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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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Quick Stat: Facebook Display Ad Revenue Growth More Than Yahoo!, AOL, Microsoft and Google Combined

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According to eMarketer data from January through June, Facebook’s share of US online display ad revenues will grow to 17.7% in 2011, up from a 12.2% share last year. Facebook is expected to see $978 million in additional display revenues in 2011—more than display revenues will grow this year at Yahoo!, AOL, Microsoft and Google combined.

US display advertising revenues at Google will top $1 billion for the first time in 2011, as the company’s share of overall US display revenues grows to 9.3%, eMarketer estimates. That’s up from an 8.6% share in 2010, when Google’s US display revenues grew an estimated 140.5% to $855 million.

See more of eMarketer’s coverage on US display advertising revenues at top ad-selling companies.

Posted: September 26, 2011. Filed under: Advertising,Facebook  
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September 23, 2011: eMarketer in the News

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Here are a few of the top stories in which eMarketer data and analysis were featured this week:

9/23: Associated Press – Questions and answers on the latest ‘New Facebook’
Every year or so — and sometimes more often — Facebook manages to miff a vocal percentage of users by changing the look and feel of its site. As it adds new features, it invariably takes away things that people have grown attached to. It’s no different with the changes unveiled this week. Read more.

9/22: AdAge.com – Facebook Unveils New Breed of Media Apps at F8
Facebook announced a new breed of social apps offered by a range of media brands from Netflix and Hulu to Spotify and the Washington Post at its F8 conference in San Francisco today. Read more.

9/22: Forbes.com – Facebook’s Big Changes: What’s In It for Advertisers?
Facebook’s F8 developer conference is for software developers, of course, not advertisers. Still, the big changes Facebook announced today, such as a new Timeline that will replace profile pages, seem sure to have huge implications for marketers as they try to get their arms around how best to reach consumers on the world’s largest social network. Read more.

9/22: Bloomberg.com – Facebook Unveils Tools for Sharing Music
Facebook Inc. Chief Executive Officer Mark Zuckerberg unveiled new ways for members to use the social network to share music, movies, TV shows, news and activities such as cooking and exercising. Read more.

9/22: Bloomberg.com – Facebook May Struggle to Match Apple, Google in Entertainment
Facebook Inc., expected to unveil services for sharing online music and videos today, may struggle to narrow Google Inc. (GOOG) and Apple Inc. (AAPL)’s lead in the market for digital entertainment. Read more.

9/22: Fortune Tech – Can Facebook become the Web?
Mark Zuckerberg took the stage today at f8, Facebook’s sort-of-annual developers’ conference, to the screaming affirmation of thousands of laptop-toting fanboys (and also a few women) and a live-streaming audience that surpassed 100,000. Read more.

9/22: AdAge.com – Everybody Says They Hate Google, But Why Don’t They Show It?
It feels like it happens every quarter: Google makes a big acquisition or a minor change to its advertising suite, and the vocal minority come streaming out of the woodwork to say they’re done working with the search giant and they’ll find another advertising partner. Read more.

9/22: FastCompany.com – New Facebook Timeline Is All About Discovery And Explosive Revenue Growth
Today, Facebook unveiled the third generation of its profile page, called Timeline, which allows users to keep a historical record of everything they’ve done, as well as begin to compile a catalog of everything they’re interested in. Read more.

9/21: Adweek.com – Mr. Schmidt Goes to Washington
Washington, D.C., may have celebrities—of a sort—of its own, but the presence of a real big name from outside of the political arena always sets the city abuzz. And so Wednesday will be a big day on Capitol Hill. Read more.

9/21: Wall Street Journal – Facebook Woos Developers As Rivalry Grows
Facebook will meet with app developers and entrepreneurs on Thursday as it faces what some analysts see as a critical juncture for the world’s most well-known tech brands. Read more.

9/21: USA Today – Social-media start-ups find it harder to stand out
As publicity stunts go, this one’s in the vein of Jack Kerouac-meets-fellow-foodies in a social-media setting. Read more.

9/20: Forbes.com – AOL CEO Tim Armstrong: Our Goal Is To Be No. 3
Remember “Beat the Internet”? That was the slogan AOL CEO Tim Armstrong cooked up last year to encourage his employees to think big. But the bravado that powered that sentiment has gotten a haircut, it seems. Read more.

9/20: Forbes.com – Facebook: Believe The Hype
As with any new advertising medium, there is always a lag between user and marketer adoption. Although there has been much written about how or why Facebook marketing does or doesn’t work, in my view we’ve only touched the tip of the “like-berg” of its effectiveness as a marketing tool. Read more.

9/20: AdAge.com – Facebook ‘Credits’ Revenue Now Growing Faster Than its Ads
Facebook ad revenue is growing fast, but its currency system, called “Credits,” is growing even faster. Facebook will collect revenue of $470 million this year from Credits alone, according to a new estimate from eMarketer, up from $140 million in 2010. Read more.

9/20: Mashable.com – Don’t Trade Your Wallet in for a Google Wallet Just Yet
Now that Google Wallet has officially rolled out, is it time to ditch your real wallet? Probably not for a few years, experts who follow the mobile payments segment say. Read more.

9/20: Mashable.com – HOW TO: Get Started With Mobile Search Advertising
Many recent years have been touted as “The Year of Mobile,” but 2011 might just live up to the hype. For the first time, consumers are spending more time on mobile apps than on the web, and mobile devices are edging out PCs and laptops in sales. Read more.

9/19: Wall Street Journal – Advertising on Social Media: Good for Small Business?
If you have yet to buy an ad for your small business on Facebook, the social-networking giant has a new incentive in the works. Facebook will unveil a plan this week to offer free $50 advertising credits to up to 200,000 small businesses, according to an article on USA Today’s website. Read more.

9/18: New York Times – Scrutinizing Google’s Reign
Google’s slogan may be don’t be evil, but a growing chorus of antitrust regulators in the United States and Europe want to know if the company has lived up to that creed. Read more.

For more of eMarketer’s recent news coverage, click here.

Posted: September 23, 2011. Filed under: Advertising  
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