Industry Notes

March 14, 2023

An inconvenient nuance of programmatic connected TV

By Vasily Karasyov

As macro headwinds built throughout last year programmatic connected TV growth rates remained constant in Q3 and Q4 while pressure on the rest of the connected TV advertising spending kept increasing. As a result, connected…

September 27, 2022

This is the reason connected TV growth rates are diverging

By Vasily Karasyov

July 11, 2022

Estimating political revenue contribution to MGNI and TTD top line in 2H FY22

By Vasily Karasyov

April 2, 2022

Ad spending, rates and inflation in the last 40 years: the short answer is NO

By Vasily Karasyov

June 24, 2021

Connected TV & Programmatic IR Conference: MGNI, ROKU, TTD, RAMP, VZIO

By Vasily Karasyov

June 23, 2021

Here is why programmatic could surprise in FY22

By Vasily Karasyov

May 28, 2021

Connected TV food chain and current challenges as illustrated by Q1 results

By Vasily Karasyov

November 2, 2020

TTD and RAMP now joined by NLSN; a refresher on Unified ID 2.0

By Vasily Karasyov

January 27, 2020

IR Day on February 28th: AMCX, DISCA, FOXA, MSGN, NYT, TGNA, VIAC, WWE

By Vasily Karasyov

January 24, 2020

AVOD monetization: 19 was too early, 21 may be too late

By Vasily Karasyov

October 15, 2019

Ways to play Disney+ and other DTC launches without owning the parent companies

By Vasily Karasyov

September 27, 2019

A discussion of connected TV, TV & digital advertising with an industry expert

By Vasily Karasyov

July 18, 2019

Another nudge towards AVOD, this time from NFLX

By Vasily Karasyov

June 14, 2019

Upcoming SVOD offerings likely to morph into AVOD; implications for stocks

By Vasily Karasyov

April 12, 2019

A positive read-through for TTD, RAMP from DIS Investor Day

By Vasily Karasyov