From Barron’s:“Omniture (OMTR) shares are looking higher again today after jumping $1.73, or 8%, yesterday, after CNBC’s Jim Cramer speculated on Friday that the company could be the next to be acquired in the recent feeding frenzy in the online advertising sector. He said the company could be a good target for Microsoft (MSFT), Google (GOOG) or Yahoo (YHOO), and that if awarded a comparable multiple to aQuantive (AQNT), which is being acquired by Microsoft, then the stock could be worth as much as $35 a share.Brent Thill, an analyst at Citigroup, wrote this morning that he agrees that the advertising analytics company “is a strong takeover candidate at some point,” he says he does not believe there is a near-term deal in the works.” He also notes that with the stock up 59% year-to-date and 23% over the past two months, and with no near-term buyout likely, “OMTR is now faced with higher expectations for the core organic business.” “ There is a lot of speculation in the online marketing community about what companies might be targeted for acquisition (the one I work for as well). I would not be surprised to see 3 or 4 established companies gobbled up in the next quarter.Full article below:http://blogs.barrons.com/techtraderdaily/index.php?s=omniture
Yahoo! Inc is overhauling the way it sells advertising in the US. Yahoo! announced it will combine two 1,000 ad sales people at Yahoo! will now sell advertising across its platforms. Yahoo! Hopes this will interest marketers who are increasingly looking for ways to spread their marketing dollars. Yahoo! has seen sharp fall in profits during the first quarter, and said recently that weak display ad revenues would impact on second quarter results.
Good luck Yahoo! You are my home page, but I do 99% of my searches on Alta Vista….just kidding…its Google.
Responding to complaints by Center for Digital Democracy and US PIRG, the FTC will hold a Town Hall meeting dedicated to the issue in the fall as part of a larger effort to engage the public on technology issues. CDD’s executive director its director Jeffrey Chester was not mollified, “The FTC is still lagging in its understanding about how digital marketing practices threatens our privacy online. While such ‘town halls’ are useful for the public, the so-called ‘expert’ agency designated to protect our privacy should be ready to recommend safeguards–not urge more investigation.”The CDD wants the government (long known to respect the privacy of internet users ) to look into the practices of online marketers and prevent them from creating ‘dossiers’ on internet users without their consent. If anyone would like to look at the dossier I have compiled on them, their children, and their dog, please send me a check immediately.
Scot Wingo, my boss and all around good guy, is probably the guy most closely associated with, and most knowledgeable about, Ebay (outside of people within Ebay itself). Ebay is not my thing. C’est la vie. So when Scot writes about the economics of Ebay, he has a ton of data behind his pronouncements. Scot Wingo writes about the Ebay Live, Google Party, pulled adspend fiasco of last week. An excerpt:
“…we have had reports from about 10% of our top-sellers (100/1000) that they saw a material 20%+ drop in sales the day eBay stopped buying Adwords last week. We’ve gone in and verified that this is indeed the case. What’s interesting is these businesses typically share several things in common:
- They are in “practicals” categories (non-collectibles)
- They tend to have a higher fixed-price component than auction
- They are concentrated in long-tail style businesses (lots of skus vs. narrow skus) such as sporting goods, BMV, some auto-parts and apparel.
Interestingly when we look at our overall GMV, there are enough sellers that came up during the same time that it washed out overall. (For example, consumer-electronic businesses did well in the week).
Taking these datapoints, it supports my thesis that eBay supplemented the loss of google traffic with some less-specific/targeted/long-tail traffic (probably banners) and that lifted the tide of the overall eBay ocean, but there were definitely areas that suffered a low-tide effect from the AdWord “test”. ”
For the whole article hit the link!
I received this earlier today:
On Saturday, June 23, Microsoft adCenter will upgrade, expanding negative keyword management to the campaign level.*
During this upgrade, adCenter will be temporarily unavailable for up to 14 hours, starting at 10:00 A.M. Pacific Time. Your keywords and ads will continue to run during this time. After this upgrade, reporting will be delayed for up to 24 hours. To see when your data was last updated, check the timestamp on the bottom of adCenter Reporting tab.
*Negative keywords help to prevent your ad from being displayed to customers who are unlikely to click your ad. When you apply negative keywords at the campaign level the changes apply to all ad groups in the campaign.
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