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»earnings call

Netflix Acknowledges For The First Time That Disney Is A Competitive Threat

There was a time when Netflix CEO Reed Hastings was glib when people asked about the competition. He’d point to sleep and video games like Fortnite as the streaming giant’s main rivals for attention. But on Netflix’s third quarter earnings call on Wednesday, Hastings was a lot less flip. “Disney will be a great competitor... Continue reading »
by Allison Schiff // October 17th, 2019 //
»
Desktop Looking Downright Marginal As Mobile Contributes 76% To Facebook's Q2 Revs

Facebook is mostly an app company now. Desktop monetization of Facebook's owned and operated properties keeps shrinking both in actual numbers and as a percentage of the overall business. In the second quarter of 2015, desktop revenue shrank 8% and contributed less than one-fourth of Facebook's total ad revenue, the company said in its earnings disclosure... Continue reading »
by Zach Rodgers // July 29th, 2015 //
»
Twitter Turns In A Respectable Q2, But There's Still Work To Do

Twitter finally appears to be catching the worm. Or at least its Q2 isn’t a can of worms à la last quarter’s earnings leak. The company reported a solid Q2, beating Wall Street’s expectations with a 61% year-over-year increase in revenue to $502 million for the quarter, 25% of which came from direct-response – the “fastest-growing... Continue reading »
by Allison Schiff // July 28th, 2015 //
»
Nielsen Q4: ‘Total Audience’ Is Where It’s At

Measurement mogul Nielsen is bullish on its evolving digital measurement capabilities – but panels aren’t going anywhere, said CEO Mitch Barns. “The future of measurement is not about choosing between panels and big data,” Barns told investors on an earnings call Thursday. “It’s about combining high-quality panels with granular data sets for the best of both... Continue reading »
by Allison Schiff // February 12th, 2015 //
»
TripAdvisor Q4: Mobile Traffic Up, But Monetization Isn’t There Yet

The majority of TripAdvisor’s revenue came from advertising in Q4 2014. Of TripAdvisor’s reported $288 million in fourth-quarter revenue – up 35% from Q3 – $181 million came from click-based advertising (63% of total revenue) and $36 million from display (13% of total revenue). Display CPMs were up for more than 2,000 advertisers in TripAdvisor’s network, President... Continue reading »
by Allison Schiff // February 11th, 2015 //
»
Q3: Millennial Media Chugs Along, Has Programmatic On The Brain

Like last quarter, Millennial Media’s revenue is up – and profits are down. The mobile ad tech platform, which has been vocal about it’s desire to expand its programmatic capabilities, is clearly still in a period of transition. Though Millennial Media clocked a 24.4% YoY increase in revenue in Q3 2014 to $69.8 million, the... Continue reading »
by Allison Schiff // November 6th, 2014 //
»
Mobile Was Instrumental For Pandora In Q3

Pandora’s Q3 mobile ad revenue had president and CEO Brian McAndrews singing from the rooftops – but the singing stopped when he got to the verse about monthly active users (MAUs). Total revenue for the quarter clocked in at nearly $240 million, a 42% YoY increase. A whopping $188 million of that sum is mobile ad... Continue reading »
by Allison Schiff // October 23rd, 2014 //
»
Nielsen Reiterates Commitment To Digital During Q3 Earnings

We live in a world of media fragmentation, said Nielsen CEO Mitch Barnes during the company’s Q3 earnings call. And Nielsen, which reported Q3 revenue of $1.6 billion, a YoY increase of 13.3% (excluding its recent acquisitions of consumer research company Arbitron and market research firm Harris Interactive), wants to help measure it. Net profits, however, continued their slump from last... Continue reading »
by Allison Schiff // October 23rd, 2014 //
»
DoubleClick Bid Manager Volume Doubled In Past Year, Google Q3 Revenue Up 20%

Google’s Q3 revenue rose 20% year over year to $16.52 billion, though it continued to see click volume rise (17% YoY) and cost per clicks fall (2% YoY). Google sites comprised about two-thirds of revenue, for a total of $11.25 billion. Partner sites contributed $3.43 billion, or about 20%. Google’s O&O paid clicks (which include... Continue reading »
by Sarah Sluis // October 16th, 2014 //
»
Q2: Millennial Media Still Can’t Catch A Break, But It’s Looking To Programmatic As The Panacea

It ain’t easy being a standalone mobile ad network/exchange these days, especially with Facebook, Google and Twitter breathing down your neck — and Millennial Media is feeling the burn. While Millennial reported $67.3 million in revenue in Q2, up 18% from the same time last year, the number needs to be taken with a grain of... Continue reading »
by Allison Schiff // August 11th, 2014 //
»
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