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The Medium
by Andrew A. Rosen
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”.
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The Medium
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...
The Medium
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...
The Medium
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
By
Andrew A. Rosen
· April 6, 2023 9:05 AM PDT
The Medium
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...
The Medium
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...
The Medium
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...
The Medium
entertainment
apple
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...
By
Andrew A. Rosen
· March 23, 2023 10:30 AM PDT
The Medium
entertainment
google
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...
The Medium
entertainment
microsoft
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...
The Medium
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...
The Medium
entertainment
apple
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...
By
Andrew A. Rosen
· March 9, 2023 10:30 AM PST
The Medium
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...
The Medium
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...
The Medium
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...
The Medium
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
By
Andrew A. Rosen
· Feb. 22, 2023 11:30 AM PST
The Medium
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...
The Medium
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...
The Medium
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...
The Medium
entertainment
media/telecom
Iger's & Zaslav’s Lesson on Pricing & Passionate Fans
By
Andrew A. Rosen
· Feb. 10, 2023 11:06 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...
Member Mailing: To Invest Or Divest, That Is The Question
By
Andrew A. Rosen
· Feb. 8, 2023 12:30 PM PST
The Medium
entertainment
media/telecom
Member Mailing: To Invest Or Divest, That Is The Question
By
Andrew A. Rosen
· Feb. 8, 2023 12:30 PM 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?” Last April I wrote about how Hulu's integration of ESPN+ made it easier to discover and watch the lightning-in-a-bottle TV story of Tiger Woods’ return to The 2022...
In Q1 2023, PARQOR will be focusing on four trends. This essay focuses on "The...
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