When US advertisers pulled back spending dramatically in March, one of the earliest noticeable effects on the display ad market was falling CPMs. At the same time as marketers were lowering their demand for ads—either to take spending cuts as savings or merely pause and rework their messaging—consumers were spending more time on social and traditional media properties, increasing the supply of impressions. A decline in prices was the natural outcome.
Twitter’s Q1 earnings from last week beat Wall Street expectations on both user and total revenue growth. But ad revenue growth was flat due to a sharp decline in March. Here are three takeaways for advertisers.
eMarketer principal analysts Andrew Lipsman and Nicole Perrin discuss the current wave of pandemic-driven ads and what the next wave might look like. They then talk about how programmatic is faring, Google's plans to cut its marketing budget in half and how much leeway are customers willing to give retailers on delivery during this time?
Facebook had a decent Q1, all things considered. Ad revenues rose 17% year over year, reaching $17.44 billion, and user growth was especially strong. There are now nearly 3 billion people using Facebook’s family of apps on a monthly basis worldwide.
Advertising on Amazon has been volatile for the past few months as consumers caught on to the approaching coronavirus crisis and began stocking up on supplies. Shopping surged, driving many products out of stock. That in turn dried up advertising competition in certain categories—and Amazon’s de-prioritization of nonnecessities had the same effect on other categories.
Ellen Houston, managing director at research firm Civis Analytics, joins host Nicole Perrin to talk about some of the company's recent polling about how consumers are reacting to the coronavirus pandemic. They cover media usage, job and virus worries, shopping behaviors and more.
eMarketer senior forecasting analyst Oscar Orozco joins global director of public relations Douglas Clark to discuss how the coronavirus pandemic is affecting eMarketer’s forecasts on time spent with audio, including new figures for Spotify, Pandora and total podcast listeners.
In its Q1 results announced earlier this week, Alphabet's ad revenue growth slowed significantly due to the coronavirus pandemic. But the slowdown was in line with our more optimistic expectations for the digital ad market, meaning cautious optimism may be in order for Q2.
eMarketer analyst Ross Benes, forecasting analyst Eric Haggstrom and Business Insider Intelligence senior analyst Audrey Schomer discuss Netflix subscriber and revenue growth. Will we see a "Netflix with Ads" option? Does the streaming giant have an impending content problem? They then talk about political ad spending, whether tablets will make a comeback and Google asking advertisers for identification.
eMarketer analyst Ross Benes, forecasting analyst Eric Haggstrom, Business Insider Intelligence research associate Daniel Carnahan and senior analyst Audrey Schomer discuss whether the coronavirus might accelerate cord-cutting, whether sports TV rights will shift to digital platforms quicker, how a delayed NFL season could impact ad spending, how many Americans watch sports, what a second COVID-19 wave might do to the leagues and its lasting effects on sports consumption.
Netflix added 2.31 million net new paid subscribers in the US and Canada in Q1 2020, bringing the region's total subscriber count to 69.97 million. That's growth of about 5% year over year. The company attributed stronger worldwide growth to increased media consumption during quarantines.
TikTok is experiencing a substantial boost during the coronavirus pandemic. It added more than 12 million US unique visitors in March, reaching 52.2 million, according to data provided to us by Comscore. Between January and March, its US unique visitor count rose 48.3%.
eMarketer principal analyst Mark Dolliver, junior analyst Lucy Koch and vice president of research Jennifer Pearson discuss the media diets of kids and teens in quarantine. They then talk about how older individuals and women are disproportionately affected by COVID-19, the video streaming platforms with the best kids content and more.
eMarketer principal analysts Nicole Perrin and Debra Aho Williamson discuss how COVID-19 has changed engagement and the flow of ad dollars to the digital duopoly of Facebook and Google. They then talk about gamifying social distancing, Mozilla and Scroll's 'Firefox Better Web,' and Instagram 'Co-Watching.'
eMarketer senior forecasting analyst Oscar Orozco joins global director of public relations Douglas Clark to discuss how the coronavirus pandemic is affecting eMarketer’s forecasts on time spent with social media, including revised numbers for Facebook, Instagram and Snapchat.
eMarketer analyst Ross Benes and forecasting analyst Eric Haggstrom discuss what people in quarantine are watching. Will TV advertising dip? Which streaming services will gobble up new users? They then talk about Apple's new iPhone, how HBO Max plans to launch and empathy-led marketing.
eMarketer senior forecasting analyst Oscar Orozco joins global director of public relations Douglas Clark to discuss how the coronavirus pandemic is affecting eMarketer’s forecasts on time spent with digital video, including the role of connected TVs and smartphones.
Snap Inc. reported strong gains in both users and revenues in its Q1 2020 earnings on Tuesday, despite growing concerns about the impact of the coronavirus on worldwide ad budgets. Here are three takeaways for advertisers.
eMarketer forecasting analyst Peter Vahle, senior forecasting analyst Oscar Orozco, and principal analysts Andrew Lipsman and Nicole Perrin discuss the who, what, where, when and why of podcast listening, and how advertiser approaches are changing. They then talk about Roku users viewing habits, tech to fight robocalling and Facebook's couples-only messaging app.