The Watch

HBO’s Wave of Renewals. Plus, ‘The Beast in Me,’ ‘The Chair Company’ E6, and ‘I Love LA’ E3.

Nov 20, 2025
A fierce bidding war ignites over Warner Bros. Discovery as Netflix proposes theatrical releases. HBO celebrates a wave of renewal announcements, including exciting spinoffs. They dive into ‘The Beast in Me’, starring Claire Danes, analyzing its dark themes and standout performances. The hosts also discuss the absurd humor in ‘The Chair Company’ and the poignant satire of influencer culture in ‘I Love LA’. Each show reflects unique elements of contemporary storytelling, sparking engaging conversations on the current TV landscape.
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ANECDOTE

Hosts React To WBD Bid Deadline

  • Chris and Andy joke about Warner Bros. Discovery bids and speculate on buyers like Paramount and Comcast while noting Netflix's potential offer keeps theatrical releases.
  • They connect corporate moves to scheduling and creative planning at HBO.
INSIGHT

HBO's New Programming Anchors

  • Casey Bloys framed HBO's schedule shift: original-movie output deals faded, so HBO leans on proprietary IP and in-house Warner Brothers content.
  • That strategy stabilizes programming cadence and helps negotiate content pipelines amid studio-streamer shakeups.
INSIGHT

WBD Bidding Creates Structural Uncertainty

  • Multiple bidders (Paramount, Comcast, Netflix) are eyeing Warner Bros. Discovery assets, creating uncertainty over whether assets will stay consolidated or be split.
  • A split sale would complicate where future HBO shows get IP and theatrical windows.
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