A blog where Andrew Rosen posts summaries of PARQOR mailings, and (bi-)weekly posts about key stories in the OTT streaming marketplace.

Why Dan Le Batard Leaving ESPN With His Podcast RSS Feed Matters

Dan Le Batard leaves ESPN with his podcast RSS feed, and the move sheds light on a "double-edged sword" for creators on SVOD platforms. Last week, on-air personality Dan Le Batard left ESPN for a project he is launching with his former boss, former ESPN president and current DAZN head John Skipper. What was [...]

January 19th, 2021|

Peacock’s ($CMCSA) Quiet Pivot To Focus On Its Free and Premium Tiers

A deal with Charter extends access to Peacock Premium into 65MM homes, scaling Free and Premium but not Premium Plus Peacock had two big announcements last week. First, it launched The Office on Peacock, going as far as launching a sign-up page with The Office-centric tiers: The marketing push has been aggressive, and for good [...]

January 12th, 2021|

CuriosityStream ($CURI) and the Launch of discovery+ ($DISCA)

Discovery and CuriosityStream offer two very different lenses on the opportunity for unscripted in OTT In PARQOR's Learnings from OTT streaming in 2020, Predictions for 2021 presentation, I devoted minimal attention to discovery+ and none to CuriosityStream. The rationale was simple: discovery+ had not launched yet, and had not announced any distribution deals. As [...]

January 5th, 2021|

How Star and Star Plus Move Disney ($DIS) Away from Netflix ($NFLX)’s Model

The emergence of Star and Star Plus reflect a very different streaming business model than the one Disney went to market with in April 2019 I was interviewed by Brandon Katz of the Observer after Disney's Investor Day:“My rapid reaction is that this is a company that knows it needs to improve ARPU and is [...]

December 23rd, 2020|

Nobody Believes WarnerMedia’s ($T) Jason Kilar On His Plans for Theatrical & HBO Max in 2021

For all the uproar about his big decision for HBO Max in 2021, Kilar has told everyone for the past decade where his objectives lie "When someone shows you who they are believe them; the first time.” -- Maya Angelous I keep thinking about this quote after reading WarnerMedia CEO Jason Kilar's interview with [...]

December 9th, 2020|

AT&T’s WarnerMedia ($T) Disrupts Its Theatrical for Streaming, Will Disney ($DIS)?

Without theatrical revenues, which ecosystem is better positioned for winning with streaming: WarnerMedia with HBO Max, or Disney and Disney+? Two exceptional pieces of journalism emerged over the weekend about the streaming marketplace. The first came from CNBC's Alex Sherman, who provided a long, in-depth history of how AT&T's management led HBO Max to [...]

December 8th, 2020|

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

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