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MyersBizNet Economic Media Business Report

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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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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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Is the ESPN Bubble About to Burst?
It’s episode 24 of Media Unplugged with branding authority Tom Asacker and media strategist Mark Ramsey.

At Summer TCA 2015, Netflix is Everything
Is Netflix everything? It certainly seemed that way yesterday at the Beverly Hilton Hotel during the historic opening day of the 2015 Summer Television Critics Tour. In a quantum leap of participation, and perhaps as a reflection of its current position in the home entertainment marketplace, Netflix impressively filled an entire day with panels for current and upcoming programs, along with a session with Chief Content Officer Ted Sarandos (pictured at top). And just like that, the scrappy streamer joined the ranks of CBS, NBC, ABC, Fox and FX – the only programmers who consistently present full days of panels during TCA tours, at least those in the summer.

Stuart Elliott: A 'Gawkward' Media Moment
It probably won't be long before the gatekeepers at the world's dictionaries are asked to approve a new word: "Gawkward," meaning an embarrassing or discomforting situation drenched in schadenfreude, as when a website known for anything-goes posts that upset and provoke others gets a turn in the barrel.

The Generation Gap(s) in Digital Media
One of the less appealing characteristics of the more strident members of the digital community is their habit of suggesting that the world of media planning, buying and selling was ill-informed, ill served by its measurements and entirely unaccountable until they came along.

Media Execs' Priorities for New Media Marketplace
The rapid proliferation of new digital, mobile and social (DMS) channels has completely changed the way that companies are connecting with their consumers. DMS channels are increasingly becoming a top priority for advertisers when developing strategies and campaigns to target and engage their consumers. The opportunities and challenges that this shifting landscape presents have been well documented.

Rob Norman @ VidCon: What Makes Selfies Stick?
VidCon is no longer cool. I know this because I was there and history tells me that the moment I show up, that's it for the whole “cool” thing.

Mindshare: The New Emoji World Order
This week on Mindshare’s Culture Vulture Live, Alexis Fragale looks at the increasing popularity of emojis and what brands are doing with them.

SMI: June Ad Market Suffers with Absence of World Cup Dollars
Pundits hoping for a strong June to help deliver a strong end to the quarter will be disappointed with SMI’s latest numbers.

Emmy Nominees 2015: Comedy Snags and Snubs
As I said last week, when it comes to nominating top talent, it is increasingly clear that Emmy and I don’t think alike.

Stuart Elliott: July Madness -- Shop ‘til Who Drops?
Among my favorite movies about advertising is the 1940 screwball comedy "Christmas in July," which mocks one of Madison Avenue's most popular consumer come-ons, the slogan-writing contest. The plot is centered on an ambitious young clerk whose co-workers trick him into believing he's won a $25,000 prize, back in the day when that was real money.

Are the CPGs Flying Blind with Their Advertising?
No one would willingly fly in a plane with faulty gauges. No pilot would chance a takeoff without a complete set of working instruments. And yet, the CPGs (Consumer Packaged Goods companies) seem to be flying with faulty gauges to measure their advertising.

The Middleman: Friend or Foe?
What was once two or three content distribution channels (print, TV, display) is now many more (video, programmatic, addressable TV, mobile, social, etc). Channels continue to increase as consumers fragment media use across devices. For brands and publishers to keep up they have to rely on technology partners to connect the dots. From new ad servers, data providers, programmatic vendors, viewability and measurement solutions media buying is so complicated that most advertisers and publishers don't even know who they are working with. In fact, last year Ghostery found that most publisher websites have more than 70 technology vendors on them!

Talk the Talk: Sound Like a TV and Digital Native
A major theme that defines our clients’ strategic agenda is media convergence, particularly the convergence of digital media and TV. As companies struggle to bring two massive businesses together, one issue I find is that digital and TV folks are often talking past each other. In other words, they’re using totally different words to describe their businesses.

Shani Higgins on Programmatic Selling in the Era of Fragmentation
Shani Higgins is the CEO of Technorati

Retrans Redux!
The National Association of Broadcasters says … and says … and says that the current retransmission consent process is just peachy. (Try Googling “NAB statement on retrans” and you’ll get 16,700+ results.) Don’t listen to the MVPDs whining about fees, the public-airwave squatters say. Heck, MVPDs are just going to manufacture crises to sway the FCC and Congress.

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