Comments on: UBS Turns Sour on Advertising, Even Online

By: Did Google Issue a Bear Call? - GigaOM

Did Google Issue a Bear Call? - GigaOM — Wed, 03 Dec 2008 06:58:42 +0000

[...] needs to keep its sales machine going at a time when it is facing the same malaise as that of broader market – slowing spending on marketing and advertising. There is some argument [...]

By: ShareThis Is Sharing More - GigaOM

ShareThis Is Sharing More - GigaOM — Thu, 30 Oct 2008 22:35:29 +0000

[...] with even online advertising revenue expected to head south in the current belt-tightening environment, it’s a good time to be a startup that monetizes [...]

By: The Ad Network Shakeout Has Started - GigaOM

The Ad Network Shakeout Has Started - GigaOM — Tue, 28 Oct 2008 06:53:00 +0000

[...] an investment bank had recently warned that “as corporate profit forecasts come down, we expect planned advertising spending will be [...]

By: Jakob Nielsen: No, Seriously… No One Looks at Banner Ads

Jakob Nielsen: No, Seriously… No One Looks at Banner Ads — Wed, 15 Oct 2008 02:38:46 +0000

[...] great news for the advertising industry which is already seeing estimates slashed. For those unfamiliar with Jakob Nielsen, he is a web usability god. Check out his column, [...]

By: What If You Ran an Ad, and Nobody Saw It? - GigaOM

What If You Ran an Ad, and Nobody Saw It? - GigaOM — Wed, 15 Oct 2008 00:00:42 +0000

[...] revenues, which pay for much of the web, are having a rough year, with some analysts cutting their estimates for the entire [...]

By: Darren Herman - Marketing, Advertising, Media and Technology Blog » Blog Archive » Holding Companies and Financial Markets

Tue, 14 Oct 2008 04:22:00 +0000

[...] The article that Om writes above was spurred by UBS’s Schachter’s analysis of the advertising markets. [...]

By: Dude, Where’s My Ad? - GigaOM

Dude, Where’s My Ad? - GigaOM — Mon, 13 Oct 2008 05:54:11 +0000

[...] a sobering and harsh analysis sent to his clients, UBS analyst Ben Schachter said online advertising network ValueClick would be among those [...]

By: Parkite

Parkite — Fri, 10 Oct 2008 21:14:21 +0000

Om, you shouldn’t waste your precious real estate on sell-side analysts. If these analysts (Mark Mahaney, too) have shown anything, it is that they are always a day late and a dollar short. The sell-side provides almost no value. Like G said above, these guys are clowns and s/b fired. When this thing turns, they’ll be late on the way up, too.

By: Sestina Research LLC

Sestina Research LLC — Fri, 10 Oct 2008 17:00:27 +0000

what are the ramifications for comscore (SCOR)? They report @ the end of the month and we are looking for 7c on 28.3M in revs, but we havent ratcheted down numbers yet to account for the macro spillage - even if we did, the market has already priced in the worst, in our mind....@ $12, SCOR looks like a buy to us: if you look at the 20x EBITDA and 4x sales that its rivals fetched in deals over last 12 months.

Thoughts?

By: wierdposition

wierdposition — Fri, 10 Oct 2008 03:32:14 +0000

how can Ben feel that Goog gets beefier and VCLK does not? They are both performance based networks. I could understand being down on CPM based brand only networks, comparatively, but being more sour towards one performance based network over another makes considerably less sense.

By: G

Fri, 10 Oct 2008 00:34:09 +0000

UBS – Ben Schachter – same guy that had a $700 price target on a GOOG till this morning when he dropped it to $525. Took him long enough to get out of his slumber. UBS will certainly trim the price target again.

In any other business – they would fire the guy that hired him – then fire him too. What a bunch of clowns….TBD