Category: eMarketer

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February 3, 2012: eMarketer in the News

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Here are a few of the top stories in which eMarketer data and analysis were featured during the past week or so:

The Wall Street Journal – Facebook Sets Historic IPO
Facebook Inc. filed for an initial public offering Wednesday that could value the social network between $75 billion and $100 billion, putting the company on track for one of the biggest U.S. stock-market debuts of all time. Read more.

The Wall Street Journal – Advertisers’ Free Ride May End on Facebook
When the social network filed for its initial public offering on Wednesday, the spotlight shifted from the site’s exponential user growth to a metric that may have more bearing on its market value: ad sales. Read more.

The Wall Street Journal – Facebook Pads Its Lead Over Yahoo in Online Display Ads With 28% of Market
Facebook Inc. is widening its lead in the online display-advertising market, just days ahead of an expected filing for an initial public offering. Read more.

The Wall Street Journal – Changes Weighing on AOL
AOL Inc. reported a 66% decline in fourth-quarter profit as lower subscription revenue, higher costs and tax provisions more than offset improved advertising sales. Read more.

The Financial Times – A New Page Opens for Facebook
Facebook is so far succeeding in convincing advertisers that the social network is a place they must be. In the past year, it overtook Yahoo to become number one in online display advertising revenues, taking 16.3 per cent of the market, says EMarketer, a research firm. Read more.

The Financial Times – Investors Seek Things to Like On Facebook
A solid online advertising business – though not quite the juggernaut that some had hoped – and with key questions still hanging over the value of “social” and mobile advertising to the world’s big consumer brands. Read more.

The Financial Times – Tech News From Around the Web
Twitter‘s global advertising revenues are forecast to grow to $540m by 2014, according to eMarketer, up from a projected $260m this year. However, Twitter’s chief executive, Dick Costolo, indicated at a US conference this week that he was in no hurry to take the company public. Read more.

National Public Radio – Facebook IPO: Worth the Price or Next Internet Bubble?
Many investors are expecting Facebook to file papers for an initial public offering sometime later this week. The company, which was founded in a Harvard dorm room less than a decade ago, is expected to be valued at nearly $100 billion by Wall Street. Read more.

National Public Radio – Will Facebook’s Shares Be Worth the Price?
Facebook’s IPO could value the company at up to $100 billion. That would make it a very expensive stock for a company whose earnings are strong but not stratospheric. Investors who take the plunge will be making a wager that Facebook can capture a very large share of the advertising market. Read more.

CNN – Is Facebook Worth $100 Billion?
A long list of tech IPOs captured attention in 2011, but no company has been drooled over like Facebook. And finally, its debut looks to be imminent. Read more.

Bloomberg Business – Facebook’s Epic Offering by the Numbers
The ranks of the One Percent are about to get bigger. Facebook is seeking to raise $5 billion in one of the tech world’s most anticipated initial public offerings, according to a Feb. 1 regulatory filing. Read more.

The Associated Press – Facebook IPO Could Value It Among Top Companies
When Facebook makes its long-expected debut as a public company this spring, the social-networking company will likely vault into the ranks of the largest public companies in the world, alongside McDonald’s, Amazon.com and Bank of America. Read more.

The Associated Press – Status Update: Facebook to Go Public, Raise $5B
Facebook made a much-anticipated status update Wednesday: The Internet social network is going public eight years after its computer-hacking CEO Mark Zuckerberg started the service at Harvard University. Read more.

USA Today – Is $100B Valuation Too Heady for Facebook?
The social-networking giant is poised to file for an initial public offering as early as this week. The IPO could raise $10 billion and make Facebook, on paper, as valuable as McDonald’s, with a market value of $100 billion. That would rank Facebook 26th on the S&P 500. Read more.

USA Today – Facebook IPO Filing Puts High Value on Social Network
Facebook on Wednesday filed to go public and raise $5 billion in what could be the largest-ever Internet IPO. Read more.

Advertising Age – Facebook Files for IPO; Reveals $1 Billion in 2011 Profit
Facebook lifted the veil on its financials in its filing today with the Securities and Exchange Commission, revealing $1 billion in 2011 profits and robust growing revenue streams that are becoming gradually less reliant on advertising as the company grows its “Payments” business. Read more.

Bloomberg – Twitter Global Expansion Increases Sales, Censorship Challenges
Twitter Inc.’s international expansion may help fuel a threefold gain in revenue, even as it raises censorship challenges for the microblogging service. Read more.

Bloomberg – Facebook May Be More Expensive Than Google
Facebook Inc. may command a valuation more than five times higher than Google (GOOG) Inc. as it seeks to raise $5 billion in the world’s largest initial public offering of an Internet company. Read more.

Bloomberg – Facebook Building Lead in U.S. Display Ads, ComScore Says
Facebook Inc., the world’s largest social-networking service, accounted for 28 percent of U.S. online display-advertising impressions in 2011, expanding its lead in the industry, ComScore Inc. (SCOR) said. Read more.

Reuters – Facebook’s Zuckerberg To Keep Iron Grip After IPO
Facebook unveiled plans for the biggest ever Internet IPO that could raise as much as $10 billion, but made it clear CEO Mark Zuckerberg will exercise almost complete control over the company, leaving investors with little say. Read more.

Forbes – Four Ways Big Media Can Survive In The Tablet Era
Tablets are the new PC. No question. A new survey released by the Pew Research Center reports that 29% of all U.S. adults already own a tablet or e-reader, thanks to a massive holiday gift-giving push. At this pace we should see a majority of American adults owning tablet devices by the end of 2012. Read more.

Forbes – Why Are Twitter’s Revenues So Puny? Time to Grow Up
With all the commotion about Facebook’s (FB) planned IPO filing tomorrow, you might have missed another study that came out yesterday from some outfit called eMarketer saying that Twitter’s revenues were going to “hit” $540 million in 2014. Read more.

Los Angeles Times – Investors Aren’t All Sold on Facebook IPO
Facebook Inc. has opened its books to eager investors, but some don’t like what they see. Read more.

Posted: February 6, 2012. Filed under: eMarketer  
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January 27, 2012: eMarketer in the News

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Here are a few of the top stories in which eMarketer data and analysis were featured during the past week or so:

The New York Times – Yahoo’s Income Drops 5% in Struggle for Market Share
Investors hoping for any hint of what is next for Yahoo in Tuesday’s earnings announcement will have to wait a little longer. Instead, they got the same old story: more cost-controls and declining revenue. Read more.

Reuters – Twitter Is Much More Than Social: Co-Founder Dorsey
Twitter is much more than a social network and has no time to waste worrying about newcomers like Google+ as it becomes more important as an information service and builds its advertising business, co-founder Jack Dorsey said on Sunday. Read more.

USA Today – Consumers in the Middle of Google-Facebook Battle
For the past two years, each company has experimented with different ways to divine more and more about how people live their lives on the Internet, without sparking a revolt. Read more.

Forbes – Twitter Takes the World: Microblogs Explode Overseas, Attract Global Brands
It’s hard to pinpoint the exact moment, but sometime during the last six months the game changed dramatically for Twitter and its overseas imitators. Read more.

The Hollywood Reporter – Amazon.com Weighs Separate Video Streaming Service to Challenge Netflix
BTIG analyst Richard Greenfield recently predicted that Amazon.com could this year launch a stand-alone video streaming service to challenge Netflix, which will report its latest quarterly financials after Wednesday’s market close. Read more.

Bloomberg Businessweek – Yahoo’s Revenue Trails Estimates as Demand for Ads Shrinks
Yahoo! Inc., the largest U.S. Web portal, reported revenue and forecast sales that fell short of estimates as ebbing demand for display advertising underscored the challenge facing new Chief Executive Officer Scott Thompson. Read more.

Bloomberg Businessweek – Facebook Said to Weigh Expanding European Head Office in Dublin
Facebook Inc. is seeking to more than double the size of its European headquarters in Dublin as the most popular social-networking site prepares for a possible $10 billion initial public offering, three people with knowledge of the matter said. Read more.

Advertising Age – New Yahoo CEO: Great Things in the Works, but I Can’t Share Them Yet
In his first earnings call since Yahoo named him CEO three weeks ago, Scott Thompson mixed bold proclamations of Yahoo’s potential with requests for just a bit more time to articulate his vision for the stalled internet behemoth. Read more.

Advertising Age – Mobile-Ad Spending Projected to Reach $2.61B in 2012
Mobile-ad spending in the U.S. is rising at a much faster clip than previously forecast and is projected to grow 80% this year, to $2.61 billion. Read more.

Advertising Age – Twitter to Roll Out More Brand Pages for Advertisers Who’ve Committed $25K
Twitter will start rolling out more brand pages next week for some brands and partners who have already committed to spending at least $25,000 on its ad products, including promoted tweets and trends. Read more.

Bloomberg – Amazon Fire Tablet Leaves Google Apps Behind
Since Google Inc. (GOOG) introduced its Android operating system in 2007, the company’s strategy has been simple: Give it to developers for free and make money when consumers click ads on the Web or through apps. That model is hitting a snag. Read more.

Los Angeles Times – Advertising Spending Online Expected to Surpass Print This Year
U.S. online advertising spending is expected to grow 23.3% to $39.5 billion this year, pushing it ahead of total advertising spending in print newspapers and magazines, according to an eMarketer report. Read more.

paidContent – Yahoo In Context: It’s Declining While The Online Ad Market Keeps Growing
Yahoo’s CEO Scott Thompson earlier today gave frank—and, the hopeful might say, encouraging—run down of the task ahead to turn around Yahoo (NSDQ: YHOO), an internet portal that was once on top of its game but has lately seem some serious decline. Read more.

Posted: January 27, 2012. Filed under: eMarketer  
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January 20, 2012: eMarketer in the News

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Here are a few of the top stories in which eMarketer data and analysis were featured during the past week or so:

The Economist – Cheerio to the Chief
Fond of his informal title of “chief Yahoo”, Jerry Yang has been an influential figure at the internet firm for many years. But on January 17th Yahoo! announced that Mr Yang, who co-founded the business in 1995 with David Filo, had resigned from its board of directors and would also step down from all other positions he holds at the firm. Read more.

The Wall Street Journal – New Display Ad Push Adds to Bag of Tricks
Google Inc., long labeled as a one-trick pony that sells Web-search text ads and little else, is quickly learning another trick: selling online display ads. Read more.

The Wall Street Journal – Hulu to Create More Original Shows
Online video site Hulu LLC is increasing its output of original shows, the latest in an escalation of TV-like programs being made directly for the Internet, further blurring the lines between the Web and TV. Read more.

NPR’s – Co-Founder Jerry Yang To Leave Yahoo!
Jerry Yang has resigned from Yahoo’s board and severed all ties with the company that he co-founded 17 years ago. Yang is leaving at a time when the Internet behemoth has struggled to remain relevant. David Hallerman tracks Yahoo’s ad sales at eMarketer. He says for many investors, Yahoo has lost its luster. Read more.

USA Today – Yahoo Co-founder Yang Exits the Company
Jerry Yang, Yahoo’s oft-criticized co-founder and former CEO, resigned from the board and will no longer be a part of the Internet pioneer, Yahoo said late Tuesday. Read more.

Advertising Age – Online Ad Spending to Pass Print for the First Time, Forecast Says
Online advertising spending will cruise past print in the United States this year for the first time, according to a new forecast by eMarketer. Read more.

Advertising Age Age – Trying to Decide on a Cause-Marketing Category? Consumer Location is Key
Purpose marketing, cause marketing — the phrases are among the biggest buzzwords in the industry today, and with good reason. Read more.

Bloomberg – Facebook Said to Weigh Doubling Size of European Headquarters in Dublin
Facebook Inc. is seeking to more than double the size of its European headquarters in Dublin as the most popular social-networking site prepares for a possible $10 billion initial public offering, three people with knowledge of the matter said. Read more.

Bloomberg – Accel Facebook Bet Poised to Become Biggest Venture Profit: Tech
A few months after struggling to raise a new fund in 2005, Accel Partners bet $12.2 million on a website run by a college dropout. Seven years later, that wager is poised to be the most profitable ever for a venture firm. Read more.

Business Insider – Online Ad Spending To Rival That Of TV By 2016
Most of the business press is leading with the news that this year, for the first time, internet ad spending is set to eclipse total spending on all print media. That is news for sure. Read more.

The Hollywood Reporter – Forecast: U.S. Online Ad Spending Will Outpace Print This Year
U.S. online advertising spending will grow 23.3 percent to $39.5 billion this year, pushing it past spending on newspapers and magazines, according to the latest forecast from research firm eMarketer. Read more.

CNBC – Online Advertising, Led By Google, to Pass Print Officially This Year
After a steady transition over the last decade, total U.S. online advertising revenue will officially surpass spending for ads in newspapers and magazines this year, according to forecasts from multiple research firms. Read more.

Posted: January 20, 2012. Filed under: eMarketer  
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January 13, 2012: eMarketer in the News

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Here are a few of the top stories in which eMarketer data and analysis were featured during the past week or so:

The Wall Street Journal – Hulu to Create More Original Shows
Online video site Hulu LLC is increasing its output of original shows, the latest in an escalation of TV-like programs being made directly for the Internet, further blurring the lines between the Web and TV. Read more.

The Wall Street Journal – Facebook’s Zuckerberg Takes Long View
Facebook Inc. is gearing up for what is expected to be one of the biggest-ever initial public offerings for a Web company. But as the social network moves to an IPO it must prove to investors that it is ready for the big time. Read more.

Ad Week – With $25M Investment, eMarketer Girds for New Growth
eMarketer announced that private investment firm Stripes Group has taken a $25 million minority stake in the company. The new funding will be used to pay back early investors, including eMarketer’s major shareholder, Beehive Ventures LLC, as well as improve service and spur growth, the company said. Read more.

Advertising Age – eMarketer Nabs $25M to Accelerate Growth
EMarketer has had its fair share of suitors recently, according to Geoff Ramsey, co-founder and CEO. “We get calls from private equity firms and other companies all the time,” he said. Mr. Ramsey and his company have now turned away possible acquirers for the foreseeable future, instead taking on a $25 million investment from Stripes Group, a firm that targets growth investments in mature, profitable businesses. Read more.

Advertising Age – Twitter’s Redesign Isn’t Really Helping Advertisers
Certainly Twitter will need to attract brands to the platform to hit the $400 million mark in ad revenue that eMarketer is forecasting by 2013. The question for marketers is this: Has Twitter adequately addressed advertisers’ needs? The answer is: not very well. Read more.

Mashable – 5 Strategies for Creating Magnetic Content Online
Brands are content publishers. And the Holy Grail of brand-produced content is magnetic content — an emerging buzzword eMarketer describes as a form of marketing that “involves blurring the lines between content and advertising,” and calls out as one of the top trends for 2012. Read more.

MediaPost – Why Can’t I Be You: Online Video Vs. TV
The TV is struggling to stay relevant in a world of rich media, connected devices and a world where online video has grown to over 50% of the U.S. population, according to eMarketer, and is now a mass market platform. Read more.

paidContent – Interactive TV Advertising: Not Huge Now, Will This Be The Year It Grows?
Last week’s CES event brought a clutch of announcements around interactive TV services—specifically around more content getting pushed to devices. That points to growing attention to the medium: will advertising follow? Read more.

Posted: January 17, 2012. Filed under: eMarketer  
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January 6, 2012: eMarketer in the News

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Here are a few of the top stories in which eMarketer data and analysis were featured during the past week or so:

The Wall Street Journal – Yahoo Leaves Investors in Limbo
The company’s choice for its new chief executive, Scott Thompson, looks uninspired. It suggests either that the company had a tough time finding a new leader or that the board hasn’t learned from its poor decision to hire Carol Bartz. In either case, it may be time for shareholders to take a more active role in the company. Read more.

The New York Times - Yahoo’s Renovator in Chief
After a few months’ search, the struggling Internet media company announced on Wednesday that its new chief executive would be Scott Thompson, the president of PayPal, the online payment service owned by eBay. Read more.

The Economist – Scott Lands
Yahoo! has finally found itself a new leader. On January 4th the company announced that Scott Thompson, the former head of PayPal, an online-payments business owned by eBay, would start work as its chief executive next week. When he takes over the corner office in Sunnyvale, Mr Thompson will find an in-tray overflowing with bad news. Read more.

The Wall Street Journal - Despite New CEO, Yahoo Still Faces Problems
Scott Thompson, the 54-year-old president of eBay’s PayPal electronic payments unit, is tasked with turning around Yahoo’s core online-advertising business, the company said. Read more.

Fortune - Web Advertising’s Master Auctioneers
When you visit just about any website these days, ads appear as the site loads. But what you can’t see is that many of those ads were not predestined for your eyes — advertisers won the spots in near-instantaneous auctions occurring in the quarter of a second between click and use of the site. Read more.

Forbes – Facebook Dresses Up for IPO With More Ads
As Facebook’s much-hyped IPO approaches, the company has stepped on the gas to bolster its monetization; however, this could come at the expense of aggravating users. Read more.

Bloomberg BusinessWeek - Apple Is Said to Hire Executive Todd Teresi to Run IAd
Apple Inc. hired Adobe Systems Inc. executive Todd Teresi to lead its iAd mobile-advertising business, three people with knowledge of the matter said, filling a role in an area where the company has struggled. Read more.

USA Today – Yahoo Names PayPal Exec Scott Thompson as CEO
Internet pioneer Yahoo on Wednesday named Scott Thompson its next CEO in an effort to reverse the flagging fortunes of its online ad business, which has been battered by rivals Google and Facebook. Read more.

Advertising Age – Yahoo’s New CEO: We Will Focus on Both Content and Technology
The appointment of PayPal president Scott Thompson, whose background is in tech and products rather than media, came as a surprise to current as well as former Yahoo execs. Read more.

paidContent – What’s Coming in 2012: Digital Advertising Up Close and Personal
According to figures from ZenithOptimedia, global advertising revenues will reach $486 billion in 2012, a rise of 4.7 percent compared to 2011. With wider economic pressures bearing down on the overall ad market, digital ad spend is still seeing healthy growth. Read more.

Posted: January 6, 2012. Filed under: Advertising,eMarketer  
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