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Jeff Baumgartner
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Jeff Baumgartner,
User Rank: Light Sabre
9/12/2018 | 3:04:11 PM
HBO-Netflix comparisons
So, Stephenson couldn't resist taking a jab at Netflix, likening it to the "Walmart" of SVOD, and AT&T's own HBO (coming way of the Time Warner Inc. deal) as the "Tiffany" of the category.

The idea there being of course that HBO, in his view, is super high end stuff while Netflix is...less so. Which is a fine take and all, though some probably recall that The Tiffany Network has long been a nickname for CBS. But a Gucci vs. Coach comparison from the handbag market doesn't have the same cache, I suppose 

BTIG analyst Rich Greenfield got into the whole comparison thing on Twitter, noting that Tiffany revs last year were about $4B vs. Walmart's $485B.

 

Stephenson also got into the plan underway to "enhance" the overall HBO experience as it looks to be less concentrated with the big shows on Sunday nights and to create a more fulsome lineup that extends to more parts of the daily and weekly schedule.

As for how that relates to money spent on show tonnage...AT&T is "not talking about Netflix-like investments."
JB


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