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

Netflix, Video Games, new XBox, Epic vs. Apple App Store

Keeping an eye on Epic Games's lawsuit & XBox At the end of the Netflix Q2 earnings call, Co-CEOs Reed Hastings and Ted Sarandos were asked: So when you think about the interactivity of some of your shows makes them feel like video games. So when you think about the way the world is [...]

September 14th, 2020|

Are There Better Options for Discovery in Streaming than its “SUV”

After a major executive departure, and in a tough streaming marketplace, what battles is Discovery willing to pick? Fun question that came to mind during a conversation last night: at what point does Discovery look its own efforts in streaming, and at legacy media efforts in streaming, and opt to partner instead? I ask [...]

September 10th, 2020|

WarnerMedia, NBCU, and Theme Parks

Thinking through how AT&T could solve for a better user ecosystem for WarnerMedia How should AT&T and WarnerMedia solve for building an ecosystem where its user base can be monetized at scale, in multiple ways? Given all the rumors of AT&T selling off its assets, one emerging question is how WarnerMedia will monetize its [...]

September 9th, 2020|

Mulan & Black Widow May Revive Kevin Mayer’s Disney+ Flywheel

How Disney+, or theatrical, or a hybrid of the two equals "more creative freedom" at Disney Back in May, I wrote Kevin Mayer's Disney+ Flywheel is Dead. I wrote, then: The flywheel Kevin Mayer had architected meticulously for Disney+ was punched in the mouth by COVID. As a result, he is now gone. It [...]

September 3rd, 2020|

Roku, Netflix, Disney+, and The Evolving Definition of “Gatekeeper” in OTT

How being a "gatekeeper" in OTT ecosystem is moving beyond the cable box Summary of Member Mailing #228 In this week's PARQOR mailing, I wrote about how Roku "is a very specific type of gatekeeper: it controls access to OTT devices in the living room, whether it is a smart TV (one in three [...]

September 1st, 2020|

DC Fandome and The Future of WarnerMedia, HBO Max

What is the value of the content? What is the value of the fans? This paragraph from The Ankler's post, "A Goodbye to Team Window: Earth, Window and Fire", struck a chord with a couple of folks I follow on Twitter: The battle really was lost when the legacy studios accepted the term "content" [...]

August 27th, 2020|

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