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Cablefax Dailytm Friday — October 23, 2020 What the Industry Reads First Volume 31 / No

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Cablefax Dailytm Friday — October 23, 2020 What the Industry Reads First Volume 31 / No www.cablefaxdaily.com, Published by Access Intelligence, LLC, Tel: 301-354-2101 Cablefax DailyTM Friday — October 23, 2020 What the Industry Reads First Volume 31 / No. 206 Milestones: AT&T Surpasses 38 Million HBO Max Subscribers AT&T reported 8.6mln HBO Max customer activations during its 3Q20 earnings call. That’s more than double the 4.1mln activations the company reported in the previous quarter. As of Sept 30, AT&T counted 38mln customers that were subscribed to both HBO and HBO Max. That number rises to 57mln subscribers when international customers are included. AT&T CEO John Stankey said aside from the onset of the COVID-19 pandemic, the May launch of HBO Max went largely as AT&T expected it to. “We know we probably could have done better if we had the right kind of lineup of robust originals that we had originally slated, and that will now start to ease as production picks up,” Stankey said. “There’s some usability issues on the platform that we’d like to improve on the user interface… but that’s just part Cablefax DailyTM Wednesday, March 18, 2020 ● Page 2 of maturing and scaling a product, and I feel good about theCablefax ramp.” Daily (ISSN 1069-6644) is published daily by Access Intelligence, LLC ● www.cablefax.com ● 301.354.2101 ● Editorial Director: Amy Maclean, 301.354.1760, [email protected] ● Publisher: Michael Grebb, 323.380.6263, AT&T’s revenue fell 5% YOY to $42.3bln, and the [email protected] attributed the losses ● Senior toEditor: the Saraongoing Winegardner, COVID-19 301.354.1701, pandemic. [email protected] ● ● Acct. Exec: Olivia Murray, 301.354.2010, [email protected] Editor: Mollie Cahillane,● Director 212.621.4951,of Marketing: [email protected] Schaeffer, [email protected] ● Prod. Mgr: Joann Fato, And while the company is gearing up and preparing [email protected] releases, there ● Kerry Smith,are Divisionalstill plenty President, of Marketing questions & Media surroundGroup, [email protected] ● Group Subs or Subscription Questions,Client Services: 301.354.2101, [email protected] ● Annual subscription price: $1,749.00/year ● ing what the exhibition looks like. “That’s still one of the thingsAccess we Intelligence, don’t haveLLC, 9211 great Corporate visibility Blvd., 4th Floor, on… Rockville, I can’tMD 20850 tell you that we walked away from the ‘Tenet’ experience saying it was a homeforms run,”to launch Stankey a series of PSAssaid. and “The multi-channel holiday content season to provide ismessages going to tothe bepublic. NBCU, in partnership with the Ad Council and the White House, created digital and social graphics, in both English and Spanish, to inform the next big checkpoint to see what occurs and whether or nothigh-risk we populations can actually about steps move they can some take to protect content themselves back and into prevent the the spread.the- ViacomCBS is launch- atrical exhibition and we’re going to have to make a game timeing a multiplatformdecision campaign, on that,” led byStankey MTV, to communicate said. “We the importance are not of optimistic… social distancing. Disney/ABC is work- ing on priority messaging for parents and families for distribution across channels and platforms. not expecting a huge recovery in theatrical moving into the Foxearly Buying part Tubi :of The next year of year.” AVOD continues. More Foxopportunities entered into a definitive will alsoagreement open to acquire for AVOD serviceTubi for HBO Max, Stankey said, when its ad-supported business launchesapproximately in$440mln 2021. in net cash consideration. The acquisition bolsters Fox’s DTC digital reach while also deepening its capabilities in digital advertising, DTC interfaces and personalization technology. In return, Tubi will be able to leverage Looking at the pay TV side of the business, AT&T lost 590KFox’s subscribers advertising and distribution across relationships its cable and itsand national satellite and local promotionalproducts. platforms That’s to continue the service’s growth. Fox plans to continue to run Tubi as an independent service, but plans to expand its offerings by adding in national a major loss, but it’s still a huge improvement from the 1.2mlnand itlocal lost news in and during sports content. the sameTubi founder/CEO period Farhad last Massoudi year. willThe remain company at the head of the AVOD following said that gains at AT&T TV helped offset premium TV losses.the closingStankey of the deal,told which analysts is expected that to come he before doesn’t June 30. see “Fox Corporation’s the traditional relationships with advertisers and distribution partners, combined with the company’s dominance in news and sports programming, will help Tubi continue bundle existing in its current form far into the future. to grow and differentiate itself in the high-growth ad-supported streaming marketplace,” Massoudi said in a statement. “I “I think there will be a number of channels in the bundle thatam proud probably of what the fall team away has already over accomplished time and here itat Tubigets and a we little couldn’t bit be thinner,” more excited about joining such a fast-moving, entrepreneurial company.” Fox will finance the Tubi acquisition principally with the net proceeds from the Stankey said. “But from my point of view, the reason we’re doingcompleted HBO sale of Maxits 5% stake and in Rokuone. Itsof stake the was reasons valued at around that $350mln. we expected Fox was an early investor in Roku and Fox Corp CEO/executive chmn Lachlan Murdoch said he’s excited to expand Fox’s partnership with Roku following the walking in as we want to be where the customers want to be,Tubi and acquisition. we’re The focusedrelationship between on building the two soured a platform last month when that’s Roku relevantthreatened to pull Fox’s apps off its plat- www.cablefaxdaily.com, Published by Access Intelligence, LLC, Tel: 301-354-2101 form a day before the Super Bowl. Roku stock skyrocketed 8.8% on news of the stake’s sale. The Collapse of Theatrical Windows?: With theaters shuttering, will day-and-date releases become common? Univer- sal Pictures is the first out of the gate, announcing “Trolls World Tour” will be available April 10 for an on demand, 48-hour rental. Other in-release movie titles are set to be available as soon as this Friday. The movies will be made available to Comcast, Sky and a “broad range of on-demand partners.” Titles to be made available include “The Hunt,” “The Invisible TM We are so proud of our industry and the Man” and “Emma,”Cablefax with a suggested retail price of $19.99 in the US. “Universal Daily Pictures has a broad and diverse range many ways companies are responding to of movies with 2020Tuesday being — no March exception. 17, 2020 Rather thanWhat delaying the Industrythese films Reads or releasing First them intoVolume a challenged 31 / No. 052 distribution landscape, we wantedFor Now: to provide Providers an option Set for Asidepeople Disputesto view these During titles Coronavirusin the home that Outbreak is both accessible and afford- the pandemic. Free internet, fresh content, able,” NBCU CEOwww.cablefaxdaily.com,As Jeffthey Shellface the said common in Publisheda statement.enemy thatby Access is “We the coronavirus hopeIntelligence, and pandemic, believe LLC, Tel: that Cox 301-354-2101 peopleMedia Group will still and go DISH to the have movies agreed toin theaters set aside their retrans dispute for now so that DISH can resume its carriage of 10 CMG stations in markets in New employee safety and much more. York, Oregon, Washington, Arizona, Louisiana, California, Mississippi and Idaho. No word on how long the stations, which have been blacked out since mid-January, will be carried by DISH. “We appreciate DISH’s cooperation in agreeingCablefax to suspend Selectedour dispute so by that SCTE•ISBE we can help our viewers navigate throughFeaturing this uncertain Expanded time,” Cox Coverage Media in asGroup Exclusive CEO Kimwww.cablefaxdaily.com, Partner Guthrie said for in thea statement. Official Published DISH Show has by also AccessDaily agreed Intelligence, to temporarilyPrint, Online LLC,restore Tel: channels & 301-354-2101 Video owned Show by Mis Dailies- The Cablefax Editorial Team is reporting on sion Broadcasting, Marshall Broadcasting Group and White Knight Broadcasting through April 13. “DISH is committed to ensuring that our customers have access to critical local news coverage regardingTM COVID-19 in their Cablefax DailyTM Tuesday, March 17, 2020 ● Page 3 vital industry updates every day. We want Cablefaxcommunity,” DISH svp, programming Andy LeCuyer saidDaily in a statement. “Our customers always come first, and re- Friday — March 13,storing 2020 these channels Whatis one more the stepIndustry we’ve taken Reads to help First them get throughVolume this challenging 31 / No. time.”050 Folks are also will be televised,banding though together all onpublic the wireless events side, surrounding offering those thethat requiredraft in additional Vegas networkwill be capacity canceled. access The to anydraft extra takes place April to hear from you so please reach out to New Normal: Companies Roll Out Contingency Plans in Face of Covid-19 23-25, airing acrossspectrum ESPN they don’t, ABC need. andThe FCC the grantedNFL Network T-Mobile special. -- WICT temporary has authoritycanceled to use the additional April sessions spectrum inof its Executive share your news and stories. With a growing numberthe of 600MHz students band and to employees help bolster working its networks. from home, The Commission it’s mission criticalsaid T-Mobile for the nation’splans to broadbanduse the spectrum to support providersDevelopment during the Covid-19 telehealthSeries pandemic.and initiatives, its Rising Operatorsdistance Leaders learning, big and teleworksmallProgram, are and up-ending withthe needs registrants their of day-to-dayfirst responders.
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