Wall St. Speaks Out on Nielsen, BrightRoll and Twitter

Madison ampamp Wall For Nielsen A Panel Is A Source Designed By A Committee Brian Wieser Pivotal Research GroupFor Nielsen A Panel is a Source Designed by a Committee Yesterday morning at the same time as Viacom was arguing it would work seemingly in parallel towards quotimplementing an industry standard that appropriately reflects Viacom39s valuable and rapidly growing multiplatform viewershipquot a Nielsen executive published an article arguing much the same thing Viacom39s CEO went on to say seemingly in parallel that it would also move aggressively toward nonNielsendependent advertising monetization While Viacom39s displeasure with Nielsen was clear amp8211 and is far from unique amp8211 we share the view expressed by Nielsen that what gets transacted is largely determined by the industry both buyers and sellers Changing those measures is hard and resulting outputs invariably flawed perhaps what one might expect from something that is designed by a committee that needs to find a consensus against which competing buyers and sellers can agree uponBrightRoll is a Positive for Yahoo But Still More to DoYahoo announced this week that it is buying video platform company BrightRoll for 640mm in cash As we wrote last month when related reports emerged BrightRoll is emblematic of the kind of acquisition Yahoo should pursue given the traction it has within the industry and the alignment it has with the priorities of large advertisers While we view the transaction positively we note challenges still follow not least as integration and more acquisitions are probably still needed Twitter Investor Day TakeAways Twitter hosted an Analyst Day this week Overall we were positive about the event if only because it provided most investors with more color than they would have previously had Incremental data such as the number of advertisers the company has were particularly useful Investors will probably also look at raised margin expectations favorably too However while managerial focus and initiatives were positive in and of themselves assessing commentary more fully requires additional context both vs Twitter39s efforts at this time last year and those of its competitors Given our prior research on the company our assumptions and forecasts are unchanged at this timeREPORT INCLUDING DISCLOSURES CAN BE FOUND HERE Madison and Wall 111414pdfBrian Wieser is a Senior Analyst at Pivotal Research Group where he covers securities which are impacted by the advertising economy including Facebook Google Yahoo Interpublic Omnicom WPP Publicis Nielsen CBS Viacom and Discovery Communications Brian can be reached at brianpvtlcom Read all Brian39s MediaBizBloggers commentaries at Brian Wieser39s Pivotal ReportCheck us out on Facebook at MediaBizBloggerscomFollow our Twitter updates MediaBizBloggerThe opinions and points of view expressed in this commentary are exclusively the views of the author and do not necessarily represent the views of MediaBizBloggerscom management or associated bloggers MediaBizBloggers is an open thought leadership platform and readers may share their comments and opinions in response to all commentaries

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Wall St. Speaks Out on Nielsen, BrightRoll and Twitter

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