PARQOR by Andrew A. Rosen — The Information Subscriptions

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 markets

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...

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

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...

media/telecom entertainment

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...

media/telecom entertainment

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 ai

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

Friday Mailing: Pluto Rises

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

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...

media/telecom entertainment

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...

media/telecom entertainment

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

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

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

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

media/telecom entertainment

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

media/telecom entertainment

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...

media/telecom entertainment

Friday Mailing: How Linear's Decline May Fuel Gaming's Next Decade

By Andrew A. Rosen · Oct. 14, 2022 11:13 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...

media/telecom entertainment

Monday AM Briefing: More Than Catalysts That Will Drive YouTube's Inevitable Win in CTV

By Andrew A. Rosen · Oct. 10, 2022 3:30 AM PDT

About PARQORPARQOR 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. I'm keen to... About PARQORPARQOR is the handbook every media and technology executive needs to navigate the...

Friday Mailing: Where Are The Profits To Drive The Flywheels (And Vice Versa)?

Friday Mailing: Where Are The Profits To Drive The Flywheels (And Vice Versa)?

By Andrew A. Rosen · Oct. 7, 2022 12:03 PM PDT

Friday Mailing: Where Are The Profits To Drive The Flywheels (And Vice Versa)?

media/telecom entertainment

Friday Mailing: Where Are The Profits To Drive The Flywheels (And Vice Versa)?

By Andrew A. Rosen · Oct. 7, 2022 12:03 PM PDT

About PARQORPARQOR 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. I'm keen to... About PARQORPARQOR is the handbook every media and technology executive needs to navigate the...

Monday AM Briefing: Four Trends in Media for Q4 2022

media/telecom entertainment

Monday AM Briefing: Four Trends in Media for Q4 2022

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

About PARQORPARQOR 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. I'm keen to... About PARQORPARQOR is the handbook every media and technology executive needs to navigate the...

Friday Mailing: MrBeast Seeks Hits on Netflix

media/telecom entertainment

Friday Mailing: MrBeast Seeks Hits on Netflix

By Andrew A. Rosen · Sept. 30, 2022 1:22 PM PDT

About PARQORPARQOR 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. I'm keen to... About PARQORPARQOR is the handbook every media and technology executive needs to navigate the...

Member Mailing: Disney's Complex Path to Higher ARPU

media/telecom entertainment

Member Mailing: Disney's Complex Path to Higher ARPU

By Andrew A. Rosen · Sept. 28, 2022 12:14 PM PDT

Amazon CEO Andy Jassy recently wrote to shareholders that "Lord of The Rings: The Rings of Power is one of a number of “unique benefits” to “make Prime even better for members”. In other words, the measure of success for The Rings of Power will be in sales of Prime memberships and retail sales. Or, presumably, that is the case. We... Amazon CEO Andy Jassy recently wrote to shareholders that "Lord of The Rings: The Rings...

By Andrew A. Rosen · Sept. 26, 2022 3:30 AM PDT

media/telecom entertainment

Monday AM Briefing: The Subscriber Is and Isn't "A Hollow KPI"

By Andrew A. Rosen · Sept. 26, 2022 3:30 AM PDT

Warner Bros. Discovery CFO Gunnar Wiedenfels recently told the Goldman Sachs Communacopia conference that “we’re not optimizing for subscribers.” He argued that metric reflects “the old world of streaming service evaluation” and is a “hollow” measure of success. In the macro sense, he is right: his competition is pivoting away from the... Warner Bros. Discovery CFO Gunnar Wiedenfels recently told the Goldman Sachs Communacopia...