Madison and Wall | Brian Wieser | Substack

With efforts to force a divestiture heating up in the United States, I contemplate potential scenarios to follow in the coming months for one of the world's most popular apps

Mar 21

Plus, Implications for Marketers, As Growing Spending On Ad-Free/Ad-Light Services Creates New Challenges

Mar 17

My take on the pursuit of efficiency from digital media owners and Meta/Facebook's potential divestiture of CRM business Kustomer.

Mar 15

All else held equal, higher consumer prices will be associated with more advertising, not less.

Mar 14

During Morgan Stanley’s TMT investor conference last week, Disney CEO Bob Iger referred to commentary that other public companies have made about their…

Mar 13

CEOs and CFOs from many of the world’s largest sellers of advertising have been speaking at an investor conference hosted by Morgan Stanley this week…

Mar 9

The doom and gloom around advertising has been widespread for over a year – certainly pre-dating Russia’s invasion of Ukraine, as many observers and…

Mar 7

Salesforce was always a company I enjoyed covering as a sell-side analyst when I worked at Pivotal Research, in part because it was fascinating to learn…

Mar 2

Recommendations

The FirstPartyCapital Newsletter

FirstPartyCapital

Quo Vadis

Brian Morrissey

Alex Kantrowitz

People vs Algorithms

Troy Young

Madison and Wall

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts