Monetization Models for Digital Content
Ever since the rise of the online media industry and increasing pace of content digitization, traditional content creators, owners, and...
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Facebook (FB US) - Sheryl's Trip to DC Is About More than Russia, and That's a Problem
Reports that Facebook (FB US) is dispatching Sheryl Sandberg, its high-profile chief operating officer, to Washington, D.C., this week, is an...
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Negative Readthrough from WPP's Outlook Warning for Japanese Advertisers, Global Consumer Tech
At first glance, WPP's (WPP LN) second sales warning of the year is merely a storyline in keeping with the growing “post-Brexit hangover” narrative...
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Have We Passed Peak FANG?
The stock market loves a collective. Ever since the "Nifty 50" in the early '70s, groups of winners have been bandied together. In the 1990s, we...
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Sina/Weibo on Track for Revenue Acceleration
We are more positive on the growth potential of Weibo (WB US) after it beat expectations in 1Q. China is still in an early stage of social...
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