The Medium by Andrew A. Rosen — The Information Subscriptions

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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...

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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...

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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...

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

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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...

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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...

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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]

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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...

By Andrew A. Rosen · Oct. 23, 2023 6:00 AM PDT

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...

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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...

entertainment media/telecom

Monday AM Briefing: Reconsidering Streaming's Subscription Models

By Andrew A. Rosen · Oct. 16, 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...

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Member Mailing: AI Is YouTube's Frenemy

By Andrew A. Rosen · Oct. 12, 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...

By Andrew A. Rosen · Oct. 9, 2023 5:48 AM PDT

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Monday AM Briefing: Wall Street, Candle Media & "The Doom Loop of the Mogul"

By Andrew A. Rosen · Oct. 9, 2023 5:48 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: The Medium's Three Key Trends for Q4 2023

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Member Mailing: The Medium's Three Key Trends for Q4 2023

By Andrew A. Rosen · Oct. 5, 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...

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Monday AM Briefing: YouTube & Media Consumers After The Writer's Strike

By Andrew A. Rosen · Oct. 2, 2023 5:30 AM PDT

Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to... Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most...

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Member Mailing: YouTube Premium, Warner Bros. Discovery & Monthly Subscription Fees

By Andrew A. Rosen · Sept. 28, 2023 11:45 AM PDT

Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to... Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most...

By Andrew A. Rosen · Sept. 25, 2023 5:30 AM PDT

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Monday AM Briefing: Must-Read Articles For Your Week Ahead

By Andrew A. Rosen · Sept. 25, 2023 5:30 AM PDT

Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to... Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most...

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Member Mailing: The iPhone 15 Pro's Quiet Paradigm Shift for Media

By Andrew A. Rosen · Sept. 21, 2023 11:00 AM PDT

Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to... Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most...

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Monday AM Briefing: Short-Form Is Disrupting Both Hollywood & YouTube

By Andrew A. Rosen · Sept. 18, 2023 5:30 AM PDT

Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to... Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most...

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Member Mailing: A More Wholesale Than Retail Outcome in Disney-Charter Deal

By Andrew A. Rosen · Sept. 14, 2023 11:30 AM PDT

Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to... Good afternoon!The Medium identifies a few key trends each fiscal quarter that reveal the most...

By Andrew A. Rosen · Sept. 11, 2023 5:50 AM PDT

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Monday AM Briefing: Why Charter's Game vs. Disney May Not Be So Wicked

By Andrew A. Rosen · Sept. 11, 2023 5:50 AM PDT

Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most important tensions and seismic shifts in the rapidly and dramatically changing media marketplace. The key trends help you answer a simple question: "What's next for media, and where's it all going? How are the pieces lining up for business models to... Good morning!The Medium identifies a few key trends each fiscal quarter that reveal the most...