<story><title>The Matrix Resurrections estimated to lose Warner Bros $100M</title><url>https://wegotthiscovered.com/tv/the-matrix-resurrections-estimated-to-lose-warner-bros-100-million/</url></story><parent_chain><item><author>didibus</author><text>I don&amp;#x27;t understand how they do the math with streaming.&lt;p&gt;In a way, you can say that everyone who is an HBO subscriber has already paid for the Matrix Resurrections. Obviously you don&amp;#x27;t have to watch it immediately, since it&amp;#x27;s now part of the streaming service catalogue, so unlike a movie theater where all people who intend to see the movie must watch it before it leaves the cinema, all HBO max subscriber can just think: cool new matrix, I should watch that eventually, and continue being happy subscriber even if they don&amp;#x27;t watch it yet (like me).&lt;p&gt;So for me, this is building a catalogue. I&amp;#x27;m sure they have things like immediate conversion, how many subbed and The Matrix Resurrection was their first thing they watched, etc.&lt;p&gt;But basically, I think it&amp;#x27;s a very different formula, and it&amp;#x27;s probably a lot harder to figure out what success means and how important The Matrix Resurrection is to HBO Max&amp;#x27;s growth and continued subs.</text></item></parent_chain><comment><author>lukifer</author><text>Streaming services truly flip the &amp;quot;economic calculation problem&amp;quot; [0] on its head: the stakeholders would supposedly gain more reliable information on the value of different IP licenses if we all made purchases a la carte. As it is, they have little idea which program I&amp;#x27;m hate-watching ironically, vs what&amp;#x27;s good enough to convince me to stay on the service (Midnight Mass), vs what I&amp;#x27;d pay for exorbitantly out of pocket if I could (OA season 3).&lt;p&gt;Yet clearly market forces have spoken: the desirability and convenience of the &amp;quot;club goods&amp;quot; model is strong enough to overwhelm any advantages of the transaction model; and the streaming services clearly believe their usage data and analytics are good enough to give them reliable correlations with subscriber acquisition and retention, so they can decide what to license and produce. (While telemetry surely helps, it&amp;#x27;s worth noting that HBO made this model work for decades based solely on surveys and brand cachet.)&lt;p&gt;See also: &lt;a href=&quot;https:&amp;#x2F;&amp;#x2F;www.versobooks.com&amp;#x2F;books&amp;#x2F;2822-the-people-s-republic-of-walmart&quot; rel=&quot;nofollow&quot;&gt;https:&amp;#x2F;&amp;#x2F;www.versobooks.com&amp;#x2F;books&amp;#x2F;2822-the-people-s-republic-...&lt;/a&gt;&lt;p&gt;[0] &lt;a href=&quot;https:&amp;#x2F;&amp;#x2F;en.wikipedia.org&amp;#x2F;wiki&amp;#x2F;Economic_calculation_problem&quot; rel=&quot;nofollow&quot;&gt;https:&amp;#x2F;&amp;#x2F;en.wikipedia.org&amp;#x2F;wiki&amp;#x2F;Economic_calculation_problem&lt;/a&gt;</text></comment>
<story><title>The Matrix Resurrections estimated to lose Warner Bros $100M</title><url>https://wegotthiscovered.com/tv/the-matrix-resurrections-estimated-to-lose-warner-bros-100-million/</url></story><parent_chain><item><author>didibus</author><text>I don&amp;#x27;t understand how they do the math with streaming.&lt;p&gt;In a way, you can say that everyone who is an HBO subscriber has already paid for the Matrix Resurrections. Obviously you don&amp;#x27;t have to watch it immediately, since it&amp;#x27;s now part of the streaming service catalogue, so unlike a movie theater where all people who intend to see the movie must watch it before it leaves the cinema, all HBO max subscriber can just think: cool new matrix, I should watch that eventually, and continue being happy subscriber even if they don&amp;#x27;t watch it yet (like me).&lt;p&gt;So for me, this is building a catalogue. I&amp;#x27;m sure they have things like immediate conversion, how many subbed and The Matrix Resurrection was their first thing they watched, etc.&lt;p&gt;But basically, I think it&amp;#x27;s a very different formula, and it&amp;#x27;s probably a lot harder to figure out what success means and how important The Matrix Resurrection is to HBO Max&amp;#x27;s growth and continued subs.</text></item></parent_chain><comment><author>js2</author><text>To add to the complicated accounting, I have AT&amp;amp;T as my ISP ($70&amp;#x2F;mo for 1Gbps symmetric service) and one day last year or two they just started throwing in access to HBO Max.</text></comment>