Market Insights w/ Conor McKenna

LUMA Partners

Market Insights w/ Conor McKenna dives into the latest trends and shares our perspective on AdTech, MarTech, Ad Tech, Digital Content, and the public markets.

Episodes

  1. 01/08/2025

    Marketers’ New AppLovin Strategy

    2024 marked a year of revival for the digital ecosystem with momentum continuing into the final quarter of the year. In this edition, Conor McKenna explores six reasons for optimism in 2025, AppLovin’s skyrocketing performance in 2024 after the launch of Axon 2.0., and dives into the discussion of the company transitioning from a platform to a key channel for marketers.

  2. 10/03/2023

    Q3 2023 Market Report

    The Digital Media & Marketing ecosystem has experienced ~12 months of a muted M&A environment with lower volumes and fewer scaled deals compared to the highs that followed the pandemic and lasted through Q3 2022. Rather than a widespread shift to M&A, we are starting to see pockets of activity, driven by platforms with stable core businesses. Conor McKenna takes a closer look at these bright spots during the "year of uncertainty". Download the full report to access all the data on AdTech, MarTech, and Digital Content: https://bit.ly/3RJIX6R

    Q3 2023 Market Report

  3. 04/06/2023

    Q1 2023 Market Report

    2022 headwinds hit the Ad Tech and MarTech sectors on a macro scale. We have talked about shares’ price cuts and valuations stabilizing towards historical norms, but what about the business performance? What were the expectations before these macro shocks? How did the sectors stack up? Conor McKenna shares his take on the numbers and what's in store for 2023. You can download the full report to access all the data on AdTech, MarTech, and Digital Content: https://bit.ly/3mbfMfG

    Q1 2023 Market Report

  4. 07/08/2022

    Q2 2022 Market Report

    Amidst the worst H1 in 52 years for the S&P, the Digital Media and Marketing ecosystem has not been immune to the exogenous factors plaguing the broader economy. Ongoing inflation, rising interest rates, the continued conflict in Europe, and the threat of a recession at home have put pressure on public equities and raised market uncertainty, which is the biggest inhibitor of deal-making. Conor McKenna explores some of these areas including the business fundamentals and underlying ecosystem trends that remain strong in the Ad Tech, MarTech, and Digital Content verticals. Download the Q2 2022 Market Report - https://lumapartners.com/content/presentations/q2-2022-market-report/  Key Segments: Public Markets 0:35 M&A 2:47 Fundamentals & Trends: 4:32

    Q2 2022 Market Report

  5. 04/07/2022

    Q1 2022 Market Report

    With a challenging start to the new year in the digital sectors, we explore how the public markets and M&A were affected and what can be expected moving forward.  As always, LUMA’s Q1 2022 Market Report is available for download. Key Segments:   Public Markets 0:33 M&A 2:27 Breadth & Depth Revisited 3:23  Stay connected with LUMA!

  6. 01/07/2022

    2021 Full Year Market Report

    2021 was an exciting year for Ad Tech, MarTech, and the public markets. LUMA Director Conor McKenna dives into “Breath & Depth” and emerging trends from the year’s deal transaction activities.  LUMA’s 2021 Full Year Market Report is available for download. It’s a robust, over 100 pgs, in-depth analysis of the M&A activities in the digital ecosystem: https://bit.ly/3G72NjF Key Segments:   Breath 0:43 Depth 3:36

  7. 10/04/2021

    Q3 2021 Market Report

    LUMA Director Conor McKenna shares his views on valuation stabilization in the Ad Tech & MarTech sectors & CTV trends impacting Ad Tech, MarTech, and Digital Content for Q3 2021. Download LUMA’s Q3 2021 Market Report for an extensive view of the sectors & market activity.   Download LUMA’s Q3 2021 Market Report Key Segments Stabilizing Markets 0:33 CTV Trends 3:04

    Q3 2021 Market Report

  8. 07/09/2021

    Q2 2021 Market Report

    During Q2 2021, the Digital Media and Marketing ecosystem continued to exhibit significant momentum in deal making. M&A surged within Ad Tech, MarTech, and Digital Content, with massive year-over-year increases from the pandemic-induced nadir of Q2 2020. Download the featured content to get smarter about the sector: https://lumapartners.com/content/presentations/q2-2021-market-report/

    Q2 2021 Market Report

  9. 04/01/2021

    Q1 2021 Market Report

    Riding on the momentum from the end of 2020, Q1 2021 represented another strong quarter across the Digital Media and Marketing Ecosystem. We saw significant M&A and capital markets activity throughout the Ad Tech, MarTech and Digital Content sectors, as companies put the pandemic-induced lull of mid-2020 in the rearview mirror.   Download the featured content to get smarter about the sector: https://lumapartners.com/content/presentations/q1-2021-market-report/  SPAC LUMAscape: https://lumapartners.com/content/lumascapes/spac-lumascape/

    Q1 2021 Market Report

  10. 01/08/2021

    2020 Full Year Market Report

    LUMA is excited to announce a bold new refresh of our Market Report! The Full Year 2020 Market Report! 2020 was a crazy year in many ways. With so many stories to unpack in Digital Media and Marketing, we decided there was no better time to refresh our materials and deliver even more in-depth analysis of the ecosystem. We will continue to deliver detailed M&A and capital markets coverage of the Ad Tech, MarTech, Digital Content, and D2C sectors but now with new features and analysis.

    2020 Full Year Market Report

  11. 01/08/2021

    Q3 2020 Market Report

    LUMA’s Conor McKenna and Terence Kawaja highlight the public and private markets in digital for Q3 2020.

    Q3 2020 Market Report

  12. 07/06/2020

    Q2 2020 Market Report

    LUMA’s latest Market Report covers the public and private markets during Q2 2020. CEO & Founder Terry Kawaja and VP Conor McKenna deliver high-level insights as the COVID-19 pandemic continues to impact capital markets and the global economy. As they discuss the challenging quarter for M&A in Ad Tech, MarTech, D2C, Digital Content, and Private Equity, together, they provide an optimistic point-of-view on the future as consumer trends continue to push towards digital channels, confidence increases in the public markets, and strategic dialogues regarding M&A return.

    Q2 2020 Market Report
  • 12 Episodes

About

Market Insights w/ Conor McKenna dives into the latest trends and shares our perspective on AdTech, MarTech, Ad Tech, Digital Content, and the public markets.

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