The Medium by Andrew A. Rosen — The Information Subscriptions

Netflix’s “Maestro” Exposes A Trade-Off Between Advertising Growth & Awards

media/telecom google

Netflix’s “Maestro” Exposes A Trade-Off Between Advertising Growth & Awards

By Andrew A. Rosen · Jan. 5, 2024 6:09 AM PST

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”.For my final mailing of 2023, I sent out my Top Essays of 2023 and revisited my Predictions for 2023.While watching "Maestro" on... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom amazon

The Medium's 10 Predictions for 2024

By Andrew A. Rosen · Jan. 4, 2024 9:05 AM PST

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”.For my final mailing of 2023, I sent out my Top Essays of 2023 and revisited my Predictions for 2023.[Author's Note: Happy New... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Paramount & Warner Bros. Discovery, Top Essays of 2023, 2023 Predictions Revisited

By Andrew A. Rosen · Dec. 21, 2023 9:05 AM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale in 2023. These... The Medium delivers in-depth analyses of the media marketplace’s transformation as creators, tech...

Monday AM Briefing: Disney's Hulu Dilemma After Netflix's "What We Watched"

Monday AM Briefing: Disney's Hulu Dilemma After Netflix's "What We Watched"

By Andrew A. Rosen · Dec. 18, 2023 7:15 AM PST

Monday AM Briefing: Disney's Hulu Dilemma After Netflix's "What We Watched"

media/telecom entertainment

Monday AM Briefing: Disney's Hulu Dilemma After Netflix's "What We Watched"

By Andrew A. Rosen · Dec. 18, 2023 7:15 AM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Member Mailing: Can Netflix Evolve After “What We Watched”?

By Andrew A. Rosen · Dec. 14, 2023 11:30 AM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Monday AM Briefing: Imagining Paramount Global's Future Post-Skydance Acquisition

By Andrew A. Rosen · Dec. 11, 2023 5:30 AM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Member Mailing: Rethinking the "Distribution Moats" of Netflix & Spotify In 2024

By Andrew A. Rosen · Dec. 7, 2023 11:30 AM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

Monday AM Briefing: Mark Cuban Turns Skeptic On Sports Distribution Models

Monday AM Briefing: Mark Cuban Turns Skeptic On Sports Distribution Models

By Andrew A. Rosen · Dec. 4, 2023 5:35 AM PST

Monday AM Briefing: Mark Cuban Turns Skeptic On Sports Distribution Models

media/telecom entertainment

Monday AM Briefing: Mark Cuban Turns Skeptic On Sports Distribution Models

By Andrew A. Rosen · Dec. 4, 2023 5:35 AM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Member Mailing: Netflix's "Grand Theft Auto" Bundle (R)evolution

By Andrew A. Rosen · Nov. 30, 2023 12:00 PM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom amazon

Monday Briefing: Why A Wave of Mergers Won't Happen After April 8, 2024

By Andrew A. Rosen · Nov. 27, 2023 8:55 AM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Member Mailing: Disney, MGM Resorts, Flywheels, Brands & Changing Customer Demand

By Andrew A. Rosen · Nov. 22, 2023 12:05 PM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

By Andrew A. Rosen · Nov. 20, 2023 5:30 AM PST

media/telecom entertainment

Monday AM Briefing: Netflix Gambles on Global Ambitions In Vegas

By Andrew A. Rosen · Nov. 20, 2023 5:30 AM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Monday AM Briefing: The Agony (of Debt) & The Synergies

By Andrew A. Rosen · Nov. 13, 2023 6:05 AM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Member Mailing: Iger, Zaslav Answer For “A Generational Disruption”

By Andrew A. Rosen · Nov. 9, 2023 11:35 AM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

facebook media/telecom

Monday AM Briefing: Chasing TikTok

By Andrew A. Rosen · Nov. 6, 2023 5:30 AM PST

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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

By Andrew A. Rosen · Nov. 2, 2023 11:30 AM PDT

media/telecom entertainment

Member Mailing: The Plumbing & The Poetry vs. Balance Sheets

By Andrew A. Rosen · Nov. 2, 2023 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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

media/telecom entertainment

Monday AM Briefing: A Strategic Turning Point in Streaming... Perhaps

By Andrew A. Rosen · Oct. 30, 2023 5:30 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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

Member Mailing: Is Hulu Worth $40 Billion To Disney? To Anyone? [CORRECTED]

media/telecom entertainment

Member Mailing: Is Hulu Worth $40 Billion To Disney? To Anyone? [CORRECTED]

By Andrew A. Rosen · Oct. 26, 2023 11:00 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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

Monday AM Briefing: Amazon, Google & Netflix's Incremental Big Swings In Sports Media

By Andrew A. Rosen · Oct. 23, 2023 6:00 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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good morning!The Medium delivers in-depth analyses of the media marketplace’s transformation as...

By Andrew A. Rosen · Oct. 19, 2023 10:55 AM PDT

media/telecom entertainment

Member Mailing: Netflix, Disney & Charter's Bet On TV Everywhere

By Andrew A. Rosen · Oct. 19, 2023 10:55 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”.Each fiscal quarter, The Medium identifies three or four new trends that have momentum and seem poised to play out at a larger scale... Good afternoon!The Medium delivers in-depth analyses of the media marketplace’s transformation as...