PARQOR by Andrew A. Rosen — The Information Subscriptions

media/telecom entertainment

Monday AM Briefing: Is AMC Networks A Canary In Cord-Cutting Coalmine?

By Andrew A. Rosen · Dec. 5, 2022 3:30 AM PST

It was our belief that cord cutting losses would be offset by gains in streaming. This has not been the case. We are primarily a content company and the mechanisms for the monetization of content are in disarray.– James Dolan, Chairman, AMC Networks, Nov 29, 2022Well, some linear networks now seem officially doomed. Last week, AMC Networks... It was our belief that cord cutting losses would be offset by gains in streaming. This has not...

media/telecom entertainment

Friday Mailing: Netflix Tackles Audience Fragmentation With ""The Most Exciting Entertainment On Earth"

By Andrew A. Rosen · Dec. 2, 2022 12:06 PM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

media/telecom entertainment

Member Mailing: How Will Disney Create Both User & Shareholder Value Now?

By Andrew A. Rosen · Nov. 30, 2022 10:30 AM PST

On Monday I wrote an essay arguing that the Disney “magic” returning CEO Robert Iger reportedly thinks that now-fired CEO Bob Chapek neglected – and which he sees himself as bringing back – may not be the “magic” audiences have been trained to pay for in the age of TikTok and YouTube. Today, I had planned on looking at Disney through the lens of... On Monday I wrote an essay arguing that the Disney “magic” returning CEO Robert Iger reportedly...

Monday AM Briefing: Is Bob Iger Bringing The Right "Magic" For Disney's Future?

Monday AM Briefing: Is Bob Iger Bringing The Right "Magic" For Disney's Future?

By Andrew A. Rosen · Nov. 28, 2022 3:30 AM PST

Monday AM Briefing: Is Bob Iger Bringing The Right "Magic" For Disney's Future?

media/telecom entertainment

Monday AM Briefing: Is Bob Iger Bringing The Right "Magic" For Disney's Future?

By Andrew A. Rosen · Nov. 28, 2022 3:30 AM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

Monday AM Briefing: Wow, Iger's Back at Disney

media/telecom entertainment

Monday AM Briefing: Wow, Iger's Back at Disney

By Andrew A. Rosen · Nov. 21, 2022 3:30 AM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

media/telecom entertainment

Friday Mailing: Warner Bros. Discovery, Disney & The NBA

By Andrew A. Rosen · Nov. 18, 2022 12:08 PM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

media/telecom entertainment

Member Mailing: Understanding Disney's Surprising Andor Move

By Andrew A. Rosen · Nov. 16, 2022 10:30 AM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

By Andrew A. Rosen · Nov. 14, 2022 3:30 AM PST

media/telecom entertainment

Monday AM Briefing: P&G's Quiet But Seismic Shift in Spend

By Andrew A. Rosen · Nov. 14, 2022 3:30 AM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

Friday Mailing: Softer Advertiser Demand Bodes Poorly for Linear in 2023

media/telecom entertainment

Friday Mailing: Softer Advertiser Demand Bodes Poorly for Linear in 2023

By Andrew A. Rosen · Nov. 11, 2022 11:40 AM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

Member Mailing: The Twitter Funhouse Mirror

media/telecom entertainment

Member Mailing: The Twitter Funhouse Mirror

By Andrew A. Rosen · Nov. 9, 2022 2:13 PM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

media/telecom entertainment

Monday AM Briefing: Why Won't Legacy Media & Wall Street Discuss Other DTC Models?

By Andrew A. Rosen · Nov. 7, 2022 3:30 AM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

By Andrew A. Rosen · Nov. 4, 2022 11:30 AM PDT

google media/telecom

Friday Mailing: Bo Knows Media

By Andrew A. Rosen · Nov. 4, 2022 11:30 AM PDT

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

google media/telecom

Member Mailing: YouTube PrimeTime Channels Emerge As A Blessing And/Or A Curse

By Andrew A. Rosen · Nov. 2, 2022 12:00 PM PDT

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

Monday AM Briefing: What Will Happen When Artificial Intelligence Recasts "The Office"?

media/telecom entertainment

Monday AM Briefing: What Will Happen When Artificial Intelligence Recasts "The Office"?

By Andrew A. Rosen · Oct. 31, 2022 3:30 AM PDT

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

Friday Mailing: Pluto Rises

media/telecom entertainment

Friday Mailing: Pluto Rises

By Andrew A. Rosen · Oct. 28, 2022 12:00 PM PDT

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

By Andrew A. Rosen · Oct. 26, 2022 12:00 PM PDT

google media/telecom

Member Mailing: Youtube's Earnings & Little Green Shoots Among The Ad Market's Bear Signals

By Andrew A. Rosen · Oct. 26, 2022 12:00 PM PDT

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

media/telecom entertainment

Monday AM Briefing

By Andrew A. Rosen · Oct. 24, 2022 3:30 AM PDT

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

google media/telecom

Friday Mailing: Is That Your Final Answer, Ted Sarandos?

By Andrew A. Rosen · Oct. 21, 2022 1:05 PM PDT

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

Member Mailing: An Elegy to "Premium" Content Defined By Production Budgets

google media/telecom

Member Mailing: An Elegy to "Premium" Content Defined By Production Budgets

By Andrew A. Rosen · Oct. 19, 2022 2:32 PM PDT

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

Monday AM Briefing: Netflix ($NFLX) May Not Have Any Answers For YouTube Shorts

Monday AM Briefing: Netflix ($NFLX) May Not Have Any Answers For YouTube Shorts

By Andrew A. Rosen · Oct. 17, 2022 3:30 AM PDT

Monday AM Briefing: Netflix ($NFLX) May Not Have Any Answers For YouTube Shorts

google media/telecom

Monday AM Briefing: Netflix ($NFLX) May Not Have Any Answers For YouTube Shorts

By Andrew A. Rosen · Oct. 17, 2022 3:30 AM PDT

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...