Brian Wieser - Pivotal Research Group

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Last quote by Brian Wieser

I don't think that the company needs to be concerned about that, except for the fact that a lot of employees who work there have been issued significant amounts of [restricted stock units] which are dependent upon a high stock price. The biggest risk for the company is, How do you manage a workforce whose compensation is largely stock-driven, if the stock comes down to earth?feedback
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May 11 2017 Snapchat
Brian Wieser has been quoted 35 times. The one recent article where Brian Wieser has been quoted is Twitter Signs a Deal to Stream Regular-Season W.N.B.A. Games. Most recently, Brian Wieser was quoted as having said, “It's not clear yet how to make these profitable in their own right, but because there's a belief that it can be value-enhancing, I think you're just going to see more deals of this nature so long as the leagues are willing to sell those rights separately. It's one of those things where it's worth putting some money into because they may want to go bigger.”.
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Brian Wieser quotes

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 future.feedback

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

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 do.feedback

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

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

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 characteristics.feedback

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 basis.feedback

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 fantasy.feedback

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 services.feedback

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

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

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

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

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

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, Twitter.feedback

It now becomes somewhat easier to justify investing in content.feedback

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 corrected.feedback

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

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

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 spending.feedback

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 investors.feedback

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 time.feedback

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