With thanks to my Twitter-buddy “zenofbass” (I don’t know who you are but I read pretty much everything you tweet about) who alerted me to TechCrunch’s Erick Schonfeld writing “2009 Tech Prediction Faceoff: J.P Morgan Vs. Barclays Capital”
In the article, Schonfeld presents the predictions of J.P. Morgan’s Imran Khan and Barclays’ Doug Anmuth, both heavy hitters Wall Street analysts.
Now here is a really interesting prediction for us, marketers interested in Conversion Rate Optimization:
According to Schonfeld, “Both analysts believe that performance-based advertising will continue to rise in importance.”
(This, of course, made me stop and do a little High Five with self.)
Yes, among all the 2009 tech predictions (see abridged list below), the ONLY prediction where BOTH analysts agree is that marketers will continue to become rational decision-makers and invest in strategies and tactics that align with their companies’ revenue models; they will continue to spend money and will do so “on performance-based advertising.”
What do you think? (and, care to see what your peers think?)
In the article, Schonfeld picked six predictions from each and listed them (see below) and then set up a poll so readers can vote for their favorite predictions, or the ones they think are most likely to happen.
You can vote as well, here
Imran Khan’s 2009 Tech Predictions (J.P. Morgan) 1. Potential search deal likely between Yahoo! and Microsoft 2. Net Neutrality should become an important mainstream issue 3. Challenges in monetizing video advertising should persist 4. Mobile usage should continue its strong growth momentum, but mobile advertising will likely be challenging this year 5. Possible bankruptcies in brick-and-mortar retail should create opportunities for eCommerce companies 6. M&A consolidation activities could potentially resume during 2H’09 (IPO market is dead until 2010)
Doug Anmuth’s 2009 Tech Predictions (Barclays Capital) 1. Yahoo and eBay will make major strategic decisions 2. Performance-based advertising will be more important than ever 3. Increased Competition For Search Distribution Via Toolbars, OEM Deals, and Partnerships 4. Proliferation of Smart Phones Will Drive The Mobile Internet 5. Small Strategic Acquisitions Will Re-Emerge 6. Ad Networks To Consolidate
Nice start to 2009!
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