11/07/2019
I suppose this amuses me because I started building and branding cable networks in the mid-80's. (I was VERY young lol).
Everyone believed "if you build it they will come".
They did, but despite billions spent on branding, it was ultimately specific CONTENT-not the network that delivered it that was the driver of success in a sea of hundreds of basic cable channels and only a meaningful handful of PREMIUM networks that so many were willing to pay extra for.
EXCEPT— for two networks with brands that transcended even it's own content.
DISNEY and HBO. One "must-have" network for kids, one for adults.
Now here we are, decades later, with essentially the same issue. Who will win the streaming wars? Netflix, Amazon, Hulu, Disney, Apple, AT&T (HBO), CBS, NBC etc, etc,etc.
Well let's see.
NETFLIX is a platform of "variety content".
Not a TV brand.
AMAZON is a platform of "variety content".
Not a TV brand.
HULU is a platform for Handmaid's Tale.
Not a TV brand-until Disney transforms it.
CBS, NBC, et al- Platforms. Name a show you'll pay for. Now name one you watch by network name.
Not a TV Brand.
APPLE IS a BRAND-but a hardware one.
Not a TV brand.
DISNEY is an ICONIC TV brand, loved and trusted.
HBO is an ICONIC TV brand, loved and valued.
So, we're right back where we started EXCEPT, we're not.
Everyone who wants HBO content-already has it. HBO Max is going to be a very tough sell and very heavy lift for AT&T. Especially as the potential for International is limited.
Everyone who wants Disney content has been buying DVDs expensive down loads for years, and NOW has access to their enormous library for $6.99/month or $70/year. And, with the kind of high value vertical integration Disney can and will offer to maximize acquisition and minimize churn, this is a no brainer.
Thus, if one brand will win the streaming wars, it's Disney-hands down.
Not only do competing platforms have to secure the best content but they also have to ensure viewers attribute that content to their platform and not any other.