Mar 12, 2021Fix Friday — March 12Adtech 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…Marketing6 min read
Mar 5, 2021Fix/Friday —March 5Adtech 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…Tech5 min read
Feb 26, 2021Fix/Friday — February 26Merchant 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…Tech7 min read
Feb 19, 2021Fix/Friday —February 19News & 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…Tech5 min read
Feb 12, 2021Fix/Friday—Feb 12newTV 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…Technology6 min read
Feb 5, 2021Fix / Friday — Feb 5Adtech 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…Tech8 min read
Jan 29, 2021Fix/Friday — January 29Dollar 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. And Zuck took every opportunity to have a go at Apple…Technology5 min read
Jan 22, 2021Fix/Friday — January 22Merchant 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. Interestingly the profile…Tech7 min read
Jan 15, 2021Fix/Friday — January 15Merchant 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…Tech5 min read
Jan 8, 2021Fix/Friday — January 8The 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…Technology6 min read