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

Investors See More Data Transparency, Creatives See Less in Streaming

Investors are seeing more transparency with data as streaming services scale, but creatives are seeing less With Jeff Bezos stepping down as Amazon CEO and Andy Jassy assuming the role, one question which has emerged is where Amazon Prime Video goes from here. A key problem is, because Amazon has not been transparent with [...]

February 9th, 2021|

Harry Potter, the PARQOR Hypothesis, and Peacock and/or HBO Max

A WarnerMedia-NBCU merger seems less likely after Peacock's WWE announcement, but Harry Potter IP still matters to both Peacock and HBO Max With AT&T and Comcast both releasing their Q4 earnings last week, there is enough new information to make it worth revisiting my PARQOR Hypothesis prediction for WarnerMedia and Comcast. The obvious core [...]

February 3rd, 2021|

Lupin & The Significance of Netflix’s ($NFLX) Q4 Letter to Shareholders

Why Lupin's success bodes well for Netflix's need for international growth, and ominously for expensive Hollywood deals like Ryan Murphy's  Last Tuesday, Netflix released its Q4 2020 earnings results. Most of the analyst coverage since the earnings call has focused on its reaching 200MM subscribers, and its promise of positive free cash flow in [...]

January 26th, 2021|

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|

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

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