Mike Dean

✅🖥️ New York Times (6/22): “Streaming has long been hailed as a promising business, because companies like Netflix can add additional subscribers at little extra cost. The more paying subs a service has, the more the company’s costs can be spread out over a large base, lowering the cost per sub. But those want lots of options, and the costs of making enough programming can be enormous. As a result, a streaming service’s profitability depends in large part on how many paying subs are needed before those TV shows and movies become cost-effective. There was a time when industry execs hoped that number might be as low as 100MM. But now the consensus among many of the executives interviewed is that the number is at least 200, and possibly more. “If you’re going to be a full entertainment service with live sports and tent-pole blockbusters today, 200MM is a number that can give you the scale with the hope for growth over time,” Amazon (execs have) said. Bob Chapek, Disney’s CEO until 2022, also agreed that 200 was the number that meant “you’re big enough to compete.” Netflix has reached that, and then some, with about 270MM paying subs. Moreover, those pay an industry-leading average of more than $11 per month. Netflix is highly profitable, with operating margins of 28 percent. In the first quarter of 2024, Netflix reported revenue of $9.4B, and $2.3B in net income. No one else comes close. Disney and Amazon are the only other streaming services with more than 200MM subscribers.” ⬇️ #streamingtv #ctvadvertising #avod #svod #ott #fast #upfronts

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Digital ad spend is expected to grow about 10% in both 2024 and 2025, led by continued growth in connected TV (CTV) and especially retail media, as partnerships between media companies and retailers have steadily increased in the last few years. #mediaplanning #mediabuying

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A pragmatic approach that asks the industry to "reinforce the foundations of a digital advertising ecosystem that values authenticity and penalizes deceit." It's time to go back to the future and demand that advertising is placed alongside quality content.

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💡 #Brands Take note how the #NYPost mitigated #cookiepocalypse risk by using Aqfer's identity resolution tech, informed by Prohaska Consulting. In a post 3rd party cookie 🍪 world killer content and segmentation hooked to an adtech #frankenstack results in risk & loss. Pubs and brands need their own 1st party IDR systems to avoid fragmented customer views that result from multiple ID providers & other partners who are all hooked to each other in an attempt to create their own scale. This many-to-many-middlemen scenario has plagued adtech from the start. The result is redundancy, media waste, inconsistent customer experiences and inaccurate measurement. Think of Aqfer IDR like Data tech’s version of SPO 😉 #DPO, enabling clients like the NYPost, to get a single, deduplicated, omnichannel view of their customers. More here - https://lnkd.in/ggjDGWn5 https://lnkd.in/gTNURTu2

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Earlier today, Omnicom announced that it will be the first holding company to integrate into the new Instacart Developer Platform (IDP), a publicly available API program that leverages Instacart's industry-leading online grocery platform to supercharge third-party digital experiences. Our Chief Experience Officer, Clarissa Season, noted: "This integration legitimizes influencers as a media channel even more because of the clarity it provides. We view this level of outcomes-based measurement as a significant step forward." You can read the full Digiday piece here: https://lnkd.in/gm7DbAY5 #OmnicomCannes

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So This is Fascinating and I am very pleased. This week I posted that we needed responsibility to come back into programmatic. Because otherwise everyone blames others and we end up with a polluted ecosystem (fraud, bad content, MFA, hate etc). I have been talking about this in different ways for years. We need some level of walls to keep out the bad actors. We need some level of responsibility to maintain standards. Its clear that TTD and Jeff Green agree. This is at the nub of the push to the premium internet. With TTD taking some level of responsibility for what happens on their platform. Its also worth saying that the easy option is to do nothing. Many platforms make millions out of poor content in the short term. We need more action like this for the long term. For thats the point. This is not altruistic but acting to secure the long term viability of the channel.

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Sign up now for our webinar on June 5th on the exciting developments in leveraging first party data using LiveRamp to achieve stronger ROI.

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Ever curious about what's under the curtain? Dailymotion has just unveiled Auto Path, a groundbreaking high-impact creative tailored specifically for the Auto Industry. By leveraging our Predictive Targeting audience insights and vast scale, we've crafted activations that resonate with car buyers, all while providing measurable in-ad actions with OLV and CTV. Key Standard Features: - Custom Multi-touchpoint elements envelop your video creative - Product feature hotspots seamlessly integrated within the video environment to capture attention - Outbound click features to enhance data collection, site traffic, and conversion rates Experience an exclusive peek behind the scenes... Let us guide you on a test drive and engage seamlessly across all screens! Hit me or our exceptional sales team Brenda Rodriguez Valeria Basmagi Edivaldo Junior to introduce you to this exceptional innovation in Latin America #autopath #Dailymotion #creativeinnovation #predictivetargeting

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The IAB Predicts Social Video Will Overtake CTV This Year. Social video “is taking more of a lead over CTV” because it provides better campaign reporting based on an advertiser’s preferred business outcomes, a capability that CTV lacks in comparison. Marketers are under pressure to justify their investments by connecting their ads to results, which is why they’re raising investments in social video more than CTV this year. But in my experience while attribution remains the king, we need to think about incrementality. https://lnkd.in/dYze9K-3

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In this week's #LegendsandLeadership, Jack Myers speaks with Simulmedia Founder and Chairman Dave Morgan for an in-depth discussion on the recent industry transformations, challenges, and what lies ahead. https://lnkd.in/e8X7FwmF

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As third-party cookies become obsolete, companies relying solely on third-party data will struggle. In today's privacy-centric landscape, it's critical to collect data directly from your audience to not only craft a better, more defined user experience, but provide your advertisers better insights into the engagement of their digital marketing assets. Want to learn more on how Products Finishing continues to invest in audience development and how that provides our advertisers better analytics? tluciano@gardnerweb.com #dataprivacy #customerinsights #firstpartydata

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To build a brand and establish yourself as a #thoughtleader, utilizing #PR to create a strong and positive public image is paramount. There’s a certain magic to it. The right story, told to the right media outlet, at the right time, can shape mainstream conversation and shift public perception on almost any topic. The right way to make that magic for maximum exposure? A combination of proactive media and reactive media. Read more in my piece for Advantage Media a part of the Forbes Books Authority Network. https://lnkd.in/dhxErTgH

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I enjoyed speaking to Dan Meier from VideoWeek about the new Publica by IAS CTV white paper, explaining how TV OEMs, AVOD & FAST services can build more intelligent ad breaks, and grow their advertising revenues. Link to download the CTV white paper in the comments below... 👇 #CTV #AdServing #SSAI #AVOD #FAST #Streaming #Programmatic

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✅🖥️ CNBC (5/13): “It does feel like this is a moment, a moment in terms of what the next year, two years will bring," Warner Bros. Discovery CEO David Zaslav said during the company's earnings call last week. "I said a while back that this is a generational disruption.” Media companies just finished reporting quarterly earnings, which showed traditional TV is still lagging behind streaming and digital when it comes to ad revenue. Traditional TV ad buying during Upfronts is expected to increase about 1% to $18.79 billion this year, according to data from eMarketer. This is an improvement from last year when it was down about 4% to $18.64 billion. Meanwhile, digital advertising spend during the Upfronts and Newfronts — which take place a few weeks ahead of the traditional media events — is expected to increase nearly 32% to $16.45 billion this year, according to eMarketer. There was a general improvement in traditional TV ad revenue last quarter, down 8% as opposed to nearly 16% in the same quarter last year, according to a note from Macquarie senior media tech analyst Tim Nollen. Streaming advertising was up 22% across media companies, and now makes up 18% of total advertising.” ⬇️ #streamingtv #upfronts #newfronts #ctvadverting

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Earlier this week, The Wall Street Journal wrote about how Television Advertising has lost its relevance - but I think they're misreading signals. Television advertising remains incredibly powerful - 60% of consumers in our most recent AD.VANTAGE study told us TV ads helped them make purchase decisions - outpacing all other forms of advertising. The problem? Brands and marketers have stopped knocking each other over to BUY television ads - we need to SELL them again - and most sales teams aren't set up to, you know..... sell. More details and some proposed solutions in our blog at Magid.com - or shoot me a note and let's chat about how to accelerate demand for your sales teams. #broadcastsales #salesstrategy #GTM #leadgen #aitools #aisalestools #aimarketing

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Are third-party cookies off the table or not? The ongoing debate continues, but one thing is certain: transparency is crucial for players across the 2024 ad tech ecosystem. Publishers vs. advertisers, sell-side vs. buy-side, everyone is pleading for more visibility into the programmatic process to protect themselves and make more money. The IAB Tech Lab's updated bid request standards aim to make the process of declaring an identifier more transparent. Check out ADWEEK's article below and share your thoughts on the IAB's latest efforts to increase transparency. #ThirdPartyCookies #IABTechLab #Identifiers #IDBridging

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Protecting professional journalism is and has always been a primary TRUSTX focus. To reinforce this AdExchanger story, let me share a data point that demonstrates how news performs for advertisers willing to invest in the medium. One of our brand-side clients invested 59% of their campaign budget via TRUSTX in news. Through other SSPs, their spend was much less concentrated in this category. The brand tracked their cost-per-acquisition at 63% lower on the TRUSTX news-heavy campaign vs. the average across other general market SSPs. I think it’s pretty clear …. NEWS PERFORMS.

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Explore the intricate dynamics of brand support in today's news ecosystem. 📰 Hear from industry leaders The Rebooting's Brian Morrissey , GroupM's Kate S., Outbrain's David Kostman, and Johanna Mayer-Jones from The Washington Post: https://lnkd.in/eFW7pquP They highlighted the importance of viewing news as a diverse category, segmented into different verticals for more effective advertising. The shift towards performance marketing and the need to prove value to advertisers were also key topics. This conversation underscores the crucial role of trusted journalism in our society and the potential for innovative approaches in news advertising. _ #GroupMCannes

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✅🖥️ AdExchanger (6/7): “Show-level transparency for FAST channels and CTV overall has improved, but it’s not quite yet where buyers need it to be. One reason publishers consider it risky to share data about TV viewing at the show level is because it may violate the Video Privacy Protection Act if that information is tied to an identifier. Still, there are more ways to anonymize or aggregate data in a way that doesn’t reveal an individual’s identity, which is why publishers have been getting more comfortable providing some degree of show-level transparency in post-campaign reporting. But buyers want more than post-campaign reporting. They also want show-level data in the bid stream, and publishers have still other reasons for not giving it up. One is the historical fear among publishers that advertisers cherry-pick inventory, which they’re obviously more easily able to do when they have more insight into the specific shows their ads are running in. This is a fear FAST channels can capitalize on if they “enrich the bid stream by passing more through to buy-side partners,”one buyer said, referring to show-level metadata. While FAST channels have the same reasons as other streaming apps for not sharing show-level data, they have more motivation to cede some ground to fulfill a top item on most advertiser wish lists.” ⬇️ #streamingtv #ctvadvertising #fast #avod #ott https://lnkd.in/eKvQCRis

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