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Stand-alone HBO plan might be epochal development in streaming

Oct. 15, 2014 11:32 AM ETNetflix, Inc. (NFLX) StockDIS, NFLX, DISH, AMZN, CMCSA, T, CVC, CHTR, FOXABy: Clark Schultz, SA News Editor4 Comments
  • Netflix (NFLX -2.6%) slid a little lower after Time Warner announced HBO would become a stand-alone service sometime in 2015.
  • Though it isn't clear how much of HBO's programming will migrate over to the OTT product, the mention of the "international possibilities" of a streaming HBO is enough to catch the attention of Netflix watchers.
  • The development also has implications for Hulu (DIS, CMCSA, FOXA) and Amazon (AMZN -1%) which could end us as delivery partners or direct streaming rivals, according to Re/code.
  • Pay-TV operators (CHTR, CVC, DISH, DTV) are in a bit of a box by the plan and may choose to play hardball with HBO.

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