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PARQOR

by Andrew A. Rosen
PARQOR serves C-suite and senior executives and investors with unique analysis about the post-”streaming wars” media convergence: the driving assumptions, the internal analysis, the envisioned outcomes for driving enterprise value, and the risk/ reward calculation. Written by former Viacom executive Andrew A. Rosen, it focuses on revealing insights that will fundamentally transform your perspective.
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Friday Mailing: Warner Bros. Discovery, “For the Fans” & The Attribution Gap
PARQOR
Media/Telecom Entertainment

Friday Mailing: Warner Bros. Discovery, “For the Fans” & The Attribution Gap

By Andrew A. Rosen · Aug. 5, 2022 10:53 AM PDT
Listening to Warner Bros. Discovery (WBD) management talk *down* previous WarnerMedia management’s approach of “for the fans” to streaming distribution, and talk *up* an “overall reach” strategy akin to growing broadcasting inventory in the 1990s under then-GE CEO Jack Welch at NBC, one had to wonder whether they see any value in a... Listening to Warner Bros. Discovery (WBD) management talk *down* previous WarnerMedia management’...
PARQOR
Media/Telecom Entertainment

Member Mailing: Five Clear & Imperfect Signals From Roku

By Andrew A. Rosen · Aug. 3, 2022 11:30 AM PDT
Roku told investors last week, “given the uncertainties and volatility in the macro environment, we are withdrawing our full-year revenue growth rate estimate.” The Roku led to a price drop of almost a third of its closing price last week. Roku management predicted this economic environment would negatively impact advertising spend,... Roku told investors last week, “given the uncertainties and volatility in the macro environment,...
PARQOR
Media/Telecom Entertainment

Monday AM Briefing: "The Office" Is Succeeding On YouTube, Less So on Peacock

By Andrew A. Rosen · Aug. 1, 2022 3:30 AM PDT
I appeared into two must-read articles from Chris Stokel Walker last week:Kylie Jenner, Kim Kardashian and the great Instagram backlash ($ - paywalled)Big Tech Can’t Stop Obsessing Over Apple and TikTokLast Friday I wrote about how it seems as if the “half-life” of older library titles like “The Office” and “Seinfeld” has been accelerated by... I appeared into two must-read articles from Chris Stokel Walker last week:Kylie Jenner, Kim...
By Andrew A. Rosen · July 29, 2022 10:30 AM PDT
PARQOR
Media/Telecom Entertainment

Friday Mailing: A Quick Note On Comcast's Q2 2022, Peacock & The "Half Life" Old Library

By Andrew A. Rosen · July 29, 2022 10:30 AM PDT
A Quick Note On Comcast's Q2 2022In Wednesday’s Member Mailing “Why Apple's & Amazon's Advantages In Sports Streaming Are Over-Hyped”, I wrote that ”it may be worth keeping a closer eye on Comcast” because of recent rumors it wants to buy a Smart TV platform. Comcast CEO Brian Roberts addressed those rumors on its Q2 2022 earnings call... A Quick Note On Comcast's Q2 2022In Wednesday’s Member Mailing “Why Apple's & Amazon's...
PARQOR
Entertainment Media/Telecom

Member Mailing: Why Apple's & Amazon's Advantages In Sports Streaming Are Over-Hyped

By Andrew A. Rosen · July 27, 2022 11:09 AM PDT
My newest monthly opinion piece is up for The Information. In “Can Netflix Win the Contest for Connected TV Ad Dollars?” I wrote about one little discussed risk for Netflix’s ambitious vision for its ad-supported business: its relationships with Smart TV manufacturers.As Netflix told investors in its Q1 shareholder letter, “Netflix’s growth... My newest monthly opinion piece is up for The Information. In “Can Netflix Win the Contest for...
PARQOR
Microsoft Media/Telecom

Monday AM Briefing: Why Connected TV Advertising May Be "In For A World Of Trouble"

By Andrew A. Rosen · July 25, 2022 3:30 AM PDT
There was recently a terrific podcast interview in Brian Morrissey’s The Rebooting Show with Joe Marchese, executive chairman of Human Ventures and longtime media executive. Marchese told Morrissey: “In a world where we have dynamic targeting and we know what each household is watching, the advertising experience is actually worse. How did... There was recently a terrific podcast interview in Brian Morrissey’s The Rebooting Show with Joe...
PARQOR
Media/Telecom Entertainment

Friday Mailing: Netflix In Curse of the Mogul Territory, Disney's New Software Savvy

By Andrew A. Rosen · July 22, 2022 10:44 AM PDT
There have been two stories from the past week that tie into past PARQOR mailings and are worth teasing out.First, Netflix is now in Curse of the Mogul territory; andSecond, Disney’s recent announcement reinforces a point I made about Smart TV software in my past essays on sports streaming and User Interface (UI)/User Experience (UX). There have been two stories from the past week that tie into past PARQOR mailings and are worth...
By Andrew A. Rosen · July 20, 2022 10:30 AM PDT
PARQOR
Media/Telecom Entertainment

Member Mailing: Can Netflix Still Grow After Q2 2022?

By Andrew A. Rosen · July 20, 2022 10:30 AM PDT
I have made a few media appearances over the past 48 hours worth a short read, a short watch, and a short listen:Netflix investors brace for subscriber losses as company works on long-term fixes (Alex Sherman, CNBC.com)Netflix loses nearly 1 million subscribers, and its stock soars (Hamza Shaban, Washington Post)Netflix Streaming Slowdown... I have made a few media appearances over the past 48 hours worth a short read, a short watch, and...
Monday AM Briefing: If You're Still Wondering Why Netflix Went With Microsoft & Xandr
PARQOR
Microsoft Media/Telecom

Monday AM Briefing: If You're Still Wondering Why Netflix Went With Microsoft & Xandr

By Andrew A. Rosen · July 18, 2022 3:30 AM PDT
Five days later, it still seems like Microsoft was a bit of “a head-scratcher” for Netflix’s advertising partner.Xandr, the programmatic video ad platform acquired from AT&T in December 2021, is not a competitive platform in video advertising (tech-savvy WarnerMedia executives passed on it as a back-end for HBO Max with Ads).So why was... Five days later, it still seems like Microsoft was a bit of “a head-scratcher” for Netflix’s...
PARQOR
Microsoft Entertainment

Friday Mailing: Netflix, Microsoft & Xandr (?!!!)

By Andrew A. Rosen · July 15, 2022 10:30 AM PDT
Yesterday Netflix’s Chief Operating Officer and Chief Product Officer Greg Peters announced that it had selected Microsoft as our global advertising technology and sales partner. The fact that it was Peters making the announcement reminded me of something I wrote last July [NOTE: on the PARQOR Substack archive]  when former Oculus and... Yesterday Netflix’s Chief Operating Officer and Chief Product Officer Greg Peters announced that...
PARQOR
Media/Telecom Entertainment

Member Mailing: How Should Comcast Value Hulu in 2024?

By Andrew A. Rosen · July 13, 2022 11:00 AM PDT
There was a lot of speculation about Hulu’s future going into last week’s Sun Valley conference, which put Comcast CEO Brian Roberts and Disney CEO Bob Chapek into the same room for the first time in a long time. The speculation is centered around a fast-approaching January 2024 deadline where Disney may buy Comcast’s remaining 33% stake in Hulu... There was a lot of speculation about Hulu’s future going into last week’s Sun Valley conference,...
By Andrew A. Rosen · July 11, 2022 3:30 AM PDT
PARQOR
Media/Telecom Entertainment

Monday AM Briefing: In India and the U.S., Disney Rethinks The Economics of Sports Streaming

By Andrew A. Rosen · July 11, 2022 3:30 AM PDT
Longtime readers of PARQOR will be familiar with my argument that Disney is likely running an A/B/C/D test of Disney+ bundles across different regions (NOTE: on the Substack archive). Those four tests are:Test A (U.S. only): Bundle of Disney+, Sports (ESPN+), and vMVPD (Hulu + Live) and/or adult audience content (Hulu)Test B (Latin... Longtime readers of PARQOR will be familiar with my argument that Disney is likely running an...
Friday Mailing: Are Legacy Media Streaming Efforts "Built to Fail" Like Blockbuster Video?
PARQOR
Culture Media/Telecom

Friday Mailing: Are Legacy Media Streaming Efforts "Built to Fail" Like Blockbuster Video?

By Andrew A. Rosen · July 8, 2022 10:30 AM PDT
I’m back from holiday, rested, and slowly but surely getting back into writing mode.First, some belated self-promotion. An opinion piece and a podcast interview came out while I was away:In my monthly piece in The Information, I wrote about The Question Plaguing Connected TV: Who’s Watching?“Decoding the Streaming Wars”, a fun discussion with... I’m back from holiday, rested, and slowly but surely getting back into writing mode.First, some...
PARQOR
Media/Telecom Entertainment

Monday AM Briefing: Don't count Nielsen out of the future for Connected TV

By Andrew A. Rosen · June 20, 2022 3:30 AM PDT
In Netflix, Disney+ & HBO Max face the question, "What constitutes an impression?", I wrote “there may be real value in the impressions data from [Connected TV (CTV)] streaming; but, that data will have limited upside without the ability to tie it to individuals within households.”I learned at the Cynopsis Measurement & Data Conference... In Netflix, Disney+ & HBO Max face the question, "What constitutes an impression?", I wrote “...
PARQOR
Media/Telecom Entertainment

Friday Mailing: Netflix's Disney-esque Ambitions May Be Losing to YouTube & TikTok, Too

By Andrew A. Rosen · June 17, 2022 1:10 PM PDT
[Author’s Note: Apologies for this being late. A few last-minute meetings and matters popped up.]Insider reported ($ - paywalled) yesterday that “a series of recent moves in Hollywood signals that streaming's investment in kids content might not be paying off”, and that “Hollywood may be realizing that children's programming is "not a silver... [Author’s Note: Apologies for this being late. A few last-minute meetings and matters popped up.]...
By Andrew A. Rosen · June 15, 2022 10:30 AM PDT
PARQOR
Media/Telecom Entertainment

Member Mailing: Is Apple A Better Partner for Major League Soccer (MLS) Than Legacy Media?

By Andrew A. Rosen · June 15, 2022 10:30 AM PDT
Apple struck an interesting deal with Major League Soccer (MLS), purchasing exclusivity to all global media rights but permitting MLS to negotiate co-broadcasts with major networks for select matches. I think it is worth looking at the deal a little closer after what I wrote in The Tiger Woods Comeback Story vs. Streaming Bundles: “Disney... Apple struck an interesting deal with Major League Soccer (MLS), purchasing exclusivity to all...
PARQOR
Media/Telecom Entertainment

Monday AM Briefing: Bob Chapek, Fiduciary Executive

By Andrew A. Rosen · June 13, 2022 3:30 AM PDT
I was fascinated by the reaction to last week’s announcement that Disney CEO Bob Chapek had fired Peter Rice, its chairman of entertainment and programming. If there was a common theme to the collective reaction, it’s that Chapek had done something wrong at a time when he can seem to do no right.I don’t know if anyone outside the walls of Disney... I was fascinated by the reaction to last week’s announcement that Disney CEO Bob Chapek had fired...
Friday Mailing: Netflix, Disney+ & HBO Max face the question, "What constitutes an impression?"
PARQOR
Media/Telecom Entertainment

Friday Mailing: Netflix, Disney+ & HBO Max face the question, "What constitutes an impression?"

By Andrew A. Rosen · June 10, 2022 11:00 AM PDT
I recently moderated a panel discussion at the 7th Annual Cynopsis Measurement & Data Conference. It included senior executives from Nexstar Digital (below), Innovid’s TVSquared and Vizio, and we discussed who they are seeing winning the ad dollars in OTT/CTV. [1] The organizers recommended I show up earlier to watch previous panels to... I recently moderated a panel discussion at the 7th Annual Cynopsis Measurement & Data...
PARQOR
Media/Telecom Entertainment

Member Mailing: Netflix's Failing Disney Ambitions Invite The Keeper Test for Co-CEOs Hastings & Sarandos

By Andrew A. Rosen · June 8, 2022 10:30 AM PDT
Stratechery’s Ben Thompson had a good interview last week with Michael Nathanson, media analyst and co-founder of MoffettNathanson. I think this interview is particularly valuable for their discussion around how growth will become more expensive for both Disney+ and Netflix. Specifically, the premise is that content investment is a fixed... Stratechery’s Ben Thompson had a good interview last week with Michael Nathanson, media analyst...
Monday AM Briefing: Consumers & CTV Advertisers vs. Publisher "Walled Gardens"
Monday AM Briefing: Consumers & CTV Advertisers vs. Publisher "Walled Gardens"
By Andrew A. Rosen · June 6, 2022 3:30 AM PDT
Monday AM Briefing: Consumers & CTV Advertisers vs. Publisher "Walled Gardens"
PARQOR
Media/Telecom Entertainment

Monday AM Briefing: Consumers & CTV Advertisers vs. Publisher "Walled Gardens"

By Andrew A. Rosen · June 6, 2022 3:30 AM PDT
Correction: I wrote earlier "That story started with 10MM e-commerce advertisers moving their spend into CTV back in 2017, and with the objective of disrupting these 200 “retail-cartel” advertisers in the U.S. But the growth of CTV spend is now being driven by both sets of advertisers, and that is a story that is also not about advertising." But... Correction: I wrote earlier "That story started with 10MM e-commerce advertisers moving their...
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