Roku soared in Q4—and it’ll keep soaring: Though much of Roku’s revenue growth was driven by increased time spent during lockdowns, demand for CTV advertising is so high that we think the company’s strong growth will persist.
The Trade Desk’s earnings soar: Revenues were up 48% year over year (YoY) in Q4, boosted by strong connected TV (CTV) ad spending growth. Additionally, the company’s third-party tracking alternative is still gaining steam.
The Facebook-owned messaging app continues its policy rollout to enable businesses access to communications with users. But the botched rollout, riddled with misunderstanding and misinformation, suggests consumers are quickly losing trust in Big Tech’s data practices.
Reviews have always been a key aspect of a consumer’s shopping journey. But nowadays—particularly as more consumers lean on ecommerce—additional information in the form of user-generated visuals is becoming just as critical.
The Trade Desk passes the torch: Prebid will be the independent operator for Unified ID 2.0, likely chosen for its track-record managing open source services.
Google to pay News Corp.: It’s a major concession in the battle to make tech giants pay publishers, and with Google now agreeing to pay for news in Australia, we could see similar deals struck in the future.
Advertisers have never been under more pressure to prove ROI. Bob Ivins, chief strategy officer at cross-platform TV measurement firm TVSquared, joins eMarketer principal analyst at Insider Intelligence Nicole Perrin to discuss the remaining deficits in linear TV ad measurement, why it's important to standardize metrics and definitions across traditional and digital TV and video, and why advertisers need to pay attention to the right metrics for their campaign objective.
eMarketer principal analysts Jeremy Goldman and Jillian Ryan, along with senior analyst at Insider Intelligence Sara M. Watson, discuss what a reimagined workplace looks like, The New York Times digital transformation, what big tech can expect from the Biden Administration, whether the world is getting less colorful, podcasts as a direct line to consumers, how many people live underwater, and more.
Microsoft wants a bigger slice of the digital market and is willing to call out peers to get it: Microsoft wants to see the US mirror Australia in new legislation that would force companies like Google and Facebook to share revenues with publishers, and argued for media's role in democracy to bring its point home.
Upfronts are back and still virtual: Disney and ViacomCBS have set a mid-May date for their virtual upfronts events and will likely highlight their streaming inventory as streaming services continue gaining viewership.