The Medium by Andrew A. Rosen — The Information Subscriptions

entertainment media/telecom

Member Mailing: Consumer Data, CLV & The Post-”Free Money” Media Business Model

By Andrew A. Rosen · June 1, 2023 11:44 AM PDT

Reminder #1: as you can see above, I have rebranded this newsletter to The Medium. It's the same newsletter focused on three to four key trends per quarter, but it is now oriented a bit more narrowly.And, as you may have figured out, the new branding is a nod to Marshall McLuhan's "The medium is the message" and my focus on the moving pieces of... Reminder #1: as you can see above, I have rebranded this newsletter to The Medium. It's the same...

entertainment media/telecom

Monday AM Briefing: "Free Money" & The Futures of Hulu & ESPN

By Andrew A. Rosen · May 30, 2023 5:45 AM PDT

Reminder #1: as you can see above, I have rebranded this newsletter to The Medium. It's the same newsletter focused on three to four key trends per quarter, but it is now oriented a bit more narrowly.And, as you may have figured out, the new branding is a nod to Marshall McLuhan's "The medium is the message", and a reflection of my focus on the... Reminder #1: as you can see above, I have rebranded this newsletter to The Medium. It's the same...

Member Mailing: Consumer Data May Be Too Complex for Media's DTC Models

cloud entertainment

Member Mailing: Consumer Data May Be Too Complex for Media's DTC Models

By Andrew A. Rosen · May 25, 2023 11:30 AM PDT

First, as you can see above, I have rebranded this newsletter to The Medium. It's the same newsletter focused on three to four key trends per quarter, but it is now oriented a bit more narrowly.As you may have figured out, the new branding is a nod to Marshall McLuhan's "The medium is the message", and a reflection of my focus on the moving... First, as you can see above, I have rebranded this newsletter to The Medium. It's the same...

By Andrew A. Rosen · May 22, 2023 5:00 AM PDT

google entertainment

Monday AM Briefing: Netflix & YouTube sell niche at Upfronts

By Andrew A. Rosen · May 22, 2023 5:00 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay covers "'The definition of scarcity is continuously evolving away from linear and towards walled gardens.”To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read stories... In Q2 2023, PARQOR will be focusing on three trends. This essay covers "'The definition of...

Member Mailing: The ARPU of Storytelling

By Andrew A. Rosen · May 18, 2023 10:30 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay covers "'Media companies have millions of consumer credit cards on file. What are they building for their customers?”To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace.... In Q2 2023, PARQOR will be focusing on three trends. This essay covers "'Media companies...

google entertainment

Monday AM Briefing: Relevance As A Service

By Andrew A. Rosen · May 15, 2023 5:30 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay covers "'Media companies have millions of consumer credit cards on file. What are they building for their customers?”To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace.... In Q2 2023, PARQOR will be focusing on three trends. This essay covers "'Media companies...

Member Mailing: The Medium Is a Firehose

By Andrew A. Rosen · May 11, 2023 11:29 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay covers "Media companies have millions of consumer credit cards on file. What are they building for their customers?"PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read stories or... In Q2 2023, PARQOR will be focusing on three trends. This essay covers "Media companies have...

By Andrew A. Rosen · May 8, 2023 5:00 AM PDT

google entertainment

Monday AM Briefing: Writers, Franchise Fatigue & YouTube's NewFronts

By Andrew A. Rosen · May 8, 2023 5:00 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay covers "'premium content' is being redefined by creators, tech companies and 10 million emerging advertisers."To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read... In Q2 2023, PARQOR will be focusing on three trends. This essay covers "'premium content' is...

Member Mailing: "It's about the free money... and it's about the free money"

Member Mailing: "It's about the free money... and it's about the free money"

By Andrew A. Rosen · May 4, 2023 11:13 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay covers all three trends.To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read stories or market developments are not always obvious from press reports or research... In Q2 2023, PARQOR will be focusing on three trends. This essay covers all three trends.To...

entertainment media/telecom

Monday AM Briefing: FASTs Have A Good Story, But...

By Andrew A. Rosen · May 1, 2023 5:00 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear and towards walled gardens."To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "The definition...

entertainment media/telecom

Member Mailing: Comcast's Future Looks More Xumo Than Peacock

By Andrew A. Rosen · April 27, 2023 10:30 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "Media companies have millions of consumer credit cards on file. What are they building for their customers?"To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace.... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "Media companies...

By Andrew A. Rosen · April 24, 2023 5:00 AM PDT

entertainment media/telecom

Monday AM Briefing: "Everything Is Amazing Right Now & Nobody's Happy"

By Andrew A. Rosen · April 24, 2023 5:00 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on all three.To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read stories or market developments are not always obvious from press reports or research... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on all three.To...

Member Mailing: Netflix's & YouTube's Niche Futures

google entertainment

Member Mailing: Netflix's & YouTube's Niche Futures

By Andrew A. Rosen · April 20, 2023 10:30 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "'Premium content' is being redefined by creators, tech companies and 10 million emerging advertisers".To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "'Premium...

Monday AM Briefing: The Max Paradox

entertainment media/telecom

Monday AM Briefing: The Max Paradox

By Andrew A. Rosen · April 17, 2023 5:00 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "Media companies have millions of consumer credit cards on file. What are they building for their customers?"To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace.... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "Media companies...

Member Mailing: Warner Bros. Discovery Bets "Bigger Is Better"

entertainment media/telecom

Member Mailing: Warner Bros. Discovery Bets "Bigger Is Better"

By Andrew A. Rosen · April 13, 2023 9:05 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "Media companies have millions of consumer credit cards on file. What are they building for their customers?"To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace.... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "Media companies...

Monday AM Briefing: Bigger won't be better at 2023 Upfronts

Monday AM Briefing: Bigger won't be better at 2023 Upfronts

By Andrew A. Rosen · April 10, 2023 5:00 AM PDT

Monday AM Briefing: Bigger won't be better at 2023 Upfronts

entertainment media/telecom

Monday AM Briefing: Bigger won't be better at 2023 Upfronts

By Andrew A. Rosen · April 10, 2023 5:00 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear and towards walled gardens."To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "The definition...

Member Mailing: PARQOR's Three Key Trends for Q2 2023

entertainment media/telecom

Member Mailing: PARQOR's Three Key Trends for Q2 2023

By Andrew A. Rosen · April 6, 2023 9:05 AM PDT

This newsletter offers a brief recap of Q1 2023 mailings and will lay out three key trends I will focus on in Q2 2023.To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read stories or market developments are not always obvious from press... This newsletter offers a brief recap of Q1 2023 mailings and will lay out three key trends I will...

entertainment media/telecom

Monday AM Briefing: WWE, Peacock & Bundles

By Andrew A. Rosen · April 3, 2023 5:00 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 Q1 2023, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

entertainment media/telecom

Member Mailing: Subsidies In a Streaming World

By Andrew A. Rosen · March 30, 2023 11:00 AM PDT

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear. What happens next?"One day, a media historian will look back on the streaming era and notice that two of the most notable legacy media failures in 2022 were innovations subsidized by Charles... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The...

Monday AM Briefing: What Will Apple TV+'s $1 Billion Accomplish in Hollywood?

Monday AM Briefing: What Will Apple TV+'s $1 Billion Accomplish in Hollywood?

By Andrew A. Rosen · March 27, 2023 3:30 AM PDT

Monday AM Briefing: What Will Apple TV+'s $1 Billion Accomplish in Hollywood?

apple entertainment

Monday AM Briefing: What Will Apple TV+'s $1 Billion Accomplish in Hollywood?

By Andrew A. Rosen · March 27, 2023 3:30 AM PDT

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear. What happens next?"Two weeks ago I wrote about how Apple’s $6 billion spend on original TV series and films seems like a protective subsidy for Hollywood. Last week an old story about Apple... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The...