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

Does it matter that HBO Max leaves Roku and Amazon Fire users waiting?

The business implications of AT&T excluding Amazon and Roku users from HBO Max Today's fun, entertaining debate on Twitter has been about the implications of HBO Max excluding Amazon and Roku users from its launch. The lengthy debate touches upon something I wrote two months ago about HBO Max's hiring of Jason Kilar: [AT&T's] John [...]

May 29th, 2020|

A populist pivot for the HBO brand with the launch of HBO Max

With the launch of HBO Max, AT&T pivots the elite HBO brand to populism in many of the right ways Today is HBO Max's launch date, and I have already offered a few thoughts on Twitter already which I can use this new blog to expand upon them. Initial #HBOMax impression: UX feels like a [...]

May 27th, 2020|

Kevin Mayer’s Disney+ Flywheel is Dead

Does Disney have a replacement for his flywheel marketing model? Outline of Newsletter #214 Argument: The “flywheel” logic of Disney’s model continued to pop up in my feed and so I tested a hypothesis: does the box office “aggregate” an audience to convert Star Wars or Marvel theatergoers to Disney+ users for related brand content? [...]

May 26th, 2020|

A PARQOR lens on Kevin Mayer’s exit from Disney+

Key themes from these mailings play out in a surprising move. Outline of Newsletter #213 Argument: It is easiest, and most helpful, to look at Kevin Mayer's departure from Disney through the themes from past newsletters: Fiduciary vs Visionary executives; Legacy media model vs DTC Conversion Funnel; Curse of the Mogul; Value Proposition Design/Product-Market Fit; [...]

May 22nd, 2020|

The future of OTT live streaming after Q2 2020 earnings calls

Cautious for SVOD, mixed for AVOD, & puzzling for sports and MVPDs/vMVPDs Outline of Newsletter #212 Argument: Generally, three themes played out in earnings calls last week: Cord-cutting is accelerating, splitting the OTT streaming marketplace into sports/news and entertainment services; SVOD uptake is real, but most services are bullish while Netflix, Amazon and Roku are [...]

May 15th, 2020|

NBA and Microsoft Azure’s New Partnership

This story emerged three weeks ago, and I have been wanting to write about it since. It is significant but too small for a newsletter. On April 16, the National Basketball Association (NBA) and Microsoft announced a new multi-year collaboration. One of the key pieces of the collaboration is: Microsoft and NBA Digital — co-managed [...]

May 8th, 2020|

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