What 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...
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- Mar 1, 2021
- 37 min
Q4 2020 Earnings Analysis
My 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...
1620
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- Jan 4, 2021
- 9 min
What I Saw Happen -- Q4 2020
What I Saw Happen -- Q4 2020 Again, I have been distracted this quarter with the election and COVID data absorbing my life. I still have...
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- Nov 17, 2020
- 25 min
Q3 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...
1080
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- Oct 6, 2020
- 12 min
What 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...
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- Aug 18, 2020
- 9 min
msg Q2 2020 Earnings Analysis
More strong evidence that the media landscape has changed forever, especially the marketers need for flexibility and inclination for...
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- Jul 1, 2020
- 12 min
msg 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...
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- May 18, 2020
- 37 min
msg 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...
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- Apr 7, 2020
- 8 min
What 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...
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- Mar 1, 2020
- 20 min
msg Publicly Traded Company Analysis -- Q4 2019
Overall insights Advertising funds the internet. Let me say again, advertising funds the internet. Though amazing to me that marketers...
1290
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- Jan 11, 2020
- 9 min
What 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...
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- Nov 24, 2019
- 47 min
msg Publicly Traded Company Analysis -- Q3 2019
Overall Insights Facebook, Google and Amazon are poised for the most long term advertiser growth; powered by their self-serve, machine...
1700
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- Oct 6, 2019
- 12 min
What I Saw Happen -- Q3 2019
Overall -- Big Tech May Have Peaked, Consolidation Happening and Internet TV Wars Continue Will Google, Facebook, Amazon and Apple one...
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- Sep 3, 2019
- 30 min
msg Publicly Traded Company Analysis -- Q2 2019
Overall Insights Most companies are constantly looking to add more attribution to their respective platforms -- Driving ROI is the best...
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- Jul 7, 2019
- 15 min
What I Saw Happen -- Q2 2019
Overall -- Trust Eroding, Regulation Looming as Digital Usage Grows Digital ad spend continues to take share from traditional ad...
7900
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- May 15, 2019
- 3 min
msg 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...
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- Apr 1, 2019
- 2 min
What 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....
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- Feb 15, 2019
- 2 min
msg Publicly Traded Company Analysis -- Q4 2018
Q4 2018 Overall Insights Triopoly continues to thrive -- platforms with logged in users continue to outperform the market and steal share...
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- Jan 1, 2019
- 1 min
What I Saw Happen -- Q4 2018
Overall -- Spend more time thinking long term Be like Amazon/Bezos start to plan today for 2-3 years in the future Benchmarking is...
350
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- Oct 1, 2018
- 12 min
What I Saw Happen -- Q3 2018
Overalll -- Hire more analysts and put more effort into training Benchmarking is critical, we need more of it in the ecosystem....
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