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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
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...
The Medium
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...
The Medium
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
The Medium
amazon
google
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...
The Medium
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...
The Medium
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" —...
The Medium
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
The Medium
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...
The Medium
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...
The Medium
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...
The Medium
culture
google
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
The Medium
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...
The Medium
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...
The Medium
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...
The Medium
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
By
Andrew A. Rosen
· Nov. 21, 2022 3:30 AM PST
The Medium
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...
The Medium
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...
The Medium
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...
The Medium
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
By
Andrew A. Rosen
· Nov. 11, 2022 11:40 AM PST
The Medium
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...
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