Week in Charts: Bob Iger on Flooding Disney+ with Marvel Content, All In Census Shows Progress on Inclusivity, and HoldCos Scale Back on Acquisitions
In this week’s Week in Charts: Bob Iger on flooding Disney+ with Marvel content, All In Census shows progress on inclusivity, and holding companies put the brakes on acquisition sprees.
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Criteo Stock Hits 52-Week Low Following 2024’s Rapid Growth
Criteo’s share price hit a 52-week low last week after equities analysts lowered their price target on the ad tech stock. The commerce media company soared last year, with its share price climbing 90 percent in the first eight months of 2024, before beginning to decline after missing revenue forecasts in its Q3 earnings.
All In Census Suggests Progress on Inclusivity – but Discrimination Persists
Advertising professionals from minority ethnic backgrounds are less likely to leave the industry due to discrimination than previous years, according to the latest All In Census, suggesting the industry is becoming more inclusive. But the results show there is still work to be done, with 19 percent still likely to leave because of discrimination, including 24 percent of black respondents.
Holding Companies Put the Brakes on Acquisition Sprees
2024 saw 52 agency acquisitions globally, according to COMvergence data, down from 127 in 2016. While the decline reflects macroeconomic uncertainty, the research shows the types of acquisitors in agency deals are also shifting. The big six holding companies were responsible for 70 percent of agency acquisitions in 2016, but just 37 percent in 2024, with challenger networks such as Stagwell (which made 10 acquisitions last year) pursuing acquisitions in their growth strategies.
Netflix and Prime Video Viewers Plateau in the UK
In the UK, 27 percent of viewers claim to have accessed both Netflix and Amazon Prime Video within the last month, according to Kantar Media TGI data, up from just 9 percent when the survey was taken in 2019. However, the figure has plateaued in the last two years, which could reflect rising competition from alternative streaming services.
The Week in Stocks
Agencies
Shares in Stagwell fell almost 9 percent after the US agency network missed analyst expectations in its Q1 earnings update.
TV
Shares in Disney, Roku and Warner Bros. Discovery surged on Monday, after the US and China reached a deal to scale back reciprocal tariffs that were expected to upend the streaming and studio businesses.
Publishers
Ströer’s share price dropped slightly following the German firm’s Q1 earnings update.
Ad Tech
Ad tech stocks surged after The Trade Desk’s latest earnings reassured investors.
Tech
US tech stocks continued their recovery last week amid cooling trade tensions.
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