publisher revenue
publisher revenue

After a couple of meatier weeks this is a lighter edition – but do spend it checking out the campaigns of the week, both excellent.

Notable stories this week

Deals/M&A

  • Spotify in talks to acquire The Ringer (for the podcast) and Serial is shopping itself around.
  • The Athletic raises $50m at a circa $500m post-money.

Campaign of the week

  • Bringing the vivid colors of South Africa with these community contributed photos on NatGeo.
  • Jameson dives into How the New York City Speakeasies changed American Culture in this partnership with .

jameson-partners.vice.com-branded-native-content-975

Smartest commentary

Datapoints of note

  • NBC expects (Peacock) to have between 30 to 35 million subscribers by 2024. By 2024, NBCU expects to break even with an ARPU of $6-7 (mostly advertising revenue based), revenue of US $2.5 billion per year. Comparatively, Hulu generates $10 per sub on advertising today, Strauss notes.
  • Each year, about 15% of queries on Google have never been searched for before.
  • Via David Emmett, Le Monde reduced the number of articles it publishes by 25% over two years and in turn increased reader engagement by 11%.

Thanks,

Ben

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