Jack Myers Media Business Report

2009/2010 Upfront Finally Breaks in Last Gasp for Traditional Business Models

JAck Myers — Mon, 13 Jul 2009 10:00:00 GMT

With Barry Diller and John Malone absurdly offering opinions on Twitter's business viability at Herb Allen's annual Sun Valley media retreat, the most relevant comment was from American Express CEO Ken Chenault, who suggested he saw no "green shoots" in the nation's economy.

The Upfront That Could Have Been

Jack Myers — Mon, 06 Jul 2009 11:28:08 GMT

As the broadcast network television Upfront moves forward quietly and with little momentum, it's becoming clear that procurement and financial officers of major marketers are dictating the pricing decisions and driving

Subscriber Only Business Advisory: PlaceVine Connects Marketers to Brand Integration/ Branded Entertainment Opportunities

Jack Myers — Mon, 29 Jun 2009 10:55:35 GMT

PlaceVine (http://www.placevine.com) is a web-based matchmaking service that connects marketers to brand integration opportunities across film, TV, and new media. There are over 400 content producers and 225 brands and agencies currently using PlaceVine, including Fox Films, Fremantle Media, Arnold WorldWide, A&E, and MDC Partners

Will CBS Be the Wal-Mart of Media?

Jack Myers — Mon, 22 Jun 2009 10:00:00 GMT

Across all segments of the economy -- from auto dealerships, to retail shelves, to entertainment venues, to sports events, and to media – we are experiencing an inversion of the supply/demand equation that has spurred economic growth for the last six decades, a period during which demand has exceeded supply in most sectors of the mass economy. And while most economists and investors believe consumer spending will be re-accelerated through government intervention in the economic system, consumers have become far more sophisticated in seeking out low-cost providers in almost every business category, resulting in downward pricing pressure even as individual consumption increases.

Will CBS Be the Wal-Mart of Media?

Jack Myers — Mon, 22 Jun 2009 10:00:00 GMT

Network Upfront Results Will Impact the TV Content Landscape for Decades

Jack Myers — Mon, 15 Jun 2009 11:13:43 GMT

Although marketers, agency executives and even network TV salespeople have been challenging the relevance of the network television Upfront marketplace for more than a decade, it has remained the predominant influence in media buying and selling. This year's Upfront results will have significant impact on the future of the network television business for many reasons. As discussions between networks and agency buyers have stagnated there are few media sales executives, program content decision-makers, agency execs or Wall St. media investors who aren't withholding their own planning decisions until Upfront spending patterns become clear.

Jack Myers Company Analysis: LinkMe Mobile – Visual, Voice and Audio Recognition for Instant Content and Advertising Interactivity

Jack Myers — Mon, 08 Jun 2009 11:04:05 GMT

Privately financed early-stage mobile technology company LinkMe Mobile (formerly SnapNow U.S.), has the potential to revolutionize mobile search through patented visual, voice and audio search technologies. LinkMe Mobile is redefining how brands and advertisers connect with consumers.

TV Network Valuations Will Not Be Destroyed by Free Content Distribution

Jack Myers — Mon, 01 Jun 2009 10:05:00 GMT

With AOL and Time Warner unbundling their misguided merger/acquisition, Disney's (DIS) decision to join News Corp (NWS) and NBC as an investor in Hulu, and with several senior media company executives sounding off recently about the need to move content behind subscription and micro-payment firewalls, investors are beginning to pay attention to the value of professional video content. Laura Martin, Entertainment, Cable and Internet Analyst for Media Metrics/Soleil Securities expresses concern...

TV Network Valuations Will Not Be Destroyed by Free Content Distribution

Jack Myers — Mon, 01 Jun 2009 10:00:00 GMT

Upfront 2009: Which Nets and Online Media are Best Positioned for Growth?

Jack Myers — Mon, 18 May 2009 10:00:00 GMT

Myers Publishing has been issuing reports on the network TV Upfront market since 1987, on television media sales organization performance since 1984 and on online media sales organizations since 2000. Insights on advertiser and agency perceptions and priorities are even more relevant this year as advertisers and their media agencies plan their Upfront strategies and consider broadcast, cable and online plans that respond to the economic recession.

Value and Vision: Identifying Media Growth Stocks in a Depressed Economy

Jack Myers — Mon, 11 May 2009 10:57:13 GMT

"CBS reported significantly below consensus 1Q2009 results, and issued a 2009 EBITDA outlook with a credible low end, but a mid and high end that embed material back half ad trend improvements which we believe may be challenging to achieve. We believe the mid-high point of the company outlook requires the CBS TV network's (-9%) ad decline trend to improve significantly. While CBS should be a share taker and grow modestly in 2010, we don't have conviction in back half YoY growth." So reports Mark D. Wienkes of Goldman Sachs. Also reporting on CBS, James Dix of Wedbush Morgan Securities comments

First Look at 2011 Ad Spending Projections

Jack Myers — Mon, 04 May 2009 10:59:56 GMT

The most likely scenario for a turn-around of the current media industry economic downturn suggests mid-to-late 2010, based on a typical six-month lag between GDP growth and an advertising rebound. Myers Report's ad spending forecasts project a 12.6% decline in total advertising investments in 2009 (following a 4.6% decline in 2008)

How Will the Economic Recovery Impact Media Stocks?

Jack Myers — Mon, 27 Apr 2009 11:04:18 GMT

For decades, advertising and media companies could reliably depend on ad spending to track consistently with gross domestic product. During recessionary periods, advertising has been a lagging indicator. Marketers maintained their ad spending until sales declined for two quarters and then held back on spending increases until six months after the recovery began.

Waiting for Advertising Economy to Rebound is Waiting for Godot

Jack Myers — Mon, 20 Apr 2009 11:23:45 GMT

What's happening to the advertising economy? From 1963 to 2007, advertising investments in media grew from $13.1 billion to $244 billion and as we entered 2008 we appeared to be chugging along at a steady growth rate, albeit with some concerns. Digital media, many believed, would be the panacea to cure whatever might be ailing the media industry. All of a sudden, the proverbial shit hit the fan. Between 2007 and 2011, overall advertising will decline an astounding 25 percent from $244 billion to an estimated $185 billion (Myers estimates).

Goldman Sachs Report on Media Economy; Myers Research Lists TV/Online Research Leaders

Jack Myers — Mon, 13 Apr 2009 11:21:10 GMT

A recent report from Goldman Sachs provides a roadmap for media sellers planning Upfront strategies. Goldman analysts Mark Wienkes, Brian Karimzad, David Lofty and Grace Huan identified three overriding themes for 2009 based on an analysis of 4Q earnings transcripts from the top 100 U.S. advertisers and various media companies' management comments:

Advertising: Stepchild of the Marketing Business

Jack Myers — Mon, 06 Apr 2009 11:37:14 GMT

Advertising grew from a $12 billion business in 1963 to $95 billion in 1989, to $130 billion in 1992, and peaked in 2007 at $244 billion -- an average annual growth rate of 5.3 percent. Total marketing communications investments grew during this same period from an estimated $17 billion in 1963 to $766 billion in 2007 -- an average annual increase of 17 percent.

Which TV Networks Offer the Most Innovative Advertiser Opportunities?

Jack Myers — Mon, 30 Mar 2009 10:00:00 GMT

Only six network TV sales organizations were rated "very good" or "excellent" by more than 50 percent of advertiser and media agency executives for "offering innovative and non-traditional opportunities."

NBC Universal Cable #1 For Delivering Value for the Investment

Jack Myers — Mon, 23 Mar 2009 10:55:18 GMT

In an era when advertisers and their media agencies are paying close attention to the returns delivered on their investments, and when procurement groups are an ever-increasing influence in the media buying decisions, NBC Universal Cable Networks, Hallmark Channel, Rainbow Networks (AMC/We), Scripps Networks and Turner Entertainment Networks rate as the top five general entertainment cable networks for delivering value for the investment.

Classic Lunch at Michael's "Who is the Twelfth Cylon?" with Mark Stern, Sci Fi Channel EVP Original Programming

Ed Martin — Thu, 04 Sep 2008 10:00:00 GMT

"I thought it was delicious!" Sci Fi Channel Executive Vice President, Original Programming Mark Stern declared near the end of our recent "Lunch at Michael's®" at Jsix in beautiful downtown San Diego during the Comic-Con convention.

Nickelodeon, IGN, WashingtonPost/Newsweek, Discovery, EA, UGO, ESPN and USA Today Rated Tops by Ad Execs for Reaching the Most Engaged Online Audiences

Jack Myers — Mon, 16 Mar 2009 11:23:09 GMT

Advertiser and agency executives who spend more than 75% of their time working with online media rank Nickelodeon Online as the #1 website for delivering the most engaged and targeted audiences. Six other TV-based sites are included in the top 15 sites among 52 branded sites rated by 165 respondents to the annual Myers Survey of Advertising Executives on Branded Website Value and Sales Organization Performance.