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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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entertainment
media/telecom
Monday AM Briefing: Is It Really a "New World" for Connected TV Ad Buyers?
By
Andrew A. Rosen
· Jan. 10, 2022 3:30 AM PST
ICYMI, I sent out Lessons From 2021 to everyone, and Predictions for 2022 exclusive to Members, only.To read these Predictions, and both the essay and Top 5 Highest-Converting Member Mailings of 2021, below, sign up for a membership by clicking the "Subscribe" button. Subscribe Is It Really a "New World" for...
ICYMI, I sent out Lessons From 2021 to everyone, and Predictions for 2022...
The Medium
entertainment
e-commerce
Friday Mailing: NBCU, The Winter Olympics & First Party Data; A Follow-Up re: Blackstone & Candle Media
By
Andrew A. Rosen
· Jan. 7, 2022 10:31 AM PST
NBCU, The Winter Olympics & First Party DataTwo developments from this past week Comcast/NBCUniversal's Peacock are worth highlighting.The first is the announcement that all Winter Olympics events will be available to watch on Peacock for paying subscribers, only. The second is a quote from Linda Yaccarino, chairman, global...
NBCU, The Winter Olympics & First Party DataTwo developments from this past week...
The Medium
entertainment
media/telecom
A Short Essay on IAC Chairman Barry Diller’s Newest Opinions on AT&T, Comcast and Disney
By
Andrew A. Rosen
· Jan. 6, 2022 11:57 AM PST
IAC Chairman Barry Diller has been a favorite source of insights on streaming for me. I wrote back in August as to why:The short answer is, Diller is a successful executive with both past extraordinary success in legacy media, and who is finding success in DTC after having taken his lumps in digital media.Diller offers an interesting...
IAC Chairman Barry Diller has been a favorite source of insights on streaming for me. I...
By
Andrew A. Rosen
· Jan. 5, 2022 9:30 AM PST
The Medium
google
entertainment
Member Mailing: Three More Acquisitions from Blackstone's Candle Media (Kevin Mayer & Tom Staggs)
By
Andrew A. Rosen
· Jan. 5, 2022 9:30 AM PST
Key TakeawaysThe new media venture from Blackstone and ex-Disney executives Tom Staggs and Kevin Mayer is now Candle Media Their business logic, in broad brushstrokes, bets primarily on near-guaranteed growing production revenues from streamingThe challenge for Candle Media in both the creator economy and in OTT streaming is cutting...
Key TakeawaysThe new media venture from Blackstone and ex-Disney executives Tom Staggs and Kevin...
The Medium
entertainment
media/telecom
Monday AM Briefing: Two Objectives for 2022 & The Curse of the Mogul Strikes Back in 2022
By
Andrew A. Rosen
· Jan. 3, 2022 3:30 AM PST
Two Objectives for 2022Happy New Year!It's a new year for PARQOR on a new platform. I want to take a moment to share two key objectives for 2022:Objective #1To further build out and flesh out our value propositions of:Revealing insights (our new tagline), andAnticipating market developmentsI started reading Maria Konnikova's The Biggest...
Two Objectives for 2022Happy New Year!It's a new year for PARQOR on a new platform. I want to...
The Medium
amazon
apple
Predictions for 2022
By
Andrew A. Rosen
· Dec. 22, 2021 3:30 AM PST
Dear Member,Thank you for being a member. Your support was essential to helping PARQOR to reach a significant milestone in 2021: launching as the first member of The Information’s Newsletter Network. Over the past six weeks, we have been working on laying the groundwork for building out more of those benefits on top of The...
Dear Member,Thank you for being a member. Your support was essential to helping PARQOR to reach a...
The Medium
entertainment
media/telecom
Lessons from 2021
By
Andrew A. Rosen
· Dec. 20, 2021 3:30 AM PST
[Author's Note: A reminder that today's Lessons of 2021 mailing is for all members.The Predictions for 2021 mailing (tomorrow or Wednesday) will be for Members, only.]With 2021 coming to an end, it is worth looking back on the year for lessons from PARQOR's Five Frameworks and a few new themes that emerged throughout 2021.I think the biggest –...
[Author's Note: A reminder that today's Lessons of 2021 mailing is for all members.The...
By
Andrew A. Rosen
· Dec. 17, 2021 9:38 AM PST
The Medium
google
entertainment
Friday Mailing: More on Why MrBeast's Squid Game Matters in 2022
By
Andrew A. Rosen
· Dec. 17, 2021 9:38 AM PST
[Author's Note: The two final mailings are going to be Lessons of 2021 (Monday) and Predictions for 2022 (Tuesday or Wednesday). Predictions will aim to offer a thoughtful take on the moving pieces of the post-"streaming wars" marketplace after 2021, and how they will play out in 2022. Predictions will be exclusive to Members, only.I built...
[Author's Note: The two final mailings are going to be Lessons of 2021 (Monday) and Predictions...
The Medium
google
entertainment
Member Mailing: What YouTube's Transparency Reveals for 2022 & Beyond
By
Andrew A. Rosen
· Dec. 15, 2021 7:30 AM PST
Key TakeawaysTransparency from Netflix and YouTube has set the market standards against which everyone else measured and evaluated.YouTube's transparency and growing creator economy suggests that it is an emerging roadblock for all streaming servicesMrBeast's success with Squid Game implies 2MM emerging YouTube creators to compete with...
Key TakeawaysTransparency from Netflix and YouTube has set the market standards against which...
The Medium
amazon
entertainment
Monday AM Briefing: In 2021 "Pull Forward" But "Not Quite There Yet"
By
Andrew A. Rosen
· Dec. 13, 2021 7:03 AM PST
Looking back on 2021, I think two broad trends played out over the year in the post-"streaming wars" marketplace:The "pull-forward" impact of the pandemic, andThe "not quite there yet" outcome for every company in mediaThe "pull-forward" impact of the pandemic was first mentioned by Netflix management in Q1 2020. It was prescient, and has...
Looking back on 2021, I think two broad trends played out over the year in the post-"streaming...
The Medium
entertainment
media/telecom
Friday Mailing: Paramount+ Bets on User Interface... While Warner Discovery Bros. Talks Up Content
By
Andrew A. Rosen
· Dec. 10, 2021 9:46 AM PST
This week's Member Mailing went out on Wednesday morning. Why Q3 2022 Will Be –and Won't Be – A Turning Point for RSNs dove into the moving pieces of the Regional Sports Networks marketplace for 2022 and beyond.I hosted a Twitter Spaces with Brandon Katz of Morning Brew to discuss it last night. At the end of the conversation, I realized...
This week's Member Mailing went out on Wednesday morning. Why Q3 2022 Will Be –and Won't Be – A...
**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
The Medium
entertainment
media/telecom
**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...
The Medium
amazon
apple
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:...
The Medium
entertainment
media/telecom
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...
The Medium
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...
By
Andrew A. Rosen
· Nov. 29, 2021 3:30 AM PST
The Medium
entertainment
media/telecom
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...
The Medium
entertainment
media/telecom
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...
The Medium
entertainment
media/telecom
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...
The Medium
entertainment
media/telecom
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...
By
Andrew A. Rosen
· Nov. 17, 2021 9:25 AM PST
The Medium
entertainment
media/telecom
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...
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