Adtech
The ramifications of the Google statement on tracking continues to occupy Adtech minds. Share prices tumbled — but most have recovered much of the fall.
The big issue is around how actively Google will impose their view on the rest of the market. When they say practices will not…
Adtech
Google are going all in on Privacy and have made it clear they will no longer support any form of tracking. Their Sandbox initiatives continue and it seems their FloCs concert will be renamed as Web Crowds. With regulators everywhere taking an interest in ads, daata/targeting and GAFA, I…
Merchant
The latest results from RB show how CPG brands can embrace change and organise a ‘traditional’ business to take advantage of changing behaviors. ecommerce grew 56% year on year and now accounts for 12% of total group revenue.
Doing some work for a Google talk I looked at how…
News & Politics
So the Australian squabble over paying to link to news blew up this week. All the headlines went to the global deal with News Corp but all the major news organisations in Australia have struck a deal with Google. Reuters, Nine, Seven etc will join the Google…
newTV
In our Deep Dive on newTV this week, we focused on the Super Bowl — and how it proves the value of Creative — and on Sports. If you missed it, catch up here.
A friend at Samba TV shared their interesting analysis of the Super Bowl and its…
Adtech
So much noise in this sector — and so much up in the air as we wait for Apple to implement their much anticipated changes around Privacy.
Probably the best place to start is this Stratechery interview with Fix friend Eric Seufert — the Don of App Marketing and…
Dollar Dollar
It’s earnings time and Facebook went first — with another big quarter — revenue up by 33%, beating expectations. Ad revenue per user tops $51 for Q4 in the US — over 3 times that in Europe. …
Merchant
Wednesday saw our first Merchant deep dive since early December so there was lots to cover. We focused on Metrics, Returns and Churn. Catch up here.
One area with lots of action is Fashion. Asos reported sales up a third, with high street rivals being closed. …
Merchant
There are two big pieces on Trends in commerce that merit attention. The annual Shopify Future of Commerce is full of insight and lots of intra country comparisons. I think it’s very telling that one of their 5 themes is around Modern Finance. We hear that the traditional banks…
The first Fix of the new year. Pleased to see the back of 2020 but 2021 hasn’t started that well. Still, we believe it’s a great time for business to grow and the digital world gives smart businesses huge advantages — if they get it right.
Fix is designed to…
