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Originally Posted by DaneMcCloud
Yes, I detailed this before but it was all about Ad Revenue and subscriptions.
HBO Max wanted a larger share of the ad revenue generated by Roku and they also wanted 100% of the revenue when people sign up for HBO Max using their Roku. In the past, Roku kept approximately 20% but HBO Max wanted 100%.
HBO Max had only 8 million activations until they finally came to an agreement with Amazon Fire, which has pushed their activations to 12 million. Considering that Roku & Fire make up 80% of their subscribers, they should finally see their numbers rise in the next month or so.
Bottom line is that once again AT&T just doesn't understand how to navigate the entertainment business.
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Seems theirs is a unique niche... A conventional platform provider with ATT.TV, (and DirectTV & UVerse) and also a provider of content...trickier to navigate the market and negotiate isn't it?