Paramount Skydance chairman and CEO David Ellison said this week that its streaming portfolio and Warner Bros. Discovery’s will be combined into one platform in the coming years. While details still need to be revealed, on this week’s episode Colin and I discuss the move’s opportunities and challenges. A critical decision will be the branding of the streaming services, and retaining the marquee HBO brand front and center. We also like the potential for bundling and technology integration.

Less clear would be how the combined services would be priced and how much new streaming audience share and revenue they’d generate. Another question is how fast services can wean the merged companies from reliance on legacy TV revenue. 

Listen to the podcast to learn more (31 minutes, 25 seconds)
 

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