“An important event just occurred in the evolution of OTT. Last week, Netflix released its first quarter 2013 earnings and reported 29.2 million US streaming subscribers, passing HBO (with 28.7 million US subs as of the end of 2012, estimated by SNL Kagan as reported by Variety).”
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Netflix added three million subscribers—two million at home and one million outside the US—in the first three months of 2013, returning the subscription video service to profitability and sending its stock up nearly 25% in after-hours trading.
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“It’s hard to call yourself a cable provider if HBO isn’t in your lineup, and today Google has addressed that glaring hole in Google Fiber’s channel listing. Subscribers in Kansas City (and eventually Austin) can now add a $20 HBO package to their monthly bill to fill their thirst for Game of Thrones and Girls.”
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“According to two sources briefed on the company’s plans, Spotify intends to become an on-demand music and video service – one that would invest in original content and compete heads-on with Netflix.”
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Why HBO loves the status quo, and why you’re not watching “Game of Thrones” without paying for cable TV.
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March 19 (Bloomberg) — Bloomberg’s Jon Erlichman examines Amazon’s content strategy as the company is greenlighting 11 pilots for original shows in a bid to drive its Prime video service.
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“What took HBO decades to build, Netflix thinks it can achieve in a much shorter time. As the online streaming service tries to become the next HBO…”
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HBO brought some of the content walls down when it opened up AirPlay support in the HBO Go app for iOS users, proving that it wasn\’t going to protect TV
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Apple Inc. is in negotiations to start carrying Time Warner Inc.’s HBO Go application on Apple TV by mid-2013, according to two people familiar with the plans.
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HBO locks up the studio’s movies well into the next decade. Anyone hoping Netflix might offer films from more of the top studios during the pay-TV window should probably lower expectations. Read this article by Greg Sandoval on CNET News.
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