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October 2021

Friday Mailing #50: Robert Iger, Mark Zuckerberg & Vision
Meta's post-Facebook future begins five years after former Disney bought BAMTech; Comparing the two reveals valuable insights on the future of the…
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Andrew A Rosen
Member Mailing #283: After Snap, Facebook & YouTube's Q3 Results, What Will Happen to Legacy Media AVODs?
Searching for clues as to how Apple's Anti-Tracking Tool is likely to impact legacy media's bets on AVOD and FAST, either directly or indirectly, in Q3…
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Andrew A Rosen
Monday AM Briefing #71
*Need* to know stories and trends for this morning & the week ahead; A Short Essay on MLB’s, NBA’s & NHL’s Potential Streaming Solution for RSNs
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Andrew A Rosen
Friday Mailing #49: After Q3 2021, Does Netflix Have the AVOD Model In Its Sights?
The shift to an “hours viewed” metric from total households may be an implicit acknowledgement of the inevitable: growth must come from an AVOD model
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Andrew A Rosen
Member Mailing #282: A Big PR Push from YouTube & Hollywood-Meets-Creator-Economy
is YouTube simply on a public relations push? Or, is there a market shift away from Hollywood and towards the Creator Economy emerging?
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Andrew A Rosen
Today at 12:30pm - Fireside Chat with Andrew Freedman of Hedgeye (October 18, 2021)
Discussing Netflix, Sinclair and RSNs, Disney, Warner Bros. Discovery, and ViacomCBS
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Andrew A. Rosen
Monday AM Briefing #70
*Need* to know stories and trends for this morning & the week ahead; A Short Essay on CEO Bob Chapek’s Choices for ESPN's Future at Disney
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Andrew A Rosen
Friday Mailing #48: Lebron's SpringHill Zigs Where Reese's Hello Sunshine Zagged
Despite both popular “Metaverse” business logic and more line items than Hello Sunshine, SpringHill may have a more conservative valuation than Hello…
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Andrew A Rosen
Member Mailing #281: Netflix & Dotdash, Imitated But Never Replicated by Condé Nast
The bold, contrarian & counterintuitive decisions made 5-10 years ago led to extraordinary success of Squid Game & Dotdash’s merger with Meredith…
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Andrew A Rosen
Monday AM Briefing #69
*Need* to know stories and trends for this morning & the week ahead; A Short Essay on Bobby Flay's post-Food Network Future
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Andrew A. Rosen
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