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Member Mailing #284: PARQOR is Moving to The Information
Members' Essay: Creators lack the ability to sell effectively on platforms. More new formats on platforms will not create more opportunity for them or…
Andrew A. Rosen
Nov 3, 2021
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Member Mailing #284: PARQOR is Moving to The Information
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Monday AM Briefing #72
*Need* to know stories and trends for this morning & the week ahead; A Short Essay on Disney Cruise Line’s Avengers: Quantum Encounter & The Future of…
Andrew A. Rosen
Nov 1, 2021
1
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Monday AM Briefing #72
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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…
Andrew A Rosen
Oct 29, 2021
2
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Friday Mailing #50: Robert Iger, Mark Zuckerberg & Vision
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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…
Andrew A Rosen
Oct 27, 2021
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Member Mailing #283: After Snap, Facebook & YouTube's Q3 Results, What Will Happen to Legacy Media AVODs?
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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
Andrew A Rosen
Oct 25, 2021
2
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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
Andrew A Rosen
Oct 22, 2021
2
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Friday Mailing #49: After Q3 2021, Does Netflix Have the AVOD Model In Its Sights?
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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?
Andrew A Rosen
Oct 20, 2021
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Member Mailing #282: A Big PR Push from YouTube & Hollywood-Meets-Creator-Economy
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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
Andrew A. Rosen
Oct 18, 2021
2
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Today at 12:30pm - Fireside Chat with Andrew Freedman of Hedgeye (October 18, 2021)
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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
Andrew A Rosen
Oct 18, 2021
1
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Monday AM Briefing #70
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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…
Andrew A Rosen
Oct 15, 2021
1
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Friday Mailing #48: Lebron's SpringHill Zigs Where Reese's Hello Sunshine Zagged
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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…
Andrew A Rosen
Oct 13, 2021
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Member Mailing #281: Netflix & Dotdash, Imitated But Never Replicated by Condé Nast
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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
Andrew A. Rosen
Oct 11, 2021
2
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Monday AM Briefing #69
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