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

Roku & Amazon Had Monster Q2s Earnings in AVOD

And, Why Deals with Peacock and HBO Max Are Looking Less Likely Earnings reports from both Amazon and Roku showed each had enormous quarters in Q2 2020 with their free AVOD services IMDb TV and The Roku Channel, respectively. They were so successful that if we see a deal anytime soon, it will be [...]

August 6th, 2020|

NBA & Microsoft Teams, MLB & Epic Games’ Unreal Engine

COVID Drives the "Video Gamification" of Sports, Innovations help the MLB & NBA Win Back Advertisers Summary of Newsletter #224 In this week's PARQOR mailing, I dove into the basic business dynamics of recent partnerships between the NBA and Microsoft (which I wrote about in May) and MLB and Epic Games' Unreal Engine. The idea [...]

August 4th, 2020|

HBO Max Update, Elliott Management and AT&T

Elliott Management Now Looms Larger in the Future of AT&T and WarnerMedia A post on some HBO Max news since Tuesday's mailing, and second, why Elliott Management looms large for Jason Kilar's future at AT&T's WarnerMedia. First, WarnerMedia Reaches a Deal with Amazon for HBO Max One big, new development this week: Variety's Todd Spangler [...]

July 31st, 2020|

Three Themes From the AMC-Universal PVOD Deal

Three Themes I Am Thinking About, Despite A Multitude of Implications From This Deal, Why the AMC-Universal deal truly is a seismic marketplace development Yesterday Universal Pictures (owned by Comcast) and AMC Theatres signed a multi-year agreement that will allow the studio’s films to premiere on premium video on-demand (PVOD) within three weeks, or as [...]

July 29th, 2020|

Does AT&T Need To Rethink Its Direct-to-Consumer Marketing for HBO Max?

No Streaming Service Now Faces Larger Questions About Its Strategic Vision Than HBO Max Summary of Newsletter #223 In this week's PARQOR mailing, I dove into AT&T's Q2 earnings report and earnings call. My question from the Q2 2020 data and from the call transcript is: is there a need to rethink the marketing of [...]

July 28th, 2020|

Why Disney+’s Growing Pains Are Really About Hulu

Ugly politics for Hulu emerge within Disney's Direct-to-Consumer International Division Disney+'s Growing Pains There are some ugly politics between Hulu and Disney+ emerging within Disney's Direct-to-Consumer division in both the content and engineering sides. Disney+ is hitting some growing pains with its library after an extraordinary start, according to Tom Dotan of The Information: As [...]

July 24th, 2020|

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