New Street Research’s US Internet analyst, Dan Salmon, will host a call to review the team's recent analysis of GDP correlations, company-specific drivers, and market share changes in eCommerce and Digital Advertising.
The call will be a great opportunity to address some of the top investor questions of late, including:
1) What is the potential downside for stocks if the economic outlook continues to deteriorate? How do current valuations compare to historical trough valuations?
2) How much do eCommerce and Digital advertising correlate with GDP growth, both in the US and globally?
3) How about the individual digital ad sectors such as Search, Social, Retail Media and CTV? How important are cyclical versus secular drivers for these ad revenues?
4) What are the most important company specific drivers to watch for in 2025?
5) Based on your new industry and company estimates, how do you anticipate eCommerce and digital ad market shares to shift?