Iqhuba njani i-HBO Max kwiimfazwe zokusasaza?I-Dogukan Keskinkilic / iArhente yeAnadolu ngokusebenzisa imifanekiso kaGetty Ukukhula kokubhaliselwa kwe-HBO Max kufike kakuhle phantsi kokulindelweyo kwingxelo yemivuzo ye-AT & T ye-Q1, nangona ingeyiyo imeko yesiphelo kunye nobumnyama benkampani. Njengamaxesha onke, umxholo omkhulu upenda umfanekiso ocacileyo.
Ngokwe-AT & T, i-HBO Max kunye ne-HBO zidityanisiwe kubathengi baseMelika abazizigidi ezingama-44.2 ukuphela kuka-Matshi, ukuya kuthi ga kwi-2.7 yezigidi ezihlawulwe kubasebenzisi ezivela kwizigidi ezingama-41.5 ezi zibini ziphele kunyaka ophelileyo. Inkampani iyalile ukubonelela ngamanani okuvula, okanye abo banelungelo lokuguqula ukubhaliswa kwe-HBO esele kwenzekile kwi-HBO Max. Nangona kunjalo, uninzi lwezi Q1 longezayo lwaluthengisa, oko kuthetha ngokuthe ngqo nge-HBO Max hayi ukubhaliswa kwe-HBO okhoyo. Indawo yokuthengisa ye-HBO ikhule nge-41%.
Ngelixa kukhutshwa ILigi yezoBulungisa kaZack Snyder kwaye Godzilla vs. Kong I-HBO Max isahamba ngesantya sabathengi abatsha abangaphezu kwezigidi ezili-11 ngo-2021. Umsebenzisi (i-ARPU) wabathengi basekhaya be-HBO Max kunye ne-HBO kwi-Q1 yayiyi- $ 11.72 ngenyanga. Ukuthelekisa, iDisney + ARPU ime kwi- $ 4.03 yokuphela kwe-2020 ngelixa i-Netflix yase-US kunye ne-Canada ARPU yayiyi- $ 14.25.
Ndingalindela intshukumo ye-AT & T [yesitokhwe] ngoLwesine nangaphaya ukuba incinci malunga nezixhobo ezigcinwe ngesandla okanye iintlawulo zesahlulo kunye nokunye malunga nokukhula kwababhalisi beHBO Max. -UDavid Keller
Nangona i-AT & T ibandakanya amashishini awahlukeneyo, owona mbuzo kubatyali mali oza kuzama ukuphendula ngawo kukukhula kweHBO Max, uDavid Keller, iStrategist yeNtengiso eNkulu eStockcharts.com, uxelele uMbonisi. Ngenxa yendlela iNetflix eyasabela ngayo kubabhalisi abaphantsi, bendinokulindela ukuba intshukumo ye-AT & T ngoLwesine nangaphaya ibe mbalwa malunga nezixhobo eziphathwayo okanye iintlawulo zesahlulo kunye nokunye malunga nokukhula kwababhalisi beHBO Max. I-AT & T kutsha nje ibhengeze i-avareji yokuhamba kweentsuku ezingama-50 kunye nekhefu elingaphezulu kokumelana ne- $ 31.50 ingacebisa ngakumbi ngokubhekisele phambili.
Umphathi we-AT & T uJohn Stankey uthe i-HBO Max iyaqhubeka nokuhambisa umrhumo obhalisileyo kunye nokukhula kwengeniso ngaphambi kwesicwangciso seqonga lamanye amazwe kunye ne-AVOD ngoJuni. Kwiphepha, umgangatho wexabiso eliphantsi kufuneka wandise ukufikelela okunokubakho kuMax. Ngokwasekhaya, imakethi ye-SVOD igcwele, ngenxa yoko ukuqhutywa kwemimandla yaphesheya kufuneka kufunyanwe inani lababhalisi bekota nganye, becinga ukuba imveliso yamkelwe kakuhle.
Njengoko iNetflix uqobo iqaphele kwingxelo yayo yemivuzo ye-Q1, amanani obhaliso aluhlaza ayisiyiyo kuphela imigaqo yokugweba inkonzo yokusasaza. Umntu kufuneka ajonge noqoqosho oluchaphazelekayo. I-AT & T ibetha ulindelo lwezezimali eWall Street xa ichaze i-43,9 yezigidigidi zeerandi kwingeniso kunye nokuhlengahlengiswa kwengeniso ngesabelo ngasinye seesenti ezingama-86. I-WarnerMedia ixele ukuba i-Q1 2021 yengeniso yayiyi-8.5 yezigidigidi zeedola, inyuka nge-9.8% xa kuthelekiswa ne-Q1 2020 (nangona ikwabonisa ukubuyiswa kwenxalenye evela kwi-COVID-19). Ngokubalulekileyo, ingeniso yokubhalisela abathengi ngokuthe ngqo kule kota ibinyuke isuka kwi-1,3 yezigidigidi zeedola kunyaka ophelileyo yaya kwi-1.8 yezigidigidi zeerandi, i-35% inyuka unyaka-nangaphezulu.
Ngokusekwe kwingxelo yemivuzo ye-AT & T, nangona kunjalo, sinokuqikelela ukuba i-HBO Max ine-10 yezigidi zentengiso yase-US ngelixa i-HBO ihlala malunga ne-30 yezigidi zeerandi. Inani elipheleleyo lababhalisi liyakhula. Kodwa eyona mitri ikhanyayo kunye nethemba iya kuba kukubona ukwanda kwenani lababhalisi abathengisa ngokufudukela kwi-HBO Max. Inyani yokuba i-AT & T yenqabile ukuhlaziya ukusebenza iyacebisa ukuba inqanaba lokuguqulwa kwe-HBO subs ekhoyo kwi-Max subs inokunyuka. Kodwa kukude kunikiwe.
I-HBO Max ifumene ukubambeka kule kota ngokunyuka okuzinzileyo kwisiseko sababhalisi bayo, u-Anthony Denier, i-CEO yeWebull, iqonga lokurhweba ngaphandle kweKhomishini, uxelele uMbonisi. Umphathi we-WarnerMedia uxele kwangaphambili ukuba i-HBO Max iza kubona ukukhula okukhulu kulo nyaka emva kokukhutshelwa kwiimarike ezingama-60 eLatin America naseYurophu. Ukuphela kwe-2021, i-AT & T ilindele ukubona ukukhula kwehlabathi phakathi kwe-10% ukuya kwi-15%.
Ukusukela nge-27 kaJanuwari, iHBO Max yayine-17.1 yezigidi kusebenze. Ngokubanzi, inkonzo yokukhula kwe-Q1 ngokubhekisele kwizongezo ezihlawulelweyo ezingasasebenziyo ingaphantsi kokulindelweyo. Kodwa umxholo ojikeleze la manani utyhila inkonzo eyenza ukukhula okukhulayo kunye ne-ARPU eyomeleleyo.
