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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 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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December 16, 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 during the past week or so:

The Wall Street Journal – Media Study Detects Boost in TV, Mobile Use
America’s continued love for couch surfing combined with America’s new found love for their mobile devices–with usage exceeding an hour a day–brought the overall average time spent on major media to 693 minutes per day, reports research firm eMarketer. Read more.

Bloomberg BusinessWeek – Facebook Lawsuit Against Ads Given Go-Ahead by U.S. Judge
Facebook Inc., the world’s most used social-networking service, can be sued by people who claim showing advertisements that their friends apparently like violates a California law regarding commercial endorsements. Read more.

Advertising Age – Ten Most Important Mobile Moments of the Year
In October, eMarketer revised mobile-device ad spending estimates upward, to $1.23 billion. It’s a drop in the ocean compared with the $31 billion projected for online-ad spending but still a significant milestone. Read more.

Associated Press – Saudi prince invests $300 million in Twitter
Saudi billionaire Prince Alwaleed bin Talal and his investment company said Monday they are investing a combined $300 million into Twitter, giving the microblogging site a cash boost as it looks to entice more users and paying advertisers. Read more.

AdWeek – Which Titles Have the Largest Mobile Audience?
For all the talk about tablet and e-reader adoption, smartphones are still one of the ways magazines are reaching sizeable numbers of readers, and in some cases exceeding their print circulation. Read more.

MSNBC – We’re reading our phones, not print
Americans now are spending more than a hour a day with their cell phones, more time than they do with print media. And TV time? That’s up, too, whether it’s live TV or DVR programs or DVDs, and still the biggest in terms of where we focus our media attention. Read more.

USA TODAY – CEO calls Zynga his ‘crowning achievement’
Before Zynga traded its first share on Friday, nervous investors in the social-gaming company didn’t know whether to expect a killing or to be killed. Read more.

PaidContent – Time Spent On Mobile Way Ahead Of Ad Dollars Spent On Mobile
People spent 30 percent more time on their mobile devices over the last year than they did the year before, and also spent more time on mobile than they did on newspapers and magazines combined, according to new research from eMarketer. Read more.

Advertising Age – Facebook Plans First Foray Into Mobile Ads
Facebook plans its first push into mobile advertising by the end of March, giving the company a fresh source of revenue ahead of a possible initial public offering, according to two people with knowledge of the matter. Read more.

Posted: December 19, 2011. Filed under: eMarketer  
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December 9, 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 during the past week or so:

The Wall Street Journal – Yahoo’s Board Games Risk Shareholder War
Silver Lake may be the yin to Yahoo’s Jerry Yang, but shareholders should at least get a say in the matter. The Internet giant is not-so-giant anymore. Its business, not to mention its stock, have been depressed for years as rivals Facebook and Google have leaped ahead in online advertising. Read more.

The Wall Street Journal – The $100 Billion Question That Looms for Facebook Fans
As initial valuations go, $100 billion is a big number to ask. But at least Facebook has a business model to buy into. Read more.

The New York Times – ‘Ford’ of Tech Companies, AOL, Must Keep Innovating, C.E.O. Says
Analysts at the research firm eMarketer estimated that AOL’s portion of display revenue in the United States would decline to 4.2 percent this year, from 4.8 percent in 2010. At the same time, AOL subscriptions have sagged. Read more.

Agence France Presse – “Cyber Monday” sizzles with US online shopping
“Overall, it is certainly shaping up to be a good season,” said eMarketer principal analyst Jeffrey Grau. “E-commerce is sort of reshaping the holiday shopping landscape.” Read more.

Associated Press – Twitter simplifies in bid to engage more users
The research firm eMarketer estimates that Twitter’s ad revenue will approach $140 million this year and rise to $260 million next year. As a privately held company, Twitter doesn’t disclose its revenue. Read more.

Reuters – Amazon’s advertising push gains steam
Amazon.com Inc is known as the world’s largest online retailer, but the company is aggressively expanding in online advertising, putting it on course for a clash with Google Inc, the leader in the space. Read more.

Bloomberg – Google’s AdMeld Deal to Clear U.S. Antitrust
Google Inc.’s $400 million acquisition of AdMeld Inc. has been recommended for antitrust approval by U.S. Justice Department staff attorneys, two people familiar with the matter said. Read more.

Advertising Age – Twitter Launches Self-Serve Ad Platform With Small Group
Twitter began the roll-out of its long-awaited self-serve ad platform with electronic payments enabled — a cornerstone of its revenue model — in mid-November with a group of fewer than 20 advertisers. Read more.

MediaPost – M-Commerce To Hit $6.7B In 2011
Mobile commerce will nearly double to $6.7 billion this year — fueled by rising smartphone adoption and growing mobile Web use, according to a new eMarketer forecast. Read more.

Posted: December 9, 2011. Filed under: eMarketer  
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