Curated Guide to Research
MediaPost's comprehensive guide to current research in the marketplace.
Search results for "earnings"
- Former Google employees have had a profound influence on AI. They have co-founded and led 14 of the top 50 AI startups, and have raised about $14.7 billion, accounting for nearly 28% of the funding for the top AI startups and have a combined valuation of $71.60 billion.
- While still healthy, sales aren't as pretty as they've been for last few years. Estee Lauder's forecast has some bracing for a downturn.
- The outlook for TV and CTV continues to be an "unsettled ad market," according to Bernstein Research, with projections that linear video ad spend will move down with the spend "slightly up to flat in streaming," according to Laurent Yoon, media analyst for Bernstein, in a recent report.
- Apple has reportedly begun negotiations with major news publishers over permission to use their content as it develops its own generative AI platforms. Contracts would include Conde Nast, NBC News and IAC, "The New York Times" reported.
- AI grew up this year, advancing into generative and other types. It is changing search advertising and marketing, TV and other media and how creative is produced and automated. It has become the dominants theme across the industry in earnings calls and reports, and it won't let up anytime soon.
- "Our media model works well," said CEO Philippe Krakowsky on an earnings call Friday. The question is "Can it work better?," he added - particularly in terms of delivering value to clients.
- The report, similar to the ones Google and Facebook publish, highlights findings from 2022, how the platform online and offline impacted more than 75 million verified neighbors, 3.6 million claimed businesses, and 5,000 public agencies across 11 countries.
- A new report from NPD Group says U.S. sales of prestige beauty products from department stores gained 15% in the last year.
- Walt Disney just revealed the possibility of a more difficult near-term future where unsteady, steep losses from its D2C businesses could affect the whole company.
- GroupM's business intelligence team called out analysts and journalists for focusing on not-so-good news, while ignoring indicators of healthy ad growth: "It's almost like they prefer to report bad news."
- YouTube Q2 ad revenues were up just 4% -- slightly under analysts' expectations, and well below the double-digit gains of previous periods. This comes amidst other digital media hits including the first-ever revenue declines at Meta Platforms.
- While search and social advertising remain strong, slow growth for both is expected when companies report Q4 2021 earnings. Paid-search ad spend overall rose 23% YoY in Q4 -- down from 32% in Q3, data from Skai (formerly Kenshoo) shows, cited by Raymond James analyst Aaron Kessler in his report.
- Firms that focus on the technology industry were especially optimistic about growth.
- Criteo on Wednesday reported that Q3 revenue 2021 grew 13% year-over-year to $211 million, excluding traffic acquisition costs. The company beat consensus by $595 million, and guided Q4 2021 revenue above analysts' estimates.
- It wasn't a good day for companies that rely on ad revenue. The technology industry lost billions this morning -- especially those focused more heavily on advertising.
- Nielsen, which recently reported $100 million in temporary cost savings related to the pandemic, says those cuts did not explicitly impact its field force, but "included voluntary pay cuts by our leadership team, savings related to 401k and a reduction in corporate travel and expenses," according to Chief Data and Research Officer Mainak Mazumdar.
- "Ad spending by major agency holding companies with Roku more than doubled. ... a really strong quarter for the advertising business," said Scott Rosenberg, Roku SVP and general manager, platform business during the company's Q1 earnings call.
- In the past year, Pinterest has invested in the ability to deliver returns on accountable performance advertising -- including conversion optimization, ads and shopping -- and to scale campaigns and improve on automation through tools like automated bidding.
- Starkly divergent analyst outlooks for FuboTV have driven the stock up to $62, down to $24 and after today's Q4 preview, back up to nearly $30.
- In a sign that the CTV ad market is benefitting from a shift of traditional TV ad budgets as advertisers follow viewers, two leading suppliers -- The Trade Desk and Roku -- reported strong Q3 ad sales.
- Amazon, Facebook and Google report earnings Oct. 29. Analysts are looking for these key signals to make a difference.
- Comscore's revenue fell 8%, despite growth in TV and addressable TV, due to the pandemic's impacts. Cost cuts helped boost EBITDA.
- Nielsen Holdings witnessed revenues sinking 8% to $1.5 billion in Q2, in line with expectations. Nielsen expects modest declines in the coming periods -- down 2% to 4% in revenues.
- In somewhat better news, distribution revenues from pay TV providers were down 6% to $354 million. Streaming services posted mostly flat revenues.
- While it may seem like a given that the upfront network TV ad marketplace will likely be down in both volume and pricing this year, at least one analyst is predicting the disruptive effects of COVID-19 could be the last straw for sustaining TV's long-term market share and that the main beneficiary will be online media -- especially Google's YouTube, as well as the connected TV marketplace.
- Alphabet will report earnings on Tuesday. Reports suggest the cuts will include a hiring freeze for full-time employees and contractors. Analysts now expect Alphabet to report flat earnings for Q1 in the U.S., according to eMarketer. Based on updated guidance from the analyst firm, the numbers should come in between a 2.8% increase and 0.2% decline year-over-year, estimates eMarketer Analyst Nicole Perrin.
- UBS estimates Disney's net earnings will sink to $2.9 billion for fiscal year 2020 vs. $9.6 billion a year ago. UBS downgraded Disney's stock to "neutral" from "buy." The positive for Disney is that its national TV advertising represents a much smaller piece of overall revenue exposure vs. other major media companies
- For a guy who began his digital marketing career blogging about wine, Gary Vaynerchuk has built a digital marketing empire worth hundreds of millions of dollars. He also has a side gig on YouTube that generates him about $50,000 a month from advertising and selling products direct-to-consumers, making him one of the highest earners among YouTube's "digital marketing gurus," according to an analysis released by Reboot Digital Marketing Agency.
- There was some interesting math in what The Trade Desk presented to investors, analysts and the press in last week's Q3 earnings release. No, not its actual earnings, which remain healthy despite some tepid international growth, but in the dimensions it uses to describe the ad experience the average consumer is exposed to daily.
- Following earnings reports that major consumer goods marketers' earnings have been suffering due to the erosion of their brand equity with consumers -- especially among Millennials -- "Research Intelligencer" asked Advertiser Perceptions to conduct a series of interviews with advertisers and agencies to benchmark their perceptions, the causes for them, and potential solutions for dealing with the problem.
