Andrew A. RosenFive Stories Shed Light on the Future of Disney Plus ($DIS) & Its FlywheelThe future of MCU storytelling flywheel may be on hold, but The Mandalorian merchandising and Marvel content on Disney+ will be successes.Sep 24, 2020Sep 24, 2020
Andrew A. RosenWhy AT&T’s ($T) Ad-Supported HBO Max is both “weird” & “an experiment worth trying”An ad-supported HBO Max and other offerings in AT&T ecosystem may not help them get more customersSep 17, 2020Sep 17, 2020
Andrew A. RosenNetflix, Video Games, new XBox, Epic vs. Apple App StoreKeeping an eye on Epic Games’s lawsuit & XBoxSep 14, 2020Sep 14, 2020
Andrew A. RosenMulan & Black Widow May Revive Kevin Mayer’s Disney+ FlywheelHow Disney+, or theatrical, or a hybrid of the two equals “more creative freedom” at DisneySep 3, 2020Sep 3, 2020
Andrew A. RosenRoku, Netflix, Disney+, and The Evolving Definition of “Gatekeeper” in OTTHow being a “gatekeeper” in OTT ecosystem is moving beyond the cable boxSep 1, 2020Sep 1, 2020
Andrew A. RosenDC Fandome and The Future of WarnerMedia, HBO MaxWhat is the value of the content? What is the value of the fans?Aug 27, 2020Aug 27, 2020
Andrew A. RosenWhy IAC’s Barry Diller Is Bullish on MGM & Not on Legacy Media StreamingAn Investment Hypothesis for MGM Sheds Light On Commerce Models Diller Is Bullish OnAug 25, 2020Aug 25, 2020
Andrew A. RosenNetflix, Disney, & ViacomCBS Look to International for Streaming GrowthBut, Is This Bullish Signal Actually a Bearish Signal From All Three?Aug 19, 2020Aug 19, 2020
Andrew A. RosenPARQOR Morning Briefing #12What you need to know for this morning & the week aheadAug 17, 2020Aug 17, 2020