Blog2020-08-19T20:21:56+00:00

Blog

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

Streaming, Product-Channel Fit, and Roku ($ROKU)

Thinking through a problem related to my business helps me to better understand product-channel fit in the streaming business I had a fun conversation with Pico founder Jason Bade yesterday. We have been having good exchanges on Twitter  Shortly after the call, he tweeted the below out. The knowledge –> creator economy transformation: For [...]

September 25th, 2020|

Five Stories Shed Light on the Future of Disney Plus ($DIS) & Its Flywheel

The future of MCU storytelling flywheel may be on hold, but The Mandalorian merchandising and Marvel content on Disney+ will be successes. Lots of news about Disney+ over the past two days. What makes it all notable is that, connecting the dots between the stories, a clearer picture of both the emerging promise and [...]

September 24th, 2020|

A Difficult Road Ahead for Discovery+ in Streaming & Alternative Models

Discovery bets on streaming despite growing evidence Disney and Netflix have already captured the space Two weeks ago, I asked in a blog post "Are There Better Options for Discovery in Streaming than its “SUV”? I concluded: We do not know what [the SUV] will be priced at, and the SUV does not have [...]

September 22nd, 2020|

Three Dynamics in the Roku ($ROKU) and Comcast/NBCU ($CMCSA) Standoff

Why Comcast/NBCU may be overplaying their hand with Peacock on Roku I am not sold NBCU, nor Comcast, should still be in a standoff with Roku - in digital it is always better to be in front of consumers and quickly iterating. As I wrote in in July on NBCU's Peacock launch day,  Peacock [...]

September 18th, 2020|

Why AT&T’s ($T) Ad-Supported HBO Max is both “weird” & “an experiment worth trying”

An ad-supported HBO Max and other offerings in AT&T ecosystem may not help them get more customers Bloomberg reported that AT&T Plans a lower-priced, ad-supported version of HBO Max: “There is some content where you want the experience to be commercial free,” Stankey said. The addition of commercials next year will mark another major change [...]

September 17th, 2020|

Mulan, Black Widow, PVOD, & Two Futures for Theatrical Distribution

A complicated future where studios like Disney struggle to recoup, or a simpler future where streaming economics make it easier It is worth checking in on the future of the PVOD business model after Disney CFO Christine McCarthy's comments about Mulan at last week's Bank of America Virtual Media, Communications & Entertainment Conference. Here's what [...]

September 15th, 2020|

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

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