The Medium by Andrew A. Rosen — The Information Subscriptions

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...

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...

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

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...

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...

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...

Member Mailing: Is It Charter's or Comcast's Wicked Game Against Disney? [Corrected]

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

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...

Monday AM Briefing: Why Disney Needs to Yahoo ESPN

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...

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...

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

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...

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...

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...

Monday AM Briefing: An AI Window Into Amazon's Cloud

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

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...

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...

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...

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

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...