The Medium by Andrew A. Rosen — The Information Subscriptions

media/telecom entertainment

Amazon's "Killer App" Prime Video Feasts On Media Conglomerates

By Andrew A. Rosen · July 25, 2024 11:30 AM PDT

Good afternoon!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”. It has been an extraordinary two months for Amazon Prime Video. In June, The Wall Street Journal reported that, after Amazon... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Skydance, Paramount Argue The "Streaming Multiple" Is Not Dead Yet

By Andrew A. Rosen · July 22, 2024 12:20 PM PDT

Good afternoon!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”. Netflix’s current trailing price-to-earnings (P/E) ratio is 39.53 and its forward-looking P/E ratio (based on one year of... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Disney Netflix-ifies Disney+, But Really Should YouTube-ify

By Andrew A. Rosen · July 18, 2024 12:20 PM PDT

Good afternoon!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”. On Tuesday, I was quoted in a terrific piece by Deadline’s Katie Campione on why we are seeing free ad-supported TV (FAST)... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

By Andrew A. Rosen · July 15, 2024 10:40 AM PDT

media/telecom entertainment

Paramount+Skydance, Night Capital & Conflicting Definitions of "Creator-Friendly" Models

By Andrew A. Rosen · July 15, 2024 10:40 AM PDT

Good afternoon (and Good Morning to the West Coast)!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”. In addition to “technological prowess”—which I wrote about last Thursday—another... Good afternoon (and Good Morning to the West Coast)!The Medium delivers in-depth analyses of the...

media/telecom entertainment

Better Uses For Paramount's $1.5 Billion in New Cash Than Streaming

By Andrew A. Rosen · July 11, 2024 11:30 AM PDT

Good afternoon!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”. On Monday, likely Paramount acquirer David Ellison told investors “when you look at the landscape as it exists today, there... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Media Conglomerates At A Crossroads: Invest In The IP or The Tech?

By Andrew A. Rosen · July 8, 2024 10:40 AM PDT

Good afternoon!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”. Last week, I was quoted in an Observer article—”As Superman and Batman Enter the Public Domain, Hollywood Faces Opportunities... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Sony, Alamo DraftHouse & The Value of Being Sub-Scale, Dynamic and Product-Oriented

By Andrew A. Rosen · June 17, 2024 10:40 AM PDT

Good afternoon!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”. With Sony’s acquisition of dine-in movie theater chain Alamo Drafthouse, we have entered a post-Paramount Decrees world. The... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

By Andrew A. Rosen · June 13, 2024 11:30 AM PDT

media/telecom entertainment

To Recoup Billions in Sports Rights Fees, Peacock Needs To Participate in Fandom

By Andrew A. Rosen · June 13, 2024 11:30 AM PDT

Good afternoon!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”. There is a fascinating subsection within The Wall Street Journal’s “NBA Nears $76 Billion TV Deal, a Defining Moment for Media... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

The “Big IP” Doom Loop

By Andrew A. Rosen · June 11, 2024 11:30 AM PDT

Good afternoon!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”. There are good reasons to be asking questions about the value of “big IP” in 2024. The most obvious is because Sony Motion... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

How Netflix Games Both Extend & Threaten The Value of “Big IP”

By Andrew A. Rosen · June 6, 2024 11:30 AM PDT

Good afternoon!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”. Last week, Netflix revealed four new interactive fiction mobile games based on its top reality TV franchises: “Netflix... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Two Different Lessons for Netflix & Disney From Pandemic-era Bets on "Big IP"

By Andrew A. Rosen · June 3, 2024 6:50 AM PDT

Good morning!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”. Last week, Netflix Co-CEO Ted Sarandos and Pixar Chief Creative Office Pete Docter gave interviews conceding the difficulty of... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

By Andrew A. Rosen · May 30, 2024 12:20 PM PDT

media/telecom entertainment

Back To The Future Of Pre-Paramount Decrees Studio Distribution

By Andrew A. Rosen · May 30, 2024 12:20 PM PDT

Good afternoon!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”. Yesterday, Michael Mulvihill—President, Insights and Analytics at Fox Corporation—tweeted a breakthrough for Tubi in Nielsen’s... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Zaslav's NBA Missteps May Be Savvy In The Long-Term

By Andrew A. Rosen · May 28, 2024 6:05 AM PDT

Good morning!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”. Warner Bros. Discovery subdivision Turner Sports has held the rights to broadcast NBA games since 1988—nearly 40 years—and now... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Sony Evolves With The Decline of "Big IP"

By Andrew A. Rosen · May 23, 2024 11:30 AM PDT

Good afternoon!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”. A recent interview with Sony Motion Pictures Group chairman Tom Rothman generated buzz for his recommendation that movie... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

A Big Week for Netflix's "Spectrum" Model

By Andrew A. Rosen · May 20, 2024 7:40 AM PDT

Good afternoon!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”.With all the Netflix headlines from the past two weeks, it is worth contrasting them with a series of events that began with former... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

By Andrew A. Rosen · May 16, 2024 12:20 PM PDT

media/telecom entertainment

Monetizing Mickey Mouse, "Superman" and "Batman" In The Public Domain

By Andrew A. Rosen · May 16, 2024 12:20 PM PDT

Good afternoon!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”.A lingering question after my recent Medium Shift column for The Information is whether “Steamboat Willie” Mickey Mouse... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

"Spongebob Squarepants" or "Indiana Jones" IP AI-n't Worth As Much

By Andrew A. Rosen · May 13, 2024 6:50 AM PDT

Good morning!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”.An essay from The Streamable recently argued “Paramount-owned franchises could be a dream for Sony” with interesting caveats:“... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Goodbye Media Conglomerates, Hello Spotify for IP (?)

By Andrew A. Rosen · May 9, 2024 11:30 AM PDT

Good afternoon!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”.[Author's Note: My latest Medium Shift column went live yesterday afternoon. In “How Generative AI Threatens Hollywood’s Walled... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Reading The Tea Leaves of ESPN Bet's Poor Start

By Andrew A. Rosen · May 6, 2024 6:05 AM PDT

Good morning!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”.A fun question to ask of Penn Entertainment’s quarterly earnings call last Thursday is how to read the tea leaves of Penn’s... Good morning!The Medium delivers in-depth analyses of the media marketplace’s...

By Andrew A. Rosen · May 2, 2024 9:20 AM PDT

media/telecom entertainment

Après Bakish, New Opportunities for Paramount

By Andrew A. Rosen · May 2, 2024 9:20 AM PDT

Good afternoon!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”.Paramount Global, the home of streaming service Paramount+, lost its CEO Bob Bakish on Monday. He resigned and was replaced by... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s...