Sitemap - 2022 - The Medium from PARQOR
PARQOR's Predictions for Media in 2023
Friday Mailing: Key Trends On PARQOR's Radar for Q1 2023
Member Mailing: Insights from PARQOR's Four Trends for Q4 2022
Monday AM Briefing: [CORRECTION] Revisiting PARQOR’s Predictions for 2022
Friday Mailing: Hollywood's Future & The Top 0.1% Earners on YouTube
Member Mailing: The Linklater Problem
Monday AM Briefing: Is AMC Networks A Canary In Cord-Cutting Coalmine?
Member Mailing: How Will Disney Create Both User & Shareholder Value Now?
Monday AM Briefing: Is Bob Iger Bringing The Right "Magic" For Disney's Future?
Monday AM Briefing: Wow, Iger's Back at Disney
Friday Mailing: Warner Bros. Discovery, Disney & The NBA
Member Mailing: Understanding Disney's Surprising Andor Move
Monday AM Briefing: P&G's Quiet But Seismic Shift in Spend
Friday Mailing: Softer Advertiser Demand Bodes Poorly for Linear in 2023
Member Mailing: The Twitter Funhouse Mirror
Monday AM Briefing: Why Won't Legacy Media & Wall Street Discuss Other DTC Models?
Friday Mailing: Bo Knows Media
Member Mailing: YouTube PrimeTime Channels Emerge As A Blessing And/Or A Curse
Monday AM Briefing: What Will Happen When Artificial Intelligence Recasts "The Office"?
Member Mailing: Youtube's Earnings & Little Green Shoots Among The Ad Market's Bear Signals
Friday Mailing: Is That Your Final Answer, Ted Sarandos?
Member Mailing: An Elegy to "Premium" Content Defined By Production Budgets
Monday AM Briefing: Netflix ($NFLX) May Not Have Any Answers For YouTube Shorts
Friday Mailing: How Linear's Decline May Fuel Gaming's Next Decade
Monday AM Briefing: More Than Catalysts That Will Drive YouTube's Inevitable Win in CTV
Friday Mailing: Where Are The Profits To Drive The Flywheels (And Vice Versa)?
Monday AM Briefing: Four Trends for Q4 2022
Friday Mailing: MrBeast Seeks Hits on Netflix
Member Mailing: Disney's Complex Path to Higher ARPU
Monday AM Briefing: The Subscriber Is and Isn't "A Hollow KPI"
Friday Mailing: YouTube's Big Week in Music
Member Mailing: The Future of CDPs in Media, According to SEO
Monday AM Briefing: ESPN Doesn't Need a DTC Sports Betting Business
Friday Mailing: A Short Take on YouTube Shorts
Member Mailing: The Best Future Media Business Model For Consumers & Investors Is... Snap?
Monday AM Briefing: Why The End of "Peak TV" May Bring "Jurassic Park"-type Chaos
Friday Mailing: What if... Disney *Should* TikTok-ify or Amazon Prime-ify Itself?
Member Mailing: Can Disney TikTok-ify or Amazon Prime-ify Itself?
Monday AM Briefing: Connected TV Advertising May Be Evolving Away from "Four-Dimensional Chess"
Member Mailing: Predicting The Streaming Market 36 to 48 months From Today
Monday AM Briefing: What If… “The Rings of Power” Under-delivers?
Friday Mailing: Revisiting Post-"Streaming Wars" Media Convergence
Member Mailing: The Smart Guys Are Getting It All Wrong
Monday AM Briefing: A Data-Driven Misperception of Connected TVs
Friday Mailing: Billions of Dollars More In Sports Streaming Deals
Member Mailing: Walmart+, Paramount+ & Customer Data Platforms (CDPs)
Monday AM Briefing: YouTube, Walmart Smell Blood in Legacy Media Streaming
Friday Mailing: "Batgirl", "Multiversus" & Consumer Data
Member Mailing: Amazon’s Seismic “Lord of the Rings: The Rings of Power”
Monday AM Briefing: Consumer Choice, “Premium Content” & Growth
Friday Mailing: Warner Bros. Discovery, “For the Fans” & The Attribution Gap
Member Mailing: Five Clear & Imperfect Signals From Roku
Monday AM Briefing: "The Office" Is Succeeding On YouTube, Less So on Peacock
Friday Mailing: A Quick Note On Comcast's Q2 2022, Peacock & The "Half Life" Old Library
Member Mailing: Why Apple's & Amazon's Advantages In Sports Streaming Are Over-Hyped
Monday AM Briefing: Why Connected TV Advertising May Be "In For A World Of Trouble"
Friday Mailing: Netflix In Curse of the Mogul Territory, Disney's New Software Savvy
Member Mailing: Can Netflix Still Grow After Q2 2022?
Monday AM Briefing: If You're Still Wondering Why Netflix Went With Microsoft & Xandr
Friday Mailing: Netflix, Microsoft & Xandr (?!!!)
Member Mailing: How Should Comcast Value Hulu in 2024?
Monday AM Briefing: In India and the U.S., Disney Rethinks The Economics of Sports Streaming
Friday Mailing: Are Legacy Media Streaming Efforts "Built to Fail" Like Blockbuster Video?
Monday AM Briefing: Don't count Nielsen out of the future for Connected TV
Friday Mailing: Netflix's Disney-esque Ambitions May Be Losing to YouTube & TikTok, Too
Member Mailing: Is Apple A Better Partner for Major League Soccer (MLS) Than Legacy Media?
Monday AM Briefing: Bob Chapek, Fiduciary Executive
Friday Mailing: Netflix, Disney+ & HBO Max face the question, "What constitutes an impression?"
Monday AM Briefing: Consumers & CTV Advertisers vs. Publisher "Walled Gardens"
Friday Mailing: $68B in Linear Ad Spend & Netflix, It's Early Days for CDPs in Media
Member Mailing: The Core Tension/Weird Dance At Upfronts for Connected TV (CTV) Dollars
Monday AM Briefing: Must-Read Memorial Day Week Articles
Friday Mailing: Starz, Walled Gardens & The Road To A Spin-Out
Member Mailing: Applying the Disney Interactive Precedent to Comcast & EA
Monday AM Briefing: PARQOR's Quick Take on Berkshire Hathaway's $2.6B investment in Paramount Global
Friday Mailing: Why Warner Bros. Discovery May See Hollywood's Future Better Than Hollywood
Monday AM Briefing: This Week's Upfronts vs. The Trade Desk's Vision for Connected TV
Friday Mailing: Marketplace Disconnects Between Disney+ With Ads & Advertiser Demand
Member Mailing: Streamers Hit a Dead-End (Macro) & Consumers Hit Dead-Ends In Streaming (Micro)
Monday AM Briefing: Everything Old is New Again in Upfronts & Newfronts
Friday Mailing: Disney & Netflix Solve For Password Sharing With Distinctly Different Objectives
Member Mailing: Warner Bros. Discovery, Sinclair & David Zaslav's Vision for A Smaller Bundle
Friday Mailing: Hulu Is The Future of Streaming Bundles
Member Mailing: After Netflix's Self-Inflicted Wounds, Five Recommendations for Streaming CEOs
Friday Mailing: The Vibe Shift… “It’s All Happening”
Member Mailing: Why Two New Disney+ Discount Deals Reflect Advantages Over Netflix
Monday AM Briefing: Incoming Warner Bros. Discovery Leadership Meet HBO Max's Purchase Funnel
Friday Mailing: Do Streaming Brands *Need* Their Own Sonic Versions of Netflix's "Tudum"?
Member Mailing: Comparing Netflix & HBO Max Conversion Funnels
Monday AM Briefing: The Jason Kilar Farewell Press Tour Preaches Product Channel Fit
Friday Mailing: The Tiger Woods Comeback Story vs. Streaming Bundles
Member Mailing: Deloitte Data Explains Netflix's Next Chapter with Gaming
Monday AM Briefing: Disney+ Hotstar & Netflix Face Two Different Paths to Growth in India
Friday Mailing: Blackstone's Candle Media Bet after "The Slap" At The Oscars
Monday AM Briefing: Chapek v Iger; (Exclusive for Members) discovery+, HBO Max & Software
Friday Mailing: Mark My Words, We Must Imagine Other Business Models for Netflix Than Advertising
Member Mailing: "Aggregate Audience" in Sports Streaming & Why More Deals = More Consumer Confusion
Friday Mailing: Legacy Media Pivots Away from Their SVOD Ambitions
Member Mailing: WarnerMedia & Netflix's Narrow but Fascinating Challenges in AVOD & Gaming
Friday Mailing: Disney+ AVOD and The Market Problem of Reach
Member Mailing: Amazon, MGM, and How Lina Khan's FTC Misunderstands the Value of IP in Streaming
Monday AM Briefing: YouTube at 2022 Upfronts, Which Streamers Will Survive in 2022?
Friday Mailing: Warner Bros. Discovery Is "A Real Company" Facing A Flip-of-a-Coin Future
Member Mailing: Fox's "Less is More" & Paramount Global (née ViacomCBS) in 2022
Monday AM Briefing: Bored Ape Yacht Club, Hello Sunshine, World of Women & New Frontiers for IP
Friday Mailing: FX's John Landgraf At The Intersection of Volume, Quality & Cadence of Supply
Monday AM Briefing: Content Isn't King Because Culture Is "A Very Shallow Ocean"
Friday Mailing: Disney, The Hulu + Live TV Bundle & Why Marketing Is King
Member Mailing: Why Peloton Within Apple or Amazon Would Be An Optimal 21st Century Media Business
Monday AM Briefing: Tension between Creator Economy Strategies & Short-Form Video Business Models
Friday Mailing: Amazon Advertising's Seismic (?) Breakout Quarter
Member Mailing: YouTube's Q4 Earnings & The Quiet Revolution of the AV1 Codec
Monday AM Briefing: The Cola Wars, Retail Velocity & Why I Disagree With "The Streaming Wars"
Friday Mailing: Where Web3 & Legacy Media Overlap
Member Mailing: If Streaming Growth *Is* Slowing, What Will Advertisers Buy In CTV?
Monday AM Briefing: Netflix's Hubris, Markets Cool to Warner Bros. Discovery
Friday Mailing: Disney's Reorg, Netflix's Q4 2021 Marketing Expenses
Monday AM Briefing: Nielsen's The Gauge, Netflix's Price Hike, Raise A Big Question in CTV
Friday Mailing: What will IAC Chairman Barry Diller Say About Streaming in 2022?
Monday AM Briefing: Is It Really a "New World" for Connected TV Ad Buyers?
Monday AM Briefing: A Short Essay on Hulu, ESPN+ & The NHL
A Short Essay on IAC Chairman Barry Diller’s Newest Opinions on AT&T, Comcast and Disney
Member Mailing: Three More Acquisitions from Blackstone's Candle Media (Kevin Mayer & Tom Staggs)
Monday AM Briefing: Two Objectives for 2022 & The Curse of the Mogul Strikes Back in 2022