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Top related persons:
— - 2 Tim Nollen - 2 Google's - 1 isn't gunning - 1 adtech - 1 Macquarie's Nollen - 1 Bietti - 1 Mark Jamison - 1
Top related locs:
Virginia AdX Hulu
Top related orgs:
Service - 2 Business - 2 Macquarie - 2 Eastern - 1 US Department of Justice - 1 Google - 1 DOJ - 1 Microsoft - 1

Search resuls for: "Macquarie's Nollen"


3 mentions found


☆ Inside the landmark Google adtech antitrust trial that could transform the $700 billion global digital ad market
  + stars: | 2024-09-09 | by ( Lara O'Reilly | ) www.businessinsider.com   time to read: +9 min
The DOJ and the states are seeking a breakup of Google's adtech business. Separately, they said that while a separation of Google's ad server and its ad exchange would be good for competition in the adtech market, it might drive ad server costs up for publishers. Google's ad server is "a loss leader, they make all their money in AdX," the exec said, referring to Google's ad exchange that connects buyers and sellers. Global regulators have Google in their sights, tooAny unraveling of Google's ad empire would be complex. Over the pond, the European Union said last year it might look to break up Google's adtech business.
Persons: —, Google's, Tim Nollen, isn't gunning, adtech, Macquarie's Nollen, Bietti, Mark Jamison, there's, Arielle Garcia Organizations: Service, Eastern, Business, US Department of Justice, Google, DOJ, Microsoft, Macquarie, Publishers, US Department of, Northeastern University, Public Utility Research Center, Digital Markets, University of Florida, Global, European Union Locations: Virginia, AdX
☆ Netflix has a stranglehold on its competition, but the streaming wars aren't over. Here's how Disney and Amazon could dethrone the dominant streamer.
  + stars: | 2024-02-05 | by ( James Faris | ) www.businessinsider.com   time to read: +8 min
"Netflix won the streaming wars in 2009 when they started streaming," said Tim Nollen, a media analyst at Macquarie. "I think it's a little bit ridiculous, to be honest," Bazinet said when asked if Netflix has won the streaming wars. AdvertisementHow Hollywood can beat Netflix at its own gameHollywood stalwarts can compete in streaming, Bazinet argued — provided the media industry first consolidates even further. The two biggest threats right now are Disney — which has about 220 million subscribers across Disney+, Hulu, and ESPN+ — and Amazon. Nollen said Amazon would flood the market with cheap ads and crush its competition like it did in e-commerce.
Persons: —, That's, Jason Bazinet, Tim Nollen, They've, Bazinet, overreacted, Jessica Reif Ehrlich, Reif Ehrlich, Nielsen Bazinet, Joe Bonner, Bonner, John Hodulik, Hodulik, I'm, Macquarie's, Nollen, it's Organizations: Service, Netflix, Business, Citigroup, Disney, Paramount, Macquarie, Hollywood, Bank of America, Nielsen, ESPN, Argus Research, Hulu, UBS, Amazon Locations: Hulu
☆ Disney needs to show investors it has a plan to make streaming profitable — and stop hemorrhaging money
  + stars: | 2023-02-07 | by ( Paulina Likos | ) www.cnbc.com   time to read: +8 min
Disney's direct-to-consumer unit, which includes streaming platforms Disney+, Hulu and ESPN+, has yet to reach profitability — losing nearly $1.5 billion last quarter. Those loses spurred Disney's board to push out then-CEO Bob Chapek and bring Iger back to the top job. In 2021 Disney spent $25 billion to produce original content, and the following year expanded its budget to $33 billion. Similarly, Macquarie's Nollen said Disney's advertising-based subscription tier for Disney+ is "a lever Disney can pull to raise revenue." "Lots of angry people ask me why I support Nelson Peltz for the Disney board, and I give a simple answer: What has this board done for its shareholders other than wipe out more shareholder money?"
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