Free ContentFor Members Only
Home > MyersBizNet Economic Media Business Report

MyersBizNet Economic Media Business Report

Pages: 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22

Wall St. Speaks Out on 4Q Ad Trends - Pivotal Research Group
By: Brian Wieser   (02/27/2015)

Now that the vast majority of public US-based media owners have reported their fourth quarter earnings, we can make a preliminary read on 4Q advertising trends. A more comprehensive assessment of the year will await results from trade groups whose data we rely on for some of our underlying estimates.

Read More
Wall St. Speaks Out: Death of a Centralized Agency Trading Desk - Pivotal Research Group
By: Brian Wieser   (02/20/2015)

At most agency holding companies' media divisions, when programmatic buying initially emerged over the last decade, it was typically centralized into something with a distinct P&L which became what most of us now call agency trading desks. Client teams inside of the conventional media agency businesses were commonly "encouraged" in one way or another to direct digital budgets to these entities.

Read More
Wall St. Speaks Out on 2015 Digital Advertising Outlook - Janney/MediaEntertainment
By: Murali Sankar   (02/13/2015)

Digital Advertising will be driven by growth in Mobile, Programmatic, and Video advertising. These trends will highlight the importance of being data-centric and ability to capture budgets that we believe will increasingly come from traditional TV advertising. The crowded landscape (particularly in ad-tech) will lead to consolidation, as niche players struggle to capture economics. Viewability and ad fraud remain top issues for ad buyers and can drive growth in performance-driven advertising as well as Programmatic Direct. FUEL (Buy, $22.50 FV) remains our top pick.

Read More
Wall St. Speaks Out on Ad Fraud, TV Ad Spend, Mobile & Social - Janney/MediaEntertainment
By: Tony Wible   (02/06/2015)

Ad Fraud – Suspicious traffic (possibly indicating ad fraud) from desktops continues to significantly outpace mobile in the US, according to data by Solve Media. From 2Q14 to 3Q14, suspicious desktop traffic increased from 44.5% to 56.2% of impressions, while it declined from 18.8% to 17.2% for mobile. Bot (non-human) traffic increased to 41.5% (from 30.8% in 2Q) for desktops, while it decreased to 7.2% (from 11.6%) for mobile.

Read More
Wall St. Speaks Out: Groundhog Day for TV Advertising - Pivotal Research
By: Brian Wieser   (01/30/2015)

Monday is Groundhog Day, which seems as good a time as any to ponder the year ahead for owners of media properties focused on national TV advertising sales. Will the shadow of weak recent results for advertising loom large in the year ahead and result in a demoralizing repeat of 2014 for sellers of TV ad inventory? Or will the cyclical nature of marketing mean that new budgets – if not new marketers – allow the industry to break free of last year's trends to witness a flowering of growth once again?

Read More
Wall St. Speaks Out on Key Takeaways from NATPE - RBC Capital Markets, LLC
By: David Bank   (01/23/2015)

Local TV Advertising Appears to Have Accelerated Sequentially. Core local spot TV advertising (ex-political) was down mid-teens in October as political displaced core business, with November improving to being flattish Y/Y and improvement also projected to have occurred in December.

Read More
Wall St. Speaks Out on FB, Google, Twitter & Yahoo - Pivotal Research
By: Brian Wieser   (01/22/2015)

Price target changes were primarily a function of changes to costs of capital embedded in our models which we have incorporated across our coverage universe. In our valuation framework, lower long-term costs of capital (driven at this time by falling yields on long-term treasury bonds) disproportionately impact companies whose stock prices are disproportionately dependent upon their terminal values. Each of Facebook, Google, Twitter and Salesforce.com remain as Buy-rated. We continue to rate Yahoo Hold, although we note that a majority of its value is dependent upon the value of Alibaba.

Read More
Wall St. Speaks Out on Mobile Marketing: Still Early Innings for Brands - Pivotal Research
By: Brian Wieser   (01/20/2015)

For well over a decade, many pundits and practitioners within the advertising industry would claim that "next year is the year of mobile advertising." Over the past two years a case could be made that the year for mobile advertising finally arrived. As an increasing share of advertisements running on Facebook, Twitter and Google are executed on mobile devices, it is technically true that mobile advertising is growing rapidly, as each of these companies capture a growing share of digital media budgets.

Read More
Wall St Speaks Out on Netflix OTT, Roku 4K, Facebook Video & DVD Sales - Janney/MediaEntertainment
By: Tony Wible   (01/16/2015)

NFLX usage is increasing, with 36% of subs using the service daily in 2014, and 72% using it weekly, according to Leichtman Research Group. Usage has increased since 2010 when only 10% streamed daily and 43% weekly, although this is likely mostly driven by the amount of content now available. We suspect that the increased amount of children's content is also a driver. Daily usage is slightly lower for subs that also subscribe to pay TV (32%). Penetration among pay TV subs is 36%, and 48% among non-pay TV subs, implying that consumers substitute the two services. We believe that the pay TV subscriber base will continue to face pressure from on-demand alternatives, including SVOD and online video.

Read More
Wall St. Speaks Out on 2015 Ad Tech Realities - Brian Wieser, Pivotal Research
By: Brian Wieser   (01/14/2015)

2015 is shaping up to be the most significant year for ad tech yet. Significant as in very eventful for all, lucrative for some and dismal (if not terminal) for others.

Read More

MyersBizNet Economic Media Business Report Commentary Archives

February 2015
January 2015
December 2014
November 2014
October 2014
September 2014
August 2014
July 2014
June 2014
May 2014
April 2014
March 2014

See all Archived Material


Mark your calendars for March 17 as Wheeler has been “invited” to testify before the House Oversight Committee (Chaired by Jason Chaffetz, R-UT). You might want to double mark the 17th as House Judiciary Chairman Bob Goodlatte (R-VA) has also invited Wheeler for that busy Tuesday. Then on March 18, Sen. John Thune (R-SD) is set to hold hearings that, he hopes, might lead to a reversal of the FCC vote. It’s back to the House as its Communications Subcommittee will (hope to) host all five FCC members at a general oversight hearing later the next day, March 19 … at least that’s what Chairman Rep. Greg Walden (R-OR) told C-SPAN’s Communicators program. Prepared testimony for all?

Read More

The Telegraph is a respected broadsheet publisher that attracts a largely conservative readership for whom the paper’s mix of in-depth quality reporting and feature writing is appealing. Peter Oborne is a “name” journalist, in part responsible for attracting readers to the newspaper and its digital variants. Oborne resigned because he felt that his and his colleagues’ reporting of the current scandal around HSBC and tax avoiders/evaders was either ignored or at best down-graded by management on the back of threats from HSBC to withdraw its advertising.

Read More
Click Here for Membership Information
Contact Us  |  Editorial Overview and Guidelines |  Site Map  |  Terms of Use  |  Privacy Policy  |  RSS Feeds