Discovery CEO David Zaslav expects AT&T merger to acquire millions of new streaming subscribers

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HBO Max, HBO and Discovery+ combined have a 78.9 million global subscriber base compared to Netflix and Disney+ who have over 200 million and 100 million global subscribers, respectively. Meaning even combined, this new media company will be smaller than its rivals.

The deal is unlikely to mean changes for customers of AT&T, HBO Max and Discovery+ in the short term. WarnerMedia is continuing with its plans to expand the service, including a launch in Latin America in June, and a rumored $10-a-month ad-supported version of HBO Max expected to be announced this week.

If the deal goes through, AT&T shareholders would own 71% of the new company, and shareholders of Discovery would own 29%. AT&T would get $43 billion in cash, debt securities, and WarnerMedia would retain certain debt. "When they acquired Time Warner, the vision was to have this kind of mega company that will have a seamless backbone between the content side and the broadband side," added CFRA analyst Tuna Amobi."That vision clearly has not panned out."

 

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