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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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Media/Telecom Entertainment

Monday AM Briefing: This Week's Upfronts vs. The Trade Desk's Vision for Connected TV

By Andrew A. Rosen · May 16, 2022 3:30 AM PDT
If you’re trying to figure out whether the streaming marketplace will figure out ad-supported models, The Trade Desk’s Q1 2022 earnings call is a great place to start. I wrote about it in writing Friday’s essay Marketplace Disconnects Between Disney+ With Ads & Advertiser Demand.Read the opening monologue from CEO Jeff Green on how Q1 2022... If you’re trying to figure out whether the streaming marketplace will figure out ad-supported...
PARQOR

Friday Mailing: Marketplace Disconnects Between Disney+ With Ads & Advertiser Demand

By Andrew A. Rosen · May 13, 2022 11:00 AM PDT
If the buzz around advertising in streaming has been sounding unusually bullish lately, blame Upfronts. They start next Monday and aim to meet or pass the “robust demand” witnessed in the 2021 Upfronts.CEO Bob Chapek told investors on the FY Q2 2022 earnings call that advertisers have asked for a Disney+ ad tier “for years”, and added, “Our... If the buzz around advertising in streaming has been sounding unusually bullish lately, blame...
PARQOR
Media/Telecom Entertainment

Member Mailing: Streamers Hit a Dead-End (Macro) & Consumers Hit Dead-Ends In Streaming (Micro)

By Andrew A. Rosen · May 11, 2022 10:30 AM PDT
“Well, it’s a bitch,” Netflix Chairman and Co-Chief Executive Reed Hastings said of the results while addressing employees in a town hall on Wednesday afternoon, according to people familiar with his remarks.One could look at all this market chaos and its disproportionate impact on media companies - if not Netflix in particular (the quote,... “Well, it’s a bitch,” Netflix Chairman and Co-Chief Executive Reed Hastings said of the results...
By Andrew A. Rosen · May 9, 2022 3:30 AM PDT
PARQOR
Media/Telecom Entertainment

Monday AM Briefing: Everything Old is New Again in Upfronts & Newfronts

By Andrew A. Rosen · May 9, 2022 3:30 AM PDT
When former AMC Networks CEO Josh Sapan stepped down last August (and into an Executive Chairman role), I wrote A Short Essay on The Dolan Family & AMC Networks CEO Josh Sapan's Resignation (NOTE: on Substack archive). I wondered whether the resignation “was the result of the Dolan family doing the math and realizing that there will be... When former AMC Networks CEO Josh Sapan stepped down last August (and into an Executive Chairman...
PARQOR
Media/Telecom Entertainment

Friday Mailing: Disney & Netflix Solve For Password Sharing With Distinctly Different Objectives

By Andrew A. Rosen · May 6, 2022 11:12 AM PDT
Protocol reported yesterday:Following Netflix’s announcement that it wants to monetize the long-tolerated practice of people sharing their passwords, it looks like Disney+ may be getting ready to do the same.Disney recently sent out a questionnaire to subscribers in Spain, asking them why they are sharing their Disney+ passwords with people... Protocol reported yesterday:Following Netflix’s announcement that it wants to monetize the...
PARQOR
Entertainment Media/Telecom

Member Mailing: Warner Bros. Discovery, Sinclair & David Zaslav's Vision for A Smaller Bundle

By Andrew A. Rosen · May 4, 2022 10:30 AM PDT
In May 2020 Discovery CEO David Zaslav used the Q1 2020 earnings call to argue the pandemic had proven that the cable bundle “is a huge subsidy that's being paid for sports”. He hoped that cord-cutting during the pandemic “might put pressure on some of these big sports players that are bundling and forcing and leveraging and jamming, to say even... In May 2020 Discovery CEO David Zaslav used the Q1 2020 earnings call to argue the pandemic had...
PARQOR
Media/Telecom Entertainment

Monday AM Briefing: Why The Comcast & Charter Joint Venture Is About Search & Discovery & Not Bundling

By Andrew A. Rosen · May 2, 2022 3:30 AM PDT
Last May, IAC Chairman Barry Diller told CNBC’s Andrew Ross Sorkin that he was bullish on Comcast’s strategy in streaming because they are “the only ones with both feet on both sides” of the streaming marketplace with X1 software and Peacock. He told Sorkin, “They've gone about the streaming thing smarter than anybody. They have the best hand."I... Last May, IAC Chairman Barry Diller told CNBC’s Andrew Ross Sorkin that he was bullish on Comcast...
Friday Mailing: Hulu Is The Future of Streaming Bundles
Friday Mailing: Hulu Is The Future of Streaming Bundles
By Andrew A. Rosen · April 29, 2022 10:34 AM PDT
Friday Mailing: Hulu Is The Future of Streaming Bundles
PARQOR
Media/Telecom Entertainment

Friday Mailing: Hulu Is The Future of Streaming Bundles

By Andrew A. Rosen · April 29, 2022 10:34 AM PDT
In Wednesday’s mailing, I quoted a long Twitter thread from IAC Executive Chairman Randall Rothenberg - “Television Enters the Fifth Dimension” - about the choices consumers face in the post-linear, post-Electronic Programming Guide (EPG) content consumption world:I can’t help but think that this phenomenon - many, many multiple services, each... In Wednesday’s mailing, I quoted a long Twitter thread from IAC Executive Chairman Randall...
Member Mailing: After Netflix's Self-Inflicted Wounds, Five Recommendations for Streaming CEOs
PARQOR
Media/Telecom Entertainment

Member Mailing: After Netflix's Self-Inflicted Wounds, Five Recommendations for Streaming CEOs

By Andrew A. Rosen · April 27, 2022 11:31 AM PDT
If I had the opportunity to sit across from every CEO in streaming right now, I would make five recommendations:Netflix is suffering from self-inflicted wounds but is still has “won” streaming, proceed with caution;Netflix’s struggles with password-sharing imply there are limits to reaching 1B streaming subscribers;Discount FASTs (especially... If I had the opportunity to sit across from every CEO in streaming right now, I would make five...
PARQOR
Media/Telecom Entertainment

Monday AM Mailing: Failing To Reach Its Disney-esque Objectives, Netflix Becomes Reed Hastings' Frankenstein

By Andrew A. Rosen · April 25, 2022 3:30 AM PDT
In 2020 and early 2021, a theme of Netflix’s messaging was its naked ambition to become like Disney, if not overtake it.In September 2020, Netflix co-CEO Reed Hastings told the New York Times that two of the best authors in the entertainment industry were Neal Gabler, who wrote the definitive biography of Walt Disney, and Bob Iger, who had been... In 2020 and early 2021, a theme of Netflix’s messaging was its naked ambition to become like...
Friday Mailing: The Vibe Shift… “It’s All Happening”
PARQOR
Google Media/Telecom

Friday Mailing: The Vibe Shift… “It’s All Happening”

By Andrew A. Rosen · April 22, 2022 9:30 AM PDT
I have a new opinion piece up on The Information, "Netflix’s Best Advertising Bet Won’t Require Software". I argue "Let the other streamers invest in precision-targeted digital ad delivery. The old network TV model may wind up being a better fit for the market leader."It's an angle I had not considered in "Mark My Words, We Must Imagine... I have a new opinion piece up on The Information, "Netflix’s Best Advertising Bet Won’t Require...
By Andrew A. Rosen · April 20, 2022 8:48 AM PDT
PARQOR
Entertainment Media/Telecom

Member Mailing: Why Two New Disney+ Discount Deals Reflect Advantages Over Netflix

By Andrew A. Rosen · April 20, 2022 8:48 AM PDT
After yesterday’s surprisingly disappointing Netflix Q1 2022 earnings call, it is worth revisiting my favorite line in the IAC letter to shareholders about its investment in MGM Resorts:Similar to Disney’s advantages over pure-play streaming companies with an iconic brand and multiple avenues to monetize the same intellectual property between... After yesterday’s surprisingly disappointing Netflix Q1 2022 earnings call, it is worth...
Monday AM Briefing: Incoming Warner Bros. Discovery Leadership Meet HBO Max's Purchase Funnel
PARQOR
Media/Telecom Entertainment

Monday AM Briefing: Incoming Warner Bros. Discovery Leadership Meet HBO Max's Purchase Funnel

By Andrew A. Rosen · April 18, 2022 3:30 AM PDT
On Wednesday I built the Member Mailing - Comparing Netflix & HBO Max Conversion Funnels - around an opinion column from Marketing Week’s Mark Ritson that argued (emphasis in bold mine):Netflix is testing a stricter approach to passwords and subscription. Not because they have suddenly become mean spirited or more authoritarian. But because... On Wednesday I built the Member Mailing - Comparing Netflix & HBO Max Conversion Funnels -...
PARQOR
Media/Telecom Entertainment

Friday Mailing: Do Streaming Brands *Need* Their Own Sonic Versions of Netflix's "Tudum"?

By Andrew A. Rosen · April 15, 2022 10:30 AM PDT
I cut a section of Wednesday’s mailing about streaming services not having a “sonic” dimension to their brands like Netflix’s “tudum”. It was under the Awareness section of my walk-through of a generic conversion funnel. It was not adding to the longer essay, it's a short essay in itself, and I thought it would be worthwhile to send it today... I cut a section of Wednesday’s mailing about streaming services not having a “sonic” dimension to...
Member Mailing: Comparing Netflix & HBO Max Conversion Funnels
PARQOR
Media/Telecom Entertainment

Member Mailing: Comparing Netflix & HBO Max Conversion Funnels

By Andrew A. Rosen · April 13, 2022 12:06 PM PDT
Now-former WarnerMedia CEO Jason Kilar’s farewell tour has revealed new details about HBO Max’s conversion funnel (I wrote about one of those details, the championing of product channel fit, on Monday). In particular, his interviews with Bloomberg’s Lucas Shaw and Puck’s Matt Belloni offered some data points into the HBO Max conversion... Now-former WarnerMedia CEO Jason Kilar’s farewell tour has revealed new details about HBO Max’s...
Monday AM Briefing: The Jason Kilar Farewell Press Tour Preaches Product Channel Fit
Monday AM Briefing: The Jason Kilar Farewell Press Tour Preaches Product Channel Fit
By Andrew A. Rosen · April 11, 2022 3:30 AM PDT
Monday AM Briefing: The Jason Kilar Farewell Press Tour Preaches Product Channel Fit
PARQOR
Media/Telecom Entertainment

Monday AM Briefing: The Jason Kilar Farewell Press Tour Preaches Product Channel Fit

By Andrew A. Rosen · April 11, 2022 3:30 AM PDT
I returned to the Hollywood Breaks podcast last Friday (NOTE: I was last on it in August 2021). We had a fun conversation that covers territory about last week's Oscars broadcast that few else seem to have covered: specifically, how Will Smith is both an avatar and a figurehead for the Hollywood-Meets-Creator Economy given his embrace... I returned to the Hollywood Breaks podcast last Friday (NOTE: I was last on it in August 2021)....
Friday Mailing: The Tiger Woods Comeback Story vs. Streaming Bundles
PARQOR
Media/Telecom Entertainment

Friday Mailing: The Tiger Woods Comeback Story vs. Streaming Bundles

By Andrew A. Rosen · April 8, 2022 11:01 AM PDT
Both hard bundles and “aggregator 2.0” bundles are different solutions to the same problems: (1) scaling a streaming app’s user base by offering ease of opting-in, and (2) also retaining the user.To remind you:According to Paramount Global President and CEO of Streaming Tom Ryan, hard bundles are when a streamer works with a local provider “to... Both hard bundles and “aggregator 2.0” bundles are different solutions to the same problems: (1)...
PARQOR
Entertainment Media/Telecom

Member Mailing: Deloitte Data Explains Netflix's Next Chapter with Gaming

By Andrew A. Rosen · April 6, 2022 1:00 PM PDT
Yesterday WarnerMedia CEO Jason Kilar announced he is stepping down on Friday. I wrote about his vision for streaming and gaming in  "Four Powerful Growth Vectors" for Modern Storytelling Companies, Which Ones Are Viable?”Overall, yesterday’s executive departures from WarnerMedia (nine in total, including Kilar, Warner Bros. CEO Ann... Yesterday WarnerMedia CEO Jason Kilar announced he is stepping down on Friday. I wrote about his...
Monday AM Briefing: Disney+ Hotstar & Netflix Face Two Different Paths to Growth in India
PARQOR
Amazon Media/Telecom

Monday AM Briefing: Disney+ Hotstar & Netflix Face Two Different Paths to Growth in India

By Andrew A. Rosen · April 4, 2022 3:30 AM PDT
As of FY Q1 2022 for Disney, Disney+ Hotstar constitutes 40% of total Disney+ subscribers. This 40% has been the long-term guidance from Disney management. Some part of that number can be attributed to Indian Premier League cricket (IPL), a rights deal which came with the Hotstar acquisition via Fox.The Indian Premier League, or IPL, is one of... As of FY Q1 2022 for Disney, Disney+ Hotstar constitutes 40% of total Disney+ subscribers. This...
By Andrew A. Rosen · April 1, 2022 10:36 AM PDT
PARQOR
Entertainment Media/Telecom

Friday Mailing: Blackstone's Candle Media Bet after "The Slap" At The Oscars

By Andrew A. Rosen · April 1, 2022 10:36 AM PDT
Of places I’d love to be a fly on the wall after "the slap" at Sunday’s Oscars, it’s at Candle Media. Why?Because in January, they invested $60MM for 10% of Westbrook Inc., the media company founded by Will Smith and Jada Pinkett Smith.Candle Media's business logic, in broad brushstrokes, is making bets on both guaranteed growing production... Of places I’d love to be a fly on the wall after "the slap" at Sunday’s Oscars, it’s at Candle...
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