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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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Navigating the eSports Sponsorship Market
The eSports phenomenon has taken flight -- and its sponsorship marketplace is beginning to take shape.

Nature vs. Nurture: Sales Traits You Can Learn – Part 3
In the previous installments of this series, we discussed how the sales traits of being persistent and goal oriented can be taught. Well, now let’s get into how any seller can become organized.

DMTraining -- October 2015 Tips of the Week
Organize your connections.

Podcast: Jack Myers on "Between Worlds" with Mike Walsh
It’s not simply change that the media and advertising industry is going through, but a metamorphosis that could profoundly alter the industry’s landscape in the coming years, according to media ecologist Jack Myers. In the podcast below, Myers sits down with futurist and author Mike Walsh to discuss the future of media, the rise of emotion tech, and his upcoming book, The Future of Men: Masculinity in the Twenty-First Century.

Virtual Reality is Coming Directly to Your Living Room
This week on Mindshare’s Culture Vulture Live, Tiffany Winter discusses some big moves for content players in the world of virtual reality.

Adblockalypse and More: Top 10 Takeaways from Advertising Week 2015
Another year, another Advertising Week, that seminal time when the industry descends upon Times Square to mingle, make connections and learn a little. Being relatively new to it, we had a lot to learn. For example, bring an external charger since outlets are few and far between. Also, do not purchase an iced coffee before going into the Times Center’s beverage-free main stage (or at least be stealthy about it). Below we share our Top 10 observations from Advertising Week 2015.

A Smart Way to Out-Block Ad Blocking
Enough was enough for the Interactive Advertising Bureau last week over the matter of ad blocking among Internet sites. They actually disrupted their own contribution to Advertising Week, attended by more than 1,300 people, to bring this matter to, in IAB's instance, a long-overdue head.

Access Confidential’s New Business Know-How
Whether you’re pitching new business or retaining current business, Lisa Colantuono’s tips below offer an easy-to-follow guide applicable for both agencies and media companies alike.

An Inside Tip for Higher Organic Reach on Facebook
If a company posts on Facebook without paid media, does anyone ever see it? More and more, we are finding that less and less people do. While this fact remains true, our analysts have discovered an upside to increasing organic reach. Unfortunately, you still need to buy Facebook media but it appears that Facebook is following Larry Page’s mantra of “Always deliver more than expected.”

Connecting with Mom: How YouTube Helps in Moments of Need
“YouTube reaches not only more 18-34 and but also 25-44 year-old females than any cable network in the U.S. on both desktop and mobile” according to an analysis Google had commissioned from Nielsen in February 2015. This finding added to our ongoing hunch that YouTube has become a destination for females out beyond just Millennials. As such, we had thought, “YouTube is becoming a core part of many moms’ daily routines and is positively impacting their lives.” So we decided to dig a little deeper and set out on a year-long research program to understand the role YouTube plays in the ever-evolving life of the modern mom. In this post, I will try to give you the topline.

Not Your Father’s Tune-In -- Part 4
This continues our multi-part series about the new tune-in advertising, whose rating effects are now generally being measured to varying degrees by all players, using Nielsen itself in some cases, and especially using set top box data where the statistical significance of the findings leads to greater confidence in acting on the results.

2015 –The Last Big Year for Fossil Fuel Use!
2015 will turn out to be the peak year of fossil fuel use. By 2020 it will be clear that the decline in consumption of fossil fuels began this year. It therefore will be the first year of flat to down fossil fuel emissions. This is a very significant event: The beginning of the end of the fossil fuel energy era.

You Can Skip This Ad in 5, 4, 3 …
How pathetic that we create a product we know to be so loathsome that if people could avoid it, they would. But, if we can just hold them hostage for the minimum amount of time for which a client can be convinced to pay, we consider our jobs done, and sadly, done well. And, while we spend our days convincing clients to spend money on a product no one much wants, we spend our nights avoiding that very same product.

Katy Loria of Screenvision on Changing Careers, Working Moms and More
Katy Loria, Executive Vice President, Chief Revenue Officer at Screenvision, made a huge career transition from television and digital at Viacom in Chicago to cinema advertising at Screenvision in New York. She says that “after so many years at Viacom, which was a wonderful place to work, I wanted a change of pace. I went from big company to small company, from public company to private company and from consumer facing brand to non-consumer facing. For me it was a new and different challenge.”

The Beverly Billionaires, Or How to Make Podcasts Profitable
Take a good look at the photo above. Through the 1970's those four faces drove about a billion dollars to CBS and producer Mark Goodson. They were the original stars of “The Match Game.” From 1973-1982 they dominated daytime TV ratings and profits. Same scenery year to year. Incredibly small prizes. Absolutely no challenging Q&As.

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