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Tag: ad measurement

Edition #280 Brand Balance Sheets, 5/8

One big thing As we transition to the new normal, those brands that are spending, are starting to invest in marketing assets. Assets like app installs, newsletter subscribers, upper-funnel audience, training, webinar attendance. “The roughly $40 billion app-install market was “likely the most material contributor this quarter” to social media ad spend, according to Morgan Stanley analysts.” And why not, with attention up and cost per clicks down, it's a perfect storm. By my calculations,… Continue reading

Ben Young
Ben Young
May 8, 2020
earnings-outlook
earnings-outlook

Edition #279 Weird Earnings, 5/1

One big thing What the stock market got wrong this week. Alphabet, Google, Facebook and Twitter were all up after earnings after most analysts expected a bigger hit to revenue. Yet for most firms, the virus was only an impediment for a fraction of the quarter. Advertisers won't have cut straight away – behavior would be distributed through that timeframe. What should be in focus, is how they are addressing Q2. And that speaks to the uncertainty, see below. Continue reading

Ben Young
Ben Young
May 1, 2020