PIWORLD interview with Ian Whittaker: Media & Tech overview – November 2021

Ian Whittaker, Media and Tech analyst, gives his views of the main themes in the sectors today, and where he sees investing opportunities including WPP, ITV and other broadcasters, online classified and grocery delivery. We discuss the effect of Apple’s privacy policy for themselves and the sector; Facebook’s rebrand and its investment case; how paid for subscription services affects linear TV & cinema and finally we discuss Pearson. 00:36 Ian’s background 01:47 Main themes in media & tech 04:10 The effect of Apple’s #APPL privacy policy 08:30 Facebook’s #FB new branding to Meta Platform Inc 12:18 Is now the time to invest in Facebook/Meta #FB? 13:44 Why were Tremor #TRMR and Trade Desk #TTD unaffected by Apple’s privacy changes? 16:01 What media and tech stocks look interesting now? #WPP & #ITV 21:22 Will traditional linear TV be affected by subscription video on demand, eg. Netflix #NFLX, Disney #DIS? 25:25 Pearson #PSON About Ian Whittaker Current City AM Analyst of the Year and twice winner of the award, Ian is founder of Liberty Sky Advisors, a boutique advisory and consultancy business focused on the Media and Tech spaces, as well as a co-founder of Bearstone Advisors, which focuses on European M&A in Media and Tech. Ian has over 20 years' experience working in the City where he was recognised for his industry knowledge across all parts of Media, Digital and Marcoms. With a proven track record of being ahead of the curve in understanding industry dynamics and the implications for companies, he is a regular columnist for Campaign, City AM and VideoWeek and has made numerous media appearances including Bloomberg, Sky News, CNBC and Radio 4. He is a regular speaker at major industry events and conferences. His subscription service The Bigger Picture focused on explaining the Media and Tech sectors from a wider perspective, can be found at www.ianwhittakermedia.com