Research
FORUM TRANSCRIPT

Vox Media – Acquisition of Group Nine & Competitive Analysis

  • Private Equity
  • TMT
  • North America
PREMIUM

Specialist

Former manager at Vox Media LLC

Agenda

  • Vox’s operating environment and demand catalysts across categories such as rise of first-party data
  • Competitive analysis vs BuzzFeed (NASDAQ: BZFD) and Vice Media, highlighting Vox’s key differentiators and relative scale
  • Vox’s strategic rationale for announced acquisition of Group Nine (NASDAQ: GNAC), including expansion of aggregate audience size and range
  • Revenue mix diversification vs BuzzFeed and potential expansion of subscription business
  • Outlook for 2022 and beyond – continued media consolidation and possible acquisition targets

Questions

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