Creator Economy

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Outfront Media (OUT) 2025 Conference Transcript
2025-09-04 19:12
Financial Data and Key Metrics Changes - The company is focusing on driving revenue, improving profitability, and creating a winning culture as key priorities [12][13] - The company aims to transform its operations in 2025 and expand in 2026, with a focus on increasing demand and pricing [19][78] Business Line Data and Key Metrics Changes - The restructuring of the sales organization includes two Chief Revenue Officers (CROs) focusing on enterprise and commercial sides of the business [14][15] - The company is centralizing key functions to enhance focus on demand and supply sides [17] Market Data and Key Metrics Changes - The out-of-home media share of media spend has decreased from 6% to 2.5% over seven years, indicating a significant market challenge [27] - The company is targeting significant urban markets such as New York, Miami, Chicago, and San Francisco for its premium brand positioning [65] Company Strategy and Development Direction - The company is focusing on experiential brand experiences, retail media, and the creator economy as key areas for growth [20][21][59] - The strategy includes enhancing digital capabilities and leveraging AI to improve brand trust and engagement [32][21] Management's Comments on Operating Environment and Future Outlook - Management believes that the biggest opportunity lies in reestablishing the relevance of out-of-home media in the marketing mix [30] - The company is committed to improving profitability by exiting unprofitable leases and focusing on high-quality inventory [88][91] Other Important Information - The company is not currently pursuing large M&A but remains open to tuck-in opportunities [80] - The focus on the mid-market and SMB segments remains strong, contributing 60% of revenue [34] Q&A Session Summary Question: What will be the focus if the company returns in a year with good news? - The focus will be on demand levels, organic growth, and the quality of inventory, along with fostering a winning culture [121][125] Question: How does transit fit into the company's strategy? - Transit is viewed as an opportunity for brand experiences, and the company is changing its approach to sell transit advertising more effectively [104][115] Question: What are the challenges faced by OUTFRONT Media? - The main challenge is the positioning of outdoor media in the minds of decision-makers, with opportunities to sell more creatively to the right customers [116]
X @Easy
Easy· 2025-09-03 03:09
3% of the pump fun supply is going to live stream.That’s 90 million dollars more or less at current value.If they take 1% of that for viewership rewards.That’s 30 million dollars.It would make A LOT of sense to incentivize the viewers in some capacity to grow that audience&& inherently that would grow the CCM space (and their market caps)Easy (@EasyEatsBodega):Creator Capital Markets only continue to grow if viewers grow.Imo pump fun should do anything and everything they can to increase viewers.Incentivize ...
X @Easy
Easy· 2025-09-03 02:46
Creator Capital Markets only continue to grow if viewers grow.Imo pump fun should do anything and everything they can to increase viewers.Incentivize the viewer layer and watch the creator economy scale exponentially.Give the people a reason to watch, and they will continue to do just that. ...
X @Solana
Solana· 2025-09-02 17:54
The creator economy has long run on a model where views drive ad revenue.Chasing views forces creators onto a treadmill… churning out endless content, dumbing it down, and chasing algorithms.And they still don’t own their audience.The way forward is to monetise depth, not just reach. Building deeper connections with your community should be a real alternative — @pumpdotfun’s latest product improvements make this possible.Check it out and leave a review hereremus (rtrd/acc) (@remusofmars):A low-viewer pump f ...
X @Ansem
Ansem 🧸💸· 2025-08-29 17:12
RT time.fun (@timedotfun)What's to come?Coming imminently, we will onboard our first major non-crypto creator partner.This will signal our move towards onboarding the top creators, experts, athletes, founders, influencers, and so many more beyond crypto.Mobile app V2A brand new app redesign. ...
X @wale.moca 🐳
wale.moca 🐳· 2025-08-28 11:51
Plus I think brands are missing out if they don't hire more talented smaller/medium creators.1) Growing together can be beneficial for both the brand and the creator.2) You get someone who is much more organically aligned.3) It's commercially more interesting aka cheaper.We will probably see more of this soon as the relevant, bigger creators slowly disappear from the marketwale.moca 🐳 (@waleswoosh):In recent weeks, many prominent CT creators have taken on leading positions in the industry.Very cool to see.B ...
QYOU Media (QYOU.F) Update / Briefing Transcript
2025-08-20 16:30
Summary of Conference Call Company and Industry Overview - The conference call primarily discusses **QMedia** and its subsidiary **Chatterbox**, focusing on their operations in the **creator economy** and **influencer marketing** sectors [2][8][9]. Key Points and Arguments 1. **Quiet Period and Communication Strategy** - The company has been in a quiet period, limiting public relations and investor relations activities until the final prospectus for Chatterbox is approved [2][3]. - A more proactive communication strategy is expected post-approval, with monthly updates planned [4][3]. 2. **Approval of Draft Red Herring Prospectus** - The company received approval for the draft red herring prospectus, a significant milestone in the listing process on the **BSE Limited MSE Exchange** [5][6]. - The approval process has been lengthy, particularly challenging in the Indian market [5][6]. 3. **Focus on Creator Economy** - The current fiscal quarter marks a renewed focus on the creator economy and influencer marketing, which is seen as a major growth area [8][9]. - The company has established relationships with Fortune 500 clients and is witnessing increased traction in marketing campaigns [9][10]. 4. **Global Trends in Influencer Marketing** - There is a global shift towards influencer marketing, with brands increasingly allocating budgets to this area [10][11]. - Unilever's announcement to spend 50% of its marketing budget on influencer marketing highlights the growing importance of this sector [19][20]. 5. **Market Projections** - The **Economic Times of India** projects that consumer spending influenced by the creator economy will reach **$1 trillion by 2030** [22][23]. - The company aims to leverage this growth by expanding its operations in North America and India [24][22]. 6. **Operational Changes and Financial Outlook** - The company has divested from its broadcast channel business in India, focusing on streaming channels and the creator economy [17][18]. - Q3 results are expected to reflect the renewed focus, with a short-term dip in revenue anticipated due to previous business operations [18][27]. - The company believes it is undervalued, trading at only 50% of its revenue, and expects improved financial results moving forward [28][29]. 7. **Future Plans and Investor Engagement** - Plans for increased visibility and investor engagement include a roadshow in Canada and the US [29][30]. - The company aims to enhance communication with shareholders and provide more frequent updates on progress [16][29]. Other Important Content - The company is optimistic about the momentum generated from the approval process and the potential for growth in the influencer marketing space [32][33]. - There is a strong belief that the upcoming IPO will fuel capital into the Chatterbox business, particularly in rapidly expanding markets like India and Southeast Asia [19][20]. - The management team is committed to driving revenue growth and improving EBITDA in the upcoming quarters [21][24].