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" ... Consider whether your premium finance vendor understands the process to get a premium financed case through underwriting at the carrier level. It is important to partner with a firm that understands the requirements to smoothly close the case, especially when working with one-off case structures or larger cases where carrier retentions, auto-bind limits and reinsurance are factors. Do they understand which carriers excel with financing cases? Are the carriers they work with user-friendly? If your premium finance expert cannot adequately explain or manage these, walk away. ... "
" ... However, the “everything on HBO Max” gimmick offered Warner Bros. and AT&T something resembling a cushion had America failed to vaccinate itself accordingly. Maybe it was indeed envisioned as an opening shot to the eventual end of movie theaters or a way to compete with Disney+, and theatrical moviegoers just showed up in greater-than-expected numbers. Maybe it was merely what AT&T said it was, a one-year-only plan to deal with a deluge of mostly finished theatrical releases during a slower-than-hoped recovery. If it helped movie theaters just by giving them bigger fresh product than the comparatively small-scale likes of Freaky and Let Him Go, great. If it helped boost HBO Max’s subscriptions, retentions (Samba TV is claiming that Mortal Kombat was watched by record-for-HBO Max 3.8 million subscribers this weekend) or just its profile alongside Disney+, Amazon Prime and Netflix, well, that’s fine too. ... "
" ... If the plan works, and that’s a big and complicated “if,” it will be because surefire hits like Wonder Woman 1984 and In the Heights were included and had to be included, at a movie-by-movie loss, alongside less surefire offerings like The Little Things and The Many Saints of Newark. We may never know if the dollars-to-dollars math (subscriptions and retentions versus global box office) matches up for the 2021 Warner Bros. slate, and the recovery this year was slow and uncertain enough to possibly justify getting finished and/or commercially questionable films out into the world. Warner Bros.’ theatrical movies will lose in terms of individual revenue. We don’t yet know if their loss will allow HBO Max to win. ... "
" ... SpongeBob Movie: Sponge On the Run may not be the “new normal” for big Paramount flicks. They are still planning on releasing the likes of Top Gun: Maverick, Mission: Impossible 7 and A Quiet Place part II into theaters, albeit in a shortened 30-45-day window. That is a longer window than what Comcast is offering, as Universal and Focus Features titles will enter the PVOD realm between 17 and 31 days after opening day. The difference between “from theaters to PVOD in three weeks” and “from theaters to our streaming platform in a month” is that there is an incentive for the would-be blockbusters to drive subscriptions and retentions that is different (and sexier to Wall Street) than The Croods: A New Age racking up big bucks in both movie theaters and on the PVOD market. ... "
" ... This has resulted in terrible pricing for public company D&O insurance, particularly for IPO companies. The costs and the self-insured retentions (akin to a deductible) more than quadrupled in a short period of time. ... "