Streaming Wars ? My case for HBOMAX

A recent survey by Bank of America shows that Disney plus has not affected Netflix much at all. Only 6.5% of Disney+ subscribers intend to cancel their Netflix accounts, and 65% of respondents do not consider Disney+ a substitute for Netflix. .

I said this before months ago when everyone was talking about the streaming Wars. Disney plus is not an accurate comparison to Netflix either on a Content level are on the level of competition.

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Netflix to me is more similar to HBO, yes that's what I just said HBO and the reason I say that is if you look at HBO as a service HBO is a TV network that requires a subscription it is not supported by ads it has original content original series but it also shows movies. Netflix does the same thing. 

Disney Plus on the other hand is primarily geared towards kids Disney is known for making kid movies and when you look at the lineup that's available on Disney plus it's pretty much Disney animated movies, Pixar and Marvel movie which for me is more of a niche segment.

Netflix has a much broader audience. Netflix caters to both kids and adults. They also have domestic markets as well as International markets. 

Recently Netflix announce the numbers for their International sales and these numbers were so compelling it caused the stock to Skyrocket again putting to rest concerns fears  that Disney plus would have significantly impacted Netflix.

Disney plus announced when it was launched that they had 10 million plus subscribers sign up. What they did not tell you was that a lot of these subscribers were free subscribers and they were  coming over from their existing system which is Hulu.

Hulu has been unsuccessful in trying to surpass Netflix as the dominant streaming service for years.

This coupled with the fact that Disney plus is more of a niche product indicates that no time soon will Disney plus surpass or even come close to the level of subscribers that Netflix has.

I think Netflix's biggest competition is going to come from HBO Max.

The reason I say this is because of what I stated before I think Netflix was based on the business model of HBO. 

AT&T owns HBO Max. I'm pretty sure that AT&T will use a similar strategy to that of Disney + and of Apple.

Which is to offer HBO Max service free for probably year to it's already 153 million cell phone subscribers. After which they will start to charge a fee. 

Now apple has a similar strategy planned when Apple decides to launch the Apple TV service. They will also offer the service for free for I believe the first Year to everyone who pretty much has an iPhone, which I'm going to assume if it is not comparable to the amount of people who own the AT&T service that it would surpass it.  

However content is where AT&T is going to separate itself with its HBO Max service.

When you hear in the name HBO Max it's kind of disarming in the sense of the streaming Wars.

The first thing comes to mind is that the service will have all HBO series and movies that are currently available on HBO which sounds you know very similar to what Netflix has to offer. However AT&T who also owns Warner media.

Warner media is the parent company of Warner Brothers. Warner Brothers is that big gold WB logo that you see before almost every major movie, in addition to that Warner media also owns Newline Cinemas which is the production house that created the hit movie series Friday in addition to other great movie titles.

At $15 a month HBO Max will be available at a Premium. However this I think will be well worth it based on the amount of movies that you will have access to.  Most of these movies from Warner media and Newline Cinemas has been on Netflix or are currently on Netflix. The difference is with Netflix these movies are available for a specific time frame.

On HBO Max these movies will be available all the time for your streaming pleasure. Which justifies the premium pricing of $15 per month.

Disney + priced out there service at roughly about $6 per month and everyone lamented on how cheap the service was and all the movies that you are going to get. The Disney plus service was priced at roughly $6 because they know that their offering was very limited. Disney plus is a niche service. It is not abroad service like Netflix and it's definitely not a broad service like HBO Max.

So will HBO Max de-throne Netflix ?

The answer is no. However when you compare Disney plus to HBO Max the latter of the two is definitely in a better position to chip away at the dominant fabric of Netflix.

Let me know what you think about the streaming Wars and the comment section below