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Ad Industry Roundup: Lehman, Borrell Ad Forecasts; TiVo-Carat; Hearst-Argyle-Google; AOL; Alibaba

Lehman Charts Online Ad Slowdown Through ’09: Online ad revenues in United States will grow 25.6 percent, 23.6 percent and 20 percent in 2007, ’08 and 09, respectively, according to estimates from Lehman Brothers. Still, Lehman finds relative strength in online advertising thanks to the continued shift of marketers’ budgets from traditional media to digital. For that same underlying reason, Lehman identified its overweight stock picks as Google, (NSDQ: GOOG) Yahoo (NSDQ: YHOO) and ad holding company Omnicom, despite other ad rivals like WPP making more demonstrative interactive ad moves over the past several months.

Online Real Estate Ad Spend To Surpass Newspapers By 2012: The real estate industry’s ad spend has fallen 3 percent with continued weakness this year, according to a study from Borrell Associates. But online ad spending is still growing, gaining 25.8 percent to $2.6 billion. While Borrell is projecting internet real estate ad growth to slow next year to 12.4 percent, in three years, the sector will be spending more ad dollars with online media than with the newspapers, reaching $3.4 billion by 2012. In comparison, newspapers’ real estate take will fall from $4.8 billion this year this year to $3.2 billion in 2012, a fall of 33.3 percent.

TiVo Signs Audience Measurement Deal With Carat: Media buying agency Carat has signed a deal with TiVo (NSDQ: TIVO) to use the Power//Watch Consumer Panel, an opt-in service which measures the DVR viewing habits of 20,000 households, and Stop//Watch, TiVo

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