“Paths to purchase are not linear or rational. The planning of the trip is not the journey. And the customers’ starting point is often not where we believe the starting point is. The funnel has morphed into a journey map. The question is, ‘How do we organize around this journey to support people along the […]
Most media industry observers expect to see a another strong year in M&A for the Ad Tech sector. For example, a survey [PDF] of 231 top media/tech executives released last week from media investment bank Jordan, Edmiston Group, Inc. and Econsultancy shows an upward trend in organizations planning an acquisition in the next 12 months, […]
Dan Salmon is an equity research analyst at BMO Capital Markets and covers advertising and marketing services. Salmon upgraded Facebook from “Underperform” with a $15 target to “Outperform” and $32 target and explored his outlook in a research note to investors on Monday. You can download it here (PDF). AdExchanger: Where are the ad dollars […]
Dan Salmon is an equity research analyst at BMO Capital Markets and covers advertising and marketing services. Salmon recently discussed with AdExchanger.com the latest industry events as well as an update to his ongoing analysis of the marketing ecosystem titled, “The Race For The Digital Marketing Hub: Version 2.0.” Download it (PDF). AdExchanger: In this […]
Google offered very little that was new on the display business during its second quarter earnings call, and analysts didn’t press for details. Instead they hammered execs with questions on the newly acquired Motorola business and mobile search monetization. But a handful of details do jump out with links to display and video ads… During […]
Digital ad management provider DG will likely face serious questions from its shareholders amid rumors that the company rejected a $20 dollar per share bid from video ad services company Extreme Reach. While Irvine, TX-based DG possesses some advantages in the digital marketplace, particularly thanks to last year’s $414 million acquisition of ad tech firm […]
Both the following are true: It’s a brave new world for holding companies. New competitors, fee structures, and technology requirements are forcing change to the old service models. The fundamentals of agency groups are as strong as they were before the digital disruption. Tech fragmentation is helping rather than hurting. At the Association of National […]
Forrester analyst Joanna O’Connell leads the charge – along with fellow analyst Michael Greene and others – in a report on data management platforms (DMPs). Her findings look at a number of companies providing DMP services in the data-driven advertising space. Among O’Connell’s observations on DMP integrations, “Be prepared for a time- and labor-intensive process […]
Forrester Research recently published a for-purchase report titled “The State Of The Digital Media Buyer.” Authored by analyst Michael Greene with the help of his research co-horts Emily Riley, Joanna O’Connell, Jennifer Wise and James McDavid, Forrester positions the report as insights for the publisher on what the buyer is up to. Greene discussed the […]
The research team at ZenithOptimedia reported yesterday that “total internet ad spend to grow 12.6%, 15.8% and 16.1% in 2011, 2012 and 2013. The brightest spot in terms of online ad growth will be online video.” Read more on Radio & Television Business Report. Jonathan Barnard, Head of Forecasting at Publicis’ ZenithOptimedia, discussed the latest […]
Dan Salmon is an equity research analyst at BMO Capital Markets and covers advertising and marketing services. Salmon recently discussed with AdExchanger.com his latest analysis of the marketing ecosystem in a research piece titled, “The Race For The Digital Marketing Hub: Version 1.2.” Download it (PDF). AdExchanger.com: From your analyst point-of-view, what’s the biggest surprise […]
Yahoo! recently announced that its Yahoo! Labs unit formed a special group seven months ago known as Yahoo! AdLabs whose focus is “to help advertisers get more out of their marketing dollars by combining research and data mining with watching how users interact with ads,” according to Computerworld. Read more about the group’s recent studies […]
Florian Kahlert is Vice President of Knowledge Networks, a research company. AdExchanger.com: Knowledge Networks is not just a digitally-focused company. Can you talk about the big picture goals for the company? FK: Knowledge Networks is among the top 15 custom survey research companies in the U.S., and we specialize in solving high-impact business issues. Our […]
Did YOU Know? Arash Amel, Screen Digest’s research director, digital media, said that the ad-supported online TV market (including Hulu) in the U.S. was worth $448 million last year and estimated that revenues will reach $1.45 billion by 2013. ThinkEquity analysts Robert Coolbrith and Bill Morrison estimate that revenues in non-premium, non-reserved display advertising will […]
Bill Morrison and Robert Coolbrith are equity analysts at ThinkEquity Partners and recently authored a report entitled, “The Opportunity In Non-Premium Display Advertising.” AdExchanger.com: Are data exchanges the key to unlocking value in social media? Who’s getting it right in the data exchange space? BM and RB: We’ll defer the second part of your question […]
Among “Street” analysts, the team of Bill Morrison and Robert Coolbrith at ThinkEquity are alone in their thoughtful understanding of the opportunity in online display advertising – and it’s not just due to the recent bloodletting on Wall Street. Today’s release of their thorough industry report entitled, “The Opportunity In Non-Premium Display Advertising,” is no […]
JP Morgan analyst, Imran Khan, has released his latest report, “Nothing But Net: Outlook for Global Internet Stocks in 2009” and to no one’s surprise, the outlook for online advertising is restrained. Khan expects only a 6.3% increase in online display ad spending to $8.4 billion for 2009. This is a decrease of a billion […]
Bill Morrison, Senior Analyst at ThinkPanmure and one of the few Wall Street analysts with an understanding of ad exchanges, stated in his industry report released today that advertising is entering Phase II of a media recession. Morrison explains his thinking: “First, marketers reduce spot market activity and eliminate quarterly budget flushes. Then, marketers begin […]
The sky is falling in the world of online display advertising! Actually, Paid Content makes it sound like JP Morgan analyst Imran Khan awoke from a nap: “Sensing that marketers are becoming more conservative with their ad spend, Khan expects that long-tail advertisers will shift toward performance-based advertising forms.” Yawn. Looks like it’s only going […]
