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YouTube Inc
Advertising industry seeks refunds over YouTube skippable ads
...Inefficiencies across the digital ads industry are rife....
June 29, 2023
LexWalmart Inc
Walmart is coming for your TVs Premium content
...The decline of third-party cookies left brands with less insight into their ad spending....
March 2, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Walmart Inc
Walmart says inflation was stickier than expected in latest quarter
...General merchandise prices were lower than a year ago, he told analysts, “but not as much as the trend line would have suggested” at the end of the preceding quarter....
February 20, 2024
Advertising
Super Bowl set to break US advertising records
...To match the reach of a Super Bowl ad in 2023, executives say an advertiser would have had to buy 400+ primetime spots at more than three times the cost of one Super Bowl ad....
February 9, 2024
LexAdvertising
Ad agencies should survive AI-driven disruption Premium content
...The ad industry is braced for far-reaching changes. Mark Read, head of London-listed WPP, reckons the sector will be the most disrupted of any industry....
February 6, 2024
Airlines
US airlines under fire for raising baggage fees again
...Delta Air Lines last week raised the price of checking in a first bag from $30 to $35....
March 10, 2024
FT Live
Future of Retail
Securing long-term business growth with technology innovation
Tuesday, 17 SeptemberLondon, UK
FT Magazine
‘We’re all maggots’: an audience with Jim Riswold, the copywriter behind some of Nike’s greatest adverts
...“You couldn’t wait for the ads to come on back then. They blurred the line between the sexiness of music videos and the spectacle of Hollywood....
March 9, 2024
Uber Technologies Inc
Uber records first annual profit as market value approaches $150bn
...Forecasts for the first quarter of 2024 were in line with analysts’ estimates, with gross bookings — or the value of fares paid — expected to jump to between $37bn and $38.5bn from the same period a year...
February 7, 2024
JD Sports Fashion PLC
JD Sports to deepen US reach with $1bn bid for Hibbett
...The British sportswear chain opened its first five US stores under the JD brand in 2018 following the $560mn purchase of Finish Line....
April 23, 2024
The Big Read
How AI is transforming the business of advertising
...On one hand, the technology has the potential to replace many of the industry’s traditional functions, from creating ads to placing them in front of consumers....
February 11, 2024
US & Canadian companies
Pwease don’t be mean, I’m just a wittle luxury bag conglomerate 👉👈
...Obviously, this flavour of defence is par for the course in antitrust, but we were curious whether Crevoiserat has been serving a similarly smol bean line to investors....
April 23, 2024
Special ReportOnline MBA 2024
Barbie buzz and brand value. Is it real?
...There was also a revamp of its “Fashionistas” line, with more diverse ethnicities, which met mixed reviews. Mattel persisted, releasing the ad “Imagine the Possibilities” on YouTube....
March 10, 2024
UnhedgedRobert Armstrong
Valuing Reddit is hard Premium content
...According to Gupta Media, an ad agency, a $10 CPM is higher than TikTok or YouTube has received in the past three years, and in line with the highest CPMs Meta has recently earned....
March 27, 2024
Oil & Gas industry
Ithaca Energy agrees £750mn deal for most of Eni’s UK oil and gasfields
...Both of these fields are likely to be test cases for the ease of developing new oil and gas assets in the UK despite pressure to reduce carbon emissions in line with the country’s net zero commitment....
April 23, 2024
Alphabet Inc
Alphabet’s advertising growth falls short of Wall Street expectations
...Ad revenue on YouTube, which hit 70bn daily views, grew almost 20 per cent to $9.2bn. Ad revenue accounts for almost 80 per cent of Alphabet’s top line....
January 30, 2024
FT Live
Due Diligence Live
Where leaders in investment and finance meet
Tuesday, 8 OctoberLondon, UK
LexWalmart Inc
Walmart: deflating prices can be good for business Premium content
...Both its top and bottom lines rose at a healthy pace. That prompted it to raise its sales and profit guidance for the year....
November 16, 2023
Warner Bros Discovery, Inc
People aren’t going to the movies. Can Dune sequel change that?
...Once a cash cow thanks to advertising and broadcasting fees, Warner’s linear TV business is losing viewers to streaming — a trend that helped send its ad revenue down 12 per cent in the fourth quarter....
March 1, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...Alphabet, Meta, Microsoft and Apple hold dominant positions in increasingly mature industries (digital ads, enterprise software and smartphones)....
April 3, 2024
LexProperty sector
Holiday rental curbs won’t stop complaints about Airbnb Premium content
...Airbnb is examining new business lines as revenue growth slows following a post-pandemic boom....
February 24, 2024
Unhedged
What Big Tech antitrust gets wrong Premium content
...Heavy industry, early in the 20th century. Any sales industry that is prone to price fixing, such as real estate brokerages....
January 19, 2024
Lex PopuliRetail sector
Loyalty schemes pay for shoppers and shareholders
...Loyalty programmes feed through to the bottom line in several ways. First, repeat custom is cheaper than bringing new customers on board....
April 12, 2024
LexCarnival PLC
Carnival: plain sailing for cruise operators
...Their shares are up 141 per cent and 161 per cent, respectively, while smaller rival Norwegian Cruise Line has gained 77 per cent....
December 22, 2023
Hertz Global Holdings Inc
How Hertz’s bets on Tesla and a Goldman veteran veered off course
...“If you look at the top line of the company on a revenue basis, [Hertz] is performing well but on a cost basis it is underperforming,” said one person close to the group....
March 20, 2024
Due Diligence
Private equity takes over golf Premium content
...In the end, the Fenway-led group, dubbed Strategic Sports Group, stepped to the front of the line....
February 1, 2024
News in-depthCovid-19 vaccines
Covid vaccine makers to clash in London over mRNA patent dispute
...If successful, Moderna would be in line for a share of the profits Pfizer and BioNTech generated from their joint vaccine, Comirnaty....
April 22, 2024

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