HBO
3 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Nov 8, 2021 by Benedict Evans · said 8 times in 5 episodes since 2021 · across every show →
Mentions by year
brought up most by Benedict Evans (7), Toni Cowan-Brown (1)
tap a year for its mentions
2024 1 mention in 1 episode
2022 5 mentions in 2 episodes 3 per episode
2021 2 mentions in 2 episodes 1 per episode
Everything said about HBO, oldest first
Nov 8, 2021 neutral
Evans: Netflix faces television industry problems, not tech problems
“Netflix, all the questions are TV questions, like what shows, what light structures, what talent, how do they compete with Disney, what's HBO going to do, you know, what's their share of production in the UK, what happens if France starts regulating them, not …”
Apr 25, 2022 bearish
Evans: Netflix gaming expansion is an ineffective brand extension
“Games, I'm really skeptical of the idea that, like, I just feel like a brand extension too far. I mean, I know, like, the whole, like, yes, everyone's a gamer now thing, but, like, I'm gonna sign up to Netflix, and I hear, like, they're spending a fortune, lik…”
Apr 25, 2022 bearish
Evans: Streaming lacks winner-take-all dynamics, protecting Disney and HBO
“This is like, there's not a winner takes all dynamic here. They're just one of many TV companies. And getting bigger and having more money does not mean that they can blow Netflix, that they can blow Disney and HBO out of the water.”