Internet Archives - Page 2 of 7

Category Archives for "Internet"

P&G slashes digital spend with no impact – an ‘Oops’ moment for digital!

Those following Alphabet’s Q2 results may have noticed the changing mix driving revenues. While year-on-year organic revenue growth is still comfortably holding above +20% pa, it is increasingly driven by accelerating growth in paid clicks which are offsetting a higher rate of decline in the price per click that it receives. Given the auction basis […]

Interpublic Q2 disappoints – the canary in the coal mine?

From the -100bps drop in margins as organic sales growth slowed to only +0.4% for its Q2, IPG clearly didn’t see it coming, particularly following the solid performance in Q1 and the easier prior year comparatives it was cycling against for Q2. This lack of visibility and the uncertain impact of Fed monetary tightening on […]

Wazzup today in the markets – 3rd May 2017

Apple (aapl) – Q2 FY17 results: iPhone unit sales edge lower on China fall . Verisk (vrsk – Q1 FY17 results: Muted start to the year Rational AG (raa_de) – Q1 FY17 results: A storming start following last year’s ‘SelfCookingCenter’ launch . Muted start to the year from US & […]

Wazzup? – today in the markets 27th April 2017

Televisa (tv) – Q1 FY17 results: Still happy to stand back and let the price come back to me . WPP (wpp_l) – Q1 FY17 IMS (sales): Muted start to the year from US & China AMAZON.COM (amzn) – Q1 FY17 results: Q1 FY17: Markets chasing growth, albeit perhaps under-estimating […]

ALERT – Temporary problems accessing Analytics on Chrome – please use another browser such as Internet Explorer, Firefox and Safari

Due to a software update, our Analytics service is currently not being supported on Google’s Chrome browser, although remains available on most other leading browsers such as Internet Explorer, Firefox and Safari. The service will be back up soon on Chrome.

End of cycle warnings for marketing services

How many leading marketers know what return they’re getting on their marketing investment? From P&G marketing honcho, Marc Pritchard’s gripes about poor transparency and accountability and a “crappy media chain”, one might surmise not many. If you can’t trust the data on who is being reached, any resulting ROI calculation derived from it is therefore […]

What’s wrong with Facebook?

Markets don’t seem to like Facebook. Those with access to the mean reversion analysis in the GrowthRater WebApp will be aware of the systematic relationship between organic revenue growth for these super-normal ‘growthers’ and how far out markets are reaching out to revert the growth rating and OpFCF yield back a market average. While also […]

Gartner Inc follow-up as US jobs data confirms softening trend for Info segment

Last month I flagged a warning on Gartner Inc. Consensus forecasts for a sustained rate of revenue growth over the next two years are clearly wrong. The question is whether they are too high or too low. In the blog piece on the subject I highlighted the correlation of the group’s organic revenue record to […]

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