Alphonzo Terrell

I am excited to announce officially today LOOR Distro! LOOR Distro is best summed up with two strategic goals. 1. License and distribute our artists content to create more revenue for them. 2. Share funding and viewing data with other streaming platforms so they can make safer content acquisition investments. LOOR Distro is our way of taking monetization to our artists and our platform to the next level. By using our technology and the insane amount of individual data, both in watch time and most unique to us, funding data for our pilots and TV shows, and providing it to distribution companies looking for new streaming content. We are now beginning the process of taking this information, and connecting with the distributors we've established relationships with over the years and licensing user funded projects to other streaming networks in partnership with our artists. Basically LOOR is a way for the streaming industry to analyze data from an individual pilot without having to make an entire series order on a guess. It can prove to a streaming platform that there is in fact a market for content outside of the typical niche family-friendly genre. This increases the reach of LOOR content, and creates another significant revenue stream for us and the film makers as well. But most importantly it shows other family-friendly streaming companies content and data that can reach new audiences. And we have the data, not just the gut instinct. The one thing that LOOR has, that other streaming companies do not is individual funding data. The difference between viewing data and funding data has been tremendously eye opening for us and even surprising. For example did you know young adults with children are less likely to spend their money to fund new content for their preschoolers? In most all instances subscribers fund content for themselves and their age group over that of children's content. Yet, because preschool content is usually watched on repeat as background noise throughout the day the viewing metrics have skewed the importance of this content to the paying subscriber. Causing streaming companies to spend hundreds of millions of dollars on basically background noise that's on repeat. Kids content as background noise doesn't create loyalty and increases churn. Our viewing metrics and funding metrics are able to read these conclusions. LOOR Distro is something we've been working on since we started forming relationships and building the technology. Data has always been integral to every bit of code we wrote. But it's also the result of going to film festivals and meeting with others in the creative space. Talking to distributors and learning about their inability to to test content on newer demographics without significant risk. So for now if you are a distributor, international or within the United States looking to expand your content library. Setup a time to connect with us.

32

2 Comments

Dude Perfect raised $100M for global biz expansion. The deal is getting lots of buzz, but our team’s math signals challenges ahead. Let’s break it down… DEAL DETAILS • $100 - 300M growth capital investment • Led by Highmount Capital • Unclear if 100% invested upfront OR draw down of commitment over time • No previous capital raised USE OF FUNDS • Hire mgmt team to expand biz • More live experiences incl int’l tour, consumer products • Grow content formats, frequency, channels, global localization e.g. animation, TV, movies, streaming • Extend brand beyond 5 founders by building talent network • New HQ in Frisco, TX as prod facility and “family-friendly entertainment destination”: – Retail store, podcasts / gaming / fan UGC spaces, trick shot tower, DP museum, mini golf, restaurants – Original plans for 3-story, 30 acre facility est to cost $100M+, 2 yrs to build COMPANY OVERVIEW: Dude Perfect • Digital-native comedy and sports media brand • Faith-based mission: “We’re about giving back, spreading joy and glorifying Jesus Christ”  • Other YouTube franchises: “Stereotypes,” “Overtime”, “Bucket List”  • Media brand also incl books, mobile games, board games and toys, and merch / retail / food and beverage partnerships • 25 current team members PERFORMANCE HIGHLIGHTS • 60M YouTube Followers, 17B views • Est 2024 revenue: $50M per DP • Est 2023 and 2022 revenue: $25M and $20M per WSJ  • Consumer product partnerships incl Nerf toy line, Columbia Sportswear • Partnered with A Parent Media co to launch a streaming service • ESPN “30 for 30” doc premiering at Dallas Int’l film festival • TV series on CMT in 2016, later aired on Nickelodeon • Alternate broadcasts for Amazon’s Thursday Night Football • 4 live nationwide tours as of 2023 ORIGIN STORY • Founded 2009 by 5 friends at Texas A&M • Cofounders = twins Coby Cotton and Cory Cotton, Tyler Toney, Cody Jones, Garrett Hilbert • Started as YT channel featuring trick shot videos INVESTOR OVERVIEW: Highmount Capital • Growth stage and middle mkt PE fund for tech, media, healthcare • Founded in 2023 by jason illian and David Hawkins • 4 team members on website + advisor • 3 team members have faith-based ties per bios • No other investments listed on website other than DP My takeaway... I really like and support the trend of increased investment into YouTubers and digital-native media brands. But as I wrote about in my 2024 State of Creator x Media capital markets reports (will link them below), investment must match market and opportunity size. To ensure good ROI, and to set good precedent for future investment into our space. The DP bet is exciting, but could be overly optimistic based on our prelim math. My colleague Michael Booth's post breaks the math down (link below). More analysis to come in my Friday newsletter. —- I’m the founder of RockWater Industries. We do m&a and strategy advisory for media, agencies, and creator economy. My dm’s are open. #media #agency #creatoreconomy

91

11 Comments

Thrilled to share our first acquisition! Blockworks has acquired The Breakdown Network. Michael and I first met Nathaniel in 2018. We had just launched Blockworks, and he had just launched one of the early crypto newsletters. In 2020, when we started building our editorial department, we had countless calls discussing how to build a proper crypto native media brand. Over the years, we've seen Nathaniel elevate The Breakdown into the most trusted daily podcast in the industry. What sets The Breakdown apart is not just its frequency (6x/week) but its depth. It delves into macro, geopolitics, and major power shifts, always framing these discussions within their implications for the crypto world. This acquisition marks a big expansion of our podcast network, enhances our advertising capabilities, and broadens our distribution channels. It also strengthens our ability to cross-promote our events and research, furthering our commitment to delivering top-tier information to crypto professionals and investors. Looking ahead, our plan is to establish The Breakdown as the flagship daily podcast of Blockworks. NLW will continue to lead The Breakdown podcast as its host, and we'll add others from our editorial team over the next couple of months. We'll also do something with the Bitcoin Builders podcast – more on that soon. Feels like a dream come true to be able to work so closely with NLW. This is a big step forward for Blockworks, I'm excited about all the opportunities that will come from this. Onwards! https://lnkd.in/gKq9uszp

464

52 Comments