- HBO's dominant performance at the Emmys this year was an important reminder to investors that the company is still the leader in its field, even as its programming shifts.
- The network’s content has its own unique and distinctive style, which is part of why it resonates so well with audiences and can sustain itself versus emerging rivals.
- HBO’s success was a large reason why it was made the centerpiece of AT&T’s streaming initiatives, but what was designed as a way to bolster the service only exposes its weaknesses.
- While new services like Disney+ and Apple TV+ have clearly defined themselves, HBO is in an internal battle with HBO Max over its identity, and that’s diluting the overall brand.
- AT&T shareholders are seeing the result of this mixed messaging as the company struggles to walk the line between conflicting linear and streaming models, and it could get costly quick.
For further details see:
HBO's Big Night Showcases Its Strengths, But Also A Growing Identity Crisis