Media Companies
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The COVID quake may have structural aftershocks: part II
Amit Nath
June 18, 2020
In part I of this series we discussed the cyclical nature of the advertising industry, explored the extent to which TV had been over-earning as it had maintained market share of advertising dollars despite audiences falling more than 20 per cent in the U.S. continue…
by Amit Nath Posted in Companies, Media Companies
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The COVID quake may have structural aftershocks: Part I
Amit Nath
June 3, 2020
COVID-19 has sent the global economy into recession. It will come as no surprise to readers that advertising is a cyclical industry linked to the macro economy. Generally speaking, when the economy is growing, advertising revenues are growing and when the economy is contracting, advertising revenues are contracting. continue…
by Amit Nath Posted in Companies, Media Companies
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Economics of a broadcaster: sunk or variable?
Phillip Namara
December 19, 2019
In-line with my previous piece, I’ve decided to further examine the media industry – taking a deep dive into the economics of the broadcasting business and how they have evolved over time. The revenue function for broadcasters has remained consistent throughout history, coming mostly from a uniform mix of advertising and sponsor revenue. continue…
by Phillip Namara Posted in Media Companies
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Could BVOD rescue our free-to-air TV networks?
Phillip Namara
December 9, 2019
Over the past 10 years, Australia’s free-to-air (FTA) television networks have been increasingly squeezed by the influx of highly competitive streaming services and falling advertising revenue. They’ve responded by offering broadcasting-video-on-demand (BVOD). It’s proven to be extremely popular, and is helping to offset declining revenues. continue…
by Phillip Namara Posted in Companies, Media Companies
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Outdoor media shines in the ad spend gloom
Stuart Jackson
March 8, 2019
With so much focus these days on digital advertising, it’s easy to forget that traditional forms of advertising can also be quite profitable. Take outdoor media, for example, where revenue growth has been resilient over the last year. continue…
by Stuart Jackson Posted in Media Companies
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Advertising’s Super Bowl
Lachlan Mackay
February 5, 2019
For many of us, the Super Bowl was a big day watching live sport, but for businesses this event was all about advertising. The Super Bowl is the most watched television program in the world and for every additional eyeball on the screen, TV networks will charge advertisers more. continue…
by Lachlan Mackay Posted in Media Companies
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Contextualizing Music History and the Potential of Streaming
Amit Nath
January 18, 2019
The music sector over the last four decades has shifted through technology like very few other industries. Moving from vinyl, cassettes, CDs, MP3s to streaming, music has never gone out of style. Yet despite this it hasn’t been smooth sailing for the industry, far from it. continue…
by Amit Nath Posted in Companies, Media Companies, Stocks We Like
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Visualising the top 10 global ad publishers
Daniel Wu
October 10, 2018
Recently, while looking for examples highlighting the technological disruption faced by various industries, I came across an interesting infographic courtesy of Visual Capitalist, which depicts the top 10 global ad publishers over time. continue…
by Daniel Wu Posted in Media Companies
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Does Consolidation Help or Hinder Ad Tech Giants?
Lachlan Mackay
September 24, 2018
Gone are the former days of Mad Men, where a well-equipped pitch followed by a 10am glass of whiskey was just another Tuesday selling ads. The advertising industry has transformed through numerous structural challenges to reach the modern digital age; however, never has there been such a lagging incentive for independent creatives. continue…
by Lachlan Mackay Posted in Media Companies
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The News Cycle: Reality Versus Viral News Media
Amit Nath
August 29, 2018
In a world where news stories break within seconds of an event occurring, and media organisations are permanently engaged in a battle royal for people’s attention, it can be hard to separate fact from fiction. Hence we thought it might be interesting to take a look at some of the most viral news stories over the last ~20 years continue…
by Amit Nath Posted in Market commentary, Media Companies
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