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Tag: cnbc catalyst

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
Content reworking
Content reworking

This Week in Native Ads 12/13

One big thing Enjoyed Ciaran O’Kanes 20 things for 2020, in particular, his comments on ITP. You may recall ITP is Apple’s tracking protection technology which has significantly impacted mobile ad revenue. “Safari has neutered the third-party cookie. Firefox has firebombed it. And Chrome is likely to gut it by year-end; 2020.” His view is that this is the biggest opportunity, to better monetize based on ITP. And I like that, I like the spirit… Continue reading

Ben Young
Ben Young
December 13, 2019
Buzzfeed employees work at the company's headquarters in New York
Buzzfeed employees work at the company's headquarters in New York

This Week in Native Ads 1/11

Weโ€™re back! And this year an additional 5,700 brands begin adopting native and branded content (per MediaRadar data), whilst existing brands are renewing at higher rates, thereโ€™s a lot to be optimistic about. One big thing I donโ€™t buy the post advertising narrative but Derek Thompson digs in to some of the challenges the industry is facing as it evolves in his piece: Post Advertising Future. Advertising is a healthy… Continue reading

Ben Young
Ben Young
January 11, 2019