9 ms·

I suspect if Netflix had the money to make it worth HBO's splitting from cable companies it would have happened when they were looking for content channels. I'm

I suspect if Netflix had the money to make it worth HBO's splitting from cable companies it would have happened when they were looking for content channels. I'm not sure if this is in Amazon's core business either.

1123581321 14y ago
It is true that acquisition is unlikely, but licensing is different. I think Netflix has to choose their deals carefully and in the right order. Disney is their biggest deal yet. HBO would be bigger, but next year, it might be manageable. They already did the StarzPlay deal which brought shows to Netflix the day after airing on Starz, and Starz is a poorer version of HBO. Starz didn't renew, which makes the value of the arrangement look low, but it's possible HBO intends to learn from that in their future deal. Amazon's Prime Instant is a direct Netflix competitor and they pursue licenses just as aggressively. They are even publiahing original content, which is not their core competency but certainly is HBO's.