Aug 30, 2023 The Great Rebalancing Act: Why tech is focused on profitability rather than growth, and why this is good for the industry By Jason Goldsmith Mike Crisanti Lara Nemerov Sol Silbenberg Lexie Perrotta Edward Wilson Smythe +3 more... Show less For more than a decade, tech companies have prioritized growth, focusing investor attention on metrics of "scale" intended to translate...
Jul 31, 2023 The Collapsing Tower of the Pay TV Bundle By Jeff Goldstein Francesco Barosi Brian Schwartz Katarina Milen Lexie Perrotta +2 more... Show less In 2021, analyst firm Moffett Nathanson wrote “The media industry just suffered from the worst year ever for cord cutting.” At the time,...
Jul 24, 2023 Surviving 2023 headwinds: How private equity can help portfolio companies navigate in a tight market By Dan Boland Douglas Tsang Ade Obatoyinbo Subhash Segireddy Lexie Perrotta Joe Kewish +3 more... Show less In 2021, Private Equity acquisitions were funded at near-zero lending rates. Tight credit spreads fueled the issuance of new leveraged...
Mar 22, 2023 A tough road ahead for advertising: Time for fundamental change By Grace Lee Jeff Goldstein Francesco Barosi Lexie Perrotta Brian Schwartz +2 more... Show less The bull market for global ad spending, which expanded by over $450 billion (an 8% compound annual growth rate) from 2009 to 2022, has...
Dec 13, 2022 Cutting the cord: Are consumers spending more than ever? By Jeff Goldstein Francesco Barosi Brian Schwartz Maneel Grover Lexie Perrotta +2 more... Show less In the latest edition of our series on cutting the cord, we’re diving into a tricky question: Do consumers save money by cord-cutting, or...