Specialist
Former C-level executive at Cision Ltd
Agenda
- Martech industry dynamics – consolidation drivers and convergence with adtech
- M&A landscape – buyer ecosystem, emerging companies and valuation trends
- Product stack – segmentation and buy vs build decision drivers
- Outlook for year-end 2020 and beyond – winners, losers and potential wildcards
Questions
1.
What are the current trends in marketing and advertising tech?
2.
Are there any areas within the stack that you think might be more pressured by coronavirus than others longer term?
3.
Do you think customer engagement could be an accelerant for marketing budgets in 2021 and beyond? How rapidly do you think budgets will reach and even exceed historic levels?
4.
Is there anything to be wary of in SAP’s recent earnings? Do you think there may be softness in the recovery of Marketing Cloud? Could there be a W-curve with stagnation in the next few months but then growth in 2021? Or are you not concerned around any recovery pace based on the early indications?
5.
Have there been any noteworthy deals over the last 6-12 months? Rubicon and Telaria rebranded as Magnite and Twilio bought Segment.
6.
Do you think closest-to-customer touchpoints will be where the marketing dollars come back the quickest? Is it going to be the most immediate focus of M&A activity, or is it going to depend on where Salesforce and Adobe have gaps?
7.
How do you expect the marketing-type vendors to work through the removal of third-party cookies and the IDFA [Identifier For Advertisers] changes in 2021? Is there anyone overly exposed on mobile gaming? What do you think will be the big impacts from IDFA changes?
8.
Do you think the execution risk is higher for retargeters relative to a DSP [demand-side platform]? Who might have more to work through to shore up the business and execute things critically from a regulation standpoint?
9.
What kind of evolving role do you expect contact centre solutions to have? Twilio has its Flex product, a hyper-customisable contact centre solution. Salesforce is integrated with Amazon Connect. Microsoft has a partnership with Genesys. Do you think contact centres will become a more outbound CMO [Chief Marketing Officer]-driven product area that a lot of AI and predictive analysis investments will come through?
10.
What is your stance on Twilio? With the Segment acquisition it seems to aim to compete more directly with Adobe and Salesforce. Do you think Twilio is best-positioned to benefit from the communications tailwinds relative to call centres?
11.
Could you elaborate on the social media management players? It seems their business continues to be heavily reliant on the platforms themselves, at least from a data provider fee standpoint as it relates to the ability to filter that data. Is this something that will evolve into players such as Facebook acquiring into this segment? Are these players likely to be acquired eventually?
12.
What do you think is the most interesting part the OTT connected TV ecosystem? Is it adtech tools? Is it the measurement aspects that seemingly haven’t been solved by incumbents such as Comscore and Nielsen? Or is it platforms such as Pluto TV? What might be a growth catalyst?
13.
Is Trade Desk the sleeping giant to win out the measurement battle? Could it try to take a stronghold in OTT advertising?
14.
How is the market trending for walled gardens such as Facebook, Google and Amazon?
15.
What are your thoughts on Magnite, Criteo and LiveRamp’s business fundamentals? How do you expect their importance to evolve in relation to the broader stack?
