Former SVP at Nielsen Holdings plc
- Nielsen’s (NYSE: NLSN) operating environment – industry trends and increased segment fragmentation
- Competitive dynamics vs Comscore (NASDAQ: SCOR), VideoAmp and others
- Product innovation and growth opportunities, highlighting Nielsen One’s progress
- Outlook for H2 2022 and beyond
Could you share an overview of Nielsen’s operating environment, highlighting 2-3 trends or drivers you see impacting the business?
You mentioned a couple of challenges that Nielsen’s core audience measurement business has. How do you assess this business and where are the challenges? It’s still obviously the driver of the lion’s share of revenue, generating about 75%.
Nielsen One is still in testing phases. Where do you think it is now and what incremental capability will it bring to the table? How is this being perceived in the industry and how near is it to being fully developed and fleshed out?
You mentioned several challenges that Nielsen and industry peers have been facing since 2012 or so. Could you highlight the major areas you see Nielsen having an advantage or disadvantage in? What meaningful gaps are there if we’re just looking at pure data, and how are the company’s analytical capabilities?
You mentioned Nielson’s loss of MRC [Media Rating Council] accreditation. Although it may likely be restored, given the company’s work to rebuild the panels, how do you think customers perceive the need to have this accreditation? Are they becoming more open to providers that don’t have this?
You said the customers are in some way doing some work themselves. What do you think is the risk of Nielsen being disintermediated or customers using multiple currencies for measurement?
You said the window is closing and changes are necessary for Nielsen to re-secure the market. To what extent do you see the company’s panel data as a differentiating factor? What is its value and usefulness right now relative to peers’ offerings?
You mentioned the need for Nielsen, and perhaps other players, to better employ machine learning and enhanced data analytics. What’s the broader risk of the company being disrupted, or experiencing continued disruption from different or new technologies in the space?
Looking at the competitive angle, it’s still perhaps Nielsen’s game to lose, as you mentioned, but there is the alternate measurement ecosystem. Could you highlight some players there – perhaps across VideoAmp, iSpot TV and Comscore – and the progress and inroads they’ve made, considering Nielsen’s incumbent position?
Could you comment on pricing? What chatter do you see in the industry here? What is the premium for Nielsen vs some of the smaller providers?
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