♪
>> COLLECTOR TUESDAY EDITION OF
A TWEET ABOUT THE WAIT IS
ALMOST OVER.
>> APPLE TV PLUS LAUNCHES
FRIDAY THE NEW STREAMING
SERVICE WILL FEATURE A LINEUP
OF EXCLUSIVE SHOWS
AND MOVIES. BUT THEY ARE ARE
THEY ANY GOOD QUESTION WE DON'T
KNOW HERE TO BREAK DOWN THE
LATEST STREAMING NEWS IS JOHN
SALZMAN SENIOR REPORTER AT
CNN'S JOHN GOOD TO HAVE YOU
HERE WITH US.
OKAY, WE KNOW THERE'S TONS OF
BIG NAMES ON BOARD ISN'T THAT
MARI FOR THIS BUT OPRAH
JENNIFER ANISTON LIST GOES ON
AND ON THE REVIEW SO FAR AS
TEAMS HAVE NOT BEEN SO GREAT SO
IN YOUR MIND WHAT IS LACKING IN
THE STREAMING SERVICE.
>> UNCLEAR
CRITICAL REVIEW FLOCKS, AND I
WE'LL CLEAR STANDOUTS THEY SEEM
TO BE IN THIS RANGE OF BEING.
PROBLEM WHEN YOU'RE LAUNCHING A
BRAND NEW STREAMING SERVICE AND
YOU ONLY AT 9 TITLES ON YOU
WANT TO HAVE THOSE 9 TITLES BE
STELLAR BECAUSE THERE'S NOTHING
ELSE
BEAUTIFUL BACK.
>> THAT'S REALLY INTERESTING
BECAUSE WHEN YOU THINK OF
NETFLIX'S FIRST REAL ORIGINAL
SHOW WAS HOUSE OF CARDS WAS
REALLY GROUNDBREAKING IN ITS
OWN WAY AND AL OBVIOUSLY
APPLE'S THINKING THE MORNING
SHOW IS GOING TO BE THAT
GROUNDBREAKING SHOW AS WELL IS
IT.
>> ABUSE
IS SOME PRAISE FOR THE MORNING
SHOW YOU'RE RIGHT. IT'S THE
MARQUEE SHOW THAT APPLE.
>> HE IS PUTTING MOST OF ITS
TAKES ON EACH.
>> ABUSE SAID THEY CALLED UP
SOME GREAT THINGS.
>> THAT YOU KNOW YOU'VE GOT
JENNIFER ANISTON AND THEY
PRAISE PERFORMANCES ACROSS THE
BOARD ON THE SHOW AND SOME SAY
THAT IT'S FUN INTRIGUING, BUT
THERE'S A LOT OF OUR VIEWERS.
BUT HUGHES REALLY GOT PUNCHING
TERMS LIKE
BRUTALLY DONE WELL, ONE
REVIEWER SAID THAT IT DIDN'T
DESERVE TO EXIST SO.
>> WHEN YOU'RE LAUNCHING A
SERVICE AND NOT TO $300
MILLION SHOW.
>> NOW THAT'S AT THE CENTER OF
HIS CAR SHOW NO THEY DON'T GET
A BIGGER, BUT SOMETIMES YOU
KNOW IT TAKES SOME GOOD CONTENT
THAT PEOPLE ARE EXCITED ABOUT
TO GET PEOPLE ONTO A PLATFORM
AND THAT FOR APPLE. THEY'RE
GETTING.
A LOT OF PEOPLE ABOUT 50 TO
60 MILLION PEOPLE SO IS THAT
ONE WAY THAT THEY CAN JUST
RETAIN. SUMMERS'S BY CONTINUED
TO BUNDLE IT WITH HARDWARE
PRODUCTS OR OTHER SERVICES RAP.
>> WELL, YEAH THAT'S EXACTLY
THE
CRUCIAL POINT WHEN YOU'RE
LAUNCHING A SERVICE WITH 9
TITLES AND YOU KNOW CRITICAL
REVIEWS. CHANGE AS WE GET TO
SEE MORE EPISODES OF IT.
BUT. I MOVED TO
BASICALLY GIVEN AWAY FOR FREE
TO 10.
HUNDREDS OF MILLIONS, 10'S OF
MILLIONS OF YOU. THAT'S A
REALLY GOOD PRICE FOR THE
OFFER. GIVING AWAY FOR FREE IS
ABOUT THE RIGHT HIGH PRICE TO
PAY.
APPLE WILL CONTINUE TO EXTEND
ITS SORT A
COP SUBSCRIPTIONS ARE PEOPLE
THAT STAY WITHIN ITS DATA THAT
THE SYSTEM WILL JUST HAVE TO
SEE YOU KNOW APPLE WANTS TO
HAVE THE SERVICES
LIKE APPLE TV PLUS LIKE APPLE
MUSIC LIKE UP OUR KATE, THE
SUBSCRIPTION
SERVICES SAYS WE BECAUSE THAT
BRINGS THEM SUBSCRIPTION
REVENUE AND STOPS AND OUR
OVER-RELIANCE ON GADGETS ELSE
TO BE HOW THEY HOW THAT COMPANY
MAKES MONEY, WE'LL JUST HAVE TO
SEE THAT CONTINUE RELY ON GET
DEALS IN ORDER TO GET THOSE
SUBSCRIPTIONS GOING FORWARD.
>> A VERY GOOD POINT ALL RIGHT,
LET'S SWITCH GEARS AND TALK
ABOUT THE OTHER STREAMING
SERVICE WERE SUPPOSED TO FIND
OUT A LITTLE BIT MORE INFO
ABOUT TODAY THAT IS HBO MAX WE
MIGHT BE FINALLY GETTING THE
PRICE LOT OF RUMORS OUT THERE
THAT MIGHT BE BETWEEN
1618 BUCKS WHEN THIS IS GOING
TO COME OUT AND SO MANY OTHER
THINGS ONE MOST LIKELY IS GOING
TO BE THE STRATEGY HERE FOR HBO
MAX.
>> I GUESS BASED ON A PLANE
THAT WE READ AND ALSO HOW OPEN
THE MARKETPLACE I WOULD EXPECT
IT TO BE IN
APRIL LAUNCH AND I WOULD BE
SURPRISED IF YOU KNOW IN THEIR
HEARTS ABOUT PRICE. WE'VE SEEN
THOSE GETTING TOP
A LOWER AS SOME OF THESE OTHER
SERVICES LIKE DISNEY PLUS HAVE
ANNOUNCED MINE DOLLAR SITE
THEIR $7 A MONTH PRICE. APPLE
TV PLUS ANNOUNCING ITS $5
A-MONTH RIGHT SO THAT $15 A
MONTH.
SEEMS VERY EXPENSIVE
CONSIDERING ITS MORE THAN
NETFLIX'S MOST POPULAR
PLAN SO THE LEARN EXACTLY
WHAT ATNT STRATEGY IS IN TERMS
OF WHAT THAT MEANS FOR CONSUMER
WHETHER OR NOT THEY'RE GOING TO
BE INTERESTED IN SPENDING WE DO
KNOW THAT
THEIR STRATEGY IS TO
POUR MILLIONS OF DOLLARS AND
SAYING YESTERDAY THAT THE
COMPANY AS PART OF ITS GUIDANCE
OF THE CORE I BELIEVE
$2 BILLION INTO YEAH IT'S
BEYOND THAT
NEXT YEAR ANOTHER MILLION
DOLLARS THE FOLLOWING YEAR AND
ANOTHER BILLION DOLLARS A YEAR
AFTER THAT BEFORE IT BECOMES
PROFITABLE SO YOUNG THAT
STRATEGY. IT
IS CEMENTED.
>> AND JOHN WE KNOW THAT ATNT
HAS A LEG UP AND THAT THEY HAVE
SUBSCRIBERS THEY HAVE A CAPTIVE
AUDIENCE THEY HAVE
DISTRIBUTION. WHAT YOU THINK
18 T DOES HAVE A LEG UP ON
THESE OTHER PLATFORMS WITH
ASIDE FROM THAT DO THEY HAVE
ANY ADVANTAGE OF THESE OTHER
STREAMING PLATFORMS.
>> SUBSCRIBER BASE. OUR
WIRELESS.
YOU COULD ARGUE THAT.
>> APPLE ALREADY HAS A SIMILAR
SPACES 900 MORE THAN A
100 MILLION ACTIVE IPHONES ON
THE MARKET RIGHT NOW. SO.
IT'S DEBATABLE WHETHER OR NOT
THAT SUBSCRIBER BASE IS A LAKE
UP WHERE I THINK THEY TO PASS A
LIGHT
UP PARTICULARLY COMPARED TO
APPLE IS
THEY ACQUIRED ORDER NOW
WARNERMEDIA THAT'S HBO CNN TBS
BE THERE. COMPANIES THAT.
HAVE BEEN AT THE TOP OF THEIR
GAME FOR THEIR CAUSE A MEDIA
FOR A LONG TIME SO
THEY HAVE A TRACK RECORD IN
MAKING CONTACT. THE QUESTION IS
WHETHER OR NOT ATNT THIS KIND.
SEND THOSE TO BUSH AND