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After we wrote about the Barclays Search Advertising Trends conference call last week, the bank was out with some clear takeaways for investors in the space.
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Advertising appears to be looking up. Or at least it does to Pivotal's Brian Wieser. He's out with a research piece on the entire industry, introducing forecasts all the way out to 2017. The media analyst believes that advertising will grow 2.4% this year, revised up from 1% as marketers outspend economic growth. Estimates could have topped 3%, but he expects "that nervousness among marketers in the period leading up to the fall elections will restrain expansion because of the looming 'fiscal cliff.'" (Jack Myers Media Business Report's 2010-2020 Media/Marketing Economic Data and Forecasts are available to subscribers at www.jackmyers.com)
Read More News flow was concentrated on larger, macroeconomic concerns this week, with the media industry taking a backseat to what was going on in Europe.
Read More Well, it's been a wild ride for investors in Facebook (FB). The social network's $16 billion IPO two weeks ago so far stands as its greatest achievement. After pricing at $38, it's been nowhere but down for the stock, slumping over 30%. As the smoke is clearing, fingers are being pointed in various directions to assign blame.
Read More Well, the stock hasn't settled in yet and we've already gotten our first initiation piece on Facebook (FB). Needham's Laura Martin was one of the first out of the gate to publish on the record-setting IPO and she likes the stock. Specifically, she thinks the shares are "an option on the World." Her model values FB by measuring average time spent on the social network and multiplying it by "its powerful margin expansion engine." With 900M users spending a total of 14% of all time spent online globally on Facebook itself, she sees room for growth. She's initiating with a BUY rating and a $40 PT.
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DISH's intentions related to wireless are becoming clearer with its deal with regional wireless carrier nTelos to test a 50Mbps fixed wireless broadband service. DISH could use its spectrum along with that from CLWR (if successful in their acquisition bid) to develop a viable broadband platform. This would help DISH to remain competitive with other MVPDs that increasingly offer broadband packages that enable advanced services such as VOD, home monitoring, cloud storage, etc. This is in line with our belief that DISH will try to transition towards IPTV using its wireless infrastructure.
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The results of an open publication of all radio ratings would be new engagement from listeners and advertisers. Right now there is so much industry whining about listener apathy toward radio, positive actions would be appropriate.
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