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From a highlight standpoint, I mentioned what consumers watch and buy. No one else has those two fundamentals engagements. And we do it all over the world, 100 countries. And our global map we think gives us unique competitive advantage around the world. We also data that is mission critical to our clients. I will talk more about that but it is embedded in the workflows and decision making of how they run businesses every day.We like syndicated products. We are not interested in doing custom work. We like things that can scale. And we are driving two big market trends we will talk about in a minute around growth for the long term. And as I will show, we have got a track record of a business model that holds up. It’s held up not just in good times but bad times. And we will talk a little about how it’s done that through the course of just the last few years. In terms of how we make money. Two sides of our business. As I mentioned, what consumers buy on the left. A good illustration of this is our relationship with Nestle. Nestle has been with us for 50 plus years. About two thirds of the relationship with Nestle is around retail market share. We tell them their retail market share for all their brands around the world. And it’s relationship that’s been going on for many years. It’s a long-term contract in nature as many in the buy side are. Typically a buy client will have a contract anywhere from three to eight years. Average is around five. And on top of that the other part of the relationship, the other third, is around insights. How we help clients like Nestle look around the corner; how do we help them with new product introductions; how to forecast new products; which distribution chain it should go into. As well as defending existing brands on the shelf. Pricing, promotion, packaging, assortment study, all things that help clients in our buy side be more competitive. It’s two-thirds of the business total on our buy side. One that is, again, the most global. There is a big developing markets business inside there. And one that again has stood this of time largely driven by a fundamental data business that is built for the long-term.
Moving on to the watch side on the right. A good example is our relationship with CBS. Have been in with us as relationship for 70 plus years. And again here’s what, 80% of our relationship with the watch clients are around measuring their TV viewing audiences. Again, contracts are anywhere from three to seven years, average is a little over five. Ones that have very high renewal rates and ones where once you get outside of the contractual relationship there is another 20% of our relationship, is where we give them analytics and insights around they can compete. Whether it’s pricing their inventory more effectively or maximizing their content.We help them drive lots of programming decisions and also lots of sales decisions as they try to provide those audiences to the advertisers. Again, buy and watch, we are fundamental in both. Both are embedded in our clients. Thousands of people in or around either a Nestle or CBS touch our data every single day as they think about making decisions to growth their businesses. I mentioned our global breadth. Here’s our map. Everywhere you see a blue dot is where we have a Nielsen presence. It’s 100 countries plus. And if you think about how this have evolved, it’s been over many decades where we have built this footprint. It started in the 1930s with the second generation Nielsen family started to move out and move east. The fact of the matter is over the next five or ten years, the exact opposite will happen. Many companies, many brands from the east will move west. And when they do this, the move right into our footprint. Read the rest of this transcript for free on seekingalpha.com