msgApr 5, 202114 minWhat I Saw Happen -- Q1 2021 What I Saw Happen -- Q1 2021 To Level insights Insights Facebook knows who you are, Google knows your intentions, Amazon knows what you...
msgMar 1, 202137 minQ4 2020 Earnings AnalysisMy thoughts on the quarter It’s a great time to be a consumer of entertainment. There are a wealth of options ranging from linear TV to...
msgJan 4, 20219 minWhat I Saw Happen -- Q4 2020What I Saw Happen -- Q4 2020 Again, I have been distracted this quarter with the election and COVID data absorbing my life. I still have...
msgNov 17, 202025 minQ3 2020 Earnings Analysis Q3 2020 Earnings Analysis I have been a bit distracted this quarter with the election and COVID data absorbing my life. In fact, as some...
msgOct 6, 202012 minWhat I Saw Happen -- Q3 2020 Authors note I have been a bit distracted this quarter with the election and COVID data absorbing my life. In fact, I started a...
msgAug 18, 20209 minmsg Q2 2020 Earnings Analysis More strong evidence that the media landscape has changed forever, especially the marketers need for flexibility and inclination for...
msgJul 1, 202012 minmsg What I Saw Happen -- Q2 2020 Overview The Great Pause, The Great Reinvention, The Great Rethink, The Great Reset, The Great Reshape, literally everyone on planet...
msgMay 18, 202037 minmsg Q1 2020 Earnings Analysis and Outlook msg Q1 2020 Earnings Analysis and Outlook Insight into the new normal/abnormal, covering a wide range of companies and categories, not...
msgApr 7, 20208 minWhat I see happening in the next 3-6 months... Unprecedented uncertainty. The biggest story of our generation. We are seeing an acceleration of trends that were already occurring. Some...
msgMar 1, 202020 minmsg Publicly Traded Company Analysis -- Q4 2019Overall insights Advertising funds the internet. Let me say again, advertising funds the internet. Though amazing to me that marketers...
msgJan 11, 20209 minWhat I Saw Happen -- Q4 2019 Overall -- The race for SCALE continues Users will take GOOD content for free and pay for GREAT content It’s OK to be big, it’s not OK to...
msgNov 24, 201947 minmsg Publicly Traded Company Analysis -- Q3 2019Overall Insights Facebook, Google and Amazon are poised for the most long term advertiser growth; powered by their self-serve, machine...
msgOct 6, 201912 minWhat I Saw Happen -- Q3 2019Overall -- Big Tech May Have Peaked, Consolidation Happening and Internet TV Wars Continue Will Google, Facebook, Amazon and Apple one...
msgSep 3, 201930 minmsg Publicly Traded Company Analysis -- Q2 2019Overall Insights Most companies are constantly looking to add more attribution to their respective platforms -- Driving ROI is the best...
msgJul 7, 201915 minWhat I Saw Happen -- Q2 2019 Overall -- Trust Eroding, Regulation Looming as Digital Usage Grows Digital ad spend continues to take share from traditional ad...
msgMay 15, 20193 minmsg Publicly Traded Company Analysis -- Q1 2019• CTV/OTT/Advance TV whatever it is called these days, this is where all the revenue growth is happening across the publisher and...
msgApr 1, 20192 minWhat I Saw Happen -- Q1 2019 Overall -- Tech scrutiny is here, 5G is lurking and trust is eroding Ad load increasing everywhere by publishers and platforms U.S....
msgFeb 15, 20192 minmsg Publicly Traded Company Analysis -- Q4 2018Q4 2018 Overall Insights Triopoly continues to thrive -- platforms with logged in users continue to outperform the market and steal share...
msgJan 1, 20191 minWhat I Saw Happen -- Q4 2018Overall -- Spend more time thinking long term Be like Amazon/Bezos start to plan today for 2-3 years in the future Benchmarking is...
msgOct 1, 201812 minWhat I Saw Happen -- Q3 2018Overalll -- Hire more analysts and put more effort into training Benchmarking is critical, we need more of it in the ecosystem....