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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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**Updated** Member Mailing: Why Q3 2022 Will Be –and Won't Be – A Turning Point for RSNs
PARQOR
Media/Telecom Entertainment

**Updated** Member Mailing: Why Q3 2022 Will Be –and Won't Be – A Turning Point for RSNs

By Andrew A. Rosen · Dec. 8, 2021 8:30 AM PST
[Author's Note: I made a technical error in a few paragraphs, referring to Sinclair going bankrupt instead of Sinclair's Diamond Group division – in which the RSNs sit – going bankrupt. However, I included quotes that referred to Sinclair RSNs going bankrupt, and all four scenarios are built around whether RSNs will go bankrupt.I regret the... [Author's Note: I made a technical error in a few paragraphs, referring to Sinclair going...
PARQOR
Google Media/Telecom

Monday AM Briefing: Goodbye Streaming Multiple, Hello MrBeast?

By Andrew A. Rosen · Dec. 6, 2021 3:30 AM PST
Two big developments over the past week are worth taking a moment to consider next to each other: The Stock market drop, which disproportionately impacts media companies (as The Ankler Richard Rushfeld dove into last week in 2022: The Disappearance of Hollywood as We Know It).MrBeast's $456,000 Squid Game in Real Life! hit 100MM+ views in... Two big developments over the past week are worth taking a moment to consider next to each other:...
PARQOR
Media/Telecom Entertainment

Friday Mailing: A Self-Critique of Growth in Streaming

By Andrew A. Rosen · Dec. 3, 2021 11:00 AM PST
This week Members exclusively received Why Growth in Streaming May Be Too Expensive for Shareholders [1], where I wrote about how:The backdrop of both Netflix's and Spotify's tactical pivots – both focused on software – creates a stark contrast to legacy media companies doubling down on their streaming strategies. It ends up... This week Members exclusively received Why Growth in Streaming May Be Too Expensive for...
By Andrew A. Rosen · Dec. 1, 2021 7:26 AM PST
PARQOR
Entertainment Media/Telecom

Member Mailing #288: Why Growth in Streaming May Be Too Expensive for Shareholders

By Andrew A. Rosen · Dec. 1, 2021 7:26 AM PST
Key TakeawaysBoth Netflix's and Spotify's recent pivots create a stark contrast to legacy media companies doubling down on streaming. After user growth plateaued in 2021, higher content spend may be increasing their execution risk and not solving for it.Through the lens of growth, higher content spend also creates additional risks to future... Key TakeawaysBoth Netflix's and Spotify's recent pivots create a stark contrast to legacy media...
PARQOR
Media/Telecom Entertainment

Monday AM Briefing #76: The Beatles' Get Back & The Futures of Disney+ & Hulu

By Andrew A. Rosen · Nov. 29, 2021 3:30 AM PST
The beauty of a slow holiday week is it is also a slow news week, which is valuable time to reflect upon the year and recent headlines.Five themes/questions surfaced for me last week:Whether The Beatles documentary Get Back is a market test of more adult fare on Disney+How Q3 2021 had one common theme: everyone is pivoting their value... The beauty of a slow holiday week is it is also a slow news week, which is valuable time to...
PARQOR
Media/Telecom Entertainment

Member Mailing #287: Is Growth in Streaming Driven More By Content or Software?

By Andrew A. Rosen · Nov. 24, 2021 7:30 AM PST
[NOTE: It's Thanksgiving week, so there will be no Friday Mailing barring some unusual market development happening. Wishing a Happy Thanksgiving to you and yours.]Key TakeawaysGrowth is increasingly on the minds of both streaming services and their investors after subscriber numbers flattened in the U.S.Is the slowdown due to insufficient... [NOTE: It's Thanksgiving week, so there will be no Friday Mailing barring some unusual...
PARQOR
Media/Telecom Entertainment

Monday AM Briefing #75: Spotify's Emerging Creator-Economy-Meets-Aggregator-2.0 Bundles

By Andrew A. Rosen · Nov. 22, 2021 3:30 AM PST
First, a bit of self-promotion: * In case you missed it, Axios's Sara Fischer and Nick Johnston shed some additional light on the business rationale for The Information's Newsletter Network, including a mention of PARQOR as the first member of the network.* I was quoted at length in Wired's Nicholas Stokel-Walker piece, "Star Trek:... First, a bit of self-promotion: * In case you missed it, Axios's Sara Fischer and Nick...
By Andrew A. Rosen · Nov. 19, 2021 9:14 AM PST
PARQOR
Media/Telecom Entertainment

Friday Mailing #53: Premier League Fans Get Mixed Outcome With $2.7B NBCU Win

By Andrew A. Rosen · Nov. 19, 2021 9:14 AM PST
On Wednesday I predicted that ESPN would win the rights to the Premier League, and I added:NBCU will retain the rights if the Premier League owners simply want the $2B, and are forgiving about Peacock's obvious and growing weaknesses.NBCU retained the rights yesterday for $2.7B, a staggering 35% premium to the rumored price and 3x the price of... On Wednesday I predicted that ESPN would win the rights to the Premier League, and I added:NBCU...
PARQOR
Media/Telecom Entertainment

Member Mailing #286: Premier League Bidding, Sports Streaming & "User Intent"

By Andrew A. Rosen · Nov. 17, 2021 9:25 AM PST
Key TakeawaysI recently described user intent as the difference between success and extraordinary success in legacy media and streaming.The bidding process for U.S. rights to the Premier League is down to NBCUniversal & ESPNBoth have proven they draw linear and streaming audiences at scale, but each offers different advertising... Key TakeawaysI recently described user intent as the difference between success and...
PARQOR
Entertainment Media/Telecom

Monday AM Briefing #74: The Kids Streaming Marketplace After Q3 2021

By Andrew A. Rosen · Nov. 15, 2021 3:30 AM PST
And, *need* to know stories and trends for this morning and the week ahead.A Short Essay on The Kids Streaming Marketplace After Q3 2021In last Friday's Mailing, I observed that "Kids and news content on AVODs seem to be the same or as good as kids and news content on SVODs and linear."Variety's Brian Steinberg and Elaine Low recently delivered... And, *need* to know stories and trends for this morning and the week ahead.A Short Essay on The...
PARQOR
Media/Telecom Entertainment

Friday Mailing #52: U.S. Streamers Face Real & Growing Competition from AVODs, *Especially* in 2022

By Andrew A. Rosen · Nov. 12, 2021 9:35 AM PST
When one spends enough time with Pluto TV - which I do daily now - a few things become clear:Both SVOD and MVPDs face real and growing competition from AVODs like Pluto, The Roku Channel, and TubiEntertainment content - meaning series and movies for both theatrical and streaming - doesn't need to be paywalledKids and news content on AVODs seem... When one spends enough time with Pluto TV - which I do daily now - a few things become clear:Both...
By Andrew A. Rosen · Nov. 10, 2021 3:30 AM PST
PARQOR
Media/Telecom Entertainment

Member Mailing #285: The Metaverse, Dotdash, & Serving User Intent

By Andrew A. Rosen · Nov. 10, 2021 3:30 AM PST
Key TakeawaysWith irrational investor enthusiasm over the metaverse accelerating, what is metaverse-type business logic?"It is still not yet clear what metaverse-type convergence will look like operationally and strategically.Minecraft and Axie Infinity are online games considered to be  existing "metaverse" business models ... Key TakeawaysWith irrational investor enthusiasm over the metaverse accelerating, what is...
PARQOR
Entertainment Media/Telecom

Monday AM Briefing #73: A Short Essay on The Connected Future of Make-Goods & RSNs

By Andrew A. Rosen · Nov. 8, 2021 3:30 AM PST
And, *Need* to know stories and trends for this morning & the week ahead.If this email looks a little different, this is the second PARQOR mailing from The Information platform.And, if you missed the announcement on Wednesday, you can read it here. If you missed last Friday's "Starz, AMC Networks Reach A "Genre Wars" Crossroads", ... And, *Need* to know stories and trends for this morning & the week ahead.If this email looks...
PARQOR
Media/Telecom Entertainment

Friday Mailing #51: Starz, AMC Networks Reach A "Genre Wars" Crossroads

By Andrew A. Rosen · Nov. 5, 2021 10:30 AM PDT
If this email looks a little different, this is the first PARQOR mailing from The Information platform.And, if you missed the announcement on Wednesday, you can read it here.Moving to The Information’s platform will not change anything about your existing subscription - you will still get the same content you receive today. I am excited to... If this email looks a little different, this is the first PARQOR mailing from The Information...
PARQOR
Media/Telecom Entertainment

Member Mailing: The Creator Economy Sales Funnel Is Evolving

By Andrew A. Rosen · Nov. 3, 2021 9:00 AM PDT
Creators lack the ability to sell effectively on platforms. More new formats on platforms will not create more opportunity for them or for Hollywood talent.Key Takeaways“This decade is the disruption of retail into platforms where people consume content” — YouTube Chief Business Officer Robert KynclCreator Economy platforms could increase... Creators lack the ability to sell effectively on platforms. More new formats on platforms will...
By Andrew A. Rosen · Oct. 29, 2021 3:30 PM PDT
PARQOR
Entertainment Media/Telecom

Robert Iger, Mark Zuckerberg & Vision

By Andrew A. Rosen · Oct. 29, 2021 3:30 PM PDT
Something about yesterday’s Facebook presentation on the Metaverse reminded me of Bob Iger’s description of holding the video iPod for the first time:"You can't tell anyone about this," [Steve Jobs] said. "But what you're talking about with television shows--that's exactly what we’ve been imagining." He slowly withdrew a device from his pocket.... Something about yesterday’s Facebook presentation on the Metaverse reminded me of Bob Iger’s...
A Short Essay on MLB’s, NBA’s & NHL’s Potential Streaming Solution for RSNs
PARQOR
Media/Telecom Entertainment

A Short Essay on MLB’s, NBA’s & NHL’s Potential Streaming Solution for RSNs

By Andrew A. Rosen · Oct. 25, 2021 3:30 AM PDT
Here is a link to the replay of my Fireside Chat with Hedgeye’s Communications Sector Head (Internet, Media and Telecom) and Partner Andrew Freedman (NOTE: email required to watch).As usual, we had a good, wide-ranging, and in-depth conversation. Below is a time-stamped outline of the Fireside Chat:Intro / Background1:02 – My bio... Here is a link to the replay of my Fireside Chat with Hedgeye’s Communications Sector...
PARQOR
Entertainment Media/Telecom

Member Mailing: A Big PR Push from YouTube & Hollywood-Meets-Creator-Economy

By Andrew A. Rosen · Oct. 20, 2021 9:00 AM PDT
Is YouTube simply on a public relations push? Or, is there a market shift away from Hollywood and towards the Creator Economy emerging?Key TakeawaysYouTube has been rolling out a Public Relations blitz about the Creator Economy latelyIs YouTube simply on a public relations push or is there something more going on?Meaning, is the business logic... Is YouTube simply on a public relations push? Or, is there a market shift away from Hollywood and...
PARQOR
Entertainment Media/Telecom

A Short Essay on Bobby Flay's post-Food Network Future

By Andrew A. Rosen · Oct. 11, 2021 3:30 AM PDT
Last week we learned star chef Guy Fieri is close to signing an $80MM, three-year deal with Discovery's Food Network, but chef Bobby Flay is parting ways with Food Network after failing to agree to a new contract.The obvious question is why Fieri can stay with a deal that more than doubles his previous deal and makes him the... Last week we learned star chef Guy Fieri is close to signing an $80MM, three-year deal with...
By Andrew A. Rosen · Sept. 1, 2021 9:00 AM PDT
PARQOR
Google Entertainment

Member Mailing: Hollywood-meets-Creator-Economy, YouTube, Spotify and OnlyFans

By Andrew A. Rosen · Sept. 1, 2021 9:00 AM PDT
Stories about YouTube, Spotify and OnlyFans last week shed valuable new light on the moving pieces of the Hollywood-meets-Creator-Economy business modelsKey TakeawaysStories about YouTube, Spotify and OnlyFans last week shed new light on the moving pieces of Blackstone’s $900MM bet on Hello Sunshine.They also shed valuable light on why... Stories about YouTube, Spotify and OnlyFans last week shed valuable new light on the moving...
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