Report
Jerôme Bodin

ODDO : Adobe acquiert Marketo, le risque logiciel se matérialise pour les agences

>Adobe se renforce et accroît la pression sur les agences - Adobe a annoncé hier l’acquisition de l’éditeur de logiciel marketing Marketo pour 4,75 Md$. La cible sera intégrée à son offre marketing Adobe Marketing Cloud. Cette opération est importante car elle renforce fortement Adobe. La poursuite du développement des éditeurs de logiciels professionnels sur les marchés marketing et publicitaire est un risque important pour les agences de publicité, car elle structur...
Underlyings
Publicis Groupe SA

Publicis is holding company. Through its subsidiaries, Co. is engaged in marketing, communication and digital transformation. Co. designs a customized package of services to meet each client's particular needs through a holistic and global approach. In addition, Co. provides financial markets with information concerning the relative size of each of the different business sectors for the sole purpose of allowing sector comparisons. Co.'s principal activities comprise four main categories: Digital, Advertising, Specialized Agencies and Marketing Services (SAMS) and Media.

WPP Plc

WPP is a holding company. Through its subsidiaries, Co. is a communications services organization providing national and multinational clients a range of communications services. Co. is organized into four operating segments: Advertising and Media Investment Management; Data Investment Management; Public Relations and Public Affairs; and Branding and Identity, Healthcare and Specialist Communications. This last reportable segment includes WPP Digital and direct, digital, promotional & relationship marketing.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Jerôme Bodin

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