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MyersBizNet Economic Media Business Report

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Wall St. Speaks Out: Media Needs a Stuart Smalley Moment - Brian Weiser, Pivotal Research
By: Brian Wieser   (08/07/2015)

The so-called "traditional" media sector had a rough week, with many companies reporting mediocre results and carnage in the stock markets.

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Wall St. Speaks Out: July Ratings: Down but Not Out - Anthony DiClemente Nomura Global Markets Research
By: Anthony DiClemente   (07/31/2015)

Nielsen released its July monthly live cable TV ratings Thursday morning. Ratings were down 11% YoY in both total day viewership and in primetime. The pace of declines has moderated slightly and we are hopeful that upcoming easier YoY comps will produce more encouraging ratings trends going forward.

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Wall St. Speaks Out: Challenging Agency Growth Forecasts - Brian Wieser, Pivotal Research
By: Brian Wieser   (07/24/2015)

On yesterday's earnings call with Publicis, there were some relatively contentious issues, including the company's indication that it believed the agency industry would grow by only +2.5% during 2015, down from a prior expectation of +3.0% growth.

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Wall St. Speaks Out on IPG: A Compelling Story? - David Bank, RBC Capital Markets
By: David Bank   (07/20/2015)

Recent new business results suggest Interpublic will maintain strong top-line growth over the near-term while solid margin results in spite of FX headwinds and ramp in new hiring give us confidence that management will continue to execute on its margin expansion goal.

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Google and YouTube: The Narrative Is Starting to Click - Anthony DiClemente, Nomura Global Market Research
By: Anthony DiClemente   (07/17/2015)

We believe 2Q results debunk the major Google bear cases: desktop search is declining (it's not), expense growth will be faster than revenue growth (not the case),

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Wall St. Speaks Out on Google - Stephen Ju, Credit Suisse Securities
By: Stephen Ju   (07/10/2015)

We recalibrate our model to reflect greater contribution from YouTube while moderating near-term Play estimates. We increase our target price to $700 (vs. $690 prior), but our adj. EPS for FY15 comes down by 200bps, to $25.88 (vs. $26.40 prior), as we modestly decrease our near-term revenue and gross profit forecasts.

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Wall St Speaks Out on Twenty-First Century Fox Inc - David Bank, RBC Capital Markets
By: David Bank   (07/10/2015)

On 7/1/15, James Murdoch Became CEO--We expect continuity in operating and capital allocation discipline with a focus on the evolving ecosystem.

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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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The Growing eSports Marketplace for Brands
This week on Mindshare’s Culture Vulture Live, Alexis Fragile explores the rise of eSports in North America.

Q&A: Dentsu Aegis SE Asia on Automation, Programmatic and TV
The Summer of Sears continues! Jay Sears, Senior Vice President Marketplace Development of Rubicon Project discusses "Automation, Programmatic and TV" with Anna Chan of Dentsu Aegis' Amnet Asia. The two executives appeared at Rubicon Project's 2nd Annual Real Time Trading Update from SE Asia's Buy Side in Bintan, Indonesia in July 2015.

“AGT” Presents One of the Most Amazing Things You Will Ever See on Any Screen
NBC’s summer hit “America’s Got Talent” has offered up countless impressive acts during its decade-long run … but there was one on the show Tuesday night that in my opinion topped them all. In fact, it was so amazing that it doesn’t seem adequate to qualify it against other “AGT” acts only, so let me say this: It was one of the most incredible things I have ever seen on television – and, in part, on Instagram – period. My neighbors and I were as slack-jawed as judges Howard Stern, Heidi Klum, Mel B and Howie Mandel, and host Nick Cannon, at the end of the segment.

SMI: Vibrant July Gets Ad Spend Market Back on Track
Following a challenging start to the year for most media owners, July delivered the biggest growth numbers of 2015 so far, fueled by digital and a resurgent out-of-home market.

“Fear the Walking Dead,” “I Am Cait,” “Mr. Robot”
Shortly after the publication of my column last Friday, which was filled with hindsight reflections on the recently concluded Summer 2015 Television Critics Association tour, I heard from a former TCA member with an interesting observation of his own.

Will There Be a New Media Distribution Consensus?
It’s been awhile since DISH CEO Charles Ergen began accumulating spectrum to augment his ability to provide robust programming to subscribers via mobile broadband. Last week, I noted that AT&T CEO Randall Stephenson was, more or less kind of, leapfrogging Charlie and putting the strategic idea together by absorbing DirecTV. And, on the cheaper side of the immediate future, major cable MSO/ISPs Comcast, Charter (presumably with the Time Warner Cable and Bright House acquisitions), Cablevision, Cox and others already provide Internet access via Wi-Fi hotspots everywhere (and all together) and are moving to use almost any set-top box (or dongle or device) via the cloud. (Charter’s Thomas Rutledge was a mover behind the remote DVR at Cablevision.) Also at the end of last week, Investor’s Business Daily reported that Oppenheimer analyst Tim Horan was predicting that Verizon, Sprint and T-Mobile would, one way or another, find a way to partner a la AT&T/DirecTV, too.

“TREotM”: The 2nd Decade of the 21st Century
Chapter 12, Part 1

What We Know About Frequency in TV and Digital Advertising: Pt. 2
By Gian Fulgoni, Bill Harvey and Andrew Lipsman

Ashley Madison and the Future of Men
The recent Ashley Madison hack revealed that 86% of the site's users were men, casting men and the online dating culture into the spotlight--and not in a good way.

"Fear the Walking Dead" is Here at Last!
Without a doubt the most feverishly anticipated new series of 2015 is "Fear the Walking Dead," AMC's fearsome prequel to "The Walking Dead." And tonight, at long last, it's showtime!

Is The Agency Model Broken?
Bill Koenigsberg, CEO of Horizon Media, was probably right when he recently pointed out that the old agency model is broken. But it has happened for many reasons that are not only associated with approximately $30 billion in client billings now in review.

The Millennial Dilemma
We’ve been called lazy, arrogant, narcissistic -- and most definitely tech-absorbed. When older generations hear the word “Millennials,” they often groan or shake their heads. We are the spoiled generation, connected constantly to our phones and missing out on real relationships, real connections. Or so they say.

At TCA Tours, Broadcast is Still the Game to Beat
It’s been a week since the 2015 Summer Television Critics Association tour came to an end – with a full day of panels by NBC, an experience that left many of the critics and reporters there believing that a broadcast network should never occupy the last day of any tour, especially in the summer. That’s because broadcast network days are still regarded by many of their editors and publishers, if not by the journalists and bloggers themselves, as the most important, simply because they tend to be jammed with panels for new fall or midseason series.

Mr. Mom. A Nice Theory. Ask the Kids About It.
Meet Samantha Gloria Sabo (pictured above). She is three and a half years old. Here are her priorities:

What Marketers Should Know About Back-to-School Season
This week, on Mindshare’s Culture Vulture Live, Kristine Munsen discusses back-to-school season and omnichannel retail.

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