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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
entertainment
media/telecom
Member Mailing: Key Themes from 2021 (as of Q3 2021)
By
Andrew A. Rosen
· Aug. 19, 2021 7:30 AM PDT
And, Predictions for The Last Four Months of 2021This week’s Member Mailing is being sent to all PARQOR subscribers.Below is a short essay on my predictions for the rest of 2021.There are also one sentence summaries and links to of all Member Mailings from 2021, to date, organized by key themes:Emerging "Metaverse"-type convergence...
And, Predictions for The Last Four Months of 2021This week’s Member Mailing is being sent...
The Medium
entertainment
media/telecom
Mic Drop: Hello Sunshine, Curse of the Mogul & "G"
By
Andrew A. Rosen
· Aug. 6, 2021 9:00 AM PDT
There is a good essay, “You Can’t Split The “G”, from The Entertainment Strategy Guy that builds off of my Curse of the Mogul framework.It’s fun to see someone take a PARQOR framework, and build off of it in a smart direction. It’s one of those things I had quietly hoped for when I started writing.He frames the Curse of...
There is a good essay, “You Can’t Split The “G”, from The Entertainment Strategy Guy...
The Medium
amazon
entertainment
Member Mailing: First-Party vs. Third Party "Aggregator 2.0" Bundles
By
Andrew A. Rosen
· July 7, 2021 3:30 AM PDT
The recent Outside+ bundle from active lifestyle publisher Outside highlights some real challenges for streaming services offering first-party “aggregator 2.0” bundlesKey TakeawaysWith the Amazon Fire-Peacock distribution deal, every legacy media streaming service has now signed a Co-opetition agreementBut, instead we are seeing more chatter...
The recent Outside+ bundle from active lifestyle publisher Outside highlights some real...
By
Andrew A. Rosen
· June 30, 2021 3:30 AM PDT
The Medium
media/telecom
Member Mailing: Disney, Sinclair & The Sports Streaming Consumer
By
Andrew A. Rosen
· June 30, 2021 3:30 AM PDT
“Live sports will change to reflect consumer preferences" & ESPN+ seems to be the only sports streaming service that understands the consumerKey Takeaways"Live sports will change to reflect consumer preferences", but only Disney seems to understand thatDisney is solving for live sports streaming by being more immediately responsive to...
“Live sports will change to reflect consumer preferences" & ESPN+ seems to be the only sports...
The Medium
entertainment
media/telecom
Member Mailing: Churn & “Consistently Good” Content
By
Andrew A. Rosen
· June 23, 2021 3:30 AM PDT
As churn becomes of greater concern to streaming services, increased content budgets & bundles may not solve for itKey TakeawaysWith content production returning to pre-pandemic levels, streaming services will have a more predictable, steady supply of contentBut, streaming services ultimately need to produce “consistently good” content to...
As churn becomes of greater concern to streaming services, increased content budgets &...
The Medium
entertainment
media/telecom
Member Mailing: Netflix & Verizon Test Bundling Streaming with Gaming
By
Andrew A. Rosen
· June 8, 2021 3:30 AM PDT
“Aggregator 2.0” bundles & Apple's bundle of TV+ with Arcade are the standards, but no one yet seems to have a vision for how these bundles will succeed.Key TakeawaysCan bundles of gaming apps with streaming video services capture growth that streaming services cannot reach?Netflix is looking into hiring a video games developer...
“Aggregator 2.0” bundles & Apple's bundle of TV+ with Arcade are the standards, but no one...
The Medium
Friday Mailing: Jupiter's Legacy Marks Another Failure for Netflix's Big Bet on Owned IP
By
Andrew A. Rosen
· June 4, 2021 4:25 PM PDT
I predicted for Netflix in 2021 that “an evolving and growing tension between owning IP versus licensing IP” would “complicate Netflix’s strategy”. This evolving tension increasingly exposes a weakness in Netflix’s strategy: an inability to produce owned and original IP, despite the objective of “becoming” Disney and despite the...
I predicted for Netflix in 2021 that “an evolving and growing tension between owning IP...
By
Andrew A. Rosen
· May 26, 2021 3:30 AM PDT
The Medium
Member Mailing: Subscribers vs. Viewers in Sports Streaming
By
Andrew A. Rosen
· May 26, 2021 3:30 AM PDT
Why bundling has its limitations in streaming, especially in sports streamingThere has been an emerging, evolving discussion of the growing role of bundles in the streaming marketplace. Some of the more recent chatter has been driven by the merger of WarnerMedia and Discovery: that merger will result in a bundle of WarnerMedia and Discovery...
Why bundling has its limitations in streaming, especially in sports streamingThere has been an...
The Medium
amazon
entertainment
Bezos, Media Mogul and/or Media Visionary
By
Andrew A. Rosen
· May 24, 2021 9:00 AM PDT
Brad Stone’s Amazon Unbound was released this week. Chapter 6, “Bombing Hollywood”, is all about Amazon’s efforts with Prime Video since 2013. It is an update The Everything Store, Stone’s first book on Jeff Bezos and Amazon.It was this tweet from Recode’s Peter Kafka which convinced me to buy the book sooner than later:...
Brad Stone’s Amazon Unbound was released this week. Chapter 6, “Bombing Hollywood”, is...
The Medium
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...
The Medium
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...
By
Andrew A. Rosen
· March 12, 2021 9:00 AM PST
The Medium
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...
The Medium
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...
The Medium
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...
The Medium
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...
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