The following press release is attributed to AT&T:
AT&T to Host WarnerMedia Day October 29
AT&T Inc.* (NYSE: T) will host WarnerMedia Day at 6 p.m. ET on Tuesday, October 29. At the event, the company will discuss plans for its new direct-to-consumer streaming service, HBO Max, which is expected to launch in spring 2020, including financial expectations for the new service.
Related materials will be available on AT&T’s Investor Relations website immediately before the event begins. A live webcast of the call will also be available at AT&T Investor Relations, and the webcast replay will be available shortly after the call concludes.
OK, so not too many more details
The company is touting Warner Media Day for its investors. This reminds me of the old days when DIRECTV would hold Investor Day and show new hardware and services publicly. Those presentations were great because if you looked carefully you could see evidence of things that wouldn’t happen for years to come.
Unfortunately for techies, later Investor Days were much more about stock prices. In particular, there was a lot of discussion about DIRECTV’s Latin American operations, which I mocked fairly mercilessly in a series of now-deleted articles.
Since the AT&T sale, investor events have been non-events for the people here at this blog. Other than getting some routine subscriber numbers, there hasn’t been much to talk about.
Hopefully things are about to change.
The hot new part of the AT&T universe is WarnerMedia, the former TimeWarner/Warner Bros. which includes TBS, CNN, TNT, HBO, and others. AT&T has long seen content creation as a key to continued growth and we’re starting to see some evidence of that.
We should get some concrete details about HBO Max, the company’s upcoming streaming service. We learned about it back in the summer, but details have been scarce. For me the biggest question is whether or not there will be bundle opportunities for HBO Max. Will there be a discounted purchase price for satellite subscribers, or for AT&T cellular customers? I think AT&T may be leaving some money on the table if there isn’t.
Anyone planning on going?
With so many readers of this blog (about 250,000 per month) I bet there’s someone out there who’s attending WarnerMedia day. If you’re out there, and you’re interested in liveblogging the event, fill out the form below and let me know!