Streaming platforms spent a decade fighting for brand recognition. The signal: it didn’t work. Consumers don’t care whether it’s Netflix, Max, or Peacock — they care about content. The deeper truth? In subscription markets, the logo doesn’t drive loyalty — the library does. The shift is from platform branding to IP branding. The opportunity? Challenger brands should focus on owning must-have content, not polishing platform logos. Plays: invest in distinctive IP, bundle smartly, and design churn-proof ecosystems.


The Signal

U.S. streaming subscriptions declined for the first time in 2024, dropping 1.1 million accounts (source: Antenna Research, 2024). Netflix lost nearly 2.6 million North American subscribers in Q2, while Disney+ reported slowing global growth. Meanwhile, 56% of U.S. households cycle in and out of platforms within 12 months (Deloitte Digital Media Trends, 2024). The platform logo doesn’t matter; viewers follow shows, not services.


The Relevance

For brand leaders, streaming is a cautionary tale of mistaking platform branding for customer loyalty. People don’t “believe in” Netflix. They believe in Stranger Things. When the show ends, so does the subscription. In a world of subscription fatigue, platforms that can’t anchor customers to unique IP are just utilities.


Share this post

Written by

Tobias Dahlberg
Tobias is the Founder of Original Minds. Tobias started in marketing roles at Nike and Coca-Cola, later he founded a brand consultancy and eight other professional service firms. He has consulted ad advised 1000+ creative entrepreneurs.

Comments

The AI Equalizer: How Challenger Brands Are Outsmarting Giants
u1492637478_a_beauty_ecommerce_startup_office_bustling_with_e_bbfe88a6-026f-4768-b47a-fda460f964b5_0

The AI Equalizer: How Challenger Brands Are Outsmarting Giants

By Tobias Dahlberg 2 min read
The Five Brand Dimensions – And Why Almost All Branding Is One-Dimensional
u1492637478_a_busy_high-end_restaurant_in_Soho_New_York._Tren_084b0b18-cbdf-4daf-9a7f-bbb53a1d8316_0

The Five Brand Dimensions – And Why Almost All Branding Is One-Dimensional

By Tobias Dahlberg 5 min read
If You Don't Understand Your Customers Better Than Your Competition, You Don't Deserve To Win.
u1492637478_A_group_of_shoppers._Lifestyle_photography_on_Can_42c0c19c-3dc3-41ed-bbc5-3d52e1b17b85_1

If You Don't Understand Your Customers Better Than Your Competition, You Don't Deserve To Win.

By Original Minds 4 min read