Time Warner’s Future: All About Content (Unless It’s From Time Inc or AOL)

Jeff Bewkes has been sitting at the desk where the Time Warner (NYSE: TWX) buck stops for seven months now, and beyond the Time Warner Cable (NYSE: TWC) spin and the New Line trim we’re not all that much closer to his full vision of the company. It’s really quite simple, though, contends Tim Arango in a sprawling Sunday biz story — it’s all about content. Matching it with distribution no longer counts. Spin TWC, sell off AOL’s access business and possibly AOL itself, and focus on three core content areas: Warner Brothers, Turner Broadcasting and HBO. Or, as Bewkes describes it, “dominating niches with a clear brand strategy.

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