gotten beaten down a little bit but i love the name. i like ice, intercontinental exchange which owns the new york stock exchange t owns 12 different market centers and exchanges across the u.s. it has record volumes. that is another one to -- charles: they have had record vols and you look at bank earnings, a lot of banks made a lot of money trading markets. shah, on dividends. last thing that emerged companies hiked dividends...
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Apr 22, 2020
04/20
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. >>> next to a brand-new talk show set to premiere on hbo max. >> it won't be hosted by a human, no.the "not too late show." >> it will be packed with fellow muppet friends and plenty of celebs. >> i'm going to come up with the best question ever. >> i've never done a tricycle race but i could try-sickle race you. >> ha ha! >> the "not too late show with elmo" is set to debut on may 27th. what i want to know is why elmo with all these new endeavors, why is his friend still living in a trash can? oscar still hasn't leveled up. >> i heard oscar, he likes that home. >> oh. >> he knows it's better there. it's a tough world these days. >> sometimes you don't want to leave where you come from. >>> next to another celeb with time on his hands spoofing lil nas x. >> by now we're all familiar with the rapper's "old town road," whose remix with billy ray cyrus won a bunch of grammys. >> now there's this, from "old town road," to "daycare closed" check it out. ♪ cardi b's nails on a chalkboard ♪ ♪ wish i could sleep all day but the daycare's closed ♪ ♪ yeah i gotta play all day >> that is creat
. >>> next to a brand-new talk show set to premiere on hbo max. >> it won't be hosted by a human, no.the "not too late show." >> it will be packed with fellow muppet friends and plenty of celebs. >> i'm going to come up with the best question ever. >> i've never done a tricycle race but i could try-sickle race you. >> ha ha! >> the "not too late show with elmo" is set to debut on may 27th. what i want to know is why elmo with all...
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Apr 7, 2020
04/20
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company streaming the direct to consumer business and remember, at&t owns hbo which will be introducing hbo maxuled to start in may. we'll see how that goes. >> interesting timing there, julia boorstin, good to see you. thank you very much, julia. >> karen, the thing about disney and maybe not the parks because people might still want to be isolated when we loosen up, whenever that might be but man, i can see the espn side of the business snapping back quickly because when we do get live sports back on tv, maybe it won't have fans and the demand and the hunger is going to be huge >> well, i don't know, is a game that's played, for example, if the stories are true, they'll play to an empty stadium i don't know, i guess if you're a huge sports fan you'll watch it anyway. i feel like it is so much a part of it, but poor disney, everything they have from cruises to parks to movies that come out in theaters, nobody wants to be in a theater anymore and the bounceback in the stock has been enormous. so i wouldn't chase it right here i think that it's not -- it deserves a premium valuation and in this
company streaming the direct to consumer business and remember, at&t owns hbo which will be introducing hbo maxuled to start in may. we'll see how that goes. >> interesting timing there, julia boorstin, good to see you. thank you very much, julia. >> karen, the thing about disney and maybe not the parks because people might still want to be isolated when we loosen up, whenever that might be but man, i can see the espn side of the business snapping back quickly because when we do...
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Apr 22, 2020
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i think beyond the competition in streaming services coming from hbo max and peacock in may, as wellsney plus and , netflix does have a lot of content. they mostly are in postproduction for almost all of the 2020 content, so we will see how the lockdown proceeds, but i think we have probably seen the lows for a while at least. alix: you mentioned content, so i am interested to see what you think of margins. you mentioned they make less where they have more room to grow in emerging markets, but at some point they will have no money to spend because they can't go into production because of the virus. what does this do for them on the short-term? matthew: they are doing select things on the production side, a lot more in the animation and reality show side. trying to something -- trying to "the witcher"ike for 21 a1 is more difficult. if you do get a freeze from covid-19 that affects everybody, i think they are in a better position than some of their scary and it is something that everybody has to try to adjust for this environment. alix: totally right. i can't imagine love is blind 2 a
i think beyond the competition in streaming services coming from hbo max and peacock in may, as wellsney plus and , netflix does have a lot of content. they mostly are in postproduction for almost all of the 2020 content, so we will see how the lockdown proceeds, but i think we have probably seen the lows for a while at least. alix: you mentioned content, so i am interested to see what you think of margins. you mentioned they make less where they have more room to grow in emerging markets, but...
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Apr 22, 2020
04/20
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of course, the original reunion was set to tape in late march ahead of the hbo max launch in may. meals on wheels, no kids hungry, america's food fund and many more. seems like a great bet for $10, a great donation and what a great opportunity. >>> and also this morning, jimmy kimmel is celebrating a pint-sized superhero in his life in a very special way. jimmy's son, billy, was born with a congenital heart defect. he had open heart surgery when shwatay old, and another at 7 months. thankfully he is doing great now, in fact, on tuesday jimmy tweeted happy 3rd birthday to our sweet and strong billy. thanks to the heroic doctors, nurses and respiratory therapists who saved his life and countless others and in honor of billy's birthday jimmy and his wife molly are donating a thousand masks to the children's hospital in l.a. and then on his show last night jimmy pulled some strings or web ish i should say, to get billy's hero, spider-man, tom holland to pay a special visit. take a look. >> hey, what's up, billy? >> is that spidey? >> let me take this off so i can see you better? >> ho
of course, the original reunion was set to tape in late march ahead of the hbo max launch in may. meals on wheels, no kids hungry, america's food fund and many more. seems like a great bet for $10, a great donation and what a great opportunity. >>> and also this morning, jimmy kimmel is celebrating a pint-sized superhero in his life in a very special way. jimmy's son, billy, was born with a congenital heart defect. he had open heart surgery when shwatay old, and another at 7 months....
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Apr 22, 2020
04/20
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on the tape they say hbo max is a high priority and warner is rethinking their theatrical model until the future becomes more clear >> they lost a lot of directv subscribers. i like a good dividend if you want to go for dividend, go for rer vverizon. at&t subscriber trends, just bad. they can say listen, they're not horrible, it's kind of like -- listen, guys, we're in last place, think about this, we'll draft higher but there's no draft in business that's the problem they're just in last place >> they say cash flow is strong enough to maintain the dividend. retire debt. continue to invest in growth do you not believe them? >> it's fine any time i hear a company say don't worry about the dividend, i'm worried about the bdividend >> they pulled the guide, at&t, kimberly also, quest, chipotle, lyft we're adding to the list of companies that say we're sort of on our own regarding earnings models >> it's been my belief maybe we can get away from this forecasting nonsense kimberly was the -- the numbers for kimberly are extraordinary up 11% personal care, tissues, plus 13. costs going down
on the tape they say hbo max is a high priority and warner is rethinking their theatrical model until the future becomes more clear >> they lost a lot of directv subscribers. i like a good dividend if you want to go for dividend, go for rer vverizon. at&t subscriber trends, just bad. they can say listen, they're not horrible, it's kind of like -- listen, guys, we're in last place, think about this, we'll draft higher but there's no draft in business that's the problem they're just in...
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Apr 21, 2020
04/20
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FBC
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to your point, peacock went ahead to launch just as they planned this past april, hbo max is still ons kind of ironic that these platforms are looking at this in-home stay as a way to reach out to captive audiences and i think it really speaks to the power of the platform and so this is something i think that really has changed the dynamics of the in-home, all of this technology, zoom, or whatever, investors are starting to look at some of these things a little bit different. maria: jon hilsenrath. >> tuna, we've seen amc theaters drop more than 50% this year. at what point is there a buying opportunity for these old line movie theater stocks? eventually i would think people are going to want to go out and spend some time outside again once the economy opens up. is there a buy there at some point? >> you know, i've got to tell you, the movie theaters have been one of the hardest hit in this whole pandemic which is quite understandable. amc's actually even more unique because they placed a huge bet with the string of cross-border acquisitions. so for them, this thing could not have bee
to your point, peacock went ahead to launch just as they planned this past april, hbo max is still ons kind of ironic that these platforms are looking at this in-home stay as a way to reach out to captive audiences and i think it really speaks to the power of the platform and so this is something i think that really has changed the dynamics of the in-home, all of this technology, zoom, or whatever, investors are starting to look at some of these things a little bit different. maria: jon...
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Apr 24, 2020
04/20
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FBC
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do including investing in 5g, there one of the top wireless players and also over-the-top service, hbo maxat they need to compete with netflix. lots of stuff for him to do including those two major issues selling or doing something with directv, lots of banking options you can do, maybe a partnership with dish, that's been thrown out, we reported in something with the sunday ticket because it is a lot of money and you don't get a lot of bang for the buck, remember that is distributed through directv and will be interesting if they distributed to a better venue because again directv is bleeding subscribers. we should again point out that elliott management activist was pushing for the new report back in september and i just noticed maybe edward got into this but the trump administration is now saying no hedge funds, no private equity firms can take the ppp loans that are meant for small businesses, that is something that fox business was out before anybody and it's about time they did it, these are companies that employ a lot of people in the differences of small business right now does not
do including investing in 5g, there one of the top wireless players and also over-the-top service, hbo maxat they need to compete with netflix. lots of stuff for him to do including those two major issues selling or doing something with directv, lots of banking options you can do, maybe a partnership with dish, that's been thrown out, we reported in something with the sunday ticket because it is a lot of money and you don't get a lot of bang for the buck, remember that is distributed through...
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Apr 9, 2020
04/20
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CNBC
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a model where you say, okay, if you're a disney+ subscriber or you're a peacock subscriber or an hbo max subscriber, do you try to market movies at 20 or $30 premium? you think about it like sunday ticket you had to have directv to subscribe to sunday ticket you think of ufc you can't get ufc matches on streaming unless you're an espn subscriber it's possible you move to that the pay per view model is a possibility. anybody can see a movie in a movie theater. anybody can download "trolls." if you limit the universe to people who are disney+ subscribers, you do run the risk of not being able to reach as many people as you otherwise would have reached it's an idea all the studios are trying to figure out our core business of putting movies in theaters, which is where everything started for this industry for decades. it's not clear when hundreds of people are going to feel comfortable in a movie theater we ran the math. if you look at a movie theater that has 300 seats generically if you took out every other row or seat, 300 assets drops to se. if you believe in this for a while, your capac
a model where you say, okay, if you're a disney+ subscriber or you're a peacock subscriber or an hbo max subscriber, do you try to market movies at 20 or $30 premium? you think about it like sunday ticket you had to have directv to subscribe to sunday ticket you think of ufc you can't get ufc matches on streaming unless you're an espn subscriber it's possible you move to that the pay per view model is a possibility. anybody can see a movie in a movie theater. anybody can download...
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Apr 15, 2020
04/20
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CNBC
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hbo max will be next quibi was last week. you have less advertising dollars available. what is your take on this launch today. >> you are right it is the best of times and the worst of times we are all home and peak patterns are at different times. they are at 9:00 p.m not during the workday we are streaming because peacock unlike most of the others is going to be ad supported. the real impact will be advertisers. it will be very good for the demand side. on the consumer side, you'll get a lot of viewers it will be a tough uphill climb to get advertisers >> to the extent that you can create a habit now that is the question about the culture and when we all go back to some sense of normal. >> right you are trying to get people hooked on the service. disney already has 50 million users. amazon is the same thing they are all seeing tremendous usage. the hopeis that peacock will b one of those services that comes out the other side of this with a large group of committed customers. eventually, it will be easy to sell advertising against those >> that is your metric of succe
hbo max will be next quibi was last week. you have less advertising dollars available. what is your take on this launch today. >> you are right it is the best of times and the worst of times we are all home and peak patterns are at different times. they are at 9:00 p.m not during the workday we are streaming because peacock unlike most of the others is going to be ad supported. the real impact will be advertisers. it will be very good for the demand side. on the consumer side, you'll get...
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Apr 22, 2020
04/20
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FBC
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. >>> at & t have got a new streaming service, hbo max. that launches may 27th. at & t is at 30 bucks a share. >>> lab corporation, interesting, the fda has approved its home test kit. that stock is up 5%, $156. >>> other indicators, we like to check them for u this is the yield on the ten-year treasury holding at .60%. the price of gold, way above $1700 an ounce, at $1730. up a whopping $42 an ounce today. 2.49%. again, oil, let's get back to that. that's important these days. $14 a barrel, up $2.82 a barrel, 24% higher. maybe encouraged by what we heard from treasury secretary mnuchin. he thinks the price will get back to $30 by august. come in, lauren. you have news on united. the stock is down. what have you got? lauren: down 1%. they are selling stock to raise money. they hope to sell 39 million shares at $26.50 so less than that each to raise about $1 billion. as you know, nobody's flying. that's not expected to get better any time soon. taking $5 billion from the government as part of the cares act and raising money through this stock sale of a billion dol
. >>> at & t have got a new streaming service, hbo max. that launches may 27th. at & t is at 30 bucks a share. >>> lab corporation, interesting, the fda has approved its home test kit. that stock is up 5%, $156. >>> other indicators, we like to check them for u this is the yield on the ten-year treasury holding at .60%. the price of gold, way above $1700 an ounce, at $1730. up a whopping $42 an ounce today. 2.49%. again, oil, let's get back to that. that's...
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Apr 23, 2020
04/20
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FBC
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will for at & t because around memorial day they will launch at $15 a month their streaming service, hbo maxive at $15. there's a petition going around, 60,000 people have signed it thus far, asking for the streaming giants of this world to offer their services for free for 60 days. so there you have it. stuart: okay. just give it away. see about that. thanks, lauren. check snap. that's the company behind snapchat, of course. the stock has been on a tear recently, down a bit today. it has been on a tear. why, susan? susan: because they actually put in some pretty strong revenue numbers in their latest quarter, increasing daily active users by two million in the u.s. by three million in europe and the stock has been on a tear, seeing its best two days in close to two years and close to that ipo offer price of $17 a share, but here's the caveat because yes, we saw some pretty explosive sales growth in february, up by 58%, but then you know that acceleration fell off a cliff because of the covid-19 spread, so revenue growth slid to 25% on march, 15% in april and 11% in the week leading up to sn
will for at & t because around memorial day they will launch at $15 a month their streaming service, hbo maxive at $15. there's a petition going around, 60,000 people have signed it thus far, asking for the streaming giants of this world to offer their services for free for 60 days. so there you have it. stuart: okay. just give it away. see about that. thanks, lauren. check snap. that's the company behind snapchat, of course. the stock has been on a tear recently, down a bit today. it has...
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Apr 15, 2020
04/20
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FBC
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hbo max is coming out in a little bit. it's certainly an exciting time if you are a television watcher. stuart: but nobody, marc, nobody has the content to match netflix. i mean, you keep on -- some of my friends have gone through ozark, they have gone through every episode, binge watched it. now they are on to the next thing. it's always netflix. they are largely ignoring disney plus, even though disney plus is 50 million subscribers already. >> you know, stuart, i don't think it's a correct term to call this a streaming war, because it implies in some way there's going to be a single victor and i genuinely don't believe that's the case. i really think there's room for multiple services and i actually think it's a good thing. i mean, certainly selfishly, seeing the entrance of disney and hbo and all the other services in some ways is a validation. one of the reasons netflix is so strong on content besides, of course, its huge content spend, is the fact we have been doing it since 2007. so we have a 13-year head start. but
hbo max is coming out in a little bit. it's certainly an exciting time if you are a television watcher. stuart: but nobody, marc, nobody has the content to match netflix. i mean, you keep on -- some of my friends have gone through ozark, they have gone through every episode, binge watched it. now they are on to the next thing. it's always netflix. they are largely ignoring disney plus, even though disney plus is 50 million subscribers already. >> you know, stuart, i don't think it's a...
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Apr 24, 2020
04/20
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FBC
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that production streaming was the future for this company in john is in charge of vendor launching hbo maxd streaming content production is a future merge with it. stuart: did you say 108 billion. i forgot that. that is huge. thank you very much susan. at&t below $30 a share. still to come steve hilton on the show, he is in california where they are protesting the lockdown, and california there protesting the lockdown. he will talk to us about that, that is steve hilton. next larry kudlow, here come the lawsuits, can we expect any protection for companies, can we get protection from liability, i will ask him next. i've got some terrific news for veteran homeowners from newday usa. interest rates have dropped to record lows. newday usa makes it so easy to refinance that one call can save you $2000 a year. newday's va streamline refi lets you refinance without having to verify your income, without getting your home appraised and without spending one dollar out of pocket to get it done. it is the quickest and easiest refi they've ever offered. one call can save you $2000 a year, every year. s
that production streaming was the future for this company in john is in charge of vendor launching hbo maxd streaming content production is a future merge with it. stuart: did you say 108 billion. i forgot that. that is huge. thank you very much susan. at&t below $30 a share. still to come steve hilton on the show, he is in california where they are protesting the lockdown, and california there protesting the lockdown. he will talk to us about that, that is steve hilton. next larry kudlow,...
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Apr 22, 2020
04/20
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FBC
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streaming wars heating up with warner media set to launch hbo max on may 27th, game of thrones and big along with hit sit coms like friends. they will report within the next half hour. we will have the numbers live for you on the program. the stock ahead of the earnings, up more than 1 and a half percent. there's at&t. speaking of friends, maybe that's one of your favorite tv shows, they will be doing their part to raise money for coronavirus relief evidents. the cast is raffling 6-ticket as part of all-in challenge. jennifer aniston made announcement, all of the proceeds from the challenge will go to food charities like feeding america and meals on wheels. finally, there's this, the national spelling bee canceled over coronavirus concerns. scripts organizers says it will have to return next year. last time annual event was canceled in the 1940's because of world war ii. eighth graders will be too old next year, maria. i think we should bring them back, back to you. maria: i'm with you, cheryl. thank you. stores across america force today close doors sending retailers spiraling into th
streaming wars heating up with warner media set to launch hbo max on may 27th, game of thrones and big along with hit sit coms like friends. they will report within the next half hour. we will have the numbers live for you on the program. the stock ahead of the earnings, up more than 1 and a half percent. there's at&t. speaking of friends, maybe that's one of your favorite tv shows, they will be doing their part to raise money for coronavirus relief evidents. the cast is raffling 6-ticket...
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Apr 21, 2020
04/20
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warner media are launching hbo max, may 27th. that's $15 a month. is said and done with coronavirus, and americans struggle to get back on their feet, are you going to keep your netflix subscription or are you going to add a $15 a month new subscription that you haven't used before? stuart: i guarantee that i will be keeping my netflix subscription. case closed. i think it's pretty good. thanks very much, lauren. >>> we mentioned apple there. apple, by the way, right now is around $269, $270 a share. susan, come in, please. is somebody saying it's going to hit $500 a share? susan: evercorps analyst has given a bold bull case for apple stock. this is where it hits $500 a share. this has to do with margin expansion and what does that mean? that means you make more per device that you sell and also on services as well. i just want to bring to your attention this headline that crossed this morning which is pretty bullish for apple stock. the nikkei news in japan is reporting that apple told several of its suppliers they plan to sell and make 213 million
warner media are launching hbo max, may 27th. that's $15 a month. is said and done with coronavirus, and americans struggle to get back on their feet, are you going to keep your netflix subscription or are you going to add a $15 a month new subscription that you haven't used before? stuart: i guarantee that i will be keeping my netflix subscription. case closed. i think it's pretty good. thanks very much, lauren. >>> we mentioned apple there. apple, by the way, right now is around...
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Apr 11, 2020
04/20
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KNTV
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. >>> if you are looking for something good to watch on tv, if you already maxed out your next flit, your hbo, everything. we have a new documentary on how the bay area helped launch the surfing culture and still sets the standard today. it is part of our emmy award winning sieries bay area revelatio revelations. airs tonight at 10:00 p.m. get cozy on your couch. watch that. watch snl. stay tuned. >>> still ahead, an unlikely partnership, apple and google are uniting to help track coronavirus. we'll tell you how coming up. >>> welcome back. i's 7:23. iphone and android are major competitors. but when it comes to this pandemic, apple and google are joining forces to stop the spread of coronavirus. more about this rare partnership to track covid-19. >> as the coronavirus spreads across the globe, technology is playing a bigger role in keeping tabs on it. and now even your smartphone may help in the fight. today tech giants apple and google anouned they are teaming up to create smartphone technology that will help public health agencies track the virus. the technology will work on both iphones a
. >>> if you are looking for something good to watch on tv, if you already maxed out your next flit, your hbo, everything. we have a new documentary on how the bay area helped launch the surfing culture and still sets the standard today. it is part of our emmy award winning sieries bay area revelatio revelations. airs tonight at 10:00 p.m. get cozy on your couch. watch that. watch snl. stay tuned. >>> still ahead, an unlikely partnership, apple and google are uniting to help...