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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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Susan Sarandon at the SAGs, Beer Ads and More: Gender News Weekly
Inspired by Jack Myers' new book "The Future of Men: Masculinity in the Twenty-First Century" (coming in March), this is a weekly blog focused on gender equality, gender politics and the shift in gender norms in business and culture. Read on for this week's news roundup.

MediaBizBuzz: The Super Bowl, Comcast, ESPN, Viceland and More
A roundup of the week's key news from MediaVillage member companies and the wider media industry. This week, financial results from Comcast and Google shed more light on viewer and advertising trends, Nielsen fixes ESPN data, digital disrupts jobs at media companies, Yahoo tries to turn around its turnaround, Viceland’s executive landscape becomes clearer and how many digital ads a Super Bowl TV spot can buy.

Why I’m Excited About the Super Bowl for the First Time Ever
I have never been excited about the Super Bowl. I’m not a football fan. I neither enjoy nor understand it. The ads, which I do enjoy, are either released before the game or available immediately afterwards. I rarely care about the half-time performance. I do not like beer, buffalo wings, plain potato chips or really most go-to Super Bowl party refreshments. I do not like Sunday night engagements, as they conflict with “Downton Abbey.” Lest anyone rescind my invitation to their Super Bowl party, I am pleased to say that this year I am extremely excited about the big game. Why? Two words: Fantasy football.

ANA vs. 4As: The Advertiser Agency Battle Rumbles On
The argument between advertisers and media agencies in the USA over transparency rumbles on. Earlier Cog Blogs have commented on advertisers’ concerns over the agencies’ media buying practices, and their hiring (via their trade body the ANA) of two consultancies to look into the whole matter of where the money goes. Now, in what sounds like an attempt to get their retaliation in way before the consultants have even reported, the agencies’ trade body (the 4As) last week issued something called “Transparency Guiding Principles of Conduct.” In line with what seems to be something of a strained atmosphere between the two parties, the 4As did this without any discussion with their clients, whose trade body is as we said in mid-consultation and who might have had something interesting to input into what they consider to be the principles of transparency.

NBC Digital’s Bill Smee on the Evolution of News
News creation and coverage is one area of the media that has seen particular change in the past few years. Affordable easy-to-use production equipment, the shift from film to video to digital formats, advancements in production technology and expansive access to anyone and everyone via the Internet have dramatically shifted the business of news content formation.

Mindshare: Coordinates for the Perfect Playlist
This week on Mindshare’s Culture Vulture Live, Amanda Hechinger explores mobile location data and the opportunities for brands.

Access Confidential Brand Watch: AMA vs. ANA
The pharmaceutical industry is no stranger to controversy of late. Mergers and acquisitions activity, poor press and a divided front on DTC ads may have side effects on 2016 ad budgets.

The MediaVillage Articles Club -- February Selections
When Articles Club met late last month for our first meeting of 2016, we marked an important milestone … our one-year anniversary! While we have only been sharing our recommendations here at MediaVillage for a few months, we have together shared a year’s worth of our favorite articles. If we can just track down those missing spreadsheets from our first few months of meetings, we will have a pretty impressive roster. Our February picks are listed below. For the first time, they include television and radio content.

Data, Consumer Insights and Breaking With the Past
The last several years have delivered significant progress in the data insights sphere. Credit most players in the arena with responding to the changes the digital environment has enabled. Television has responded to improve accountability beyond traditional TV metrics we all grew up with, no small factor in its market resurgence. Agencies and traditional media platforms have instituted the Chief Data Officer position, to signal that “data” has an elevated seat at the table.

Out of Home Poised to Deliver Dynamic Analytics to Advertisers
The data and analytics revolution that ROI-hungry advertisers have been waiting for is upon us.

Five Questions for VSA's Anne-Marie Rosser on Alibaba Defined, China, and the Art of Navigating Cultural Perceptions
VSA's Anne-Marie Rosser was kind enough to take some time to discuss with AdForum's James Thompson the recent collaboration between VSA and Alibaba in developing Alibaba Defined, a comprehensive digital experience created by VSA Partners to help audiences outside of China understand the company.

Cantor Fitzgerald’s Youssef Squali on Ad Technology and 2016 Trends
Jay Sears, Senior Vice President Marketplace Development of Rubicon Project discusses ad technology and 2016 trends with Cantor Fitzgerald’s Internet analyst and Managing Director Youssef Squali.

When Reaching Viewers, Hallmark Gets to the Heart of the Matter
In this era of Peak TV there are more than 1400 series vying for viewers' attention throughout the year. Faced with such mounting competition, how do television programmers cut through the clutter, especially during the frigid winter season when viewing levels tend to be at their highest? Building strategies around holidays helps. "Emotional connections are key drivers in decision-making,” explains Michelle Vicary, Crown Media Family Networks’ Executive Vice President of Programming and Network Program Publicity. She's talking specifically about two of Hallmark Channel's annual programming events: Countdown to Christmas (October 30 – January 1) and Countdown to Valentine’s Day (January 30 – February 14), which deliver on the two big sentiments of the winter season -- connectivity and relationships.

The Year Ahead with Mindshare’s Colin Kinsella: Part 2
In part two of this Mindshare interview series, Colin Kinsella, CEO, North America and Katerina Sudit, Executive Director, North America explore the year ahead for the advertising industry, with a bigger look at influencer marketing and digital content.

Stuart Elliott: Super Bowl Ad Vets vs. Rookies -- Who Will Win?
The big story on Sunday in Super Bowl 50 is likely to be the faceoff between the veterans and the eager rookies. There also are different levels of experience among the football players.

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