Remember September’s Prediction? Starz is Going HBO Route.

Back in September I heard from a source that Starz was not only pulling its content from Netflix, but also planning an app on the HBO Go model. Now we have confirmation from Starz President Chris Albrecht that a mobile app is on the roadmap for 2012. Not only that, but Albrecht said at an investor conference in New York yesterday that Starz is also open to offering a service not tied to a cable TV subscription. This may be a warning shot at operators who are blocking HBO Go on the Roku. If premium content providers like Starz and HBO can’t count on their operator partners to get their content to every paying audience, then they have to look at other distribution options.

On the other side of the coin, I have serious questions about Starz’s ability to go it alone. One option Albrecht reportedly mentioned at yesterday’s conference would be to bundle Starz with a broadband connection rather than with cable TV. But I think Starz would need to offer a pretty sweet deal to make that attractive. Does Starz really have enough desirable content for consumers to pay for the content by itself? The a-la-carte model always sounds good, but it would get expensive awfully quick. And there are only a few channels with enough cache to get consumers pulling out their wallets. ESPN and HBO could maybe pull it off, but Starz? I’m skeptical.

Meanwhile, Albrecht did say that Starz is also in discussions with other distributors like Amazon.com and Blockbuster, even if it’s through with Netflix.

Published by
Mari Silbey