Nielsen Hldgs Plc Stock Price, News & Analysis

Nielsen (NYSE: NLSN) reported a 5% increase in weekly TV viewing time in November 2021, attributed to the Thanksgiving holiday. Broadcast television usage fell by 1% to 27%, with a 7% rise in sports viewership but declines in drama and sitcom categories. Streaming platforms held steady, with Disney+ gaining 1% to 2% total TV usage, thanks to popular releases. Nielsen's data continues to provide critical insights into consumer viewing habits, bridging streaming and linear TV measurements.

Nielsen's report, Being Seen on Screen: The Importance of Quantity and Quality Representation on TV, reveals that while diversity on screen is high, nearly 25% of viewers feel representation is lacking. Despite 42.2% of the U.S. population being racially diverse, disparities exist, particularly for South/Southeast Asians and Native Americans. Black talent is overrepresented, yet 58% of Black viewers seek more inclusion. The report expands its dataset to 1,500 shows, highlighting issues across various identity groups in the entertainment industry.

The AccuWeather Network has signed a multi-year agreement with Nielsen for enhanced cable TV measurement, aiming to better understand its audience and improve advertising strategies. The partnership allows AccuWeather to harness Nielsen's data to analyze viewer behaviors and identify marketing opportunities, which is especially beneficial following its expansion to 34 million households. AccuWeather has shown significant growth in 2021 and received multiple industry awards, solidifying its position as a leading weather content provider.

Nielsen (NYSE: NLSN) announced enhancements to its National television measurement, focusing on Individual Commercial Metrics that enable ad-based audience estimates. This advancement allows for better comparability between digital and linear platforms, enhancing campaign planning and optimization for advertisers. Collaborative efforts with Extreme Reach will facilitate the encoding of national linear TV commercials, improving measurement accuracy. In 2022, Nielsen will implement more frequent watermark detection, providing granularity in measurement, pivotal for the upcoming Nielsen ONE cross-platform solution.

Nielsen (NYSE: NLSN) reported a notable increase in broadcast TV's share of consumer viewing, rising 2% in October 2021 to 28%, driven by NFL and MLB events. Broadcast sports surged 22% compared to September. Streaming platforms also captured 28% of screen time, with Netflix gaining a 1% increase to 7% share thanks to popular titles like Squid Game. Nielsen's 'The Gauge' offers insights into viewing behaviors, combining TV ratings with streaming data for an integrated media landscape.

Media Distillery and Gracenote, part of Nielsen (NYSE: NLSN), have integrated their technologies to enhance Electronic Programme Guide (EPG) utility for pay-TV operators. This collaboration provides accurate programme start and end times, improving content navigation and user experience. The solution allows near real-time updates to the EPG, benefiting viewer engagement, with most replay occurring shortly after broadcast. Operators will gain efficiency via a single API, simplifying management and technology efforts.

Nielsen Holdings plc (NYSE: NLSN) will present at the Virtual J.P. Morgan Ultimate Services Investor Conference on November 18, 2021. Chief Financial Officer Linda Zukauckas will participate in a fireside chat at 3:10 PM Eastern Time. Interested investors can tune in live via Nielsen's Investor Relations website, where a replay will also be available post-event. As a leader in audience measurement and analytics, Nielsen operates in over 55 countries, empowering clients with actionable intelligence about audience behaviors.

Nielsen Holdings reported strong Q3 2021 results, with revenues rising 5.5% to $882 million. Adjusted EPS increased to $0.45 from $0.42, while net income rose 18.2% to $117 million. The company raised its full-year guidance for revenue growth to 3.0%-3.25% and adjusted EPS to $1.65-$1.70. Audience Measurement revenue reached $637 million, up 3.9%. Cash flow from operations fell to $271 million from $417 million, largely due to the absence of Global Connect. A quarterly dividend of $0.06 per share was declared, payable on December 2, 2021.