Ultima reduta
16 octombrie '15The Interpublic-owned media buying and research firm projects digital media in the U.S. will overtake television as the biggest media category next year—a year earlier than previously expected – with $66 billion in revenue. That shift is a “powerful symbol” for the future of the U.S. ad market, said Magna Global’s director of global forecasting, Vincent Letang. Digital media is already the biggest media type in several Western European countries as well as in China.
De aici.
PS. Ieri am avut o discutie cu un client care-mi spunea ca bugetul de digital a ajuns deja la 40% din total buget. In ro. Client care consuma si tv.
NYTimes @ 1 milion abonati online
6 octombrie '15This week, The Times is celebrating a breakthrough: We recently passed one million digital-only subscribers, giving us far more than any other news organization in the world. We have another 1.1 million print-and-digital subscribers, so that in total, we have more subscribers than at any time in our 164-year history.
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Blocarea reclamelor, faza pe ISP
2 octombrie '15„(Digicel is) deploying ad control technology at the network level on its networks across the globe to ensure a better experience for customers and to encourage the likes of Google, Facebook and Yahoo to help connect the 4.2 billion unconnected people across the globe. Ad control technology benefits both consumers and network operators alike. With ads using up as much as 10% of a customers’ data plan allowance, this move will allow customers to browse the mobile web and apps without interruption from unwanted advertising messages.”
What sweethearts. Of course, the notice then proceeds to make it clear what this is really about. And that’s Digicel and billionaire owner Denis O’Brien’s belief that they are owed a cut of content company ad revenue simply because content company traffic touches their network:
„Companies like Google, Yahoo and Facebook talk a great game and take a lot of credit when it comes to pushing the idea of broadband for all – but they put no money in. Instead they unashamedly trade off the efforts and investments of network operators like Digicel to make money for themselves. That’s unacceptable, and we as a network operator, are taking a stand against them to force them to put their hands in their pockets and play a real role in improving the opportunities for economic empowerment for the global population.””
De aici
Business Insider preluat de Axel Springer
30 septembrie '15343 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
Tweetul diminetii
30 septembrie '15
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
Scurte
29 septembrie '151. Medium.com, platforma lansata de Ev Williams (ex Twitter, ex Blogger) acum 3 ani, a fost evaluata la 400 milioane dolari de o investitie a celor de la Andreessen Horowitz. Link.
2. Google anunta ca va lansa targetarea pe baza adresei de email, lucru pe care Facebook il face deja din 2012. Link.
3.
To break into the top 10 brands would imply a production volume of at least 2.5 million units (about the same as Daimler ships today.) At 2.65 million and a price of $55k/vehicle Apple’s revenues from cars would total about $145 billion. This is roughly the sales value of the iPhone business today. Not bad. Maybe that would satisfy a financial analyst.
Greu
24 septembrie '154. 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.
Google vs Facebook + Apple
23 septembrie '15If you see how stock analysts value Google and Apple stocks, around 90% of the value of Apple ($650bn) is due to iOS while around 8% of the value of Google ($450bn) is due to Android. And this is the case even though outside the US Android has 82% market share. But while Android has 81% smartphone market share Apple with less than 14% has over 80% of the global smartphone market profits. This happens because if you are a $650bn company focused on one product you are likely to beat a $450bn multiproduct company.
And then there is the other vulnerability of Google which is ads. Search related ads are around 80% of the value of Google. Ads are to Google what iOS is to Apple. But in ads Google is under attack from another company: Facebook. Facebook is a $260bn ads only company that does not allow Google to crawl it. For Google everything that goes on at Facebook, Instagram, Whatsapp is a black hole. But Facebook has found another way to make ads work that is not search based but instead it is contextual to whatever you are doing on Facebook. And these ads are extremely well targeted. Facebook allows advertisers to use key demographics such as geography, gender, age, income, occupation, something that Google cannot do. Moreover Facebook is way ahead of Google in mobile advertising and the fight against ad blockers.
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Inca 4 slide-uri despre adblockere
22 septembrie '15De 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 …
