Thank you for being a member.
Your support was essential to helping PARQOR to reach a significant milestone in 2021: launching as the first member of The Information’s Newsletter Network.
Over the past six weeks, we have been working on laying the groundwork for building out more of those benefits on top of The Information’s more powerful technology and platform.
More to come in January 2022.
I am excited for what's in store for you all.
As I wrote on Monday, the biggest – and least discussed – lesson was the pull-forward impact of the pandemic, or "a large and unsustainable boost of new users".
In terms of predictions for 2022, the pull-forward impact has effectively shattered and fragmented the streaming growth narrative.
Meaning, what happens next in the post-”streaming wars” convergence of legacy media, streaming, gaming, audio, e-commerce, and the creator economy will no longer have the convenient macro lens of the "streaming wars".
In turn, this means the drivers of growth – arguably the most valuable lenses/variables to investors and executives – are harder to define because they have evolved from a focus on content spend to a focus on alternative business models (e.g, creator economy, bundling with gaming and/or music).
So, realistically speaking, 2022 seems like a crapshoot to predict because there are so many moving pieces. This mailing may be, at best, a monkey throwing darts trying to beat the market in 2022.
That said, I fared quite well with my predictions in 2020 and 2021, and so here are my predictions for 2022...
The PARQOR Hypothesis argues that the streaming services most likely to succeed must meet a specific set of conditions (BEADS acronym).
The core premise of the hypothesis is the best business model in media is a Disney-like offering of: