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Chronicles

The story behind the story

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A look at WBD's reasons behind rebranding HBO Max to Max; Netflix executives were surprised to see Disney's Josh D'Amaro at Netflix's upfront and afterparty

Lucas Shaw / Bloomberg :

Bloomberg Lucas Shaw

Context & Ripple Effects

WBD’s naming decision followed its 2023 launch of Max as a combined HBO and Discovery+ service. The company has since said it will restore the HBO Max name, making the rationale for dropping HBO a useful case study in how a streaming brand is positioned and corrected.

The same report places Disney’s Josh D’Amaro at Netflix’s advertiser-facing events, an unusual point of contact between two major entertainment rivals rather than evidence of a disclosed transaction or partnership.

First-order effects

  • WBD’s explanation puts its streaming-brand trade-off into focus: a broader umbrella name could accommodate more programming, while removing HBO risked weakening the service’s clearest quality signal—an issue underscored by the planned return to the HBO Max name.
  • D’Amaro’s attendance immediately gives Netflix executives and advertisers a visible reminder that Disney is monitoring Netflix’s upfront ecosystem closely.

Second-order effects

  • Restoring HBO in the service name can pressure other streamers to favor recognizable content brands over generic platform labels when marketing a mixed catalog.
  • Netflix and Disney’s advertiser-sales teams are likely to treat high-profile industry appearances as competitive signaling, increasing attention to relationships with buyers and distribution partners.

Third-order effects

  • If repeated rebrands continue to prove costly or confusing, streaming groups may rely more heavily on established studio and premium-content brands rather than trying to build all-purpose platform identities.
  • Upfronts are becoming broader competitive forums across streaming, advertising, and entertainment leadership, even when no formal commercial announcement accompanies the interaction.

The trend: Streaming companies are recalibrating broad platform branding around trusted content franchises while competing more visibly for advertiser attention.

Discussion

  • @quinnypig.com Corey Quinn on bluesky
    Perhaps handing the keys to your brand over to a stupid asshole wasn't the best “strategy.”  [embedded post]
  • @lucas_shaw Lucas Shaw on x
    HBO has cycled through 5 streaming names, three owners and at least as many strategies. The latest strategy is to turn HBO (back) into... HBO.
  • @lucas_shaw Lucas Shaw on x
    The ongoing quest to remake HBO for the streaming age has resulted in a network that is both cheaper and smaller than Netflix. That & much more in this week's newsletter: https://www.bloomberg.com/...