Snap announced revenues yesterday and the stock got hammered. The miss was about 15% off projected but the company still did half the revenue it did all last year in one quarter. Pretty solid. What matters is not what Snap did last quarter but the overall potential of Snap as a company that sells media.… Continue reading Snap Revenues in Perspective. And What it Means.
Something has been happening on the Google SERPs (Search Engine Result Pages). It is the very thing that the FTC just closed the case on. It is the delivery on the promise that Larry and Sergey made from the beginning. That Google would organize the world’s information and make it universally accessible. The keywords (pun… Continue reading The New Google Era
The flag bearer of display advertising was always Yahoo. Their massive sales force stoked 15 years of equity into “the web banner.” Yahoo arguably had the greatest hand in providing the economic foundation for the entire web for many of its formative years. That is why nothing better symbolizes the collapse of that foundation better… Continue reading End of the CPM Experiment
The first time I read Fred Wilson’s Mobile is Where the Growth Is I was disturbed. I commented. Not what I really wanted to say but I said something. The second time I read it I had to write a blog response. Now I agree there’s a shift happening. But… This is unknown. Foursquare hasn’t… Continue reading Defending the Future of Mobile Ads
My friend Andy Weissman posted some really interesting ideas last week on the future of branded media that got me thinking. “we are moving to a world where almost everything is available, basically on demand. The problem for users in this environment is no longer "what CAN I watch" (or read or listen to). Instead,… Continue reading Taste Graphs and the Future of User Controlled Media
"Well, I finally started thinkin' straightWhen I run outta things to investigate." -Bob Dylan It’s been a while since I’ve posted here at Optimize and Prophesize and even longer since I posted regularly. As has been the tradition here in all but my first year blogging in 2006, I provide a yearly recap of my… Continue reading Talkin’ 2011 Publisher Revenue Blues
“If you think about the [advertising technology] stack there’s lots of necessary elements but it seems to me the meat in the sandwich is the intelligence layer. It’s the engine that figures out, if-this-then-this. If you think about what the most important part is that seems to me to be at the nucleus.” -Terrence Kawaja,… Continue reading Yieldbot Begins Empowering Publishers with Intent Data