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Havas CEO Thinks Surprise Omnicom-Publicis Merger Might Be Bad For Clients And Staff

Source: http://www.businessinsider.com/havas-ceo-thinks-surprise-omnicom-publicis-merger-might-be-bad-for-clients-and-staff-2013-7

David Jones Havas

Earlier today, rivals Publicis Groupe and Omnicom announced a surprise merger that makes the new entity the biggest holding company in the world. Now totaling $23 billion in revenues, the newly minted Publicis Omnicom Groupe surpasses WPP, which used to be number one.

But some ad execs are questioning if the new partnership will actually hurt staff and clients.

Havas CEO David Jones said in a statement, “I’m not sure this is in the best interests of their clients or their talent. Clients today want us to be faster, more agile, more nimble and more entrepreneurial, not bigger and more bureaucratic and more complex.”

And can it be more agile at such a large scale? Particularly “in a world where digital and technology have made scale irrelevant.”

Jones continued, “Our business is very simple – it’s about clients and talented employees – and as I said, I’m not sure this move is good for either of them.”

But Omnicom CEO John Wren said at the press conference today that “anyone who is concerned about any of this should not be.”

 

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Sunday, July 28th, 2013 news No Comments

CHART OF THE DAY: What The Heck Happened To Apple’s iPad Business? (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-what-the-heck-happened-to-apples-ipad-business-2013-7

Apple’s iPad business, which is supposed to be its second mega-business, has already hit the wall as far as growth is concerned.

Last quarter, Apple reported sales of 14.6 million units, a 14% drop on a year-over-year basis. On the company’s earnings call, Apple’s execs said that if you look at the actual sell through of the iPad, and factor in channel inventory changes, then it was down 3%.

Part of the reason the iPad business fell is that Apple didn’t roll out a new version of the iPad last quarter. In the June 2012 quarter, it was introduced the high-resolution iPad which boosted sales. With no new model of the iPad, sales lagged in comparison.

However, last year Apple wasn’t selling the iPad Mini. The $329 iPad Mini should have provided enough of a lift to offset the lack of a new iPad model.

This isn’t just a one-off bad quarter. If you look at the trend, you can see that growth is in a general nose dive for the iPad. Analyst Gene Munster says the reason the iPad business is weaker than expected is that the market is “becoming more price sensitive than we previously expected.” In other words, consumers are buying cheaper tablets from Apple’s rivals.

For why that’s troubling for Apple, check out Henry Blodget’s take here…

ipad chart of the day

 

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Wednesday, July 24th, 2013 news No Comments

Paid subscriptions have doubled to four million in past year

Source: http://www.engadget.com/2013/04/30/hulu-plus/

Hulu Paid subscriptions have doubled to four million in past year

Hulu’s future ownership may be in question, but the video streaming site is apparently doing fairly brisk business on the paid subscription front. During an advertiser event this morning, the site announced that it has managed to double its Hulu Plus accounts in the past year, up to four million. The site’s revenue also hit a record for the first quarter of the year, though Hulu’s not giving out any numbers. As with rivals Netflix and Amazon, the company’s making a big bet on original programming, with a number of exclusive series, including the animated The Awesomes and western Quick Draw.

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Source: Hulu Blog

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Tuesday, April 30th, 2013 digital No Comments

Apple Has Nearly Double The U.S. Market Share Of Samsung (AAPL, GOOG)

Source: http://www.businessinsider.com/comscore-apple-market-share-grows-2013-3

Apple market share

Apple market shareThere are some caveats on this one which we’ll get to, but Apple had a really good holiday quarter compared to its rivals.

comScore reports Apple had 37.8 percent of the U.S. smartphone market for the three months ending in January. Samsung, meanwhile, had 21.4 percent of the market. Apple’s market share was up 3.5 percent compared to the three months ending in October. Samsung was up 1.9 percent.

Both Apple and Samsung took share from Motorola and HTC.

As for the iOS versus Android market share battle, Apple was 37.8 percent versus 52.3 percent for Android. Apple was up 3.5 percent, while Android was actually down 1.5 percent.

This is good news for Apple, but as we said there are caveats:

Apple does very well in the U.S. It does not do as well elsewhere in the world.

The holiday period was when Apple really launched the iPhone 5. Samsung, meanwhile, was selling the Galaxy S III, an older smartphone model. It only makes sense for Apple to! experie nce a bump in this period.

We’ll see how Apple holds up over the next three to six months as the hype of the iPhone 5 dies off and the hype for the Galaxy S IV cranks into gear.

All that said, considering the Samsung buzz, you would have thought it was killing Apple. These numbers show that Apple can still hold its own.

The bigger picture for Apple and Samsung on all of this is that the U.S. market, and other developed markets, is not going to generate the same growth, and thus profits in the near term aren’t going to be as robust.

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Wednesday, March 6th, 2013 digital No Comments

Groupon’s Fourth-Quarter Earnings (GRPN)

Source: http://www.businessinsider.com/live-groupons-fourth-quarter-earnings-2013-2

andrew mason

Groupon just announced its fourth-quarter earnings!

Revenues were slightly below what analysts expected at $638 million.

Earnings were considerably lighter. Non-GAAP operating income, ignoring stock-based compensation, acquisition charged, and depreciation and amortization, was $29.7 million. Analysts were hoping for $41 million.

Groupon is holding a call with analysts at 5 p.m. Eastern. We’ll be listening in and taking notes live.

It’s a high-pressure time for CEO Andrew Mason, who is clearly under pressure to keep his job and show that the company can show predictable growth.

Groupon’s top rivals in the daily-deals space, LivingSocial, just raised $110 million in financing from existing investors on onerous terms that valued the company at far less than earlier financings.

And Google just made it far easier for all of its advertisers to do daily-deals and discounts alongside other online ad formats.

So the entire sector’s under pressure.

That said, Groupon stock has risen sharply since bottoming out at $2.60 in November. It’s up 8.3 percent today, closing above $6 for the first time since August.

Sterne Agee analyst Arvind Bhatia has set a $9 price target on the company. In a research ! note, he says that the figures to watch are:

  • whether the core daily-deals business turns around (it declined in the third quarter);
  • whether Groupon Goods, a direct-to-consumer e-commerce business, continues posting sharp growth;
  • and what happens with marketing costs, particularly spending on search ads.

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Wednesday, February 27th, 2013 digital No Comments

iPhone up to 35 percent of US smartphone share in November, Android steady

Source: http://www.engadget.com/2013/01/03/comscore-iphone-up-to-35-percent-of-us-share-in-november/

ComScore iPhone up to 35 percent of US smartphone share in November, Android on an even keel

Smartphone launches sometimes have to build up steam before they can go full speed ahead. Apple might be learning this first-hand, based on ComScore’s figures. After a lackluster October, the company’s just-reported November smartphone market share in the US was up sharply, to 35 percent; while the spike isn’t directly credited to the iPhone 5, rapidly growing availability of the company’s newest smartphone certainly didn’t hurt. Android was still comfortably ruling the roost at 53.7 percent, although its share was only a slight increase over October. As such, most of Apple’s gain during the month came from smaller rivals’ pain.

It was a more familiar story among individual phone makers. Samsung had a comfortable lead at 26.9 percent of the larger American cellphone market in November, while Apple padded its advantage over a sinking LG to hit 18.5 percent. With Motorola and HTC also on the downward slide, the US market this fall was increasingly mirroring its global counterpart, where it was really Apple and Samsung’s game to play — others might have to be content watching from the sidelines in the future.

Continue reading ComScore: iPhone up to 35 percent of US smartphone share in November, Android s! teady

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Source: ComScore

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Friday, January 4th, 2013 news No Comments

Apple’s Exploding Capital Expenditures (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-capex-big-spenders-2012-10

Apple’s capital expenditures for the last year were $8.3 billion, which is significantly above its rivals, as this chart from Horace Dediu at Asymco shows.

Dediu believes Apple’s capex is significantly above its peers because Apple is investing in data centers like Google, and process equipment like Intel. As a result, its quarterly spending is closer to Google plus Intel.

chart of the day, capex big spenders, oct 2012

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Wednesday, October 31st, 2012 news No Comments

Adobe Gives Up On Flash For Android (Which Means It Gives Up On Flash For Mobile) (ADBE, GOOG)

Source: http://www.businessinsider.com/adobe-flash-not-on-android-41-2012-6

Kill Adobe Flash guns

Adobe says it will not develop Flash for the newest version of Android.

This all but ends Flash on smartphones, notes Chris Ziegler at The Verge.

When the iPad came out, Steve Jobs famously trashed Flash for mobile.

Afterwards Apple’s rivals used Flash as a selling point for their phones and tablets.

Apple saw the death of Flash coming, and now its rivals look a little silly.

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Friday, June 29th, 2012 news No Comments

One Of The Most Amazing Things About The iPhone’s First Five Years (AAPL)

Source: http://www.businessinsider.com/chart-of-the-day-one-of-the-most-amazing-things-about-the-iphones-first-five-years-2012-6

The iPhone turns five this week. One of the most impressive things about the iPhone’s five year run is that the average selling price of the phone has remained just about the same around $600, notes Horace Dediu of Asymco. Meanwhile, Apple’s rivals pull in less than $400 per device.

Think about that for a second. Apple defined the modern smartphone market with the iPhone. It then faced an onslaught of competition from Google, Microsoft, Palm, and Research In Motion. Despite their various efforts to dethrone the iPhone, Apple has managed to stay on top. This is evident by the fact that since 2008 Apple has never had to slash its prices.

With all the competition, and pressure from carriers, if Apple was losing the smartphone battle, you’d expect it to cut the price of the phone. Instead, it’s been steady.

chart of the day iphone

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Wednesday, June 27th, 2012 news No Comments

Target Realizes There Are Only Two Ways To Compete With The Internet (TGT)

Source: http://www.businessinsider.com/target-realizes-there-are-only-two-ways-to-compete-with-the-internet-2012-1


Target

Target is sick and tired of customers who browse its stores and then go and buy products for cheaper prices from online retailers.

To reduce so-called “showrooming,” Target has asked its vendors to adopt one of two practices, according to the WSJ:

Last week, in an urgent letter to vendors, the Minneapolis-based chain suggested that suppliers create special products that would set it apart from competitors and shield it from the price comparisons that have become so easy for shoppers to perform on their computers and smartphones.

Where special products aren’t possible, Target asked the suppliers to help it match rivals’ prices. It also said it might create a subscription service that would give shoppers a discount on regularly purchased merchandise.

Target’s troubles with showrooming are shared by brick and mortar stores everywhere. Unfortunately small retailers may not have the clout to demand special products (see: Missoni) or help in price matching — and price matching without support from the supplier can be a losing proposition.

Don’t miss: See how big retails stores are spread across America >

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Monday, January 23rd, 2012 news No Comments

Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.

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