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The Medium
by Andrew A. Rosen
The Medium delivers in-depth analyses of the media marketplace’s transformation as creators, tech companies and 10 million emerging advertisers revolutionize the business models for “premium content”.
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media/telecom
ar/vr
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
media/telecom
entertainment
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...
The Medium
media/telecom
entertainment
**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...
By
Andrew A. Rosen
· Dec. 6, 2021 3:30 AM PST
The Medium
media/telecom
entertainment
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
media/telecom
entertainment
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
media/telecom
entertainment
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...
The Medium
media/telecom
entertainment
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...
By
Andrew A. Rosen
· Nov. 24, 2021 7:30 AM PST
The Medium
media/telecom
entertainment
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
media/telecom
entertainment
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
media/telecom
entertainment
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...
The Medium
media/telecom
entertainment
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...
By
Andrew A. Rosen
· Nov. 15, 2021 3:30 AM PST
The Medium
media/telecom
entertainment
Monday AM Briefing #74: The Kids Streaming Marketplace After Q3 2021
By
Andrew A. Rosen
· Nov. 15, 2021 3:30 AM PST
And, *need* to know stories and trends for this morning and the week ahead.A Short Essay on The Kids Streaming Marketplace After Q3 2021In last Friday's Mailing, I observed that "Kids and news content on AVODs seem to be the same or as good as kids and news content on SVODs and linear."Variety's Brian Steinberg and Elaine Low recently delivered...
And, *need* to know stories and trends for this morning and the week ahead.A Short Essay on The...
The Medium
media/telecom
entertainment
Friday Mailing #52: U.S. Streamers Face Real & Growing Competition from AVODs, *Especially* in 2022
By
Andrew A. Rosen
· Nov. 12, 2021 9:35 AM PST
When one spends enough time with Pluto TV - which I do daily now - a few things become clear:Both SVOD and MVPDs face real and growing competition from AVODs like Pluto, The Roku Channel, and TubiEntertainment content - meaning series and movies for both theatrical and streaming - doesn't need to be paywalledKids and news content on AVODs seem...
When one spends enough time with Pluto TV - which I do daily now - a few things become clear:Both...
The Medium
media/telecom
crypto
Member Mailing #285: The Metaverse, Dotdash, & Serving User Intent
By
Andrew A. Rosen
· Nov. 10, 2021 3:30 AM PST
Key TakeawaysWith irrational investor enthusiasm over the metaverse accelerating, what is metaverse-type business logic?"It is still not yet clear what metaverse-type convergence will look like operationally and strategically.Minecraft and Axie Infinity are online games considered to be existing "metaverse" business models ...
Key TakeawaysWith irrational investor enthusiasm over the metaverse accelerating, what is...
The Medium
media/telecom
entertainment
Monday AM Briefing #73: A Short Essay on The Connected Future of Make-Goods & RSNs
By
Andrew A. Rosen
· Nov. 8, 2021 3:30 AM PST
And, *Need* to know stories and trends for this morning & the week ahead.If this email looks a little different, this is the second PARQOR mailing from The Information platform.And, if you missed the announcement on Wednesday, you can read it here. If you missed last Friday's "Starz, AMC Networks Reach A "Genre Wars" Crossroads", ...
And, *Need* to know stories and trends for this morning & the week ahead.If this email looks...
By
Andrew A. Rosen
· Nov. 5, 2021 10:30 AM PDT
The Medium
media/telecom
entertainment
Friday Mailing #51: Starz, AMC Networks Reach A "Genre Wars" Crossroads
By
Andrew A. Rosen
· Nov. 5, 2021 10:30 AM PDT
If this email looks a little different, this is the first PARQOR mailing from The Information platform.And, if you missed the announcement on Wednesday, you can read it here.Moving to The Information’s platform will not change anything about your existing subscription - you will still get the same content you receive today. I am excited to...
If this email looks a little different, this is the first PARQOR mailing from The Information...
The Medium
media/telecom
entertainment
Member Mailing: The Creator Economy Sales Funnel Is Evolving
By
Andrew A. Rosen
· Nov. 3, 2021 9:00 AM PDT
Creators lack the ability to sell effectively on platforms. More new formats on platforms will not create more opportunity for them or for Hollywood talent.Key Takeaways“This decade is the disruption of retail into platforms where people consume content” — YouTube Chief Business Officer Robert KynclCreator Economy platforms could increase...
Creators lack the ability to sell effectively on platforms. More new formats on platforms will...
The Medium
facebook
media/telecom
Robert Iger, Mark Zuckerberg & Vision
By
Andrew A. Rosen
· Oct. 29, 2021 3:30 PM PDT
Something about yesterday’s Facebook presentation on the Metaverse reminded me of Bob Iger’s description of holding the video iPod for the first time:"You can't tell anyone about this," [Steve Jobs] said. "But what you're talking about with television shows--that's exactly what we’ve been imagining." He slowly withdrew a device from his pocket....
Something about yesterday’s Facebook presentation on the Metaverse reminded me of Bob Iger’s...
The Medium
media/telecom
entertainment
A Short Essay on MLB’s, NBA’s & NHL’s Potential Streaming Solution for RSNs
By
Andrew A. Rosen
· Oct. 25, 2021 3:30 AM PDT
Here is a link to the replay of my Fireside Chat with Hedgeye’s Communications Sector Head (Internet, Media and Telecom) and Partner Andrew Freedman (NOTE: email required to watch).As usual, we had a good, wide-ranging, and in-depth conversation. Below is a time-stamped outline of the Fireside Chat:Intro / Background1:02 – My bio...
Here is a link to the replay of my Fireside Chat with Hedgeye’s Communications Sector...
By
Andrew A. Rosen
· Oct. 20, 2021 9:00 AM PDT
The Medium
media/telecom
entertainment
Member Mailing: A Big PR Push from YouTube & Hollywood-Meets-Creator-Economy
By
Andrew A. Rosen
· Oct. 20, 2021 9:00 AM PDT
Is YouTube simply on a public relations push? Or, is there a market shift away from Hollywood and towards the Creator Economy emerging?Key TakeawaysYouTube has been rolling out a Public Relations blitz about the Creator Economy latelyIs YouTube simply on a public relations push or is there something more going on?Meaning, is the business logic...
Is YouTube simply on a public relations push? Or, is there a market shift away from Hollywood and...
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