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

Debt Is The Obstacle to AT&T (HBO Max) Buying Lionsgate (Starz)

A counter to my business rationale for the acquisition: Lionsgate may be too expensive for AT&T to acquire On Tuesday I argued that Starz CEO Jeffrey Hirsch was selling a future for bundling Starz in the OTT streaming marketplace because: Given how much tier two and tier three services rely on channels services (60% to 75% [...]

June 19th, 2020|

ViacomCBS Promises A “Super Service” CBS All-Access, Hedges with Star Trek on PlutoTV

Is ViacomCBS A/B testing audience demand for its content? Or is a messy strategy simply a mess? Let's start here: I am no longer sure what to make of ViacomCBS's streaming strategy after CEO Bob Bakish's appearance at the Credit Suisse Annual Virtual Communications Conference. My two cents is AVOD service PlutoTV is one [...]

June 18th, 2020|

Starz, Amazon Channels, and The Future of Bundling

There is inevitably a shift towards OTT bundling coming, but what will be the catalyst? Outline of Newsletter #217 In this week's PARQOR mailing, I had a few realizations about Channels and bundling models in OTT streaming after listening to this compelling, must-watch/listen conversation on the Variety Strictly Business podcast between Andrew Wallenstein and Starz [...]

June 16th, 2020|

Whatifi, Netflix, Eko vs. Quibi and the Future of Interactive Video

A new interactive video app repackages the best features of Netflix's Black Mirror: Bandersnatch and Watch Party New interactive video storytelling app Whatifi popped up on my radar in an enthusiastic episode of the Streamiverse podcast (which, for those of you who are not familiar, is the podcast which gained traction after Quibi sent [...]

June 12th, 2020|

Revisiting My Predictions for Hulu and Disney Plus

Why the futures of Hulu and Disney+ rely on the tricky politics of Disney unifying their back-ends (from Newsletter #192) The Information just reported on how "Hulu’s engineers have resisted being absorbed into Disney's tech team". I predicted and wrote about this exact problem for Hulu and Disney+ back in February, back in Newsletter #192. I [...]

June 10th, 2020|

Why we may not see HBO Max on Roku (anytime soon)

As a David relative to AT&T's Goliath, Roku is surely punching above its weight in this standoff. But is it really? Outline of Newsletter #216 In this week's PARQOR mailing I dive into a question that has been bothering me: it is clear that Amazon has the type of market power to comfortably not [...]

June 9th, 2020|

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