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Wall St. Speaks Out on Cannes and Commoditization - Brian Wieser, Pivotal Research Group
By: Brian Wieser   (06/26/2015)

The Cannes Lions awards – the advertising industry's pre-eminent honors – occurring this week will undoubtedly provide awards to well-deserving examples of creative excellence. Although we do not claim particular expertise in making assessments of stand-out creative campaigns on a global basis, a recent one which resonated for us was on behalf of the Cannes Lions themselves.

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Wall St. Speaks Out on AMC Networks - John Tinker, Maxim Group
By: John Tinker   (06/19/2015)

Fear the Walking Dead , a spin-off prequel of television's highest-rated show, The Walking Dead, should premiere in August with six episodes as part of a two-season pick-up. Another hit following the success of the Breaking Bad spin-off, Better Call Saul, should highlight AMC's increased audience visibility and ability to break new shows

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Wall St. Speaks Out on Cannes and Ad Industry Turmoil - Brian Wieser, Pivotal Research
By: Brian Wieser   (06/19/2015)

The Cannes Lions – arguably the world's pre-eminent annual event for the advertising community – begins today and runs through next week. The industry will celebrate a wide range of advertising and creativity while at the same time threats to the health of advertising in the future will loom for some as they so often do.

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Wall St. Speaks Out on the Twitter Challenge - Brian Wieser, Pivotal Research
By: Brian Wieser   (06/12/2015)

Twitter's CEO, Dick Costolo, has announced he is departing the company and will be replaced by one of the company's founders on an interim basis.

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Wall St. Speaks Out on Murdoch the Elder and Empire of the Sons - Anthony DiClemente, Nomura Securities
By: Anthony DiClemente   (06/12/2015)

In a move that had largely been expected but for specific timing, it was reported that Rupert Murdoch will likely step down as CEO and hand the position to James Murdoch. As part of the transition, Chase Carey, is expected to step down as co-COO, but will presumably stay on as Vice Chairman for one year. Rupert Murdoch will likely retain his role as Chairman of the Board, but will be joined by his son, Lachlan, who will reportedly assume the title co-executive Chairman.

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Wall St. Speaks Out on Instagram Advertising, Google Search and Buy - John Blackledge, Cowen & Company
By: John Blackledge   (06/05/2015)

This week press reports indicated that Instagram is broadly opening its platform for advertisers, particularly direct response advertisers via new direct response ad units like mobile app install ads, buy buttons as well as interest and demographic targeting. Also, Instagram is including an API that will allow ad agencies to efficiently manage large ad campaigns.

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Wall St. Speaks Out on Broadcast Nets' Prospects - David Bank, RBC Capital Markets, LLC
By: David Bank   (05/29/2015)

We hosted an investor meeting with an industry expert aimed at gaining insights into how the 2015–2016 Fall television season is setting up.

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Wall St. Speaks Out: AOL and Verizon - Brian Wieser, Pivotal Research
By: Brian Wieser   (05/22/2015)

AOL and Verizon: The End of the Beginning To paraphrase Winston Churchill, Verizon's pending acquisition of AOL is not the end. Instead, it is perhaps the end of the beginning for the company's forays into ad tech and the much broader field of marketing tech into which ad tech is gradually evolving. At least it needs to be for the AOL ad tech business to remain as a competitive force in this field.

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Wall St. Speaks Out on the Upfronts: ABC, CBS, FOX, NBC, Turner - Anthony DiClemente, CFA-NSI
By: Anthony DiClemente   (05/15/2015)

The best reporting on Upfront Week presentations has been provided by Nomura Securities' analyst Anthony DiClemente. Below, we share brief highlights from his in-depth analyses that were prepared by Nomura Securities International, Inc.

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Emmy Awards 2015: And the Nominees Should Be … (Part 1)
The process of determining this year’s Emmy nominees has begun, and we won’t know the results until the official announcement on July 16 from the Academy of Television Arts & Sciences.

The New Normal for Online Shopping
What would you do to get a great deal online? Turns out that it's quite a lot, especially if you're a Millennial.

Dear Media: We Hoaxed You! Love, Taylor Swift and Apple Music
Was the Taylor Swift / Apple Music dust up nothing more than a premeditated hoax?

OTT w/ TiVo! Can Wi-Fi Trump Cellular?
Oh, Roamio, wherefore art thou? That’s something more cable operators (MSOs) as well as other internet service providers (ISPs) might be asking TiVo CEO Tom Rogers about. TiVo’s Roamio OTA is a set-top-box that acts as a digital video recorder for off-the-air broadcast stations. Rogers goes a lot further than just telling MSOs they can dodge retransmission fees: He suggests cable just get out of the video business and cede “TV” to over-the-top players. (Or, just go national OTT with current and/or altered bundles; can’t tell me the major MSOs haven’t run business scenarios to do just that.)

TED Women 2015: A Man's Eye-View
This year's TED Women Conference was my 20th TED and my first TED Women, where I was one of a handful of male attendees.

Stuart Elliott: When the News Makes News
The Brian Williams story continues, and with it, ever more to ponder.

"TREotM": The Seventies (with Coax)
Chapter 10, Part 5

Who Controls the Digital Eco-System?
Ever since the first man clicked on the first ever online ad, and the first blogger penned the first essay on all that’s wrong with everything digital, one question has under-pinned much of the discussion and debate. Who’s in charge?

The "Polbuzz" is Building: PBS’ "Poldark" is a Summer Sensation
A best in show has emerged from television’s busiest summer ever. The distinction may strike some as improbable during the season in which popcorn entertainment generally rules. This fine program has nothing to do with aliens, zombies, cops or killers. It is a first-class remake of a historical drama from the Seventies that probably sounds like a snooze. And while such declarations are generally a matter of individual taste, from where I sit it’s more entertaining than anything else on broadcast, cable or stream right now.

ARF Rocks Research World with Measurement Mandate
This year’s ARF Audience Measurement Conference, a top research-oriented conference, focused two of its 2 ½ days on the challenges in cross platform measurement. Cross platform continues to be a major initiative of an industry that has historically focused predominantly on television. But the days of linear TV dominating the discussion and the historical buying and selling of spots and dots is just about over.

Sold-Out ARF Conference Incites Industry Action
“Who sells out a research conference?” asked Advertising Research Foundation (ARF) CEO and President Gayle Fuguitt to the, yes, sold-out audience at the Foundation’s recent Audience Measurement Conference held at the sleek Conrad Hotel in Manhattan’s Battery Park City.

Data, Data Everywhere in the Upfront: An Overview -- Part 5
This is the fifth and final part of a series examining the new data initiatives of major data companies. Parts 1 through 4 outlined the many data initiatives, their scalability, whether their services were gaining traction in the industry and the issue of a standard metric to link systems and platforms. Here, I ask about the role of research in the Era of Data. Is its role changing? Is there a future for research as we know it?

CARPE DIEM: Advertising and the Media
Published on Apr 13, 2015

Broadcast Milestone: A Summer Stunner
It’s the first week of summer, and didja notice? Something rather remarkable happened last night. CBS, NBC and ABC offered three hours of original series programming. Further, Fox’s two hours were filled with original shows and one-half of The CW’s two-hour primetime block was occupied by a brand new episode of a long-running series.

Hard Truths from Universal McCann’s David Cohen
When a senior advertising executive who handles money matters appears at an industry event and speaks his mind in a public forum, as Universal McCann Chief Investment Officer David Cohen did at last week's Online Video Advertising Summit here in New York, everyone should pay attention.

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