MoffettNathanson: ‘Ad Growth Continues To Surprise To The Upside’

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The traditional marketing funnel is collapsing into a full-funnel model. That’s the conclusion of MoffettNathanson Senior Analysts Robert Fishman and Michael Nathanson, and it is one in which platforms that integrate social, commerce, and entertainment are best positioned to capture and retain advertising dollars.


To that framework, Fishman and Nathanson add a critical fourth pillar: scale.

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