Twitter, Tesla | May 31, 2022
Add another veteran CEO to the list that is rather unsure by what Tesla CEO Elon Musk has planned for Twitter, should the world’s richest man close the deal for the social media platform.
“I am a little puzzled,” S4 Capital founder and chairman Sir Martin Sorrell
“I am a little puzzled,” S4 Capital founder and chairman Sir Martin Sorrell told Yahoo Finance Live at the World Economic Forum on the outlook for Twitter should Musk make the platform less reliant on ad revenue as he has suggested (full interview above).
Musk has a vision to quintuple Twitter’s sales to $26.4 billion by 2028 on a user base of 931 million (compared to 217 million to end last year) as he pushes more into a subscription model, according to a pitch-deck seen by the New York Times.
Twitter would haul in $1.3 billion from a not-yet-released payments business by 2028, up from $15 million in 2023, according to Musk’s plan. Musk also aims to have 11,072 employees at Twitter by 2025 compared to about 7,500 today.
Sorrell noted that there could actually be a risk to Twitter’s ad business — however much would be left as Musk moves away from it —amid the opening up of the platform do more controversial voices.
“I didn’t quite follow the logic there,” Sorrell said. “But of course, if you have… a free speech network platform, clients are very worried about brand safety and having their advertising positioned against controversial content. So it will make advertisers more concerned about a platform that is more open and less controlled or less editorially controlled than it should be.”
Some on Wall Street are also questioning Musk’s math.
“We note that Twitter has never grown at a 27%+ revenue CAGR [compound annual growth rate] with a comparable [revenue] base,” Jefferies tech analyst Brent Thill stated in a recent note. “Musk’s reported ambitions to switch to an ad and subscription model would likely pose a significant rev headwind and make it difficult to achieve these targets.”
AD TECH AND MARTECH
Google | March 16, 2021
In March 2021, Google announced that it was ending support for third-party cookies, and moving to “a more privacy first web.” Even though the move was expected within the industry and by academics, there is still confusion about the new model, and cynicism about whether it truly constitutes the kind of revolution in online privacy that Google claims.
To assess this, we need to understand this new model and what is changing. The current advertising technology (adtech) approach is one in which platform corporations give us a “free” service in exchange for our data. The data is collected via third-party cookies downloaded to our devices, that allow a browser to record our internet activity. This is used to create profiles and predict our susceptibility to specific ad campaigns.
Recent advances have allowed digital advertisers to use deep learning, a form of artificial intelligence (AI) wherein humans do not set the parameters. Although more powerful, this is still consistent with the old model, relying on collecting and storing our data to train models and make predictions. Google’s plans go further still.
ADVERTISER CAMPAIGN MANAGEMENT
NCS | June 07, 2022
A newly enriched, machine learning-driven version of NCSolutions' (NCS) next-generation advertising campaign measurement solution will help consumer packaged goods (CPG) advertisers be more agile in dynamic markets and have greater insight into the elements of their campaigns that are driving sales lift and return on ad spend (ROAS).
Called Next Gen Sales Effect, the new release leverages machine learning and advancements in NCS intellectual property and methodologies. The new methods support the demands for faster delivery, early reads and greater precision. This sales lift measurement solution is available immediately for all current NCS clients.
"In recent years, CPG marketers have been navigating turbulent waters. The confluence of inflation, increased competition, consumer behavior changes and supply chain stalls - on top of the usual demands of creating effective marketing strategies - have made moving the incremental sales needle significantly more challenging," said Lance Brothers, chief revenue officer, NCSolutions.
"In recent years, CPG marketers have been navigating turbulent waters. The confluence of inflation, increased competition, consumer behavior changes and supply chain stalls - on top of the usual demands of creating effective marketing strategies - have made moving the incremental sales needle significantly more challenging," said Lance Brothers, chief revenue officer, NCSolutions. "In pre-pandemic times, outcome measurement was always a key input. Today, it's fundamental. Fundamental for measuring and optimizing your campaigns to make every dollar count."
More than 70% of CPG marketers rely on incremental sales or sales lift to measure campaign outcomes, according to a 2022 Brand Innovators/NCS CPG brand marketers survey*. Additionally, 55% of CPG brand marketers are placing a greater emphasis on measuring return on advertising spend due to recent privacy changes by Google and Apple*.
In its latest release, NCS Sales Effect offers more granular, precise and actionable intelligence about the advertising effectiveness of campaigns and the factors driving incremental sales. CPG marketers can leverage Next Gen Sales Effect study insights to optimize media, creative, audience and other elements of their ad campaigns.
"Measuring campaign outcomes for CPG advertisers is at the heart of what we do. Next Gen Sales Effect opens up unparalleled campaign measurement opportunities for CPG brands, agencies, publishers and TV platforms," said Jeff Doherty, chief product enrichment officer and COO at NCSolutions. "Marketers can do more than just look back to see what happened in a campaign. They can discover what is next, create what-if scenarios and best determine how they should alter their advertising approach to meet their marketing goals."
Originally launched in 2010, the same year NCS was founded, the Sales Effect solution evolved continuously to help marketers stay ahead of CPG industry trends. The Next Gen release is a significant upgrade, making the most of machine learning technology for faster study delivery, with the notable inclusion of early effectiveness reads. These early reads demonstrate if the advertising meets sales goals during the crucial window while the campaign is in flight. Marketers can use this intelligence to optimize and achieve a higher ROAS.
"What was initially a revolutionary idea—the ability to connect the dots from an ad campaign's exposure to the resulting in-store sales—has become much more of an industry-standard today," said Linda Dupree, chief executive officer NCSolutions. "CPG marketers are increasingly turning to sales lift research as they plan their campaign. Forty-four percent say it's more vital in a post-cookie world. We expect that percentage to grow in the near future, and it's why we continue to put innovating our solutions to reflect the market needs at the center of our priorities. This next generation measurement solution is just one example."
Like CPG marketers, publishers also leverage NCS Sales Effect studies as third-party confirmation that advertising on their platform provides a sales lift. Credible sales lift reports drive advertising decisions, and 41%* of CPG marketers say they are a 'very important factor' in determining whether to advertise with a specific publisher.
In January 2019, NCS became a Google measurement partner and launched Next Gen Sales Effect specifically for Google's YouTube platform. Building on that success, today's Next Gen Sales Effect launch from NCSolutions, represents a full market release of the solution providing a parallel campaign measurement service across publisher platforms. CPG advertisers need to evaluate return on ad spend and effectiveness across publishers using a common measurement service and the full-market release of Next Gen solves that need. The next generation of Sales Effect continues to be available for CPG advertisers on YouTube.
NCS has more than a decade of unrivaled experience helping the CPG ecosystem target, optimize and measure their advertising sales while driving the growth of their brands. To learn more about NCS Sales Effect, visit the website.
*ABOUT THE 2022 BRAND INNOVATORS/NCS CPG BRAND MARKETERS SURVEY
The survey, conducted in Q4 of 2021 by Brand Innovators, Inc. in collaboration with NCS, set out to examine CPG marketers' advertising spending plans and attitudes towards a range of next-generation marketing and advertising effectiveness tools and the various issues impacting their efficiency and the effectiveness of their ad campaigns. There were 69 CPG marketers surveyed. To read more about the findings, you can download the full report.
NCSolutions (NCS) makes advertising work better. Our unrivaled data resources powered by leading providers combine with scientific rigor and leading-edge technology to empower the CPG ecosystem to create and deliver more effective advertising. With NCS's proven approach, brands achieve continuous optimization everywhere ads appear, through purchase-based audience targeting and sales measurement solutions that have impacted over $25 billion in media spend for our customers. NCS has offices in NYC, Chicago, Tampa, and Cincinnati. Visit us at ncsolutions.com to learn more.
Yahoo, DIRECTV Advertising | June 21, 2022
DIRECTV Advertising and Yahoo today announced a strategic partnership to unlock new value for advertisers across linear TV and digital. Against the backdrop of an increasingly fragmented advanced TV landscape, DIRECTV Advertising and Yahoo announced today that they are teaming up to provide buyers with a more seamless way to access addressable TV and streaming inventory.
In working with Yahoo, DIRECTV Advertising is helping to further reduce complexity and fragmentation for advertisers across the advanced TV landscape, which has seen tremendous growth over the last year. Digital video ad spend, inclusive of digital TV, reached $39 billion in 2021, and is expected to increase 26% to $49.2 billion in 2022.1
Through the partnership, advertisers gain a number of exciting advancements, including:
Access to 25 million addressable TV households: DIRECTV Advertising has named Yahoo as the exclusive omnichannel demand-side platform (DSP) for accessing its addressable TV inventory programmatically. Advertisers can continue to buy the inventory directly from DIRECTV Advertising as well. Through the partnership, DIRECTV Advertising joins DISH Media and Fios in enabling addressable TV through an omnichannel, programmatic platform. With DIRECTV Advertising, Yahoo is expanding its position as the first and only omnichannel DSP to offer live, addressable TV inventory programmatically, enabling advertisers to tap into a footprint of 25 million households.
Streaming inventory through Yahoo SSP: DIRECTV Advertising is tapping into Yahoo’s supply-side platform (SSP), making its streaming inventory available to premium demand across the Yahoo Exchange.
DIRECTV Advertising and Yahoo’s agreement enables interoperability between addressable TV and CTV, allowing Yahoo DSP buyers to maximize unique reach, harness spend efficiencies and deliver optimal ad experiences for viewers. Through partnerships with DIRECTV Advertising, DISH Media and Fios, Yahoo DSP advertisers are able to collectively reach up to 25 million addressable TV households, paired with Yahoo’s reach of over 80 million CTV households. With timely insights, Yahoo delivers immediately actionable data to marketers in a single platform across linear and CTV campaigns.
“DIRECTV Advertising has been a leader in delivering convergent TV solutions for its customers,” said Amy Leifer, Chief Advertising Sales Officer of DIRECTV.
“DIRECTV Advertising has been a leader in delivering convergent TV solutions for its customers,” said Amy Leifer, Chief Advertising Sales Officer of DIRECTV. “Working with Yahoo enables us to meet our customers where they are and deliver these solutions in a way that better aligns with advertisers’ omnichannel strategies while reducing friction in the process.”
“As linear and digital converge, advertisers need to be able to seamlessly engage with consumers across channels without losing critical measurement, data and campaign visibility,” said Iván Markman, Chief Business Officer of Yahoo. “This partnership with DIRECTV Advertising builds on the momentum of our existing addressable TV partnerships, and gives advertisers more reach, transparency and control. We are grateful to these partners for helping to further the industry and create a strong point of access through Yahoo’s platform.”
Yahoo’s omnichannel DSP gives advertisers access to powerful, qualified data sets and reaches consumers across all channels, including mobile, desktop, video, native, addressable TV, CTV, DOOH, and audio. DIRECTV Advertising inventory will be available in the Yahoo DSP for Q4 2022 campaigns.
Yahoo is a global media and tech company that reaches nearly 900 million people around the world, bringing them closer to finance, sports, shopping, gaming and news—with the trusted products, content and tech that fuel their day. For partners, we provide a full-stack platform for businesses to amplify growth and drive more meaningful connections across advertising, search and media. To learn more, please visit yahooinc.com.
About DIRECTV Advertising
DIRECTV Advertising is a pioneer in the converged addressable space, delivering industry leading audience-based, digital, and innovative media solutions. Employing our decades of experience, we empower advertisers to address and engage their audience at scale while continuously measuring campaign impact against brand goals to unlock insights and optimize future campaigns.