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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

Member Mailing: Churn & “Consistently Good” Content

By Andrew A. Rosen · June 23, 2021 3:30 AM PDT
As churn becomes of greater concern to streaming services, increased content budgets & bundles may not solve for itKey TakeawaysWith content production returning to pre-pandemic levels, streaming services will have a more predictable, steady supply of contentBut, streaming services ultimately need to produce “consistently good” content to... As churn becomes of greater concern to streaming services, increased content budgets &...
PARQOR
media/telecom entertainment

Member Mailing: Netflix & Verizon Test Bundling Streaming with Gaming

By Andrew A. Rosen · June 8, 2021 3:30 AM PDT
“Aggregator 2.0” bundles & Apple's bundle of TV+ with Arcade are the standards, but no one yet seems to have a vision for how these bundles will succeed.Key TakeawaysCan bundles of gaming apps with streaming video services capture growth that streaming services cannot reach?Netflix is looking into hiring a video games developer... “Aggregator 2.0” bundles & Apple's bundle of TV+ with Arcade are the standards, but no one...
PARQOR

Friday Mailing: Jupiter's Legacy Marks Another Failure for Netflix's Big Bet on Owned IP

By Andrew A. Rosen · June 4, 2021 4:25 PM PDT
I predicted for Netflix in 2021 that “an evolving and growing tension between owning IP versus licensing IP” would “complicate Netflix’s strategy”. This evolving tension increasingly exposes a weakness in Netflix’s strategy: an inability to produce owned and original IP, despite the objective of “becoming” Disney and despite the... I predicted for Netflix in 2021 that “an evolving and growing tension between owning IP...
By Andrew A. Rosen · May 26, 2021 3:30 AM PDT
PARQOR

Member Mailing: Subscribers vs. Viewers in Sports Streaming

By Andrew A. Rosen · May 26, 2021 3:30 AM PDT
Why bundling has its limitations in streaming, especially in sports streamingThere has been an emerging, evolving discussion of the growing role of bundles in the streaming marketplace. Some of the more recent chatter has been driven by the merger of WarnerMedia and Discovery: that merger will result in a bundle of WarnerMedia and Discovery... Why bundling has its limitations in streaming, especially in sports streamingThere has been an...
PARQOR
media/telecom entertainment

Bezos, Media Mogul and/or Media Visionary

By Andrew A. Rosen · May 24, 2021 9:00 AM PDT
Brad Stone’s Amazon Unbound was released this week. Chapter 6, “Bombing Hollywood”, is all about Amazon’s efforts with Prime Video since 2013. It is an update The Everything Store, Stone’s first book on Jeff Bezos and Amazon.It was this tweet from Recode’s Peter Kafka which convinced me to buy the book sooner than later:... Brad Stone’s Amazon Unbound was released this week. Chapter 6, “Bombing Hollywood”, is...
PARQOR
media/telecom entertainment

A Short Essay on NBCU’s Possible New Streaming Service

By Andrew A. Rosen · March 29, 2021 3:30 AM PDT
After Friday’s “Mic Drop on Visionary vs. Fiduciary Framework” essay, a reader asked me, “How is this framework applicable in my day-to-day?” (NOTE: the reader is a journalist).I think that’s a reasonable and fair question. The short answer is, focus on objectives, and focus on incentives.You are identifying a company’s stated business... After Friday’s “Mic Drop on Visionary vs. Fiduciary Framework” essay, a reader asked me, “How is...
Monday AM Briefing: A Short Essay on Hulu, ESPN+ & The NHL
PARQOR
media/telecom entertainment

Monday AM Briefing: A Short Essay on Hulu, ESPN+ & The NHL

By Andrew A. Rosen · March 15, 2021 9:00 AM PDT
ViacomCBS’s stock has had a monster month, shooting up 60%. I keep thinking back to a quote from Chris McCarthy, President of Entertainment & Youth Brands, ViacomCBS Domestic Media Networks, in the ViacomCBS Streaming Event last month:Now, we've come a long way since The Real World and as you heard from [CEO Bob... ViacomCBS’s stock has had a monster month, shooting up 60%. I keep thinking back to a quote...
By Andrew A. Rosen · March 12, 2021 9:00 AM PST
PARQOR

Friday Mailing: Success and Underperformance in Comcast's ($CMCSA) Strategy for Peacock

By Andrew A. Rosen · March 12, 2021 9:00 AM PST
Exactly two months ago I wrote about “Peacock’s ($CMCSA) Quiet Pivot To Focus On Its Free and Premium Tiers”. At one point I looked at Peacock through the lens of two slides from the PARQOR Learnings from 2020, Predictions for 2021 deck, and a data point from ANTENNA Data, and concluded:Peacock has weak product channel fit for not one... Exactly two months ago I wrote about “Peacock’s ($CMCSA) Quiet Pivot To Focus On Its Free and...
PARQOR

PARQOR Monday AM Briefing: A short essay on WandaVision and Disney+

By Andrew A. Rosen · Feb. 22, 2021 3:30 PM PST
If you follow me on Twitter, you have likely seen me tweet weekly about WandaVision. I had a good exchange with The Verge’s Julia Alexander about the show: she is a fan, and, as much as I appreciate the complexity of visual and narrative storytelling the show is pulling off, I am not a fan.Polygon’s Joshua... If you follow me on Twitter, you have likely seen me tweet weekly about WandaVision. I...
PARQOR

Member Mailing: HBO Max's bet on Snyder Cut: Justice League, Disney's bets on Hulu & Star

By Andrew A. Rosen · Feb. 16, 2021 3:30 AM PST
How both HBO Max and Disney are mirroring mistakes DirecTV made with its failed bet on Kingdom, a show now succeeding on NetflixI started watching Kingdom on Netflix at the strong suggestion of some high school friends. The show ran for three seasons exclusively on DirecTV between 2014 and 2017. I had never heard of it until two or... How both HBO Max and Disney are mirroring mistakes DirecTV made with its failed bet on Kingdom, a...
PARQOR
media/telecom entertainment

Member Mailing: Investors See More Data Transparency, Creatives See Less in Streaming

By Andrew A. Rosen · Feb. 9, 2021 9:00 AM PST
Investors are seeing more transparency with data as streaming services scale, but creatives are seeing lessWith Jeff Bezos stepping down as Amazon CEO and Andy Jassy assuming the role, one question which has emerged is where Amazon Prime Video goes from here.A key problem is, because Amazon has not been transparent with Prime video data, we know... Investors are seeing more transparency with data as streaming services scale, but creatives are...
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