Sitemap - 2021 - The PARQOR Substack
Member Mailing #284: PARQOR is Moving to The Information
Friday Mailing #50: Robert Iger, Mark Zuckerberg & Vision
Friday Mailing #49: After Q3 2021, Does Netflix Have the AVOD Model In Its Sights?
Member Mailing #282: A Big PR Push from YouTube & Hollywood-Meets-Creator-Economy
Today at 12:30pm - Fireside Chat with Andrew Freedman of Hedgeye (October 18, 2021)
Friday Mailing #48: Lebron's SpringHill Zigs Where Reese's Hello Sunshine Zagged
Member Mailing #281: Netflix & Dotdash, Imitated But Never Replicated by Condé Nast
Friday Mailing #47: RSNs & Disaggregation
Friday Mailing #46: Netflix, Wonka, Gaming, Facebook & Kids & Family
Mic Drop #45: A Dotdash Future for Chip & Joanna Gaines?
Member Mailing #279: Roku & Google Bet on Programming Guides of FAST Channels
Mic Drop #44: Why DAZN Can't "Hyper-serve" 17MM Global Badminton Fans On Its Own
Member Mailing #278: Can or Will Comcast Ever Innovate A Smaller Bundle & Set-Top Box?
Mic Drop #43: Marketing Apple TV+
Monday AM Briefing #64 (**Link Fixed**)
Mic Drop #42: Is Spotify Pivoting Away from Expensive Talent Deals?
Member Mailing #276: Hollywood-meets-Creator-Economy, YouTube, Spotify and OnlyFans
Member Mailing #275: Key Themes from 2021
Mic Drop #41: Disney+ Needs Bundles (& Perhaps Personalization) to Scale
Member Mailing #274: ARPU & Convergence
Mic Drop #40: Hello Sunshine, Curse of the Mogul & "G"
Member Mailing #273: MGM Resorts M life "Convergence" vs. "Metaverse" Convergence
Mic Drop #39: Netflix, 6 Underground & The Curse of the Mogul
Member Mailing #272: After Sun Valley, Co-opetition or Competition in Connected TV?
Mic Drop #38: Netflix Gaming (2021), Netflix Max (2013-15) & Product Channel Fit
Mic Drop #37: discovery+ vs. Creator Economy
Member Mailing #271: AVOD after the 2021 Upfronts
Mic Drop #36: Peacock & Sam's Club
Member Mailing #270: First-Party vs. Third Party "Aggregator 2.0" Bundles
Mic Drop #35: Hulu is Outperforming Expectations... Or Is It?
Member Mailing #269: Disney, Sinclair & The Sports Streaming Consumer
Mic Drop #34: Apple TV+ & Churn
Member Mailing #268: Churn & “Consistently Good” Content
Mic Drop #33: Prime Day Is a ”Massive Dry Run” Towards Amazon Channels Bundling
Member Mailing #267: How "In The Heights" Moves HBO Max Closer to Netflix's Model
Mic Drop #32: Netflix.Shop Solves More for Netflix Than Commerce
Member Mailing #266: Netflix & Verizon Test Bundling Streaming with Gaming
Mic Drop #31: Jupiter's Legacy Marks Another Failure for Netflix's Big Bet on Owned IP
Member Mailing #265: Jeff Bezos & David Zaslav Learn "It's Good to Be The King"
Addendum to Member Mailing #264: Amazon Prime, Hulu & Personalization
Member Mailing #264: Subscribers vs. Viewers in Sports Streaming
Mic Drop #30: My 2021 Predictions for HBO Max & Discovery Came True
Member Mailing #263: The AT&T-Discovery Merger's Questionable Bet on Rebundling
Mic Drop #29: Jeff Bezos, Media Mogul and/or Media Visionary
Member Mailing #262: Roku, YouTube & Product Channel Fit
Mic Drop #28: ViacomCBS wins with Sports, Kids and Pluto TV in Q1 2021
Member Mailing #262: HBO Max's AVOD, DotDash, and Unlocking Value Through Fewer Ads
Mic Drop #27: NBCU & WarnerMedia Seem Skeptical About Sports Streaming's Future
Member Mailing #261: The NHL Is Paid Handsomely by Disney & WarnerMedia
Mic Drop #26: Is Sony Pursuing My Recommended Strategy for Paramount+?
Member Mailing #260: Evaluating the Televisa-Univision Merger Announcement
Mic Drop #25: Who *is* the target customer for AVOD?
Member Mailing #259: An Evolving Tension Between Data and Context in AVOD (*Updated*)
Mic Drop #24: In one week, momentum changes for STARZ in the "Genre Wars"
Member Mailing #258: Netflix Bets A Half-Billion on Benoit Blanc
Mic Drop #23: "The Office" on Peacock Is No Longer in Nielsen Ratings (2.0)
Member Mailing #257: The PARQOR Hypothesis Predicts Streaming in 2025
Mic Drop #22: Investors Get Bearish, Quickly, on Paramount+ ($VIAC) & discovery+ ($DISCA)
Member Mailing #256: Amazon, NBCU, The NFL, & Addressable Advertising
Mic Drop #21: Former Disney DTCI Chairman Kevin Mayer Gets Candid
Member Mailing #255: Rethinking the Long-Term Value of Original Content in Streaming
Mic Drop #20: Success and Underperformance in Comcast's ($CMCSA) Strategy for Peacock
Member Mailing #254: How Will We Define A "Hit" With Less Transparency?
Mic Drop #19: IMDb TV Demands More of Our Attention with "Bosch" Spinoff
Member Mailing #253: AMC Networks, Starz & "Genre Wars" Strategies
Mic Drop #18: Some Rewards for Skeptics of Disney+
Member Mailing #252: Coopetition and Original Content Strategies in Streaming
Mic Drop #17: We know more about IMDb TV than Amazon Prime Video
Member Mailing #251: HBO Max's bet on Snyder Cut: Justice League, Disney's bets on Hulu & Star
Investors See More Data Transparency, Creatives See Less in Streaming
Mic Drop #15: STARZ's finds wins in the "Genre Wars"
Harry Potter, the PARQOR Hypothesis, and Peacock and/or HBO Max
Mic Drop #14: HBO Max Had More Wins in Retail Than Wholesale in Q4
Lupin & The Significance of Netflix's ($NFLX) Q4 Letter to Shareholders
Mic Drop #13: Apple Extends Its Free Trial for TV+
Why Dan Le Batard Leaving ESPN With His Podcast RSS Feed Matters
Mic Drop #12: Kevin Feige Confirms Kevin Mayer's Flywheel Died
Peacock's ($CMCSA) Quiet Pivot To Focus On Its Free and Premium Tiers
Mic Drop #11: A 2021 discovery+ prediction comes true, already
CuriosityStream ($CURI) and the Launch of discovery+ ($DISCA)