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The Medium
by Andrew A. Rosen
Deep insight and analysis of the media marketplace as the business models for "premium content" are redefined by creators, tech companies and 10 million emerging advertisers.
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The Medium
google
entertainment
Member Mailing: YouTube Premium, Warner Bros. Discovery & Monthly Subscription Fees
By
Andrew A. Rosen
· Sept. 28, 2023 11:45 AM PDT
Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
entertainment
media/telecom
Monday AM Briefing: Must-Read Articles For Your Week Ahead
By
Andrew A. Rosen
· Sept. 25, 2023 5:30 AM PDT
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
apple
entertainment
Member Mailing: The iPhone 15 Pro's Quiet Paradigm Shift for Media
By
Andrew A. Rosen
· Sept. 21, 2023 11:00 AM PDT
Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most...
By
Andrew A. Rosen
· Sept. 18, 2023 5:30 AM PDT
The Medium
google
entertainment
Monday AM Briefing: Short-Form Is Disrupting Both Hollywood & YouTube
By
Andrew A. Rosen
· Sept. 18, 2023 5:30 AM PDT
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
entertainment
media/telecom
Member Mailing: A More Wholesale Than Retail Outcome in Disney-Charter Deal
By
Andrew A. Rosen
· Sept. 14, 2023 11:30 AM PDT
Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
entertainment
media/telecom
Monday AM Briefing: Why Charter's Game vs. Disney May Not Be So Wicked
By
Andrew A. Rosen
· Sept. 11, 2023 5:50 AM PDT
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
entertainment
media/telecom
Member Mailing: Is It Charter's or Comcast's Wicked Game Against Disney? [Corrected]
By
Andrew A. Rosen
· Sept. 7, 2023 10:45 AM PDT
Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most...
By
Andrew A. Rosen
· Aug. 31, 2023 10:30 AM PDT
The Medium
ai
entertainment
Member Mailing: Hollywood Actors Face A Bigger AI Threat From Gaming
By
Andrew A. Rosen
· Aug. 31, 2023 10:30 AM PDT
The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to evolve, succeed,...
The Medium identifies a few key trends each fiscal quarter that reveal the most important...
The Medium
entertainment
media/telecom
Monday AM Briefing: Why Disney Needs to Yahoo ESPN
By
Andrew A. Rosen
· Aug. 28, 2023 5:31 AM PDT
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
google
entertainment
Member Mailing: Fare Thee Well, Media Conglomerate (...After April 2024)
By
Andrew A. Rosen
· Aug. 24, 2023 12:10 PM PDT
The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to evolve, succeed,...
The Medium identifies a few key trends each fiscal quarter that reveal the most important...
The Medium
entertainment
media/telecom
Monday AM Briefing: Media Conglomerates & Strategic Inflection Points
By
Andrew A. Rosen
· Aug. 21, 2023 5:53 AM PDT
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most...
By
Andrew A. Rosen
· Aug. 17, 2023 11:05 AM PDT
The Medium
entertainment
media/telecom
Member Mailing: Wholesale Media Execs, Churn & Netflix's Total Addressable Market (TAM)
By
Andrew A. Rosen
· Aug. 17, 2023 11:05 AM PDT
Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
entertainment
media/telecom
Monday AM Briefing: Reed Hastings' Churn Decision Tree
By
Andrew A. Rosen
· Aug. 14, 2023 5:30 AM PDT
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
entertainment
media/telecom
Member Mailing: An Update to "The Daisy or The Flywheel?"
By
Andrew A. Rosen
· Aug. 10, 2023 10:30 AM PDT
Good afternoon,The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to...
Good afternoon,The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
ai
amazon
Monday AM Briefing: An AI Window Into Amazon's Cloud
By
Andrew A. Rosen
· Aug. 7, 2023 5:15 AM PDT
Good afternoon,The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to evolve, succeed, or fail?"Read the...
Good afternoon,The Medium identifies a few key trends each fiscal quarter that reveal the most...
By
Andrew A. Rosen
· Aug. 3, 2023 11:30 AM PDT
The Medium
entertainment
media/telecom
Member Mailing: Media Conglomerates, Unrelated Assets & Change
By
Andrew A. Rosen
· Aug. 3, 2023 11:30 AM PDT
Good afternoon,The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to evolve, succeed, or fail?"Read the...
Good afternoon,The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
entertainment
media/telecom
Monday AM Briefing: It's Complicated
By
Andrew A. Rosen
· July 31, 2023 5:00 AM PDT
Good morning,The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to evolve, succeed, or fail?"Read the...
Good morning,The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
google
entertainment
Member Mailing: Transparency, The Hollywood Strikes & YouTube
By
Andrew A. Rosen
· July 27, 2023 11:45 AM PDT
Good afternoon.The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to evolve, succeed, or fail?"Read the...
Good afternoon.The Medium identifies a few key trends each fiscal quarter that reveal the most...
The Medium
entertainment
media/telecom
Monday AM Briefing: The Doom Loop of the Mogul
By
Andrew A. Rosen
· July 24, 2023 5:00 AM PDT
Good morning.To remind you, The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to evolve, succeed, or...
Good morning.To remind you, The Medium identifies a few key trends each fiscal quarter that...
By
Andrew A. Rosen
· July 20, 2023 11:05 AM PDT
The Medium
entertainment
media/telecom
Member Mailing: After Disney Sells Its Linear Networks, How Will It Evolve?
By
Andrew A. Rosen
· July 20, 2023 11:05 AM PDT
Good afternoon.To remind you, The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to evolve, succeed, or...
Good afternoon.To remind you, The Medium identifies a few key trends each fiscal quarter that...
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