LUMA Content 

LUMA Digital Brief 028 — Market Report Q2 2020

 LUMA’s latest Market Report covers the public and private markets during Q2 2020. As the COVID-19 pandemic continues to impact capital markets and the global economy, Q2 2020 was a challenging quarter for M&A. Deal activity was down across the board, with Ad Tech and MarTech deal volume down approximately 70% relative to Q2 2019. Since slowing to a crawl in March of this year, deal making has yet to return to pre-COVID levels, as buyers across the Media/Marketing ecosystem have not yet shown a consistent appetite for deals, particularly at scaled valuations.Keep Reading

LUMA Content 

B2B Software

 Industry leaders Penry Price, Vice President of Marketing Solutions for LinkedIn, Gabe Rogol, CEO of Demandbase, and Jon Miller, CEO & Co-Founder of Engagio join LUMA’s Brian Andersen in a discussion spanning account-based marketing, identity, measurement, the sales/marketing ecosystem, and current market dynamics in the time of COVID-19.Keep Reading

LUMA Content 

State of Mobile Apps

 LUMA Partner Dick Filippini and Freemium Economics author & Mobile Dev Memo Media Strategist Eric Seufert deliver high-level insights into the current state of the mobile apps economy. Together, they discuss the advertising opportunity in gaming, TikTok’s explosive growth, the state of play for in-app bidding, a review of leading creative formats, and what to expect as the market continues to mature.Keep Reading

LUMA Content 

Virtual Cannes Conversations: Iván Markman, Verizon Media

With disruption comes new opportunities and new ways to connect like never before. LUMA’s new webinar series addresses trends and topics that would be discussed at Cannes Lions 2020. Verizon Media’s Chief Business Officer joins Terence Kawaja in the first installation of Virtual Cannes Conversations hosted by LUMA. WEBINAR FOCUS Content consumption is on the rise, new hobbies and forms of entertainment are taking flight and, globally, people are looking for new outlets to explore their passions.Keep Reading

LUMA Content 

MediaVillage: Future of Media Mergers & Acquisitions

Terry Kawaja, CEO & Founder of LUMA Partners, creator of the LUMAscape, and inspiration behind the industry’s most entertaining B2B videos, joins Jack Myers for a Zoom Leadership Conversation. Terry has been instrumental in the explosion of M&A activity in the media industry’s tech sector for more than two decades and he has strong opinions about the industry’s future, many of which he’ll share for the first time in his wide-ranging conversation with MediaVillage founder Jack Myers. Click the button to watch the interview.Keep Reading

LUMA Content 

Radical Candor

Groupthink, corporate think, and pay-to-play prevent objective discussions and it often seems the marketing industry, in particular, suffers from status-quo thinking despite rapid changes that warrant candid dialogue. Famously unfiltered LUMA CEO Terry Kawaja joins in dialogue with Rishad Tobaccowala on the topic of Radical Candor.Keep Reading

LUMA Content 

Careers in the Time of Crisis

The global pandemic effectively disrupted the economic structure of multiple industries resulting in thousands of furloughed and laid-off professionals. Overnight, many employment positions and opportunities vanished, and even more are threatened. Acclaimed author J. Kelly Hoey joins Terence Kawaja for an in-depth discussion on approaches to career strategies in times of crisis.Keep Reading

LUMA Content 

The Art of the Exit

LUMA walks through their thesis on how strategic corporate development should be done to optimize outcomes. It’s the secret sauce behind their over-market transaction valuations. Watch and learn the right way to address the single most important decision in your company’s success. QUICK LOOK 03:53 – Not All Exits Are Equal 13:03 – Strategic Deals, What Are They?Keep Reading

LUMA Content 

The Future of Podcasting

It’s been said that we are in the “Golden Age of Podcasts” as creation, consumption and monetization of podcasts have exploded over the last few years. Spotify’s Sheila Spence & LUMA’s Terence Kawaja and Conor McKenna discuss the future of podcasting and what lies ahead for this growing sector.Keep Reading

LUMA Content 

Creative and the Consumer

Creative is a key component to advertising, marketing and customer experience. Yet the industry has often approached the subject without sufficient mind to the consumer who now requires a different experience. You & Mr Jones’ David Jones and Terry Kawaja discuss where the industry went wrong and how it can now leverage technology to drive innovation and change to suit the consumer.Keep Reading

LUMA Content 

Superpowers Podcast: Stand Up Investment Banker

Bill Wise (Mediaocean) and Chris Cunningham (C2 Ventures) talk with the hilarious Terence Kawaja, Founder and CEO of the investment bank LUMA Partners. Terence brightened the video conference with his engaging storytelling and unique views on the intersection between digital media and marketing.Keep Reading

LUMA Content 

Simulmedia Live: Future of TV

Simulmedia CMO Matt Collins and LUMA CEO Terence Kawaja discuss the distribution of linear TV, SVOD vs. AVOD, the current state of Convergent TV, and how OTT is stacking up for providers. Watch Simulmedia Live: Future of TV webinar here.Keep Reading

LUMA Content 

The Future of D2C Brands

Mack Weldon Founder & CEO Brian Berger and LUMA CEO Terry Kawaja discuss the Future of D2C Brands. This promising category of marketers got off to an incredible start with double-digit market share gains and more than $10 billion in acquisitions, but it now faces headwinds from rising acquisition costs to increased competition from the incumbents as well as COVID-19.Keep Reading

LUMA Content 

Emerging Trends in Marketing

Terence Kawaja and Geoff Ramsey of eMarketer to parse the shiny new objects that fascinate the marketing world. Together, they take an objective assessment of the hype generated by the ubiquitous buzzwords and TLAs to determine which ones are real and which ones are B.S.Keep Reading

LUMA Content 

State of Industry Consolidation

Terry Kawaja puts the Ad Tech and Martech sector’s current consolidation phase in perspective and prognosticates what we can expect going forward. With special guest Ana Milicevic from Sparrow Advisers, they discuss the long term case for optimism in the sector, describe the four main areas of deal activity and specifically address the impact of the Coronavirus crisis on deal-making.Keep Reading

LUMA Content 

Comedy in Business

Terry talks about one of his big passions: comedy. In particular, he will discuss using comedy in a business context: why he does it, the science behind it and comedy’s undeniable effectiveness, complete with personal anecdotes of comedic applications throughout his career. QUICK LOOK 06:00 – Why Use Comedy in Business?Keep Reading

LUMA Content 

Identity and Consumer Privacy

The Identity and Consumer Privacy webinar takes a look at the media and marketing sector from the perspective of the need for, opportunity with, and constraints on consumer data. As more media becomes addressable, identity has become the keystone of data-driven marketing, let alone all consumer touchpoints. The webinar features a presentation and commentary by Terry Kawaja and Brian Andersen.Keep Reading

LUMA Content 

Stream Wars and the Future of TV

Stream Wars and the Future of TV draws observations about the current state of TV from the perspectives of the consumer, the media companies, and the digital challengers and examine strategies that legacy media and advertising players need to adopt to survive their existential battle with big tech. The webinar features a presentation and commentary by LUMA CEO Terry Kawaja and Rich Greenfield of research firm LightShed Partners.Keep Reading

LUMA Content 

LUMA Digital Brief 027 — Market Report Q1 2020

LUMA’s latest Market Report covers the public and private markets during Q1 2020. Amid the outbreak of the COVID-19 pandemic, the beginning of an oil price war between Russia and Saudi Arabia, and subsequent public market sell-off, Q1 2020 was a challenging quarter. Deal activity was down across the board, with Ad Tech and MarTech deals off ~50% and Digital Content deals off ~20%, relative to Q1 2019. Unsurprisingly, deal count fell off around March, as fallout from the pandemic became more widespread and the sell-off in the public markets was well underway.Keep Reading

LUMA Content 

Business Transformation Through M&A in 2020 (Or Any Year)

Various academic studies have shown how a relatively large number of acquisitions fail, meaning they destroy shareholder value. However, there are many examples of how acquisitions have driven exceptional shareholder returns. Like any year, this won’t change in 2020. Brian Andersen’s presentation “Business Transformation Through M&A in 2020 (Or Any Year) reveals how two of the most successful and important companies in digital marketing utilized M&A to completely transform their businesses, enabling them to achieve the market-leading positions they hold today. Click here to view the live presentation and/or click above to download.Keep Reading

LUMA Content 

LUMA Digital Brief 026 — Market Report Q4 2019

LUMA’s latest Market Report spotlights the public and private markets during 2019. After the slight dip in M&A activity during 2018, we watched deal count spike across all sectors, making 2019 the most active year for M&A in the past few years. Not only was the total deal count up, but the number of scaled transactions ($100MM+) were also up significantly. The growth in 2019 was driven by a number of specific trends from each sub-sector, as well as some pervasive trends across digital media broadly.Keep Reading

LUMA Content 

LUMA Digital Brief 025 — Market Report Q3 2019

LUMA presents Digital Brief 025 — Market Report Q3 2019 LUMA’s latest Market Report highlights the public and private markets during Q3 2019. It was another strong quarter for M&A, with the highest deal volume over the last year. The digital content and D2C sectors were particularly strong, with significant quarter-to-quarter increases, while private equity buyers continue to be the most active, leading a number of $100M+ transactions in the quarter.Keep Reading

LUMA Content 

The Best of Cannes Lions 2019: DTC and Media Companies

The Paley Center for Media hosted a conversation highlighting the best of Cannes Lions 2019 as part of exciting Paley Next Big Thing series. The panel of media leaders included Richard Guest (Global Digital Officer, DDB Worldwide Communications Group), Michael Kassan (Chairman & CEO, MediaLink), and LUMA’s Terence Kawaja, moderated by Jonathan Miller (CEO, Integrated Media Company).Keep Reading

LUMA Content 

The Best of Cannes Lions 2019: Brandformance

The Paley Center for Media focused on brandformance during Paley Next Big Thing series while exploring the best of Cannes Lions 2019. The panel of media leaders included Richard Guest (Global Digital Officer, DDB Worldwide Communications Group), Michael Kassan (Chairman & CEO, MediaLink); and Terence Kawaja (CEO & Founder, LUMA Partners), moderated by Jonathan Miller (CEO, Integrated Media Company).Keep Reading

LUMA Content 

The Best of Cannes Lions 2019: Brand Culture

The Paley Center for Media hosted a conversation highlighting the best of Cannes Lions 2019 as part of our exciting Paley Next Big Thing series. The panel of media leaders included Richard Guest (Global Digital Officer, DDB Worldwide Communications Group), Michael Kassan (Chairman & CEO, MediaLink), and LUMA’s Terence Kawaja, moderated by Jonathan Miller (CEO, Integrated Media Company). The conversation included a look at brand culture.Keep Reading

LUMA Content 

LUMA Digital Brief 024 — Market Report Q2 2019

LUMA presents Digital Brief 024 — Market Report Q2 2019 LUMA’s latest Market Report highlights the public and private markets during Q2 2019. It was a particularly strong quarter for M&A, with the most deal activity (both volume and value) over the last year. This was not limited to a single sector, as M&A activity was up across all coverage areas, Ad Tech, MarTech, Digital Content, and D2C. In the public markets, Ad Tech and MarTech both saw another quarter of growth, though there remain clear delineations between over-and-under performers in each sector.Keep Reading

LUMA Content 

LUMA Digital Brief 023 — Market Report Q1 2019

LUMA presents Digital Brief 023 — Market Report Q1 2019 LUMA’s latest Market Report highlights the public and private markets during Q1 2019. It was a strong quarter overall with increases in both M&A activity and public market values. M&A deal volume was up across Ad Tech, MarTech, and Digital Content, and was capped off with the surprise acquisition of Dynamic Yield by McDonald’s; a rare marketer acquisition of technology that will bring the fast-food giant’s personalization efforts in-house.Keep Reading

LUMA Content 

LUMA Digital Brief 022 — Market Report Q4 2018

LUMA presents Digital Brief 022 — Market Report Q4 2018. LUMA’s latest Market Report highlights the public and private markets during 2018. Despite a year marked by GDPR uncertainty and numerous data and privacy controversies, the big story last year was an increase in large-scale MarTech acquisitions. Following 2017, which had some major marketing clouds, such as Salesforce and Adobe, sitting on the sidelines and zero $1 billion deals, 2018 saw six MarTech deals over $1 billion.Keep Reading

LUMA Content 

LUMA Digital Brief 014 – Market Report Q1 2017

M&A activity led by private equity and telcos was the main story in 2016 and we expect this trend to continue into 2017 as the digital media space matures. Altice and Singtel led the way in Q1, acquiring scaled Ad Tech businesses in Teads / Audience Partners and Turn respectively. In MarTech, Dunn & Bradstreet acquired Avention to grow its portfolio of sales and marketing tools, two years after acquiring NetProspex. Publisher consolidation in the digital space was highlighted by Gothamist, PureWow, Spanfeller Media Group, Upworthy and US Weekly all being acquired.Keep Reading

Videos 

META LUMAscape

This video provides an overview of the 18 LUMAscapes that map over 4,000 companies in the digital media and marketing ecosystem.Keep Reading