Brian Wieser - Pivotal Research Group

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Last quote by Brian Wieser

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
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Apr 20 2017
Brian Wieser has been quoted 29 times. The one recent article where Brian Wieser has been quoted is Omnicom revenue beats on Europe, UK growth. Most recently, Brian Wieser was quoted as having said, “A dominating element...is a macro environment that remains very uncertain in terms of geopolitical issues and fiscal policies in the United States.”.
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Brian Wieser quotes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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