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Facebook and Google might get walloped by the thousands of small businesses impacted by the coronavirus, but their massive ad businesses will come out stronger in the end

Facebook and Google will take a revenue hit as the thousands of small businesses that they rely on for advertising cut back spending amid the coronavirus, but ad buyers say they'll come out stronger long term. Wall Street firm Pivotal Research Group expects Facebook's 2021 revenue to be down 20% to 25% while Google's will decline 15% to 20%. Facebook acknowledged that its ad business would be impacted by the spike in usage of messaging apps that aren't as lucrative as its newsfeed and stories ...
Tags: Google, Amazon, Facebook, Instagram, Trends, Washington State, Alphabet, SMB, Hippo, McCann Worldgroup, Alex Schultz, Pivotal Research Group, Craig Atkinson, Wpromote, Mothner, Mike Mothner


Wall Street is souring on Netflix ahead of earnings. Here's why 6 firms have cut their price targets in recent weeks. (NFLX)

Netflix's third-quarter earnings report is going to be critical for the company to prove to investors it can weather the onslaught of streaming competitors set to flood the space in the coming months.  The streaming giant has lost more than 20% of its market value since it reported its first decline in US subscribers since 2011 during the second quarter of 2019.  In the weeks leading up to Netflix's third-quarter earnings results, a slew of Wall Street banks have slashed their price targets am...
Tags: Apple, Disney, US, Trends, Netflix, Ubs, Roku, Goldman Sachs, Morgan Stanley, Terry, CL, NFLX, FCF, Brian White, Eric Sheridan, Rosenblatt


We asked the biggest Netflix bull and bear on Wall Street the same 5 questions. Here's what they said about the streaming giant's cash burn and competition as well as what the other side is getting wrong. (NFLX)

Netflix is a battleground stock. The streaming giant's meteoric rise has long elicited a passionate discussion across the investment community from both sides of the bull-bear coin. The company has also reached an inflection point. Netflix forecasts that its much-discussed burn rate will most likely peak this year and then improve "each year thereafter." To distill the latest arguments for and against investing in Netflix, Markets Insider asked the Wall Street analysts carrying the stock's hig...
Tags: Apple, Amazon, US, Trends, Bloomberg, Netflix, Tim Cook, Reed Hastings, Morningstar, Facebook Apple, NFLX, Facebook YouTube, Pivotal Research Group, Disney Amazon, Jeffrey Wlodarczak, Netflix Markets Insider


We asked the biggest Netflix bull and bear on Wall Street the same 5 questions. Here's what they said about the streaming giant's cash burn, competition, and what the other side is getting wrong. (NFLX)

Netflix is a battleground stock. The streaming giant's meteoric rise has long elicited a passionate discussion across the investment community from both sides of the bull-bear coin. The company has also reached an inflection point. Netflix forecasts that its much-discussed burn rate will likely peak this year, and then improve "each year thereafter." To distill the latest arguments for and against investing in Netflix, Markets Insider asked the Wall Street analysts carrying the stock's highest...
Tags: Apple, Google, Amazon, US, Trends, Bloomberg, Netflix, Tim Cook, Reed Hastings, Morningstar, Facebook Apple, NFLX, Facebook YouTube, Pivotal Research Group, Disney Amazon, Jeffrey Wlodarczak


Google may finally be ready to reveal YouTube revenues (GOOG, GOOGL)

A growing number of analysts believe Google may finally be ready to break out the financial results for its YouTube business. Google has never disclosed the size of its YouTube business, but growing pressure from regulators and investors could change things.  Google could be motivated to break out the YouTube financials to "illuminate a more diversified business" to investors.  Still, analysts remain skeptical if the breakout will happen on Monday, as one told us: "It's not a given that th...
Tags: Apple, Google, Amazon, Indonesia, Youtube, India, Los Angeles, Trends, Silicon Valley, Morgan Stanley, Business Insider, Sebastian, Brian Wieser, Wieser, Colin Sebastian, Pivotal Research Group


Facebook is rallying ahead of its earnings (FB)

Facebook is set to report fourth-quarter earnings after Wednesday's closing bell. Shares of the social network have fallen 34% since their record high last July, but have climbed nearly 8% this year Watch Facebook trade live. Facebook was trading up 3.5% near $149.25 a share ahead of its report fourth-quarter earnings report which is due out after Wednesday's closing bell.  "Facebook is one of the more controversial stocks in our coverage (unsurprisingly), with bulls pointing to easy c...
Tags: Facebook, Trends, Bloomberg, Marie Kondo, Susquehanna, Patel, Brian Wieser, Cambridge Analytica, Pivotal Research Group, Wednesday Facebook, Watch Facebook, Instinet, Mark Kelley, Shyim Patel


Facebook investors got a 'wake-up call' last year, but one of Wall Street's biggest worries isn't a problem, analyst says (FB)

Facebook was under pressure in the second half of 2018, falling 34% from its record high set on July 25. The social-media company was rocked by the Cambridge Analytica data scandal in March, and got hard hit after posting brutal earnings in July. Public scrutiny over Facebook's data protection is unlikely to stall its long-term progress as users are still sticking to the community, according to Rob Sanderson, managing director at MKM Partners. Sanderson added that US regulators won't be too ...
Tags: Facebook, Wall Street, US, Trends, Blackrock, Sanderson, MKM Partners, FB, Brian Wieser, Cambridge Analytica, Pivotal Research Group, Watch Facebook, Rob Sanderson, MKM Partners Sanderson


Billions are at stake in the Bezos divorce. Here's what it means for Amazon shareholders. (AMZN)

Amazon CEO Jeff Bezos and his wife, MacKenzie, said earlier this week they plan to divorce. Bezos is the world's richest man, with a net worth of $137 billion, according to Bloomberg's Billionaires Index. While billions hang in the balance for them, some experts say the divorce may not mean much for the average Amazon shareholder — unless the proceedings become something of a "distraction" and impact the company's leadership. Watch Amazon trade live. Billions of dollars are at stake for Jef...
Tags: Amazon, New York, Washington, Los Angeles, Trends, Bloomberg, Jeff Bezos, Blackrock, Reuters, Jeff, Bezos, MacKenzie, Wedbush Securities, AMZN, Brian Wieser, Bellevue Washington


Amazon is among JPMorgan's best ideas for 2019 — here's its big bull case (AMZN)

Amazon is among JPMorgan's best investment ideas for 2019, mostly due to its diversified revenue and profit sources. The firm explained its bull case in a detailed report distributed Wednesday. The stock rose 28% in 2018, handily outperforming the broader market during what turned out to be a brutal year for most assets. Still, it has fallen 19% from its all-time high of $2,050.50 in October. Watch Amazon trade live. Amazon is among JPMorgan's best investment ideas for the coming year, and ...
Tags: Google, Amazon, Facebook, Trends, Bloomberg, Jeff Bezos, Amazon Web Services, PillPack, Blackrock, Kroger, Jpmorgan, Davidson, MacKenzie, AMZN, Brian Wieser, Pivotal Research Group


What you need to know in advertising today

Streaming video could soon have a big impact on the TV-ad business — even bigger than it's already had. Americans are increasingly watching video on their televisions via streaming devices such as Roku's players instead of from traditional broadcast or cable services, Brian Wieser, a financial analyst with Pivotal Research Group, wrote in a new report. That's bad for the ad industry because the kinds of video that consumers are streaming are less likely to have advertisements in them than video ...
Tags: Facebook, Senate, Russia, US, America, Trends, Roku, Cbs, Fox News, Nielsen, Naacp, Tucker Carlson, Wendy, McDonald, Les Moonves, Pacific Life


TV advertising is already declining. Here's why things could get worse. (ROKU, AMZN, NFLX)

The traditional television-advertising business is increasingly under threat as Americans shift their viewing habits, Pivotal Research Group analyst Brian Wieser said in a new report. New data from Nielsen indicates that streaming-video services are making significant gains against ad-based broadcast and cable television networks. TV-ad spending already is declining, but things could get worse, Wieser said. Streaming video could soon have a big impact on the TV-ad business — even bigger than ...
Tags: Amazon, Singapore, US, Trends, Netflix, Roku, Silicon Valley, Nielsen, Hulu, Emarketer, Facebook Google, Brian Wieser, Wieser, Pivotal Research Group, ROKU AMZN NFLX, Roku Channel Amazon


It looks like Facebook is aggressively trying to expand its business beyond selling display ads

Facebook is looking to aggressively expand its business beyond selling mostly display ads. Executives have been warning investors for months that these ads are nearing a growth ceiling on its main app. Analysts say engagement on Facebook's main app (where it sells most of these ads) is declining, which puts even more pressure on the tech giant to quickly find new sources of revenue. Three different recent moves by Facebook suggest the company is looking to aggressively expand its business ...
Tags: Google, Facebook, Hbo, Trends, Showtime, Marketwatch, Peter Kafka, Brian Wieser, Morgan Co, Pivotal Research Group, Facebook Messenger Instagram, Google Home Hub, Josh Constine Facebook, Wieser Facebook


A Wall Street shop that called Facebook and Snap's troubles is out with its 2019 predictions (FB, SNAP, CMCSA, NFLX, AMZN)

Pivotal Research Group, a small research firm that called troubles for Facebook and Snap early on, just released its media, internet, and communications predictions for the coming year. Among the analysts' forecasts are "material" management changes at Facebook and "another ugly year" for satellite television.  A research firm whose analysts have been critical — often correctly — of Facebook and Snap is out with a rundown of predictions for the media, internet, and communications space for th...
Tags: Amazon, Facebook, Mark Zuckerberg, Microsoft, Disney, US, Trends, Netflix, Viacom, Sheryl Sandberg, Board, Brad Smith, Brian Wieser, Wieser, Pivotal Research Group, CMCSA NFLX AMZN


Facebook, Amazon, and Google could pose big problems for ESPN's streaming service, analyst says (DIS)

Disney beat on both the top and bottom lines. Management said it will continue to invest big in its sports channel ESPN and the network's new streaming service, ESPN+. With more tech giants such as Facebook and Amazon bidding for top-tier sports stream rights, Disney's problem will occur in a few years, analyst says. Watch Disney trade live. Disney is spending big money on sports programming, and analysts say it could be a problem soon as tech giants such as Facebook and Amazon enter the...
Tags: Google, Amazon, Facebook, Disney, Trends, Britain, Premier League, Espn, National Football League, Major League Baseball, Robert Iger, Facebook Amazon, Brian Wieser, World Surf League, Wieser, Pivotal Research Group


What you need to know in advertising today

Snap  CEO Evan Spiegel  recently named a new chief business officer for his struggling company before quickly changing his mind and naming someone else, according to a report from Bloomberg. Spiegel told Kristen O'Hara, whom the company hired in September to be its vice president of US sales, that she would be promoted to the new role and informed the people who reported to her,  according to the report . Two days later, however, he withdrew the offer and named Jeremi Gorman, who headed Amazon's...
Tags: Google, Amazon, Facebook, UK, Wikipedia, US, Trends, Ibm, Evan Spiegel, Donald Trump, Jimmy Wales, Red Hat, Brian Wieser, Hara, Ginni Rometty, Pivotal Research Group


Facebook's biggest critic on Wall Street explains why he's convinced the company is going to keep sinking (FB)

Brian Wieser, an analyst at Pivotal Research Group, is one of Facebook's most vocal Wall Street critics. Wieser has been arguing for years that the company's stock is overvalued, and recent scandals and crises have borne out his predictions. The Portland, Oregon-based analyst argues that Facebook has "systemic" issues and there's not enough room left to grow. Business Insider chatted to him about Facebook's recent woes, and what he thinks is next for the California tech giant. In July 2017, W...
Tags: Google, Facebook, California, Trends, Deutsche Bank, Myanmar, Silicon Valley, Andreessen Horowitz, Portland Oregon, Signal, Zuckerberg, Lehman Brothers, Sandberg, Department of Housing and Urban Development, Brian Wieser, Mark -RSB- Zuckerberg


The hits just keep coming for Facebook — here's why things could continue to get worse (FB)

Facebook has had to contend with an endless string of scandals and fiascos this year. Those problems are an indication that it has a deeper issue to deal with, said Pivotal Research Group financial analyst Brian Wieser in a new note. The company has underinvested in putting in place the kinds of systems that would prevent such mishaps, Weiser said. That's a good reason to sell the stock, he said. Facebook's bad year seems to keep getting worse. Brian Wieser doesn't expect it to improve anytim...
Tags: Facebook, Trends, Colombia, Usa Today, Wall Street Journal, Weiser, Brian Wieser, Wieser, Pivotal Research Group, Facebook for Pivotal Research Group


ANALYST: Investing in Facebook has 3 risks (FB)

Facebook recently announced it would delete a Russian firm's accounts over alleged data scraping and take down a series of accounts that were said to be focused on entertainment but were instead tied to military personnel in Myanmar. The social media giant is "not as in control of its business as it needs to be," said Brian Wieser, an analyst at Pivotal Research Group. Wieser, a long-time Facebook bear, laid out three major risks that investors should consider when buying the stock. Watch Face...
Tags: Google, Facebook, England, Trends, Canada, Myanmar, Morgan Stanley, Brian Wieser, Cambridge Analytica, Wieser, Pivotal Research Group, Watch Facebook, SocialDataHub, Pivotal Research Group Wieser


Digital marketers have been lulled into false comfort about Europe’s new privacy laws, and Facebook could be in for a shock when they wake up (FB)

GDPR, Europe's tough new privacy rules, haven't had much impact on Facebook. But analysts are warning there could be bigger risks on the horizon if regulators decide to take aim at the company. If this happens, it could "spook" marketers and seriously impact the social network's bottom line — a risk one analyst says investors are far too "complacent" about. It's been a month since Europe passed tough new privacy rules, and Facebook isn't breaking a sweat. Analysts are predicting that GDPR (G...
Tags: Google, Facebook, Europe, UK, Trends, Eu, Deutsche Bank, Gdpr, Brian Wieser, Pivotal Research Group, GDPR Europe


Facebook may be underestimating the challenge it faces in Europe (FB)

The EU's tough new data law, GDPR, comes into effect on May 25. During in Q1 2018 earnings call, Facebook executives said they expect the impact to be minimal. But it still poses a significant risk for the social networking firm, and European privacy advocates seem certain to sue. Facebook did concede that they expect user growth to flatline or even decline in Europe. Facebook execs said all the right things during the earnings call on Wednesday.  The company's strong Q1 revenue growth washe...
Tags: Apple, Amazon, Facebook, Europe, Trends, Eu, Bloomberg, European Union, Ireland, European Commission, Silicon Valley, Jefferies, Sheryl Sandberg, Margrethe Vestager, Max Schrems, Brian Wieser


Facebook execs are shrugging off concerns about the EU's tough privacy law — but that could be a mistake (FB)

The EU's tough new data law, GDPR, comes into effect on May 25. During in Q1 2018 earnings call, Facebook executives said they expect the impact to be minimal. But it still poses a significant risk for the social networking firm, and European privacy advocates seem certain to sue. Facebook did concede that they expect user growth to flatline or even decline in Europe. Facebook execs said all the right things during the earnings call on Wednesday.  The company's strong Q1 revenue growth washe...
Tags: Apple, Facebook, Europe, Trends, Eu, Bloomberg, European Union, Ireland, European Commission, Silicon Valley, Jefferies, Sheryl Sandberg, Margrethe Vestager, Max Schrems, Brian Wieser, Cambridge Analytica


Investors are dying to know if the Cambridge Analytica scandal means people use Facebook less (FB)

Analysts want to know whether the Cambridge Analytica scandal has affected user engagement on Facebook. CEO Mark Zuckerberg has said the #DeleteFacebook campaign hasn't had much impact, but it's less clear whether users are choosing to spend less time on the social network. Facebook was already suffering from falling user engagement, and said months ago it was knowingly making changes that reduce user time spent on the platform. As Facebook grapples with the fallout of the Cambridge Analytic...
Tags: Facebook, Mark Zuckerberg, Europe, Instagram, Congress, Trends, Cambridge, New Mexico, North America, Pivotal, Stifel, RBC Capital Markets, Brian Wieser, Cambridge Analytica, Pivotal Research Group, Plus Facebook


What you need to know in advertising today

While facing criticism over  ,  accusations of spreading fake news , and old-fashioned  clickbait , ad-tech platform Taboola is best known for delivering those ubiquitous "Sponsored Headlines" that appear near the bottom of many websites, and it has its share of critics. But none of that seems to have had any bearing on the company's growth. In fact, 10-year-old Taboola, is projecting over $1 billion in revenue as well as profitability in 2018, claiming that it powers more than 450 billion recom...
Tags: Google, Facebook, US, Trends, Seo, Netflix, Barclays, Wall Street Journal, Taboola, Penske Media, Gordon Crovitz, Pivotal Research Group, Steve Brill, SheKnows Media the Wall Street Journal


YouTube may be Google's most potent weapon against Facebook (GOOGL, FB)

YouTube may give Google a leg up in its battle with Facebook over supremacy in the digital advertising market. US consumers already spend more time watching YouTube videos than they spend on Facebook — and that lead is likely growing, Pivotal Research Group noted in a research report Tuesday. While YouTube has been dinged for hosting controversial and amateur videos, half of all the time consumers spend on the site is spent watching videos from the largest media companies, Wieser noted.  Such ...
Tags: Google, Facebook, Mark Zuckerberg, Youtube, US, Trends, Warner Music, Nielsen, Alphabet, Wieser, Pivotal Research Group, YouTube Wieser, Facebook GOOGL, Facebook Brian Wieser, Nielsen As Facebook, YouTube Advertisers


Facebook is getting 'closer to the limits of growth' (FB)

Pivotal Research's Brian Wieser is one of Facebook's biggest bears on Wall Street. He says Facebook is a mature company, and may be plateauing. Facebook shares could get slashed considerably, says Pivotal Research Group analyst, Brian Wieser.  Wieser, one of Facebook's biggest bears on Wall Street, has a $152 price target for the stock, about 16.5% below its current level of $177. The Wall Street consensus is at $224, according to Bloomberg data. "With every passing year, Facebook gets close...
Tags: Google, Facebook, Microsoft, US, Trends, Unilever, Bloomberg, Trump, Brad Smith, Facebook Google, Pivotal Research, Brian Wieser, Wieser, Pivotal Research Group, Keith Weed, Furthermore Facebook


A fourth class-action lawsuit against Google claims the company rips off publishers and their advertisers (GOOG)

Google is now fighting four class-action lawsuits filed on behalf of website publishers and advertisers who use its AdX services. Damages could run into tens or hundreds of millions of pounds, if the suits succeed. One suit has already been granted class-action status by a US federal judge. The suits all focus on the alleged way that Google suddenly cancels web publishers' accounts, confiscating all the money accrued in them, without a detailed explanation why. The newest suit claims a New Ham...
Tags: Google, Europe, New York, US, San Francisco, Trends, New Hampshire, Business Insider, McCann, Northern District of California, DoubleClick, DoubleClick Ad Exchange, Brian Wieser, NPM, Pubshare, Bulletin


Lawsuit based on a surreptitiously recorded phone call claims Google doesn't refund advertisers who spend money on fraudulent clicks (GOOG)

Google is being sued by an ad management company, AdTrader, that claims it does not refund advertisers whose money is spent on invalid or fraudulent clicks. The lawsuit is based in part on a surreptitiously taped phone call, in which a Google employee explains why AdTrader is being kicked off its DoubleClick Ad Exchange system. In the call, the exec says Google will refund AdTrader's advertisers for money spent on clicks that were in violation of Google's rules, the suit alleges. AdTrader clai...
Tags: Google, US, America, Trends, Ireland, New Jersey, Dublin, Northern California, Alphabet Google, DoubleClick, DoubleClick Ad Exchange, Brian Wieser, Pivotal Research Group, Similarly Google, Anthony Nakache, Nakache


When it Comes to Reach – Accuracy Counts

The following is a guest contributed post by Keith Petri, Chief Strategy Officer of Screen6. It appears that Facebook has some imaginary friends. That is, according to industry analyst Brian Wieser of Pivotal Research Group, who recently called out Facebook for misleading the market on what its actual reach is. According to Facebook’s claims, there are 41 million adults between the ages of 18 and 24. Weiser points out that according to data from the latest U.S. census, there are only 31 million ...
Tags: Facebook, Germany, Marketing, Mobile Marketing, Deloitte, Weiser, Brian Wieser, DMEXCO, Pivotal Research Group, Screen6, Keith Petri


What you need to know in advertising today

Facebook on Wednesday said it had found evidence that fake accounts "likely operated out of Russia" purchased thousands of ads during the US presidential election designed to amplify divisive political messages. The company discovered roughly $100,000 in ad buys between June 2015 and May 2017 "associated with roughly 3,000 ads" and connected to nearly 500 affiliated fake accounts. To read more about the discovery,   In other news: Speaking of Facebook, its sales chief says a Wall Street research...
Tags: Apple, Facebook, Spotify, Instagram, Wall Street, Russia, US, Trends, Nasa, Brooklyn, Honda, Hulu, Takahiro Hachigo, Haan, Brian Wieser, Pivotal Research Group


Is Facebook Overstating Its Audience Reach?

Facebook is facing new questions about its audience-measurement estimates — but the social-media giant says the latest hubbub isn’t cause for marketers to be concerned. Facebook appears to be dramatically overstating its potential to reach certain U.S. user age segments, according to Brian Wieser, senior research analyst at Pivotal Research Group, who published his analysis... Read more »
Tags: Facebook, News, Digital, Brian Wieser, Pivotal Research Group