The Medium by Andrew A. Rosen — The Information Subscriptions

entertainment media/telecom

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

entertainment media/telecom

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...

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...

By Andrew A. Rosen · Feb. 22, 2021 3:30 PM PST

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...

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...

amazon 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...