I have been following advertising forecasts closely for many years. I have long thought that Zenith Optimedia provided some of the best forecasts and had the most insights into big picture trends. However, Zenith has been way behind the curve on this downturn. As a result, I find little value in their latest forecast cut […]
My daily email from All Things Digital had an interesting tidbit on the advertising market. Procter and Gamble is the largest US advertiser and CEO A.G. Lafley was quoted as follows from last week’s earnings call: “We have held our marketing spending, advertising spending and in fact what is really going on is the advertising […]
Media stocks kept tumbling this week dropping to new recent lows yesterday in many cases after underperforming Tuesday’s rally. Lehman’s across the board downgrade of the big conglomerates got the latest drubbing started. Lehman’s opinion was based a new, more negative view of the risk to content creators form the transition to digital distribution. I […]
I want to make sure everyone saw that Zenith Optimedia reduced its forecast for 2008 US advertising growth. Zenith presents its year ahead forecast each December at the UBS Media and Communications Conference. I attend that conference most years and have always been impressed by the Zenith presentation. The new forecast calls for a gain […]
The upfront TV advertising market will kick off in May as usual despite dire protestations during the writer’s strike that it would be a casualty of a new post-strike business model for broadcast and cable networks. NBC is saying it will not participate as usual but all the rest of the major broadcast and cable […]
In yesterday’s Media Madness post on the Northlake Capital Management home page, I mentioned that Reuters stated that 40% of sub prime loans had been made to Hispanics. This had me wondering whether sub prime lenders were substantial advertisers on Hispanic radio and TV stations and networks. I don’t watch or listen to Hispanic media […]
The Wall Street Journal had an article reviewing the latest data from TNS Media Intelligence, a firm that tracks media spending patterns. TNS recently reported that spending on “measured media” among the top 50 advertisers fell by 1.5% in 2006 despite the fact that overall ad spending rose by 4.1%. The difference in the two […]
Bernstein Research was out yesterday with a really interesting piece of research noting the dichotomy between the poor ratings performance of the major broadcast television networks this season and the better than expected scatter advertising market. Scatter is jargon for TV ads purchased on the spot market as opposed to pre-bought last spring in the […]
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