OMD USA’s Post

AI, data and streaming have created new complexities for TV buyers

Bain's 2024 M&A report is out. This section on Media & Entertainment by my partners Daniel Hong, Laurent Colombani, and Matt Keith is well worth a read!

Invest with Confidence in Your HSA: Nexstar Media - A Missed Opportunity 💼📈✨ 🔍 Nexstar Media (NASDAQ:NXST) recently reported Q4 earnings that fell short of analyst estimates, igniting a wave of disappointment among investors. With sales below expectations, the stock experienced a decline, leaving many feeling uncertain about their investments. 📉🤔❌ However, seasoned investors know that setbacks present opportunities for those who are willing to take action. Rather than succumbing to fear, let this be a reminder to stay informed and make well-informed decisions regarding your Health Savings Account (HSA) investments. As an Investment Advisor, I encourage you to see the potential in investing your HSA wisely. 🚀💰 ✅💪 Here's why Nexstar Media remains an intriguing prospect for your portfolio: 1️⃣ Nexstar Media is a leading diversified media company, providing valuable content and advertising solutions to millions of viewers across the United States. 2️⃣ The company has a strong presence in the healthcare sector, making it well-positioned to leverage the ongoing growth in this industry. 3️⃣ Nexstar Media's consistent track record of innovation and strategic acquisitions supports its long-term growth potential. 💡⚡ By seizing this opportunity, you can not only grow your HSA but also contribute to the vital sectors of healthcare and media. ⏳📈🙌 Don't let the Fear of Missing Out hold you back! Take charge of your HSA investments by conducting thorough research, consulting with experts, and making informed decisions. #hsa #investing #healthcare #health #family #wellness 🤝💪✨ 👉 Contact me today to discuss how we can maximize your HSA investment potential and achieve your financial goals!

GroupM's Matt Sweeney, chief investment officer, US on learnings from 2023 as we start the New Year: We’ve made great progress in quality measurement across the TV and video landscape, and there is still work to do when it comes to full implementation of advanced currencies that were not as evident over the past few years of testing. 2024 will continue to see higher quality counting and reconciliation of ad exposures, but back-end systems and workflows need to be brought up to the standards of the front-end tools that we’ve been using to plan and execute advanced audience buys. As we move from millions to billions of dollars transacted using advanced measurement, we want to be sure that the systems and workflows work for all key players. https://lnkd.in/e5zGy8iJ

Consolidation will benefit everyone in the long run: Shashi Sinha. At the #e4mConfluence - Media Investment Summit 2023, CEO of IPG Mediabrands, spoke about the need for speed, agility and simplicity in agencies' success. #MediaAgency #DigitalMedia #MediaSummit #MediaInvestment #Mumbai

Really interesting read in yesterday's The Spinoff by Duncan G. There has been a lot of discussion about the state of NZ's media industry - particularly with advertising dollars heading overseas💸. My key-take outs: 🌟 The media industry in NZ is at an interesting crossroads, particularly in news & TV, facing challenges as revenue streams shift and global platforms continue to fight for share of voice. 🔍 NZ may well benefit from regulatory reform to level the playing field ensuring fairness in the media landscape - especially in relation to FAANGs [Facebook, Apple, Amazon, Netflix, Google] 💪 There is always optimism for innovative solutions. A mindset shift towards partnership and adaptation could be crucial in navigating the evolving audience landscape. Having worked in TV for a large portion of my career I also found the below super interesting 📺!!! “Netflix ANZ has invested a billion dollars into Australian content over the past four years. A billion. And the ‘NZ’ side of Netflix ‘ANZ’ has received … zero. Those billion dollars haven’t been spent out of the goodness of Netflix’s heart – it’s because the Australian government has taken a much stronger stance on this than we have, to the benefit of both Australian audiences and the Australian economy.” 🤯 Article below 📖:

From DTVE: The Vivendi supervisory board has approved a plan to divide the #media giant into four companies – #payTV outfit CANAL+ Group, #advertising giant Havas, a new company grouping #publishing and #distribution assets, and a fourth #investment company owning listed and unlisted financial stakes in the cultural, media and #entertainment sectors.[...] The publishing and distribution company would group Vivendi’s majority stake in Lagardere and wholly owned Prisma Media. Lagardère is a worldwide group and the third largest book publisher for the general public and educational markets and a global leader in travel retail. It also includes #press and live entertainment activities. Prisma Media is a leader in magazine publications and online media in #France with a portfolio of 30 brands. This entity would foster collaboration between the different activities related to publishing in its broadest sense, according to Vivendi. The investment company would actively support the strategic development of its portfolio companies and would focus on value creation and capital return to its #shareholders, through an effective portfolio rotation and a targeted reinvestment policy, Vivendi said. #ownership #mergersandacquisitions

Investing 💰 wisely in media can make or break a brand's image. With my experience with brands like Douwe Egbert and Ziggo, I've seen the value of efficient media investment. But everything is changing and what worked 3 years ago will not today. What are your go-to media strategies?

Adding a post-thought here, on my below original thoughts. I’m not suggesting a large # of TV Multi-Channel agreements will all be guaranteed on business outcomes - I can see how people might have interpreted that. Rather, I’m suggesting all or most will continue to include (modernized) currency meas as a transactional component - but I DO believe an ever-increasing percentage of advertisers will lean on business outcome/incrementality measurement to judge whether their campaign was a success. And I think we can look to largely addressable media suppliers/platforms, as the harbinger for this. Hope this helps clarify. ——- Some measurement thoughts. Today, the large majority of TV multi-channel advertiser agreements include Currency Measurement for transactional purposes. Of those, let's say hypothetically (as the #'s aren't published) ~5-10% also receive some sort of Business Outcome performance Measurement, because that is what those marketers designate as the true measure of the success of their media schedule. As Advertising gets more addressable, Business Outcome Measurement moves up and up and up in terms of importance - see majority of Walled Garden advertiser agreements (across Social, CTV and Retail). Most of these platforms have already made the leap and are quite often providing performance verification (even guarantees), based on the outcome their marketer clients seek. Some advanced TV Multi-Channel Publishers are already regularly holding themselves accountable to business outcomes, and providing that measurement as proof of performance to their more sophisticated clients. I believe strongly this is the direction the entire TV Multi-Channel Publisher ecosystem is headed - Performance Measurement will continue to accelerate its importance, to clients and to Publishers, in this space.

Striking the perfect balance in data-sharing is key in CTV advertising. KINESSO’s SVP of Performance Partnerships Jean Fitzpatrick articulates it best: “CTV publishers have to find the right balance so that buyers have enough information to make good decisions, but they’re not giving away so much information that then they lose out on opportunities.” Learn more about the nuances of navigating this evolving landscape in this latest feature from Beet.TV: https://lnkd.in/gMEP-KRR #KINESSO #CTV #BeetTV