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Search resuls for: "Tim Nollen"


6 mentions found


☆ Netflix with ads got off to a slow start, but the streamer could still win at advertising
  + stars: | 2023-01-18 | by ( Lucia Moses | ) www.businessinsider.com   time to read: +3 min
Analysts are eagerly anticipating updates on Netflix's ads tier during its 4Q earnings call January 19. Netflix Basic with Ads has gotten off to a slow start, initially missing viewership targets. Subscriptions to the ad tier are expected to grow once the streamer cracks down on password sharing. The stock initially fell 9% on reports that Netflix was letting advertisers take money back after some ad campaigns fell far short of their viewer targets. And Netflix's Basic with Ads was the least popular tier in its first month, according to an Evercore ISI survey.
☆ Complexity for Marketers Has Meant Opportunity for Ad Agencies
  + stars: | 2022-11-14 | by ( Megan Graham | ) www.wsj.com   time to read: +7 min
Their performance is striking compared with ad agencies’ plight five years ago: Facebook and Google had established direct relationships with marketers and were winning growing portions of their ad budgets before agencies could even offer their services. Newsletter Sign-up WSJ | CMO Today CMO Today delivers the most important news of the day for media and marketing professionals. PREVIEWSome major owners of ad agencies watched their growth slow or flatten in 2017 and 2018. Agency companies have responded by building practices to help marketers on platforms like TikTok and Amazon. Marketers navigate outside partnersSome major marketers still want to keep a close handle on some of their data efforts.
☆ Disney shares drop as streaming costs drag on earnings
  + stars: | 2022-11-08 | by ( Dawn Chmielewski Lisa Richwine | Dawn Chmielewski | Lisa Richwine | ) www.reuters.com   time to read: +4 min
Nov 8 (Reuters) - Walt Disney Co (DIS.N) said on Tuesday its marquee streaming service, Disney+, gained more subscribers than Wall Street had expected, but investment costs dragged quarterly earnings below analysts' targets. Disney is spending billions to build its streaming options and compete with Netflix Inc (NFLX.O) and others. Disney+ reported 164.2 million subscribers in the fiscal fourth quarter, surpassing Factset estimates of 161 million. Disney has amassed 235 million subscriptions across Disney+, Hulu and ESPN+ streaming services, a gain of 14.6 million from the previous quarter. For the fiscal year, Disney reported per-share earnings of $3.53, excluding certain items, on revenues of $82.7 billion.
☆ Netflix's ad tier will bring incremental revenue next year, says Macquarie's Tim Nollen
  + stars: | 2022-10-19 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix's ad tier will bring incremental revenue next year, says Macquarie's Tim NollenTim Nollen, Macquarie, joins 'Closing Bell' to discuss Netflix earnings and where he sees the company headed from here.
☆ Publicis Raises 2022 Organic-Growth Guidance Again
  + stars: | 2022-10-18 | by ( Megan Graham | ) www.wsj.com   time to read: +4 min
Organic growth refers to the change in net revenue excluding the impacts of acquisitions, disposals and currency fluctuations. Publicis and its rival companies had previously increased their expectations for growth in 2022, despite global factors including inflation and the consequences of the war in Ukraine. Chief Executive Arthur Sadoun said the company hasn’t seen a material impact from clients dealing with macroeconomic challenges. Publicis CEO Arthur Sadoun Photo: Publicis Groupe“All of our clients are actually confronted with one, two, three or four major challenges, like inflation, like the supply shortage, like the war in Ukraine,” Mr. Sadoun said. Publicis said its organic revenue grew 10.3% in the third quarter from a year earlier.
☆ Netflix's big bet on a cheaper ad-supported tier could backfire by cannibalizing existing subscribers instead of attracting new ones
  + stars: | 2022-09-22 | by ( Elaine Low | Lindsay Rittenhouse | ) www.businessinsider.com   time to read: +5 min
The move could bring the company $8.5 billion in revenue by 2025, according to one Wall Street analyst. But it remains to be seen how many new subscribers an ad tier would attract. Netflix's plans for an ad-supported tier are in high gear. "We believe these economic factors, coupled with increased competition in the streaming space, will allow the right market conditions for Netflix's cheaper ad-supported service." According to Nollen's estimates, Netflix's ad tier could drive as much as $8.5 billion in revenue in 2025.
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