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entertainment media/telecom

Monday AM Briefing: "The Office" Is Succeeding On YouTube, Less So on Peacock

By Andrew A. Rosen · Aug. 1, 2022 3:30 AM PDT

I appeared into two must-read articles from Chris Stokel Walker last week:Kylie Jenner, Kim Kardashian and the great Instagram backlash ($ - paywalled)Big Tech Can’t Stop Obsessing Over Apple and TikTokLast Friday I wrote about how it seems as if the “half-life” of older library titles like “The Office” and “Seinfeld” has been accelerated by... I appeared into two must-read articles from Chris Stokel Walker last week:Kylie Jenner, Kim...

entertainment media/telecom

Friday Mailing: A Quick Note On Comcast's Q2 2022, Peacock & The "Half Life" Old Library

By Andrew A. Rosen · July 29, 2022 10:30 AM PDT

A Quick Note On Comcast's Q2 2022In Wednesday’s Member Mailing “Why Apple's & Amazon's Advantages In Sports Streaming Are Over-Hyped”, I wrote that ”it may be worth keeping a closer eye on Comcast” because of recent rumors it wants to buy a Smart TV platform. Comcast CEO Brian Roberts addressed those rumors on its Q2 2022 earnings call... A Quick Note On Comcast's Q2 2022In Wednesday’s Member Mailing “Why Apple's & Amazon's...

Member Mailing: Why Apple's & Amazon's Advantages In Sports Streaming Are Over-Hyped

By Andrew A. Rosen · July 27, 2022 11:09 AM PDT

My newest monthly opinion piece is up for The Information. In “Can Netflix Win the Contest for Connected TV Ad Dollars?” I wrote about one little discussed risk for Netflix’s ambitious vision for its ad-supported business: its relationships with Smart TV manufacturers.As Netflix told investors in its Q1 shareholder letter, “Netflix’s growth... My newest monthly opinion piece is up for The Information. In “Can Netflix Win the Contest for...

By Andrew A. Rosen · July 25, 2022 3:30 AM PDT

microsoft entertainment

Monday AM Briefing: Why Connected TV Advertising May Be "In For A World Of Trouble"

By Andrew A. Rosen · July 25, 2022 3:30 AM PDT

There was recently a terrific podcast interview in Brian Morrissey’s The Rebooting Show with Joe Marchese, executive chairman of Human Ventures and longtime media executive. Marchese told Morrissey: “In a world where we have dynamic targeting and we know what each household is watching, the advertising experience is actually worse. How did... There was recently a terrific podcast interview in Brian Morrissey’s The Rebooting Show with Joe...

entertainment media/telecom

Friday Mailing: Netflix In Curse of the Mogul Territory, Disney's New Software Savvy

By Andrew A. Rosen · July 22, 2022 10:44 AM PDT

There have been two stories from the past week that tie into past PARQOR mailings and are worth teasing out.First, Netflix is now in Curse of the Mogul territory; andSecond, Disney’s recent announcement reinforces a point I made about Smart TV software in my past essays on sports streaming and User Interface (UI)/User Experience (UX). There have been two stories from the past week that tie into past PARQOR mailings and are worth...

Member Mailing: Can Netflix Still Grow After Q2 2022?

entertainment media/telecom

Member Mailing: Can Netflix Still Grow After Q2 2022?

By Andrew A. Rosen · July 20, 2022 10:30 AM PDT

I have made a few media appearances over the past 48 hours worth a short read, a short watch, and a short listen:Netflix investors brace for subscriber losses as company works on long-term fixes (Alex Sherman, CNBC.com)Netflix loses nearly 1 million subscribers, and its stock soars (Hamza Shaban, Washington Post)Netflix Streaming Slowdown... I have made a few media appearances over the past 48 hours worth a short read, a short watch, and...

Monday AM Briefing: If You're Still Wondering Why Netflix Went With Microsoft & Xandr

microsoft entertainment

Monday AM Briefing: If You're Still Wondering Why Netflix Went With Microsoft & Xandr

By Andrew A. Rosen · July 18, 2022 3:30 AM PDT

Five days later, it still seems like Microsoft was a bit of “a head-scratcher” for Netflix’s advertising partner.Xandr, the programmatic video ad platform acquired from AT&T in December 2021, is not a competitive platform in video advertising (tech-savvy WarnerMedia executives passed on it as a back-end for HBO Max with Ads).So why was... Five days later, it still seems like Microsoft was a bit of “a head-scratcher” for Netflix’s...

By Andrew A. Rosen · July 15, 2022 10:30 AM PDT

microsoft entertainment

Friday Mailing: Netflix, Microsoft & Xandr (?!!!)

By Andrew A. Rosen · July 15, 2022 10:30 AM PDT

Yesterday Netflix’s Chief Operating Officer and Chief Product Officer Greg Peters announced that it had selected Microsoft as our global advertising technology and sales partner. The fact that it was Peters making the announcement reminded me of something I wrote last July [NOTE: on the PARQOR Substack archive] when former Oculus and... Yesterday Netflix’s Chief Operating Officer and Chief Product Officer Greg Peters announced that...

entertainment media/telecom

Member Mailing: How Should Comcast Value Hulu in 2024?

By Andrew A. Rosen · July 13, 2022 11:00 AM PDT

There was a lot of speculation about Hulu’s future going into last week’s Sun Valley conference, which put Comcast CEO Brian Roberts and Disney CEO Bob Chapek into the same room for the first time in a long time. The speculation is centered around a fast-approaching January 2024 deadline where Disney may buy Comcast’s remaining 33% stake in Hulu... There was a lot of speculation about Hulu’s future going into last week’s Sun Valley conference,...

entertainment media/telecom

Monday AM Briefing: In India and the U.S., Disney Rethinks The Economics of Sports Streaming

By Andrew A. Rosen · July 11, 2022 3:30 AM PDT

Longtime readers of PARQOR will be familiar with my argument that Disney is likely running an A/B/C/D test of Disney+ bundles across different regions (NOTE: on the Substack archive). Those four tests are:Test A (U.S. only): Bundle of Disney+, Sports (ESPN+), and vMVPD (Hulu + Live) and/or adult audience content (Hulu)Test B (Latin... Longtime readers of PARQOR will be familiar with my argument that Disney is likely running an...

Friday Mailing: Are Legacy Media Streaming Efforts "Built to Fail" Like Blockbuster Video?

culture entertainment

Friday Mailing: Are Legacy Media Streaming Efforts "Built to Fail" Like Blockbuster Video?

By Andrew A. Rosen · July 8, 2022 10:30 AM PDT

I’m back from holiday, rested, and slowly but surely getting back into writing mode.First, some belated self-promotion. An opinion piece and a podcast interview came out while I was away:In my monthly piece in The Information, I wrote about The Question Plaguing Connected TV: Who’s Watching?“Decoding the Streaming Wars”, a fun discussion with... I’m back from holiday, rested, and slowly but surely getting back into writing mode.First, some...

By Andrew A. Rosen · June 20, 2022 3:30 AM PDT

entertainment media/telecom

Monday AM Briefing: Don't count Nielsen out of the future for Connected TV

By Andrew A. Rosen · June 20, 2022 3:30 AM PDT

In Netflix, Disney+ & HBO Max face the question, "What constitutes an impression?", I wrote “there may be real value in the impressions data from [Connected TV (CTV)] streaming; but, that data will have limited upside without the ability to tie it to individuals within households.”I learned at the Cynopsis Measurement & Data Conference... In Netflix, Disney+ & HBO Max face the question, "What constitutes an impression?", I wrote “...

entertainment media/telecom

Friday Mailing: Netflix's Disney-esque Ambitions May Be Losing to YouTube & TikTok, Too

By Andrew A. Rosen · June 17, 2022 1:10 PM PDT

[Author’s Note: Apologies for this being late. A few last-minute meetings and matters popped up.]Insider reported ($ - paywalled) yesterday that “a series of recent moves in Hollywood signals that streaming's investment in kids content might not be paying off”, and that “Hollywood may be realizing that children's programming is "not a silver... [Author’s Note: Apologies for this being late. A few last-minute meetings and matters popped up.]...

entertainment media/telecom

Member Mailing: Is Apple A Better Partner for Major League Soccer (MLS) Than Legacy Media?

By Andrew A. Rosen · June 15, 2022 10:30 AM PDT

Apple struck an interesting deal with Major League Soccer (MLS), purchasing exclusivity to all global media rights but permitting MLS to negotiate co-broadcasts with major networks for select matches. I think it is worth looking at the deal a little closer after what I wrote in The Tiger Woods Comeback Story vs. Streaming Bundles: “Disney... Apple struck an interesting deal with Major League Soccer (MLS), purchasing exclusivity to all...

entertainment media/telecom

Monday AM Briefing: Bob Chapek, Fiduciary Executive

By Andrew A. Rosen · June 13, 2022 3:30 AM PDT

I was fascinated by the reaction to last week’s announcement that Disney CEO Bob Chapek had fired Peter Rice, its chairman of entertainment and programming. If there was a common theme to the collective reaction, it’s that Chapek had done something wrong at a time when he can seem to do no right.I don’t know if anyone outside the walls of Disney... I was fascinated by the reaction to last week’s announcement that Disney CEO Bob Chapek had fired...

Friday Mailing: Netflix, Disney+ & HBO Max face the question, "What constitutes an impression?"

Friday Mailing: Netflix, Disney+ & HBO Max face the question, "What constitutes an impression?"

By Andrew A. Rosen · June 10, 2022 11:00 AM PDT

Friday Mailing: Netflix, Disney+ & HBO Max face the question, "What constitutes an impression?"

entertainment media/telecom

Friday Mailing: Netflix, Disney+ & HBO Max face the question, "What constitutes an impression?"

By Andrew A. Rosen · June 10, 2022 11:00 AM PDT

I recently moderated a panel discussion at the 7th Annual Cynopsis Measurement & Data Conference. It included senior executives from Nexstar Digital (below), Innovid’s TVSquared and Vizio, and we discussed who they are seeing winning the ad dollars in OTT/CTV. [1] The organizers recommended I show up earlier to watch previous panels to... I recently moderated a panel discussion at the 7th Annual Cynopsis Measurement & Data...

entertainment media/telecom

Member Mailing: Netflix's Failing Disney Ambitions Invite The Keeper Test for Co-CEOs Hastings & Sarandos

By Andrew A. Rosen · June 8, 2022 10:30 AM PDT

Stratechery’s Ben Thompson had a good interview last week with Michael Nathanson, media analyst and co-founder of MoffettNathanson. I think this interview is particularly valuable for their discussion around how growth will become more expensive for both Disney+ and Netflix. Specifically, the premise is that content investment is a fixed... Stratechery’s Ben Thompson had a good interview last week with Michael Nathanson, media analyst...

Monday AM Briefing: Consumers & CTV Advertisers vs. Publisher "Walled Gardens"

entertainment media/telecom

Monday AM Briefing: Consumers & CTV Advertisers vs. Publisher "Walled Gardens"

By Andrew A. Rosen · June 6, 2022 3:30 AM PDT

Correction: I wrote earlier "That story started with 10MM e-commerce advertisers moving their spend into CTV back in 2017, and with the objective of disrupting these 200 “retail-cartel” advertisers in the U.S. But the growth of CTV spend is now being driven by both sets of advertisers, and that is a story that is also not about advertising." But... Correction: I wrote earlier "That story started with 10MM e-commerce advertisers moving their...

Friday Mailing: $68B in Linear Ad Spend & Netflix, It's Early Days for CDPs in Media

entertainment media/telecom

Friday Mailing: $68B in Linear Ad Spend & Netflix, It's Early Days for CDPs in Media

By Andrew A. Rosen · June 3, 2022 11:00 AM PDT

Once one sees the world as a split between the demand-side between the 200 “retail-cartel” advertisers and the 10MM e-commerce brands who advertise on Google and Facebook, it becomes hard to see things the same way again. This week, it was helpful for better understanding the dynamics around “retail-cartel” demand Netflix’s ad inventory,... Once one sees the world as a split between the demand-side between the 200 “retail-cartel”...

Member Mailing: The Core Tension/Weird Dance At Upfronts for Connected TV (CTV) Dollars

Member Mailing: The Core Tension/Weird Dance At Upfronts for Connected TV (CTV) Dollars

By Andrew A. Rosen · June 1, 2022 10:30 AM PDT

Member Mailing: The Core Tension/Weird Dance At Upfronts for Connected TV (CTV) Dollars

entertainment media/telecom

Member Mailing: The Core Tension/Weird Dance At Upfronts for Connected TV (CTV) Dollars

By Andrew A. Rosen · June 1, 2022 10:30 AM PDT

There is a slide in The Interactive Advertising Bureau’s Brand Disruption 2022 presentation that nicely summarizes the demand side of the upfronts. The upfronts have historically offered a fixed supply of linear inventory to a fixed demand of buyers: 200 “retail-cartel” advertisers supplying 88% of U.S. network television revenue (the term... There is a slide in The Interactive Advertising Bureau’s Brand Disruption 2022 presentation that...