It's a premium service like HBO Max on top of free ad-supported platforms like Pluto TV, on top of licensing shows to other players in the streaming and linear space, and it's in conjunction with theatrical releases -- not a total replacement of it.

Julia Alexander

Being invested in kids programming, especially live-action, means being all in, you can't just have a couple of shows and hope that suffices. It requires a multi-year plan.

Julia Alexander

Right now, WBD's two main priorities are driving growth while cutting down on costs, kids programming is an area that top players like Netflix( NFLX), Apple( AAPL), Disney( DIS), and Amazon( AMZN) are already invested in, while YouTube maintains the majority of that audience's attention.

Julia Alexander

It's not a game of Jason Kilar was right and David Zaslav is wrong, or David Zaslav is right and Jason Kilar is wrong. It's a matter of prioritization, the future of streaming is still being determined, but it is fundamentally where everything is headed.

Julia Alexander

Keeping titles on a platform comes with a cost, does a title bring in more value to the platform than its cost ? If the answer is no, and especially if that title is a low engagement title, which many of these are, then removing titles can benefit a company's bottom line.

Julia Alexander