Earlier this month, Acxiom completed the sale of Acxiom Marketing Services (AMS), a segment that accounted for ~3/4 of its revenue and nearly all its segment profits, to Interpublic Group for $2.3bn. AMS partly helps manage the marketing operations of big brands – designing and maintaining customer databases, running custom performance analytics, aggregating third-party data(1) […]
Tag Archives: walled gardens
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[scuttleslops] GOOGL, AMZN, BRO, KNSL, ODFL, MCO, SPGI
October 29, 2026
AI could improve Google’s ad economics; AI agents need Amazon; more specialty insurance risks are [...]
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[scuttleslops] SPCX, TXN, ROL, URI
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SpaceX is coming for the telcos; turns out Texas Instruments was early, not wrong; Rollins’ [...]
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[ISRG – Intuitive Surgical] the robot is the easy part
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Upcoming posts (in no particular order): Constellation Software, Otis, Gartner, Badger Meter, Tractor Supply, Fortive, [...]
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[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models
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Agents are less disruptive to commerce than you think; how Match is trying to find [...]
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[scuttleslops] MRVL, APP, AMZN, Chips
October 15, 2026
Marvell connects the dots; AppLovin has most of the auctions; AWS is not worried about [...]
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