Brian Wieser

It's safe to say that Tumblr is pretty immaterial to Oath these days -- there is relatively little ad revenue there, changes probably wouldn't be noticeable to Oath, let alone to Verizon.

He knows he can be a force for good and a force for change. by Brian Wieser

He knows he can be a force for good and a force for change.

It doesn't help that Google ... leaves us guessing on the relative size and trajectory of what are strategically important businesses.

It all depends on the AT&T and Time Warner deal, if that goes through, it is highly possible there will be more than one bid for Fox.

At the beginning of this year, Fox was the only buy-rated stock I had because it was so depressed relative to everything else in the sector.

Olympics is a convenient excuse, historically, on the ad industry, the impact was pretty limited. The money associated with advertising, not related to the Olympics, still showed up.

However, we are mindful that it's possible that the company may have essentially plateaued and that ad revenue growth or even stability will be increasingly harder to come by.

It now becomes somewhat easier to justify investing in content. by Brian Wieser

It now becomes somewhat easier to justify investing in content.

You have a few months right now where you are pretty much well assured that you won't have an audience issue, so it is a good time to lock up talent and make sure the course is corrected.

We continue to believe that WPP remains best-positioned strategically vs. peers and their long-term growth should slightly outperform given the company’s business and country mix.

This is helpful for Nielsen in that sense. by Brian Wieser

This is helpful for Nielsen in that sense.

Breaking up into two different segments - well, it's not a terrible thing. It's better than not doing it but on the other hand, you're going to have a ton of businesses buried inside of a legacy Google Ventures.

Verizon can append data it has, and has authorization to use in an anonymized fashion, to a digital ad sale, and it will have better insight as to when to buy low and sell high.