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Friday Mailing: From Iger to Kilar to Mayer (and Staggs)

entertainment media/telecom

Friday Mailing: From Iger to Kilar to Mayer (and Staggs)

By Andrew A. Rosen · Jan. 13, 2023 10:03 AM PST

Hello from Munich, Germany where I am excited to be back at the DLD Conference. The title of this essay is a nod to “Baseball's Sad Lexicon” by Franklin Pierce Adams, a playful poem from 1910 about the shared chemistry between three Chicago Cubs infielders. This title updates it to Disney CEO Robert Iger, former Disney executives... Hello from Munich, Germany where I am excited to be back at the DLD Conference. The...

Monday AM Briefing: PARQOR's Four Key Trends for Q1 2023

entertainment media/telecom

Monday AM Briefing: PARQOR's Four Key Trends for Q1 2023

By Andrew A. Rosen · Jan. 9, 2023 3:30 AM PST

This past week has felt like the calm before the next round of seismic shifts about to hit the media marketplace in 2023 (last night The Financial Times’ Anna Nicolaou wrote about how Hollywood executives are bracing for a brutal “year of turmoil”. The easiest earthquakes to predict will be Q4 2022 earnings calls over the next three months,... This past week has felt like the calm before the next round of seismic shifts about to hit the...

entertainment media/telecom

When The C-Suite Are Not Digital Natives

By Andrew A. Rosen · Jan. 6, 2023 12:00 PM PST

Happy New Year! A reminder I wrote three essays before the holidays:Revisiting PARQOR’s Predictions for 2022Insights from PARQOR's Four Trends for Q4 2022, and Key trends I’m considering for Q1 2023.I also offered five predictions for 2023 in this month’s opinion essay for The Information “2023 Will Be Another Difficult Year for Traditional... Happy New Year! A reminder I wrote three essays before the holidays:Revisiting PARQOR’s...

By Andrew A. Rosen · Jan. 4, 2023 12:00 PM PST

Member Mailing: Media Confronts New Gatekeepers to Scarcity

By Andrew A. Rosen · Jan. 4, 2023 12:00 PM PST

Happy New Year! A reminder I wrote three essays before the holidays:Revisiting PARQOR’s Predictions for 2022Insights from PARQOR's Four Trends for Q4 2022, and Key trends I’m considering for Q1 2023.I also offered five predictions for 2023 in this month’s opinion essay for The Information “2023 Will Be Another Difficult Year for Traditional... Happy New Year! A reminder I wrote three essays before the holidays:Revisiting PARQOR’s...

Monday AM Briefing: YouTube, NFL Connect For A "Seismic" Deal

google entertainment

Monday AM Briefing: YouTube, NFL Connect For A "Seismic" Deal

By Andrew A. Rosen · Jan. 2, 2023 3:30 AM PST

Happy New Year! A reminder I wrote three essays before the holidays:Revisiting PARQOR’s Predictions for 2022Insights from PARQOR's Four Trends for Q4 2022, and Key trends I’m considering for Q1 2023.I also offered five predictions for 2023 in this month’s opinion essay for The Information “2023 Will Be Another Difficult Year for Traditional... Happy New Year! A reminder I wrote three essays before the holidays:Revisiting PARQOR’s...

PARQOR's Predictions for Media in 2023

entertainment media/telecom

PARQOR's Predictions for Media in 2023

By Andrew A. Rosen · Dec. 21, 2022 1:09 PM PST

My predictions for media in 2023 — "2023 Will Be Another Difficult Year for Traditional Media" — went live on The Information earlier today.I made five predictions:Bearish on Disney, despite Iger's return, and Warner Bros. Discovery;As I wrote last month, Procter & Gamble changed the future of upfronts (and Paramount Global is already ... My predictions for media in 2023 — "2023 Will Be Another Difficult Year for Traditional Media" —...

entertainment media/telecom

Friday Mailing: Key Trends On PARQOR's Radar for Q1 2023

By Andrew A. Rosen · Dec. 16, 2022 12:00 PM PST

A reminder that this week’s schedule will be:Monday: Revisiting PARQOR’s Predictions for 2022Wednesday: Insights from PARQOR's Four Trends for Q4 2022, and Today: Key trends I’m considering for Q1 2023.My predictions for 2023 are scheduled to be published in The Information next week.The four trends at the heart of PARQOR mailings in... A reminder that this week’s schedule will be:Monday: Revisiting PARQOR’s Predictions for...

By Andrew A. Rosen · Dec. 14, 2022 11:30 AM PST

entertainment media/telecom

Member Mailing: Insights from PARQOR's Four Trends for Q4 2022

By Andrew A. Rosen · Dec. 14, 2022 11:30 AM PST

A reminder that this week’s schedule will be:Monday: Revisiting PARQOR’s Predictions for 2022Today: A summary of lessons from the Four Trends of Q4 2022, and Friday: Key trends I’m considering for Q1 2023.My predictions for 2023 are scheduled to be published in The Information next week.At the beginning of October, I outlined the four... A reminder that this week’s schedule will be:Monday: Revisiting PARQOR’s Predictions for...

entertainment media/telecom

Monday AM Briefing: [CORRECTION] Revisiting PARQOR’s Predictions for 2022

By Andrew A. Rosen · Dec. 12, 2022 3:30 AM PST

[Author's note: I made the mistake of editing this after a long travel day. Below is the updated and corrected version.]PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts... [Author's note: I made the mistake of editing this after a long travel day. Below is the updated...

Friday Mailing: Hollywood's Future & The Top 0.1% Earners on YouTube

entertainment media/telecom

Friday Mailing: Hollywood's Future & The Top 0.1% Earners on YouTube

By Andrew A. Rosen · Dec. 9, 2022 10:30 AM PST

I am traveling today so this email will be short. First, I have gotten good feedback on Wednesday's essay, "The Linklater Problem". It is a longer essay that's intended to provoke discussion, and it will make for a good, short weekend read.Second, some housekeeping: My predictions for 2023 will be published in my monthly opinion... I am traveling today so this email will be short. First, I have gotten good feedback on...

Member Mailing: The Linklater Problem

By Andrew A. Rosen · Dec. 7, 2022 12:02 PM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

By Andrew A. Rosen · Dec. 5, 2022 3:30 AM PST

entertainment media/telecom

Monday AM Briefing: Is AMC Networks A Canary In Cord-Cutting Coalmine?

By Andrew A. Rosen · Dec. 5, 2022 3:30 AM PST

It was our belief that cord cutting losses would be offset by gains in streaming. This has not been the case. We are primarily a content company and the mechanisms for the monetization of content are in disarray.– James Dolan, Chairman, AMC Networks, Nov 29, 2022Well, some linear networks now seem officially doomed. Last week, AMC Networks... It was our belief that cord cutting losses would be offset by gains in streaming. This has not...

entertainment media/telecom

Friday Mailing: Netflix Tackles Audience Fragmentation With ""The Most Exciting Entertainment On Earth"

By Andrew A. Rosen · Dec. 2, 2022 12:06 PM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

entertainment media/telecom

Member Mailing: How Will Disney Create Both User & Shareholder Value Now?

By Andrew A. Rosen · Nov. 30, 2022 10:30 AM PST

On Monday I wrote an essay arguing that the Disney “magic” returning CEO Robert Iger reportedly thinks that now-fired CEO Bob Chapek neglected – and which he sees himself as bringing back – may not be the “magic” audiences have been trained to pay for in the age of TikTok and YouTube. Today, I had planned on looking at Disney through the lens of... On Monday I wrote an essay arguing that the Disney “magic” returning CEO Robert Iger reportedly...

Monday AM Briefing: Is Bob Iger Bringing The Right "Magic" For Disney's Future?

entertainment media/telecom

Monday AM Briefing: Is Bob Iger Bringing The Right "Magic" For Disney's Future?

By Andrew A. Rosen · Nov. 28, 2022 3:30 AM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

Monday AM Briefing: Wow, Iger's Back at Disney

Monday AM Briefing: Wow, Iger's Back at Disney

By Andrew A. Rosen · Nov. 21, 2022 3:30 AM PST

Monday AM Briefing: Wow, Iger's Back at Disney

entertainment media/telecom

Monday AM Briefing: Wow, Iger's Back at Disney

By Andrew A. Rosen · Nov. 21, 2022 3:30 AM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

cloud entertainment

Friday Mailing: Warner Bros. Discovery, Disney & The NBA

By Andrew A. Rosen · Nov. 18, 2022 12:08 PM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

entertainment media/telecom

Member Mailing: Understanding Disney's Surprising Andor Move

By Andrew A. Rosen · Nov. 16, 2022 10:30 AM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

entertainment media/telecom

Monday AM Briefing: P&G's Quiet But Seismic Shift in Spend

By Andrew A. Rosen · Nov. 14, 2022 3:30 AM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

Friday Mailing: Softer Advertiser Demand Bodes Poorly for Linear in 2023

Friday Mailing: Softer Advertiser Demand Bodes Poorly for Linear in 2023

By Andrew A. Rosen · Nov. 11, 2022 11:40 AM PST

Friday Mailing: Softer Advertiser Demand Bodes Poorly for Linear in 2023

entertainment media/telecom

Friday Mailing: Softer Advertiser Demand Bodes Poorly for Linear in 2023

By Andrew A. Rosen · Nov. 11, 2022 11:40 AM PST

PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts underway in the media business. Through in-depth analysis from a network of senior media and tech leaders, Andrew Rosen cuts through what's happening, highlights what it means and suggests where you should go next. In Q4 2022, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...