The Medium by Andrew A. Rosen — The Information Subscriptions

entertainment media/telecom

Monday AM Briefing: "Everything Is Amazing Right Now & Nobody's Happy"

By Andrew A. Rosen · April 24, 2023 5:00 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on all three.To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read stories or market developments are not always obvious from press reports or research... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on all three.To...

Member Mailing: Netflix's & YouTube's Niche Futures

google entertainment

Member Mailing: Netflix's & YouTube's Niche Futures

By Andrew A. Rosen · April 20, 2023 10:30 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "'Premium content' is being redefined by creators, tech companies and 10 million emerging advertisers".To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "'Premium...

Monday AM Briefing: The Max Paradox

entertainment media/telecom

Monday AM Briefing: The Max Paradox

By Andrew A. Rosen · April 17, 2023 5:00 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "Media companies have millions of consumer credit cards on file. What are they building for their customers?"To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace.... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "Media companies...

Member Mailing: Warner Bros. Discovery Bets "Bigger Is Better"

Member Mailing: Warner Bros. Discovery Bets "Bigger Is Better"

By Andrew A. Rosen · April 13, 2023 9:05 AM PDT

Member Mailing: Warner Bros. Discovery Bets "Bigger Is Better"

entertainment media/telecom

Member Mailing: Warner Bros. Discovery Bets "Bigger Is Better"

By Andrew A. Rosen · April 13, 2023 9:05 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "Media companies have millions of consumer credit cards on file. What are they building for their customers?"To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace.... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "Media companies...

Monday AM Briefing: Bigger won't be better at 2023 Upfronts

entertainment media/telecom

Monday AM Briefing: Bigger won't be better at 2023 Upfronts

By Andrew A. Rosen · April 10, 2023 5:00 AM PDT

In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear and towards walled gardens."To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read... In Q2 2023, PARQOR will be focusing on three trends. This essay focuses on "The definition...

Member Mailing: PARQOR's Three Key Trends for Q2 2023

entertainment media/telecom

Member Mailing: PARQOR's Three Key Trends for Q2 2023

By Andrew A. Rosen · April 6, 2023 9:05 AM PDT

This newsletter offers a brief recap of Q1 2023 mailings and will lay out three key trends I will focus on in Q2 2023.To remind you, PARQOR identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the media marketplace. Must-read stories or market developments are not always obvious from press... This newsletter offers a brief recap of Q1 2023 mailings and will lay out three key trends I will...

entertainment media/telecom

Monday AM Briefing: WWE, Peacock & Bundles

By Andrew A. Rosen · April 3, 2023 5:00 AM PDT

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 Q1 2023, PARQOR will... PARQOR is the handbook every media and technology executive needs to navigate the seismic shifts...

By Andrew A. Rosen · March 30, 2023 11:00 AM PDT

entertainment media/telecom

Member Mailing: Subsidies In a Streaming World

By Andrew A. Rosen · March 30, 2023 11:00 AM PDT

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear. What happens next?"One day, a media historian will look back on the streaming era and notice that two of the most notable legacy media failures in 2022 were innovations subsidized by Charles... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The...

Monday AM Briefing: What Will Apple TV+'s $1 Billion Accomplish in Hollywood?

apple entertainment

Monday AM Briefing: What Will Apple TV+'s $1 Billion Accomplish in Hollywood?

By Andrew A. Rosen · March 27, 2023 3:30 AM PDT

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear. What happens next?"Two weeks ago I wrote about how Apple’s $6 billion spend on original TV series and films seems like a protective subsidy for Hollywood. Last week an old story about Apple... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The...

google entertainment

Member Mailing: Is YouTube Forcing Creators to Be Too Brand Safe?

By Andrew A. Rosen · March 23, 2023 10:30 AM PDT

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear. What happens next?" and "Hollywood’s future lies in the creator economy, but who is the talent?"Upfronts are two months away, and the most-reported story for upfronts has been a competition... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The...

microsoft entertainment

Monday AM Briefing: Sunlight Shed on Netflix's Ad Business

By Andrew A. Rosen · March 20, 2023 5:13 AM PDT

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear. What happens next?"Two independently reported stories from the past week offer two different lenses on Netflix’s emerging ad business. The first was Digiday’s Ronan Shields report that... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The...

By Andrew A. Rosen · March 16, 2023 10:30 AM PDT

entertainment media/telecom

Member Mailing: Why Don't We See More Crunchyrolls? Part Two

By Andrew A. Rosen · March 16, 2023 10:30 AM PDT

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "Media companies have millions of consumer credit cards on file. What happens next?" One big, broad brushstroke theme lately has a growing sense of inevitability that the legacy media model is in an accelerating death spiral. There will be no one-to-one... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "Media companies...

Monday AM Briefing: Exclusivity Is Apple TV+'s Weakness

apple entertainment

Monday AM Briefing: Exclusivity Is Apple TV+'s Weakness

By Andrew A. Rosen · March 13, 2023 4:26 AM PDT

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear. What happens next?"Apple TV’s “Ted Lasso” will return for its third season on Wednesday. If estimates are right, it will reach 40 million subscribers globally off the bat. The expectation is... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The...

entertainment media/telecom

Member Mailing: Netflix Disrupts The Great Game, Again

By Andrew A. Rosen · March 9, 2023 10:30 AM PST

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "Media companies have millions of consumer credit cards on file. What happens next?" Like millions of others (presumably), I watched the Chris Rock comedy special “Selective Outrage” on Netflix last Saturday. My initial reaction was that the viewing experience... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "Media companies...

Monday AM Briefing: ESPN Attempts to Aggregate Scarcity

entertainment media/telecom

Monday AM Briefing: ESPN Attempts to Aggregate Scarcity

By Andrew A. Rosen · March 6, 2023 3:30 AM PST

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear. What happens next?"Author's Note: My latest opinion piece for The Information, "Disney's Hulu Deal Ain't Over Till It's Over" is live! With the help of New York Yankee legend Yogi Berra, I... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The...

By Andrew A. Rosen · March 2, 2023 11:36 AM PST

entertainment media/telecom

Member Mailing: Blockbuster Video & The Future of RSNs

By Andrew A. Rosen · March 2, 2023 11:36 AM PST

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear. What happens next?"Author's Note: My latest opinion piece for The Information, "Disney's Hulu Deal Ain't Over Till It's Over" is live! With the help of New York Yankee legend Yogi Berra, I... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The...

Monday AM Briefing: Scarcity, RSNs & Local Advertisers

entertainment media/telecom

Monday AM Briefing: Scarcity, RSNs & Local Advertisers

By Andrew A. Rosen · Feb. 27, 2023 3:30 AM PST

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "Media companies have millions of consumer credit cards on file. What happens next?” and "The definition of scarcity is continuously evolving away from linear. What happens next?"Author's Note: I have started posting articles and podcasts to the... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "Media...

Monday AM Briefing: Mission Impossible For The MLB, NBA & NHL

entertainment media/telecom

Monday AM Briefing: Mission Impossible For The MLB, NBA & NHL

By Andrew A. Rosen · Feb. 22, 2023 11:30 AM PST

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "Media companies have millions of consumer credit cards on file. What happens next?” and "The definition of scarcity is continuously evolving away from linear. What happens next?"Author's Note: Next week I will get to writing essays and posting on the Slack... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "Media...

Member Mailing: Blame The "General Entertainment" or The Platform?

entertainment media/telecom

Member Mailing: Blame The "General Entertainment" or The Platform?

By Andrew A. Rosen · Feb. 16, 2023 9:00 AM PST

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "Media companies have millions of consumer credit cards on file. What happens next?” The PARQOR Private Slack now live!We are starting simple and small. If you are on the free tier and are interested in testing it with me, please respond to this email.I... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "Media...

By Andrew A. Rosen · Feb. 13, 2023 3:30 AM PST

entertainment media/telecom

Member Mailing: The New Economics of "General Entertainment"

By Andrew A. Rosen · Feb. 13, 2023 3:30 AM PST

In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The definition of scarcity is continuously evolving away from linear. What happens next?” The PARQOR Private Slack now live!The plan is to test out a few different use cases over the next few months. The primary objectives are to figure out better ways to:... In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The...