Seeking Alpha

Even as many fret about mobile monetization, eMarketer is hiking its 2012 U.S. mobile ad sales...

Even as many fret about mobile monetization, eMarketer is hiking its 2012 U.S. mobile ad sales forecast to $3.84B from a prior $2.61B. Also, its 2013 and 2014 forecasts now stand at $6.97B and $10.94B. That could be lifting Millennial Media (MM +5.7%), whose 2013 and 2014 estimates are now at $138M and $199M, and Pandora (P +4.3%), which is at $347M and $496M. Market leader Google's (GOOG) U.S. sales are now expected to total $2.17B in 2012, $3.98B in 2013, and $6.33B in 2014. For Facebook (FB), the numbers are $339M, $851M, and $1.22B. (previous)
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Comments (2)
  • freddo44
    , contributor
    Comments (21) | Send Message
     
    Velti is under-played and under-valued. It's experience and patent portfolio puts it in a very competitive position. Recent actions showed management's commitment to increasing revenues, profit margins and share value.
    18 Dec 2012, 01:47 PM Reply Like
  • gwynfryn
    , contributor
    Comments (4887) | Send Message
     
    Well played fred; yours is the only ad I've actually read in a donkey's age! You really caught me with that one.

     

    Have we really evolved (?) to a stage where ad income is the "be all" and "end all" of a company the size of FB? I would find that very sad.
    19 Dec 2012, 05:40 AM Reply Like
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