What Media Owners are Thinking About


September 23, 2019 - By Brian Wieser - GroupM -- Following the word cloud we posted last week that captured what the CEOs and CFOs of the world’s largest marketers are discussing on their earnings calls, this week we look at more than thirty of the world’s largest media owners and do the same. Some differences in focus between these groups of companies immediately stand out.

Most notably, “growth” and its variants appeared much less often for media owners than marketers.  Meanwhile, “revenues” and “customers” (and related variants) appeared almost as often as growth.  What this means is subject to interpretation, but raises several questions - do media owners recognize that growth will be harder to come by than marketers, and therefore are more focused on their customers?   Or perhaps media owners are more focused on customers because direct-to-consumer business models are currently more achievable?  Both ideas may be true.  “SVOD” and “streaming” only appeared a fraction as often as “digital” despite the prevalence of television-centric media owners among the companies tracked here. More…