Curated ‘earthquakes’, key stories about OTT streaming companies, and themes from PARQOR mailings.

fuboTV’s value proposition for sports streaming is simple, Big Media’s is getting messy, fast

Will customers value a specific service with a specific league? Or a sports-focused streaming service like fuboTV? Why I like to write about fuboTV I wrote about sports streaming last week (blog post summary here, PDF for mailing here), and in that post wrote about fuboTV. I like writing about fuboTV (which shared its Q1 [...]

July 9th, 2020|

Lionsgate’s Mad Men, Amazon, WarnerMedia, and Content Licensing

Thinking Through The New Market Dynamics Around Content Licensing in Streaming Outline of Newsletter #220 In this week's PARQOR mailing, I went down a rabbit hole with content licensing, specifically WarnerMedia is moving away from licensing content to competitive streaming services, while Lionsgate and ViacomCBS are embracing the model. According to this good profile of [...]

July 7th, 2020|

Revisiting WarnerMedia’s Jason Kilar after The Information: Fiduciary or Visionary?

No easy answers; And, My Read on HBO Max vs. Roku & Amazon is confirmed (!) Jason Kilar - Fiduciary or Visionary?The Information reported on new WarnerMedia CEO Jason Kilar's first month on the job, how he was making decisions for HBO Max, and the types of decisions he was making. In Monday's AM Briefing I [...]

July 2nd, 2020|

Sports Streaming’s Seismic Marketplace Shifts

But First, A Reader Response to Last Week's Mailings A quick note It took me about 48 hours to write this mailing because the pieces are moving quickly in sports streaming, and they are not easy to follow. I finished the mailing at 7pm. As you will see, a big part of the mailing is [...]

July 1st, 2020|

More OTT Streaming Services Show Symptoms of The Curse of The Mogul (Part Two)

Part Two: ViacomCBS, Quibi, and surprisingly, Spotify Summary of Newsletter #218 (Part Two) More Streaming Services Show Symptoms of The Curse of The Mogul In Part One, I wrote about about Discovery, Disney, and Comcast/NBCU, and how, in 2020, we should not be seeing Curse of the Mogul-type behavior from legacy media companies or streaming [...]

June 25th, 2020|

More OTT Streaming Services Show Symptoms of The Curse of The Mogul (Part One)

After Apple and AT&T, we can now add Discovery, Disney, Comcast, ViacomCBS, Quibi, and yes, even Spotify to the list Summary of Newsletter #218 Last week we saw evidence of how Disney, ViacomCBS, and Discovery were reverting into Curse of the Mogul form in their pivots to OTT streaming services; and, Quibi and even Spotify(!), [...]

June 23rd, 2020|

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