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VOICE ARCHIVE

Dave Morgan

@davemorgannyc
12 posts
2023-03-20
Solid execution in the development of @netflix ad supported tier ... on track to be a very significant player in global video ad biz in 2024 & a powerhouse in 2025 & beyond ... @Lucas_Shaw https://www.bloomberg.com/...
2023-03-20 View on X
Bloomberg

Sources: Netflix's ad-supported tier reached ~1M MAUs in the US after its second month, and the company fulfilled its forecasted deliveries to advertisers

Lucas Shaw / Bloomberg :

2023-02-01
No question that @apple can become an huge player in the video ad business, with @MLS as a start ... massive, built-in distribution on devices globally is an enormous advantage. All about execution ... @gerryfsmith https://www.bloomberg.com/...
2023-02-01 View on X
TechCrunch

Apple launches its MLS Season Pass in over 100 territories, giving soccer fans access to all MLS matches, playoffs, and more for $14.99/month or $99/year

Today, Apple launched MLS Season Pass in over 100 territories, giving soccer fans access to all MLS matches, Audi 2023 MLS Cup Playoffs …

No question that @apple can become an huge player in the video ad business, with @MLS as a start ... massive, built-in distribution on devices globally is an enormous advantage. All about execution ... @gerryfsmith https://www.bloomberg.com/...
2023-02-01 View on X
Bloomberg

Sources: as Apple launches MLS Season Pass, the company is shopping ad packages for up to ~$4M per season, without guaranteeing advertisers viewership numbers

2021-05-10
Strong growth in ad-supported streaming services @peacockTV @paramountplus @discoveryplus @hbomax but lots of work ahead to stitch it all together - sort of like when cable TV was new @badgate @gerryfsmith https://www.bloomberg.com/...
2021-05-10 View on X
Bloomberg

eMarketer: US advertisers will spend $11.36B on streaming TV commercials on services like Hulu, Pluto TV, and Peacock in 2021, up from $8.11B in 2020

2021-05-09
Strong growth in ad-supported streaming services @peacockTV @paramountplus @discoveryplus @hbomax but lots of work ahead to stitch it all together - sort of like when cable TV was new @badgate @gerryfsmith https://www.bloomberg.com/...
2021-05-09 View on X
Bloomberg

eMarketer: US advertisers will spend $11.36B on streaming TV commercials on services like Hulu, Pluto TV, and Peacock in 2021, up from $8.11B in 2020

Gerry Smith / Bloomberg : Tweets: @deg_online , @bw , @davemorgannyc , and @bluff_capital See also Mediagazer Tweets: DEG / @deg_online : “Media is a vehicle to get advertisers to...

2021-04-03
Very good to see Congress & regulators looking into the enormous and deep personal data leakage that is standard operating procedure at many digital & mobile ad exchanges and platforms @patiencehaggin https://www.wsj.com/...
2021-04-03 View on X
Wall Street Journal

US lawmakers ask 8 digital-ad auctioneers, including Google and AT&T, to name foreign clients who had access to user data through auctions over the past 3 years

In letter to companies including Google and AT&T, lawmakers request information about how user data is shared in auctions

2021-03-11
In-game advertising is already part of the brick-and-mortar of @Roblox ... nascent, but enormous opportunity for brands to reach children and teens in engaged environment if they are smart and respectful about it ... @megancgraham https://www.cnbc.com/...
2021-03-11 View on X
CNBC

Roblox closes at $69.50, valuing it at $38.26B, after opening under RBLX at $64.50, up 43% from its January funding round

and a reminder of the importance of patience in company building. My partner @joshk made this slide, which captures it well: https://twitter.com/... David Baszucki / @davidbaszucki...

2021-03-10
In-game advertising is already part of the brick-and-mortar of @Roblox ... nascent, but enormous opportunity for brands to reach children and teens in engaged environment if they are smart and respectful about it ... @megancgraham https://www.cnbc.com/...
2021-03-10 View on X
CNBC

The NYSE sets Roblox direct listing reference price at $45 per share ahead of its trading debut on Wednesday

What's Roblox? Ask Anyone With Kids. Wallace Witkowski / MarketWatch : Roblox direct listing gets $45 reference price from NYSE Luisa Beltran / Barron's Online : What Is Roblox Wo...

2020-11-09
Advertisers want the reach & impact of video ads, and love digital targeting, but privacy issues may prevent them from having their cake and eating it too when it comes to streaming video advertising @sizpatel https://www.wsj.com/...
2020-11-09 View on X
Wall Street Journal

As smart TVs become more popular, advertisers want the advantages of better targeting while avoiding the privacy mistakes made by the online ad industry

2020-11-08
Advertisers want the reach & impact of video ads, and love digital targeting, but privacy issues may prevent them from having their cake and eating it too when it comes to streaming video advertising @sizpatel https://www.wsj.com/...
2020-11-08 View on X
Wall Street Journal

As smart TVs become more popular, advertisers want the advantages of better targeting while avoiding the privacy mistakes made by the online ad industry

Marketers hope to avoid the mistakes made by the broader online ad industry  —  Advertisers entering the burgeoning medium of streaming TV … Tweets: @davemorgannyc Tweets: Dave Mor...

2020-10-19
Fascinating, must-read look at the future and business models of audio through the perspective of time, technology and video and video gaming by @ballmatthew ht @Neal_Freyman https://www.matthewball.vc/...
2020-10-19 View on X
MatthewBall.vc

Audio, which struggled for decades as a media category, is breaking out now, as tech enables new content formats as well as new monetization and delivery models

As most of the major media categories — music, video and video games — have existed for decades, we tend to forget that media is technology.

2020-06-30
Boycott of @Facebook bigger than advertising; its about the principle of platforms taking reponsibility for the content they distribute, particularly the hate; its just gettingstarted - my points on @SquawkCNBC today https://twitter.com/...
2020-06-30 View on X
Axios

Memo: Microsoft suspended its ads on Facebook and Instagram in the US in May and has since expanded the pause globally, over concerns of “inappropriate content”

Microsoft suspended its advertising on Facebook and Instagram in the U.S. in May and recently expanded that to a global pause …