Newsletter Archive

Past mailings from PARQOR about OTT streaming [NOTE: members can browse for free]

December 2019

  • #184 – SVOD (December 2, 2019) Churn: *The* key metric to keep an eye on in streaming | Download for Existing Members | Buy Now
  • #184 – AVOD (December 6, 2019) Ad Inventory: Does AVOD ad inventory require SVOD churn to grow? | Download | Buy Now
  • #185 – SVOD (December 9, 2019) Churn v. Pause: Netflix will not reveal its churn metrics, but its strategy for managing churn is clear  | Download | Buy Now
  • #185 – AVOD (December 12, 2019): A weird week in AVOD: A few plot twists in the accepted story of TV decline | Download | Buy Now
  • End of 2019 Thoughts: What comes next for streaming marketplace? (December 16, 2019) | Download | Buy Now

January 2020

  • Macro Predictions for 2020 (January 6, 2020) A DTC conversion funnel lens helps us understand streaming services are approaching converting new subscribers and retaining old ones. Value Proposition Design tells us whether these streaming services understand their target audiences (and even if they do, whether it can scale that value proposition). | Download | Buy Now
  • Predictions for 2020: the larger players (January 8, 2020) This newsletter offers DTC and Value proposition design lenses for 2020 on the larger players in streaming:
    (1) Netflix
    (2) Apple TV+
    (3) Disney+
    (4) Amazon Prime Video
    (5) Hulu
    (6) HBO Max | Download | Buy Now
  • Predictions for 2020: The smaller players (January 10, 2020) This newsletter offers DTC and Value Proposition Design lenses for 2020 on the smaller players in streaming:
    (1) Discovery
    (2) CBS All-Access & Showtime
    (3) Starz
    (4) ESPN+
    (5) DAZN | Download | Buy Now
  • #186 (January 13, 2020) A collection of short essays on the following topics:
    * FX on Hulu debuts with a market-changing strategy
    * Is streaming a good business to be in?
    * NBC’s Peacock is launching on Thursday: What we know about the business, so far
    * Quibi: It debuted at CES, and it is worth diving into (…briefly) | Download | Buy Now
  • #187 (January 16, 2020) A series of short essays on the following topics:
    1. A Dove-sponsored short film “Hair Love” gets an Oscar- nomination
    2. The problem with writing about “AVOD”: And, what I plan to do about it
    3. Why P&G’s Marc Pritchard hearts Quibi
    4. Why the Roku vs. Amazon battle is shaping up to be significant
    5. NBCU One Platform is significant: Perhaps moreso after today’s Peacock announcement | Download | Buy Now
  • #188 (January 20, 2020) NBCU’s Peacock is targeting too many customers to succeed | Download | Buy Now
  • #189 (January 24, 2020) What Netflix’s pivot on metrics & Thomas Piketty have in common. And yes, bear with me on this… | Download | Buy Now
  • #190 (January 28, 2020) A week of warning flares from streaming services not named Apple TV+ or Netflix | Download | Buy Now
  • #191 (January 31, 2020) Artificial Intelligence (AI) & Streaming: An ad campaign highlights how far AI has evolved for advertising | Download | Buy Now

February 2020

  • #192 (February 3, 2020) Snap just made a major move you probably missed: A $60M investment in customized avatars impressively evolves into customized animation | Download | Buy Now
  •  #193 (February 7, 2020) Disney+ blows past expectations, leaving questions in its wake: Four takeaways worth highlighting | Download | Buy Now
  • #194 (February 10, 2020) Amazon quietly has its thumb on the OTT marketplace: With Apple, Hulu, and Roku pulling their collective weight | Download | Buy Now
  • #195 (February 14, 2020) Apple TV+’s Mythic Quest: Raven’s Banquet is worth your time: It highlights a big opportunity for Apple’s services business, and exposes a big weakness | Download | Buy Now
  • #196 (February 18, 2020) Why NBCU’s Zoey’s Extraordinary Playlist is everywhere online: NBCU bets on a questionable strategy to convert audiences via sampling and social buzz | Download | Buy Now
  • #197 (February 25, 2020) A wave of merger rumors in AVOD raises a big question: Why are legacy media companies making these bets | Download | Buy Now
  • #198 (February 28, 2020) Surprising executive changes at Disney reveal surprising weaknesses: One big pain point: a need to upgrade a legendary creative pipeline for streaming | Download | Buy Now

March 2020

  • #199 (March 2, 2020) Iger vs. Zaslav, Round Two: Comparing and contrasting two very different bets on the value of “library” in streaming | Download | Buy Now
  • #200 (March 6, 2020) Judge Judy & The Curse of the Mogul: Why her big announcement last week is evidence of the theory, & why it is not | Download | Buy Now
  • #201 (March 10, 2020) A future for Sinclair’s Regional Sports Networks (RSNs): Considered and analyzed with the help of Yankee Commentator Michael Kay | Download | Buy Now
  • #202 (March 13, 2020) Reasons to be bearish about the SVOD marketplace emerge with Coronavirus: And, why being bullish on Twitch’s “bundle” of services may mean being bearish on SVOD | DownloadBuy Now
  • #203 (March 18, 2020) Coronavirus is changing the competition for SVODs: It is also changing SVODs’ relationships with target customers | DownloadBuy Now
  • #204 (March 23, 2020) COVID-19 creates messy marketplace dynamics for SVODs: Those dynamics raise questions about legacy media SVODs being able to weather the storm | DownloadBuy Now
  • #205 (March 27, 2020) The sports broadcast market after COVID-19: An effectively zero audiences, zero revenues, post-cord-cutting, and digital consumption- mostly world | DownloadBuy Now
  • #206 (March 31, 2020) How should a studio executive pivot to DTC? I respond to a good, tough reader question | Download | Buy Now

April 2020

  • Jason Kilar gets the streaming marketplace, but does AT&T? Looking past the optics of a good hire #207 (April 6, 2020) | Download | Buy Now
  • #208 (April 14, 2020) Headwinds for legacy media bets on AVOD: Thinking about the AVOD marketplace during and after COVID | Download | Buy Now
  • #209 (April 21, 2020) Every SVOD benefits from quarantined audiences, but especially Netflix: Highlighting Netflix’s advantages in worlds with, and without, a pandemic | Download | Buy Now
  • #210 (April 28, 2020) 63MM is the ceiling for U.S. SVOD market penetration… that is, if we believe Netflix | Download | Buy Now

May 2020

  • #211 (May 05, 2020) Rethinking how churn is defined in SVOD: A split between DTC-model growth & churn story, and the MVPD -model growth & churn story | Download | Buy Now
  • #212 (May 12, 2020) The future of streaming after three weeks of earnings calls: Cautious for SVOD, mixed for AVOD, & a puzzling for sports and MVPDs/vMVPDs | Download | Buy Now
  • #213 (May 19, 2020) A PARQOR lens on Kevin Mayer’s exit from Disney+: Key themes from these mailings play out in a surprising move | Download | Buy Now
  • #214 (May 26, 2020) A PARQOR lens on Kevin Mayer’s exit from Disney+: Key themes from these mailings play out in a surprising move | Download | Buy Now

June 2020

  • #215 (June 2, 2020) Surprisingly, both HBO Max & Apple TV+ suffer The Curse of the Mogul: But first, a quick note on the events of the past week | Download | Buy Now
  • #216 (June 9, 2020) Thinking through Roku’s negotiation with HBO Max: As a David relative to AT&T’s Goliath, it is sure punching above its weight. But is it really? | Download | Buy Now
  • #217 (June 16, 2020) Starz, Amazon Channels, and The Future of Bundling: There is inevitably a shift towards SVOD bundling coming, but what will be the catalyst? | Download | Buy Now
  • #218 Part One (June 23, 2020)More Streaming Services Show Symptoms of The Curse of The Mogul: After Apple and AT&T, we can now add Discovery, Disney, Comcast, ViacomCBS, Quibi, and yes, even Spotify to the list | Download | Buy Now
  • #218 Part Two (June 25, 2020) More Streaming Services Show Symptoms of The Curse of The Mogul, Part Two: ViacomCBS, Quibi, and surprisingly, Spotify | Download | Buy Now

July 2020

  • #219 (July 1, 2020) Sports Streaming’s Seismic Marketplace Shifts: But First, A Reader Response to Last Week’s Mailings | Download | Buy Now
  • #220 (July 7, 2020) Lionsgate’s Mad Men, Amazon, WarnerMedia, and Content Licensing: Thinking Through The New Market Dynamics Around Content Licensing in Streaming | Download | Buy Now
  • #221 (July 15, 2020) Competing Advertising Models Create Conflict in the “Last Mile” of Connected TV| Download | Buy Now
  • #222 (July 22, 2020) Netflix’s Q2 Earnings Reflect How It Continues to Win the Game: Its Lead Position Has Not Changed, But How It Is Winning Has | Download | Buy Now
  • #223 (July 28, 2020) Does AT&T Need To Rethink Its Conversion Funnels for HBO Max?: No Streaming Service Now Faces Larger Questions About Its Strategic Vision Than HBO Max| Download | Buy Now

August 2020

  • #224 (August 8, 2020) NBA & Microsoft Teams, MLB & Unreal Engine: COVID Drives the “Video Gamification” of Sports | Download | Buy Now
  • #225 (August 12, 2020) Amazon Drops Some Surprising Hints About Its OTT Future: A Strategic Bet on IMDb TV & A Tactical Bet on Prime Video | Download | Buy Now
  • #226 (August 19, 2020) Netflix, Disney, & ViacomCBS Look to International for Streaming Growth: But, Is This Bullish Signal Actually a Bearish Signal From All Three? | Download | Buy Now
  • #227 (July 25, 2020) Why IAC Barry Diller Is Bullish on MGM And Not on Legacy Media Streaming: An Investment Hypothesis for MGM Sheds Light On Commerce Models Diller Is Bullish On| Download | Buy Now

September 2020

  • #228 (September 1, 2020) Roku, Netflix, Disney+, and The Evolving Definition of “Gatekeeper” in OTT | Download |Buy Now

Some of PARQOR’s most engaged, loyal readers to date: