Brian Wieser - Pivotal Research Group

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Last quote by Brian Wieser

No one says the value of a market has to go up, right? I mean, in terms of the consumer spending. It's not a given that that happens, necessarily. I think the reality is that consumers don't need to spend more money to be fully entertained through their video services.feedback
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Jul 21 2017
Brian Wieser has been quoted 45 times. The one recent article where Brian Wieser has been quoted is This analyst thinks there's only one tech stock worth owning, and it's not Facebook or Alphabet. Most recently, Brian Wieser was quoted as having said, “I cover the advertising-centered names, specifically, so I would also include Adobe and Salesforce among the companies that I look at. Unfortunately, there's just been too much of a run-up, so I find it hard to find value. Frankly, I have one company out of 17 I cover that I have a buy on, and that's Fox. Everything else is either a hold or a sell at this point.”.
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Brian Wieser quotes

May 01 2017 - Twitter

It's not clear yet how to make these profitable in their own right, but because there's a belief that it can be value-enhancing, I think you're just going to see more deals of this nature so long as the leagues are willing to sell those rights separately. It's one of those things where it's worth putting some money into because they may want to go bigger.feedback

Apr 25 2017 - O'Reilly Factor

If Tucker Carlson takes over the O'Reilly slot, and The Five takes over Carlson's slot – and something else fills in for The Five – there's probably a negative impact on ratings, but probably only a modest one in context of Fox News' total day. The secular growth for news and opinion-related programming will overwhelm program-specific issues.feedback

Apr 20 2017

The growth of the network in general overwhelms his rise. If they literally went dark for that hour they would still be ahead, year over year. Is it harder to attract talent at Fox because of O'Reilly's presence or is it harder to book on-air guests? Or is morale so low such that people are unproductive because they feel there's a risk that's looming?feedback

Apr 18 2017

A dominating element...is a macro environment that remains very uncertain in terms of geopolitical issues and fiscal policies in the United States.feedback

Apr 18 2017 - Snapchat

The copycatting impacts sentiment among investors because to some degree the advertising spending that goes to Instagram and Snapchat comes from the same pool. To the extent that Instagram can launch all these Snapchat-like features, advertisers may wonder why they're advertising with Snap.feedback

Mar 30 2017 - Disney

It's like Disney in reverse. Whether Paramount's lack of success and growth has been by design, ill fortune or incompetence it is hard to know from the outside. To be successful you want a bunch of tentpole films that you can rinse, repeat and cycle through again. The downside of making movies is that it still requires throwing stuff against the wall to see what sticks.feedback

Mar 26 2017 - Snapchat

Snap is a promising early stage company with significant opportunity. Unfortunately, it is significantly overvalued given the likely scale of its long-term opportunity and the risks associated with executing against that opportunity.feedback

Mar 20 2017

While Google has apologized for the incidents, and while the scale of the underlying problem may be relatively small in absolute terms, for large marketers, any one instance of an inappropriate brand placement may be enough to seriously harm a brand's business value.feedback

Mar 20 2017

Overall, we think that the problems which have come to light will have global repercussions as UK marketers potentially adapt their UK policies to other markets and as marketers around the world become more aware of the problem. This should curtail spending slightly from the large agency-serviced brands which probably account for a quarter of spending on Google.feedback

Mar 09 2017 - Snapchat

I consider myself cautiously optimistic on the company; the stock is just overvalued. There's certainly a 'Myspace risk' there. After Myspace was acquired by News Corp., they were too aggressive in commercializing and that turned off a lot of users.feedback

Mar 07 2017 - Snapchat

A stock like this is going to be incredibly volatile because there's so little information about the company's track record and it's difficult to extrapolate to the future.feedback

Mar 03 2017

It has a promising and innovative advertising offering, but so far it is still mostly unproven and difficult to quantify its ultimate scale.feedback

Mar 03 2017 - Snapchat

Snap is a promising early stage company with significant opportunity ahead of itself. Unfortunately, it is significantly overvalued given the likely scale of its long-term opportunity and the risks associated with executing against that opportunity. There are some lessons to be learned from the Twitter IPO. A difference with Snap is that I don't know that investors necessarily believe that. Maybe some do.feedback

Mar 02 2017 - Snapchat

Significant ongoing dilution from share-based compensation will likely represent an additional negative consideration for the stock.feedback

Feb 27 2017 - Snapchat

You need to reach a much broader audience to be able to reach a broader set of potential revenue.feedback

Feb 21 2017 - Youtube

In general, YouTube is best positioned among digital media owners to capture so-called 'TV money.' Snap will increasingly be able to do the same as well. However, we argue that looking at declines in TV consumption as that viewing was historically defined will overstate the degree to which budgets may shift from owners of conventional TV networks to digital media owners with TV-like characteristics.feedback

Jan 27 2017 - Facebook

As we reflect upon longer-term trends impacting the company's core advertising business, trends seem pretty clear with Google reinforcing its co-hegemonic position alongside Facebook (FB.O) on an ongoing basis.feedback

Nov 29 2016 - AT&T

The dream that consumers had was the premise of an a la carte world. The consumer could only pay [as much as the cable companies] for a channel itself. But the price is only the price when you take a lot of services with it. It's always been an unrealistic fantasy.feedback

Nov 29 2016 - AT&T

There are many alternative services for consumers to look at and many more to come, on top of the networks offering their own stand-alone services.feedback

Oct 17 2016

It makes it easier for someone to go poach them, no question.feedback

Oct 17 2016

If they believe in the company, they have to believe the stock is cheap, in which case they know the next issuance will provide value.feedback

Sep 06 2016 - Fox

Even if the former management had stayed in place they are contending with a big demographic cliff as their viewers tend to be older.feedback

Aug 29 2016

It's hard to imagine if Trump were to be looking to build a media operation that it would be anything [except] small.feedback

Aug 05 2016 - Olympic Games

Historically, on the ad industry, the impact was pretty limited. The money associated with advertising, not related to the Olympics, still showed up.feedback

Jul 28 2016 - Twitter

To give a sense of the scale of Facebook's beat, its advertising outperformance vs. consensus expectations was almost as large as the total advertising revenue base in the quarter for the industry's #4 player, Twitter.feedback

Jul 26 2016

It now becomes somewhat easier to justify investing in content.feedback

Jul 21 2016

You have a few months right now where you are pretty much well assured that you won't have an audience issue, so it is a good time to lock up talent and make sure the course is corrected.feedback

Apr 28 2016

It's hard to convey optimism about Viacom when the numbers aren't showing improvement. Investors are not likely to get confidence back anytime soon.feedback

Feb 19 2016

It seems pretty clear that the only reason this is happening even is because of the threat of the proxy fight.feedback

Jan 26 2016 - Facebook

Facebook is eating the lunch of everybody in the industry and along with Google is in a co-hegemonic position where both are able to capture a disproportionate amount of spending.feedback

Sep 02 2015

The majority of investors think that the business or management or both are impaired and the way in which they casually revised their affiliate fee outlook was the biggest problem for investors.feedback

Oct 04 2013

It would have been a surprise if they had a profit. Here's the number that really matters. It's the revenue per customer. The question is how much is the typical commitment they're getting from advertisers at this time.feedback

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