Sitemap - 2020 - The PARQOR Substack
How Star and Star Plus Move Disney ($DIS) Away from Netflix ($NFLX)'s Model
Mic Drop #10: Disney Investor Day Predictions
Nobody Believes WarnerMedia's ($T) Jason Kilar On His Plans for Theatrical & HBO Max in 2021
AT&T's WarnerMedia ($T) Disrupts Its Theatrical for Streaming, Will Disney ($DIS)?
Mic Drop #9: HBO Max's "For The Fans" 2021 Plans
The Curse of the Mogul Returns for discovery+, Hulu & HBO Max
Netflix ($NFLX), Gaming and "Change" in Streaming Marketing
The Queen's Gambit, Netflix Streaming Subscriber Numbers & Amazon
Mic Drop #8: Predictions on HBO Max with Amazon & Roku
Wonder Woman 1984, HBO Max and Decay
Disney ($DIS) and the Netflix ($NFLX) "Streaming Multiple"
In Q3 2020 Earnings, Ecosystems and Genre Drive Scale for Streaming Services
Mic Drop #7: Sinclair's Short-Sighted Bet on RSNs
Uneasy Footing in Those Hollywood Showrunners' Mega-Deals at Netflix ($NFLX)
Apple TV Plus ($AAPL) at One & the Apple One Bundle
Mic Drop #6: Netflix vs Amazon in India
Warnermedia ($T), Disney ($DIS), Netflix ($NFLX) & "Ubiquitous Access"
Mic Drop #5: Quibi & Alternate Universe Quibi (…AUQUIBI?)
Optics vs. Substance in Restructurings at Disney ($DIS), Netflix ($NFLX), and Warnermedia ($T)
Mic Drop #4: Revisiting Post-Kevin Mayer Disney Prediction from May
AMC+(AMCX) & Shudder, Netflix ($NFLX) & Animation, and Product Channel Fit
Disney ($DIS) Restructures for Streaming-First Strategy, Product Channel Fit
Why the "Streaming Wars" Are Actually About Product Channel Fit
Mic Drop #3: A Prediction from February Proven Right in October
More Warning Signs Emerging for AT&T ($T)'s Bet on WarnerMedia
Mic Drop #2: Five more mic drops from January 2020 Predictions
Google TV Will Be Very Much a Google ($GOOG) Search Product
Netflix ($NFLX) Needs International Growth Now, When Will It *Need* Franchise IP?
Streaming, Product-Channel Fit, and Roku ($ROKU)
Mic Drop #1: Not one, but *five* mic drops from January 2020 Predictions
Five Stories Shed Light on the Future of Disney Plus ($DIS) & Its Flywheel
Mic drops on Predictions on OTT streaming from PARQOR Member Mailings
Member Mailing #231: A Difficult Road Ahead for Discovery+ in Streaming & Alternative Models
Three Dynamics in the Roku ($ROKU) and Comcast/NBCU ($CMCSA) Standoff
Why AT&T's ($T) Ad-Supported HBO Max is both "weird" & "an experiment worth trying"
Member Mailing #230: Mulan, Black Widow, PVOD, & Two Futures for Theatrical Distribution
Netflix, Video Games, new XBox, Epic vs. Apple App Store
Are There Better Options for Discovery in Streaming than its "SUV"
Member Mailing #229: WarnerMedia, NBCU, and Theme Parks
Mulan & Black Widow May Revive Kevin Mayer's Disney+ Flywheel
Member Mailing #228: Roku, Netflix, Disney+, and The Evolving Definition of "Gatekeeper" in OTT
DC Fandome and The Future of WarnerMedia, HBO Max
Member Mailing #227: Why IAC's Barry Diller Is Bullish on MGM & Not on Legacy Media Streaming
Verizon & Disney Plus, Apple & ViacomCBS Bank on Tactical Bundles
Member Mailing #226: Netflix, Disney, & ViacomCBS Look to International for Streaming Growth
Roku & Amazon Had Monster Q2s Earnings in AVOD
Member Mailing #224: COVID Drives the "Video Gamification" of Sports
HBO Max Update, Elliott Management and AT&T
Three Themes From the AMC-Universal PVOD Deal
Member Mailing #223: Does AT&T Need To Rethink Its Direct-to-Consumer Marketing for HBO Max?
Why Disney+'s Growing Pains Are Really About Hulu
Member Mailing #222: Netflix's Q2 Earnings Reflect How It Continues to Win
NBCU Peacock's Free Streaming Strategy Takes A Page from Spotify's Playbook
Member Mailing #221: Competing Advertising Models Create Conflict in the "Last Mile" of Connected TV
FuboTV's value proposition for sports streaming is simple, Big Media's is getting messy, fast
Member Mailing #220: Lionsgate's Mad Men, Amazon, WarnerMedia, and Content Licensing
Revisiting WarnerMedia's Jason Kilar after The Information: Fiduciary or Visionary?
Member Mailing #219: Sports Streaming's Seismic Marketplace Shifts
Member Mailing #218 (Part Two): More OTT Streaming Services Show Symptoms of The Curse of The Mogul
Member Mailing #218 (Part One): More OTT Streaming Services Show Symptoms of The Curse of The Mogul
Debt Is The Obstacle to AT&T (HBO Max) Buying Lionsgate (Starz)
ViacomCBS Promises A "Super Service" CBS All-Access, Hedges with Star Trek on PlutoTV
Member Mailing #217: Starz, Amazon Channels, and The Future of Bundling
Whatifi, Netflix, Eko vs. Quibi and the Future of Interactive Video
Revisiting My Predictions for Hulu and Disney Plus
Thinking through Roku's negotiation with HBO Max
Sinclair's ($SBGI) surprisingly optimistic future for its Regional Sports Networks (RSNs)
Member Mailing #215: Surprisingly, both HBO Max & Apple TV+ suffer The Curse of the Mogul
Does it matter that HBO Max leaves Roku and Amazon Fire users waiting?
A populist pivot for the HBO brand with the launch of HBO Max
Member Mailing #214: Kevin Mayer's Disney+ Flywheel is Dead
Member Mailing #213: A PARQOR lens on Kevin Mayer's exit from Disney+
Member Mailing #212: The future of OTT live streaming after Q2 2020 earnings calls
NBA and Microsoft Azure's New Partnership
Member Mailing #211: Rethinking how churn rate is defined in OTT Streaming Services