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.

The Queen’s Gambit, Netflix Streaming Subscriber Numbers & Amazon

Netflix shares its subscriber numbers for The Queen's Gambit, and its most-viewed movies, series and documentaries - what is the problem? The news that Netflix's The Queen's Gambit has reached over 62MM viewers worldwide over the past three days has revived the harrumphing in my Twitter feed about Netflix's two minute standard for counting a view, which [...]

November 24th, 2020|

Wonder Woman 1984, HBO Max and Decay

With Wonder Woman 1984 on HBO Max, WarnerMedia must navigate decay in streaming viewership and decay in cultural impact It happened: Wonder Woman 1984 will be released on HBO Max on Christmas Day, and will stay on the service, free to subscribers, for one month. To date, I have preferred to avoid answering the [...]

November 19th, 2020|

Disney ($DIS) and the Netflix ($NFLX) “Streaming Multiple”

How does the Netflix "streaming multiple" apply to Disney's ecosystem driven by IP and monetizing users in multiple ways? This week the "streaming multiple" is very much on my mind, especially after Disney's Q3 earnings call. The story for Disney+ was strong: Disney Chairman Bob Iger said back in February 2019 that the company’s [...]

November 17th, 2020|

In Q3 2020 Earnings, Ecosystems and Genre Drive Scale for Streaming Services

Ecosystems monetizing users in multiple ways, and genre-focused models scale better than legacy media streaming models and bundles I think that after Q3 2020 earnings, this is the market moment when we start to see the IAC MGM Resorts Hypothesis kick in and prove itself out: specifically, ecosystems where streaming subscribers are monetized [...]

November 11th, 2020|

Uneasy Footing in Those Hollywood Showrunners’ Mega-Deals at Netflix ($NFLX)

Are Netflix TV series showrunners like Ryan Murphy or Kenya Barris responsible for delivering those eyeballs? Or is it Netflix? I was interviewed for this really good piece about Netflix's nine-figure deals with Hollywood showrunners, written by Brandon Katz at The Observer. Brandon asked some really good questions, and in answering them I had [...]

November 4th, 2020|

Apple TV Plus ($AAPL) at One & the Apple One Bundle

With the Apple One bundle, an "ecosystem of experiences" sells Apple TV Plus better than its content library Apple TV+ turned one on Sunday. Julia Alexander wrote a good piece in The Verge arguing that one year later, Apple is "in it with both feet "(a quote from an earlier Barry Diller interview with [...]

November 3rd, 2020|

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

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