laura martin

To some degree, the digitization of TV marketing is inevitable. But there’s a limit to how much TV ad buying should digitize, according to Needham’s Laura Martin.

It’s been a busy week in CTV and streaming, with Google kicking off NewFronts, Paramount ousting its CEO and the IAB projecting social video will outpace CTV in 2024.

Streaming services with the best chances of survival are those that can turn their media into a performance marketing channel with targeting and attribution that looks and feels like digital advertising – at least according to investors on Wall Street.

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Top Tier Broadcasters must convince investors that streaming media is a sound bet. Warren Buffet’s Berkshire Hathaway, for one, just spiked its stake in Paramount. A big factor will be whether relatively high AVOD prices are maintainable over time. Netflix, for example, has been […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. At What Point Do We Reference Myspace? Meta faces an existential crisis. It was a trillion-dollar company one year ago and is now worth a mere $370 billion. “Mere” is relative – that’s still big. But this is a make-or-break moment for Meta. CNBC […]

Magnite reported 20% year-over-year growth with $137.8 million in revenue for Q2. And its CTV business alone grew by more than double that number (52%). It’s a plateau compared with last quarter’s growth, but Magnite has strong hopes for CTV’s burgeoning programmatic ecosystem.

The investment bank Needham estimates that Alphabet, Meta, Amazon and Disney combined will grab around $650 billion of ad dollars in 2023. By comparison, The Trade Desk earned just $1.2 billion in 2021, its first time clearing the billion-dollar mark in a single year, and even the strongest programmatic companies earn in the hundreds of millions, which is peanuts by walled garden standards. But “what that means is that a tiny 1% or 2% shift in budgets from the big platforms could double or even triple.”

Amazon’s media businesses are worth far more than investors think – approximately $500 billion, or 38% of the company’s market cap, according to investment bank Needham & Company. This week on AdExchanger Talks, Needham Managing Director Laura Martin talks about why. In a June 16 research note, Needham estimates that the lion’s share of Amazon’s […]

Netflix’s future is bleak – and not just because of the onslaught of competition in 2020. The particular players and how they’re going to market are also problematic for the streaming giant. Netflix’s single revenue stream is about to enter a price war, noted Laura Martin, senior analyst at the investment bank Needham and Company, […]