Brian Wieser - Pivotal Research Group


Last quote by Brian Wieser

If we were to recommend investing against the increasing importance of marketing software in the overall marketing and advertising eco-system, we would rather be exposed to other companies at this
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Jun 12 2017
Brian Wieser has been quoted 41 times. The one recent article where Brian Wieser has been quoted is How Verizon hopes to grab digital ad dollars with Yahoo. Most recently, Brian Wieser was quoted as having said, “Not declining would be a success. Five years from now, if the combined entity were the same size as it is today, I would consider that to be successful.”.
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Brian Wieser quotes

Apr 18 2017 - Snapchat

The copycatting impacts sentiment among investors because to some degree the advertising spending that goes to Instagram and Snapchat comes from the same pool. To the extent that Instagram can launch all these Snapchat-like features, advertisers may wonder why they're advertising with

Mar 30 2017 - Disney

It's like Disney in reverse. Whether Paramount's lack of success and growth has been by design, ill fortune or incompetence it is hard to know from the outside. To be successful you want a bunch of tentpole films that you can rinse, repeat and cycle through again. The downside of making movies is that it still requires throwing stuff against the wall to see what

Mar 26 2017 - Snapchat

Snap is a promising early stage company with significant opportunity. Unfortunately, it is significantly overvalued given the likely scale of its long-term opportunity and the risks associated with executing against that

Mar 20 2017

While Google has apologized for the incidents, and while the scale of the underlying problem may be relatively small in absolute terms, for large marketers, any one instance of an inappropriate brand placement may be enough to seriously harm a brand's business

Mar 20 2017

Overall, we think that the problems which have come to light will have global repercussions as UK marketers potentially adapt their UK policies to other markets and as marketers around the world become more aware of the problem. This should curtail spending slightly from the large agency-serviced brands which probably account for a quarter of spending on

Mar 09 2017 - Snapchat

I consider myself cautiously optimistic on the company; the stock is just overvalued. There's certainly a 'Myspace risk' there. After Myspace was acquired by News Corp., they were too aggressive in commercializing and that turned off a lot of

Mar 07 2017 - Snapchat

A stock like this is going to be incredibly volatile because there's so little information about the company's track record and it's difficult to extrapolate to the

Mar 03 2017

It has a promising and innovative advertising offering, but so far it is still mostly unproven and difficult to quantify its ultimate

Mar 03 2017 - Snapchat

Snap is a promising early stage company with significant opportunity ahead of itself. Unfortunately, it is significantly overvalued given the likely scale of its long-term opportunity and the risks associated with executing against that opportunity. There are some lessons to be learned from the Twitter IPO. A difference with Snap is that I don't know that investors necessarily believe that. Maybe some

Mar 02 2017 - Snapchat

Significant ongoing dilution from share-based compensation will likely represent an additional negative consideration for the

Feb 27 2017 - Snapchat

You need to reach a much broader audience to be able to reach a broader set of potential

Feb 21 2017 - Youtube

In general, YouTube is best positioned among digital media owners to capture so-called 'TV money.' Snap will increasingly be able to do the same as well. However, we argue that looking at declines in TV consumption as that viewing was historically defined will overstate the degree to which budgets may shift from owners of conventional TV networks to digital media owners with TV-like

Jan 27 2017 - Facebook

As we reflect upon longer-term trends impacting the company's core advertising business, trends seem pretty clear with Google reinforcing its co-hegemonic position alongside Facebook (FB.O) on an ongoing

Nov 29 2016 - AT&T

The dream that consumers had was the premise of an a la carte world. The consumer could only pay [as much as the cable companies] for a channel itself. But the price is only the price when you take a lot of services with it. It's always been an unrealistic

Nov 29 2016 - AT&T

There are many alternative services for consumers to look at and many more to come, on top of the networks offering their own stand-alone

Oct 17 2016

It makes it easier for someone to go poach them, no

Oct 17 2016

If they believe in the company, they have to believe the stock is cheap, in which case they know the next issuance will provide

Sep 06 2016 - Fox

Even if the former management had stayed in place they are contending with a big demographic cliff as their viewers tend to be

Aug 29 2016

It's hard to imagine if Trump were to be looking to build a media operation that it would be anything [except]

Aug 05 2016 - Olympic Games

Historically, on the ad industry, the impact was pretty limited. The money associated with advertising, not related to the Olympics, still showed

Jul 28 2016 - Twitter

To give a sense of the scale of Facebook's beat, its advertising outperformance vs. consensus expectations was almost as large as the total advertising revenue base in the quarter for the industry's #4 player,

Jul 26 2016

It now becomes somewhat easier to justify investing in

Jul 21 2016

You have a few months right now where you are pretty much well assured that you won't have an audience issue, so it is a good time to lock up talent and make sure the course is

Apr 28 2016

It's hard to convey optimism about Viacom when the numbers aren't showing improvement. Investors are not likely to get confidence back anytime

Feb 19 2016

It seems pretty clear that the only reason this is happening even is because of the threat of the proxy

Jan 26 2016 - Facebook

Facebook is eating the lunch of everybody in the industry and along with Google is in a co-hegemonic position where both are able to capture a disproportionate amount of

Sep 02 2015

The majority of investors think that the business or management or both are impaired and the way in which they casually revised their affiliate fee outlook was the biggest problem for

Oct 04 2013

It would have been a surprise if they had a profit. Here's the number that really matters. It's the revenue per customer. The question is how much is the typical commitment they're getting from advertisers at this

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