— Topic —

    Industry Trends

    3 receipts tracked • 83% industry hit rate

    — Filed —

    3 receipts on Industry Trends

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    RECEIPT #IAN-WH

    JAN 24, 2023

    Called it.

    PREDICTION BY

    Ian Whittaker
    I don’t think we’ve seen much of the macro changes yet. I believe they will only really hit in Q4 this year or even in 2023… I think 2023 is going to be the really hard test for the ad industry… although the macroeconomic situation remains tense… people still need to advertise… but this can only continue for so long, so I think at the end of the year we’ll really see the macro environment hit hard…

    FOLLOW-UP

    Industry data and commentary through 2023 consistently described a tougher environment for advertising, especially in traditional TV and some brand-building budgets, due to higher interest rates and cautious corporate spending. Many reports characterized 2023 as a 'testing year' with slower growth and more volatility, consistent with Whittaker's forecast. While not a uniform collapse, the impact was directionally correct with a challenging and lower-growth year.

    RECEIPT #ERIC-S

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Eric Seufert
    Prediction 3: A large proportion of the 2021‑2022 vintage of mobile gaming studios will quietly shutter.

    FOLLOW-UP

    Subsequent market conditions, including post-IDFA headwinds and funding challenges, led to many smaller mobile gaming studios from the 2021-2022 period downsizing or shutting down, supporting the prediction.

    RECEIPT #BOB-HO

    JUL 06, 2024

    Partially right.

    PREDICTION BY

    Bob Hoffman
    2024: The Year Digital Becomes 'Traditional'

    FOLLOW-UP

    The narrative prediction that digital advertising would be increasingly seen as a mature, traditional medium with entrenched flaws has been partially supported by trade discourse and regulatory scrutiny since mid-2024. However, the industry still often frames 'digital' as synonymous with innovation.