Archive for the ‘Media’ Category

343 milioane USD a platit grupul german Axel Spinger pentru a prelua 88% din actiunile BusinessInsider.com ceea ce inseamna o evaluare de ~ 450 milioane USD. Nemtii mai detineau 9% ceea ce inseamna ca au ajuns la 97%, diferenta de 3% fiind in posesia lui Jeff Bezos. O combinatie interesanta.

Axel Springer e prezent indirect in Romania prin parteneriatul cu Ringier (de fapt e un joint venture in Europa de Est, Romania fiind singura tara in care nemtii nu au intrat inca).

Ca sa recapitulam principalele investitii in media din ultimii doi ani:

1. Bezos cumpara Washington Post pentru 250 milioane USD

2. Andreessen Horowitz investeste 50 milioane USD in Buzzfeed la o evaluare de 850 milioane USD

3. Vice Media sunt evaluati la 2.5 miliarde USD dupa o investitie de 500 milioane USD

4. Comcast (care detine NBC) investeste 200 milioane USD in Vox Media, la o evaluare de aproximativ 1 miliard USD

5. Nikkei plateste 1.3 miliarde USD pentru FT

6. Medium.com a fost evaluata la 400 milioane dolari de o investitie a celor de la Andreessen Horowitz

7. BusinessInsider e preluat de Axel Springer la o evaluare de 450 milioane USD

There's no money in news/content. Except for Buzzfeed, Business Insider, Medium, Reddit, Financial Times, Vice, Vox Media, etc.

— Jonathan Abrams (@abrams) September 29, 2015

4. Finally, publishers must take control of their site experiences, and turn down advertising that doesn’t meet their standards for user engagement.

Greu, din trei motive:

1. Inflatie de inventory.

2. Google si Facebook care dau pretul in jos –> publisherii sunt obligati sa compenseze scaderea pretului cu formate agresive care genereaza clickuri, adica volume.

3. Programmaticul care niveleaza oferta si reduce publisherii mari la nivelul pietei.

De aici.

De data asta de la Comscore, adica standardul in materie de masurari web in SUA si nu numai, si Sourcepoint. Intregul studiu va fi disponibil in aceasta toamna, oricum cele 4 slideuri sunt suficiente pentru a confirma ce aflasem deja din precedentul raport.

Situatia pe tari, la nivel de unici, deja in Germania si Franta s-a ajuns la 24% respectiv 27% din total populatie utilizatoare de internet!

Pe tari, la nivel de afisari, confirma asteptarile, vorbim de heavy users:

Userii de calitate folosesc adblockere (cu exceptia Frantei)

Dinamica din ultimele 10 luni …

Sursa

Context:

La un eveniment desfasurat saptamana trecuta, luni, la Londra, Catherine Williams, chief data scientist AppNexus, a scapat porumbelul spunand ca 65% din afisarile tranzactionate prin platforma sunt fraudulente dar ca au luat masuri pentru a corecta aceasta situatie.

Ulterior, probabil vazand reactiile industriei, AppNexus a nuantat afirmatia spunand ca de fapt 65% din tranzactii, nu din afisari, sunt fraudulente. Oricum ar fi, din afisari sau din tranzactii, 65% e un procent foarte mare.

Acest „scandal” nu ajuta industria mai ales ca vine „la pachet” cu lansarea iOS 9.0 care permite, pentru prima oara, pe iPhone/iPad, blocarea reclamelor. In SUA dezbaterile pro/contra adblockere au atins apogeul in ultimele zile, mai multe publicatii apeland la masuri prin care contentul este blocat celor ce folosesc solutii de tip adblocker.

Pe acelasi subiect va recomand un articol aparut in urma dezbaterilor de la Dmexco 2015: The programmatic debate

Cateva din reactiile oamenilor din industrie la dezvaluirea AppNexus le gasiti mai jos:

Did Appnexus just admit to ripping off buyers for the last 8 years? #ATSL15

— Luke Fenney (@lukefenney) September 14, 2015

AppNexus just cut 65% of supply deemed fraudulent. $2billion / year flows through pipe. $1.3 billion freed to go where it belongs. #ATSL15

— Index Exchange (@IndexExchange) September 14, 2015

sorry but I don't buy it – @AppNexus moral decision speech. A co full of bright people who knew what was going on. Chose to ignore #ATSL15

— marco bertozzi (@m_bertozzi) September 14, 2015

#atsl15 Appnexus on centre stage talking about volume dropping 65% due to anti fraud steps…Why?@RubiconProject did this years ago!!

— Nina Harvey (@TweetNinaH) September 14, 2015

Good to see @AppNexus catching up with @OpenX @RubiconProject and @google on ad fraud. But who monetises the bot traffic now? #ATSL15

— Ben Price (@Ben_Price1) September 14, 2015

so ad tech reports 55% of advertiser $ go to ad tech (IAB). Now largest indep ad tech company reports 65% of inventory is fraud (AppNexus).

— Jason Kint (@jason_kint) September 15, 2015

Marco Bertozzi, global vice president of clients at Publicis-owned VivaKi, said it was “admirable” that AppNexus has tightened its controls on ad fraud, but it was rather late to do so.

“For some time we raised this in VivaKi as an issue, but they did not want to take responsibility for it, as regards people using their buy-side tech,” he said. “AppNexus is a company with a number of ad tech veterans and super bright people, I find it hard to believe they were not aware of many of the issues.”

Wayne Blodwell, head of programmatic at Dentus Aegis-owned iProspect, agreed that it has taken a long time for the company to address the issue.

“It’s great that a seller like AppNexus is investing time and technology into cleaning up their marketplace for buyers. However, could this have happened sooner? Definitely. Do other sellers need to follow suit? Absolutely,” he said.

Just tried an iOS 9 content blocker for the first time. Oh my god. Ad networks: get your shit together, people WILL be turning this on.

— Joe Schmitt (@josephschmitt) September 14, 2015

This will be a benchmark year for ad spending in the US, as mobile surpasses desktop spending for the first time, eMarketer predicts. Mobile will account for 51.9% of total digital spending in 2015. That’s a higher figure than eMarketer forecast earlier this year.

While desktop’s share of advertising dollars is expected to slowly decline through 2019, mobile’s share will grow robustly. eMarketer expects mobile advertising to grow by 59% in 2015, a higher rate than forecast in March, when eMarketer last released figures for US ad spending. Meanwhile, long-term growth through 2019 has been revised downward slightly.

De aici