Internet & Software – US Advertising Outlook

A 50 page PDF Morgan Stanley Internet & Consumer Software Advertising Report. (via longstation)

The Summary of the US Internet Search Market (pg 18) states:

… Accelerating Migration of Media Content (including video) to the Web, Local and Mobile Initiatives, Rollout of Yahoo!’s Project Panama and the Initial Traction from Microsoft’s AdCenter Could Drive Growth Re-acceleration in 2007

I am not sure "Re-acceleration" is a word. And I added the emphasis. And they qualify it with "could". Yet I believe what they are saying. Our little company is up significantly again in 2006 and the year isn’t over yet!

The report is full of noted gaps as shown in the graph top right of this post. And the stated gap between revenue from classifieds off line and online.

Two more thoughts. First – Morgan Stanley
just took a big jump in relevance in my mind by consolidating and
gathering helpful advertising data. Not everyone can afford $500
reports from AdAge and ANA. And second; advertising agencies and public
relations agencies will continue to morph with bigger opportunities
ahead than ever before. My take on it.

Agency? – Perhaps use the advertising data from Morgan Stanley in your next pitch?

Thanks again for the link Aaron!