Overview
- Warner Bros. Discovery’s streaming chief JB Perrette announced during the Q2 earnings call that soft, dismissable password-sharing messages will be replaced by mandatory prompts beginning in September.
- Subscribers will have to pay a $7.99 per month extra-member fee for anyone using the account outside the owner’s household or ask that person to create their own subscription.
- Following months of internal testing, HBO Max will analyze account activity, IP addresses and device IDs to distinguish between household members and unauthorized users.
- Messaging will become progressively stricter in Q4, requiring users to take action or risk interruption of their service if they ignore or close the notices.
- The company projects that converting shared viewers into paying subscribers will boost total sign-ups and average revenue per user by late 2025 and into 2026, mirroring Netflix’s and Disney+’s successes.