J.P. Morgan published a report earlier this month titled Nothing But Net, which was a “2009 Internet Investment Guide.”
It’s a bit of a monster that clocks in at 340 pages, but they cover tons of areas, including ad networks, e-commerce, social networks, cloud computing, and more.
A little peek into the report…
- Potential search deal likely between Yahoo! and Microsoft
- Net Neutrality should become an important mainstream issue
- Performance-driven advertising should continue to rise
- Challenges in monetizing video advertising should persist
- Mobile usage should continue its strong growth momentum, but mobile advertising will likely be challenging this year
- Amazon’s low pricing strategy should continue to bring value seeking customers
- Possible bankruptcies in brick-and-mortar retail should create opportunities for e-Commerce companies
- CPMs should remain under pressure
- Consolidation activities could potentially resume during 2H’09
- Promotional activity in the OTA space should increase
Hat tip to Brian Littleton of ShareASale for the heads up on this report.
Read Nothing But Net.
By the way, am I the only one that thinks of Boiler Room and J.T. Marlin whenever J.P. Morgan comes up?
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that thing is a big one to digest. but very well done and deep. i got it last week and hit print before seeing the 340 pages going to the printer.
very very bullish for performance marketing. I heard about 20% of people coming to the ASW booths were new to the industry. Good sign. Thanks Shawn!
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