Changing the Twitter conversation (again)

(Originally posted on Medium.) Earlier this week Shira Ovide made the argument that, despite the negative sentiment around Twitter in both tech and finance circles and some unexplained deceleration, their sales growth is cause for optimism: How unusual is Twitter’s revenue clip? Out of more than 100 technology companies with at least $2 billion in…
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Yelp management on competition in the market for local ads

Yelp COO Geoff Donaker and CFO Robert Krolik spoke yesterday at Morgan Stanley’s Technology, Media & Telecom conference. Their comments reinforced data from their recent 10-K (embedded below) about consumer growth and competition for local ad dollars. On the market opportunity and competition: Something like 50 million local businesses in the western world, most of whom advertise…
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Changes in advertising, attribution and offline retail

Earlier this week I joined Google’s telecom team at their Atlanta offsite to talk about mobile, attribution and related topics. My presentation is embedded at the bottom of this post but we actually spent the entire hour doing q&a. Attribution continues to be a central theme in advertising; more specifically, how do you build models…
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Attribution challenges throughout the purchase funnel

TechCrunch covers new data from IBM (sourced from a Black Friday Report) that exposes the weakness of last-click attribution models: Twitter and Facebook usually aren’t the last click before an ecommerce buy, but that doesn’t mean they didn’t inspire or influence the purchase. Yet IBM’s Black Friday report says Twitter delivered 0 percent of referral traffic and Facebook sent just 0.68 percent….
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