Monday, May 14, 2012
May 11, 2012: eMarketer in the News
Here are a few of the top stories in which eMarketer data has been featured in the past week or so:
Financial Times – Chief Calls AOL Undervalued After Patent Deal
Investors have not fully recognised the value of AOL’s recent $1.06bn patent deal with Microsoft, AOL’s chairman and chief executive argued as he set out new financial targets and structural plans to try to see off an activist investor. Read more.
Advertising Age – For Many, Web Video’s Actual Value Trails Its Massive Hype
At AOL’s digital upfront in New York recently, CEO Tim Armstrong instructed audience members to check under their seats for a car key. He called the three people who found one to the stage and, Oprah-style, awarded one of them a shiny new Mustang convertible. Read more.
Reuters – SingTel’s Amobee Buys Silicon Valley Ad Startup
Singapore Telecommunications Ltd, Southeast Asia’s largest telecom company, has acquired a Silicon Valley startup in the mobile advertising sector, its second such purchase in two months. Read more.
Forbes – Breastfeeding and Income – Is There A Correlation?
Running a website devoted to marriage means I come across a lot of data specifically targeting moms. A good deal of this information has nothing to do with their marriage, but rather than toss it out I thought I’d share some of the best bits with you in hopes it helps you with your business. Read more.
Forbes – Can Facebook Tap $11 Billion Mobile Ad Market To Justify P/E of 206?
Facebook’s growth is slowing down and its profit shrank in the last quarter. If it goes public May 18th at $35 a share — a $96 billion valuation — and then pops to $75 on the first day, that will put the social network’s market capitalization at $206 billion. And unless it can accelerate growth — possibly by grabbing a share of the mobile advertising market — that 206 Price/Earnings ratio is sending a powerful message: Do Not Buy This Stock! Read more.
Adweek – AOL’s ‘Off-Tune’ Sales Strategy Puzzles Some
In explaining AOL’s disappointing display ad results in Q1, a surprisingly frank CEO Tim Armstrong offered several explanations. During Wednesday’s earnings call, Armstrong said, “We have had a display strategy that was probably off-tune.” Read more.
Bloomberg – Facebook IPO Said to Get Weaker-Than-Forecast Demand
Facebook Inc.’s initial public offering has so far generated lower-than-expected demand from institutional investors who are concerned about the company’s growth prospects, people with knowledge of the matter said. Read more.
Bloomberg Businessweek – Can Yahoo! Hang On in the Ad Market?
It’s all the rage to predict the demise of online display ads and Yahoo!, the company that pioneered the business. Display advertising is the old man of online marketing—website banners are much less fashionable than, say, a personalized coupon delivered to your smartphone. Yahoo has had years of stagnation and leadership crises, the latest being Chief Executive Officer Scott Thompson’s résumé inflation. Read more.