MEDIA & INTERNET ADVERTISING

The Vertical Group provides exclusive affiliated third-party investigative reports in the digital media and internet advertising sectors. These unique reports combine channel intelligence and predictive data that can be used in conjunction with an institutional investor’s own financial models. Securities reported on:

Activision Blizzard, Inc.
Alphabet Inc. (Google)
Amazon.com, Inc.
AMC Networks, Inc.
CBS Corporation
Comcast Corporation
comScore, Inc.
Electronic Arts, Inc.
Expedia, Inc.
Facebook, Inc.
Nielsen Holdings plc
Pandora Media, Inc.
Roku, Inc.
Sirius XM Holdings Inc.
Snap Inc.
Spotify AB
Take-Two Interactive Software, Inc.
The E. W. Scripps Company
The Priceline Group Inc.
the Rubicon Project, Inc.
The Trade Desk, Inc.
The Walt Disney Company
Time Warner Inc.
Tripadvisor, Inc.
Twenty-First Century Fox, Inc.
Twitter, Inc.
Viacom, Inc.

For information about how to receive these reports, please contact The Vertical Group by e-mail at info@vertgrp.com.


Keyword
Ticker Symbol
Research Notes Date
Key Emerging Themes for Early 2019 Dec 12, 2018
On Our Radar: Weekly Recap of Key Media Developments Dec 7, 2018
Facebook: Growth Fundamentals Remain Firmly in Place Dec 4, 2018
On Our Radar: Weekly Recap of Key Media Developments Nov 30, 2018
Strong Early Holiday Season Ad Spending. Nov 29, 2018
On Our Radar: Weekly Recap of Key Media Developments Nov 16, 2018
Post-Earnings Season Outlook for 4Q18 and Early 2019 Nov 14, 2018
On Our Radar: Weekly Recap of Key Media Developments Nov 9, 2018
Programmatic Advertising: 3rd Party DSP Budget Cutbacks to Hit The Trade Desk Nov 6, 2018
Roku: TV Scatter Market Experimentation Plans on Track Nov 5, 2018
On Our Radar: Weekly Recap of Key Media Developments Nov 2, 2018
National TV Advertising: Better Ratings Boost Broadcast and Cable Oct 30, 2018
On Our Radar: Weekly Recap of Key Media Developments Oct 26, 2018
Snap: 3Q18 Spending Growth Remains Weak Despite Some Pricing Improvement Oct 24, 2018
On Our Radar: Weekly Recap of Key Media Developments Oct 19, 2018
Twitter: Video Advertising Continues to Gain Traction Oct 18, 2018
Facebook: New E-Commerce Ad Formats Emerging as Growth Catalysts Oct 15, 2018
On Our Radar: Weekly Recap of Key Media Developments Oct 12, 2018
Alphabet: YY Trends Remain Strong for Search, YouTube Oct 10, 2018
On Our Radar: Weekly Recap of Key Media Developments Oct 5, 2018
On Our Radar: Weekly Recap of Key Media Developments Sep 28, 2018
Amazon: Twitch Approaching Take-Off as Major Ad Platform Sep 24, 2018
On Our Radar: Weekly Recap of Key Media Developments Sep 21, 2018
Programmatic: Google AdManager Emerging as Challenge to The TradeDesk Sep 20, 2018
On Our Radar: Weekly Recap of Key Media Developments Sep 14, 2018
Facebook: Advertiser Commitment Remains Strong Sep 13, 2018
Google: Growth Impetus Strong as Holiday Season Looms Sep 10, 2018
On Our Radar: Weekly Recap of Key Media Developments Sep 7, 2018
eSports in the US: Brands Getting More Serious Sep 6, 2018
Brands Push to Leverage First Party Data Sep 4, 2018
On Our Radar: Weekly Recap of Key Media Developments Aug 31, 2018
On Our Radar: Weekly Recap of Key Media Developments Aug 24, 2018
Netflix and OTT: The Low Risk of a Content Bidding War Aug 23, 2018
On Our Radar: Weekly Recap of Key Media Developments Aug 17, 2018
After-Earnings Recap and 3Q Outlook Aug 16, 2018
On Our Radar: Weekly Recap of Key Media Developments Aug 10, 2018
On Our Radar: Weekly Recap of Key Media Developments Aug 3, 2018
National TV Advertising: Weaker Scatter Prices, Lower Inventories Drive Spending Lower Aug 2, 2018
On Our Radar: Weekly Recap of Key Media Developments Jul 27, 2018
Facebook Earnings Response Jul 26, 2018
Snap: Stronger Spending Expected in 2nd Half 2018 Jul 25, 2018
On Our Radar: Weekly Recap of Key Media Developments Jul 20, 2018
Twitter: Video Pivot Appealing to Brands, Large Advertisers Jul 18, 2018
On Our Radar: Weekly Recap of Key Media Developments Jul 13, 2018
Google: New Ad Formats Emerging as Catalysts Jul 10, 2018
On Our Radar: Weekly Recap of Key Media Developments Jul 6, 2018
Brands Begin Reversing Spending Declines on Pandora; Spotify Spending to Rise Jul 5, 2018
On Our Radar: Weekly Recap of Key Media Developments Jun 29, 2018
Roku On Track for Post-Upfront Scatter Dollars Jun 27, 2018
On Our Radar: Weekly Recap of Key Media Developments Jun 22, 2018
Advertisers See Digital Growth Runway Extending Many Years Ahead Jun 20, 2018
On Our Radar: Weekly Recap of Key Media Developments Jun 15, 2018
The Trade Desk: GDPR Eroding Price Premium Jun 14, 2018
Facebook: Strong Growth Remains on Track Thanks to Instagram, DPAs Jun 11, 2018
On Our Radar: Weekly Recap of Key Media Developments Jun 8, 2018
Google Advertising Mid-2Q Trends Update: Ad Product Innovations Continue to Fuel Growth Jun 5, 2018
On Our Radar: Weekly Recap of Key Media Developments Jun 1, 2018
On Our Radar: Weekly Recap of Key Media Developments May 25, 2018
Notes from Media Post Marketing AI Conference May 21, 2018
On Our Radar: Weekly Recap of Key Media Developments May 18, 2018
Amazon’s Ad Ramp-Up Continues May 17, 2018
Google I/O: Voice, Visual Drive Innovation May 14, 2018
On Our Radar: Weekly Recap of Key Media Developments May 11, 2018
National TV Advertising: Worsening Ratings Pressure TV Spending May 7, 2018
On Our Radar: Weekly Recap of Key Media Developments May 4, 2018
On Our Radar: Weekly Recap of Key Media Developments Apr 27, 2018
Snapchat: Redesign Backlash, Stagnant ROI Add to Marketer Woes Apr 26, 2018
A look at Facebook’s upcoming 1st Quarter earnings scenarios and likelihoods based on our most recent checks Apr 24, 2018
A Look at Google 1st Quarter earnings scenarios and likelihoods based on our most recent checks. Apr 23, 2018
Facebook: 1Q Growth Momentum Solid; 2H18 Growth Outlook Healthy Despite Regulatory Overhang Apr 23, 2018
On Our Radar: Weekly Recap of Key Media Developments Apr 20, 2018
Twitter Slowly Progressing in Ad Platform Revamp Apr 18, 2018
On Our Radar: Weekly Recap of Key Media Developments Apr 13, 2018
Google: Strong Pricing, Continued Innovation Offsetting Tough Comps Apr 11, 2018
Why Google and Facebook are Targets Now Apr 10, 2018
On Our Radar: Weekly Recap of Key Media Developments Apr 6, 2018
Programmatic Advertising: GDPR Hits Spending Plans Apr 4, 2018
Voice Search: A New Touchpoint for Big Brands Apr 3, 2018
On Our Radar: Weekly Recap of Key Media Developments Apr 2, 2018
Roku: Advertiser Enthusiasm Grows as Network Quality Improves Mar 28, 2018
Feedback on Facebook Mar 26, 2018
On Our Radar: Weekly Recap of Key Media Developments Mar 23, 2018
Facebook’s Fake News Battle: Risks and Opportunities Mar 22, 2018
Recent News Concerning Facebook and Data Mismanagement Mar 19, 2018
On Our Radar: Weekly Recap of Key Media Developments Mar 16, 2018
Amazon Emerging as “Third Force” in Digital Advertising Mar 15, 2018
On Our Radar: Weekly recap of key media developments Mar 9, 2018
GDPR: EU Regulations Both Threat and Opportunity Mar 7, 2018
eSports: Franchise Model Speeding Brand Commitment Mar 5, 2018
On Our Radar: Weekly recap of key media developments Mar 2, 2018
Facebook: Growth Momentum Remains in Place Mar 1, 2018
Cable TV: Premium Programming Market Weakens, Remnant Inventory Improves Feb 26, 2018
Alphabet: Search Growth Continues on Strong Track Feb 21, 2018
Podcasting: Strong Growth, Scale Drive Brand Interest Feb 20, 2018
Advertising: Post-Earnings Recap and 1Q Outlook Feb 14, 2018
Broadcast TV: Linear TV Growth Prospects Weakening Feb 6, 2018
Snap: E-Commerce Bonanza Passes Snapchat By Jan 31, 2018
Roku: Strong Advertising Ramp Likely in 2018 Jan 25, 2018
Facebook: No Let Up in Growth Momentum Jan 23, 2018
Twitter: No Ad Growth Turnaround in Sight Jan 18, 2018
Alphabet: Solid 4Q 17 trends for Google Search and YouTube Jan 16, 2018