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Merging Paramount+ and HBO Max will be a subscriber-math headache

Simon Owens’s Media Newsletter argues that Skydance faces a logistical mess in combining Paramount+ and HBO Max, since tens of millions of logins run through third parties like Amazon Prime that don’t share billing data.

Why it matters. Skydance risks losing billions in overlapping-subscriber revenue unless it finds a way to merge the two services without mass cancellations.

Signal from Simon Owens's Media Newsletter · Simon Owens · read the original.

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