If you look at a 5-day chart on Yahoo! Finance and use the "comparison" option you can see the market's initial verdict on the 3 sets of 1Q ad-tech results in terms of share price performance over the 5 days.
+7% YuMe -3% Criteo -20% The Rubicon Project
I must say, ahead of the results I wouldn't have picked YuMe as the likely winner out of these 3. But if you start from a lowly position, give guidance, beat it and then raise guidance for the following quarter, you can please… Read More
GW, with regard to programmatic, worth having a read of AppNexus 2015 summary, plenty of stats across all formats.
"Surely one of the larger stories to emerge from 2015 is the unmatched growth rate (and profitability) of programmatic advertising across all major global sales regions. Not only are marketers catching on to the fact that more and more people are spending their time online rather than in front of televisions, but marketers also seem to be putting their money… Read More
Look pretty good, although they are still loss making bottom-line. Beat on guidance for both revenues and adjusted EBITDA and turned in positive adjusted EBITDA, apparently the first time they've done this in Q1 which is their slowest quarter. Guiding sequentially higher on revenues and adjusted EBITDA for 2Q.
Presentation majors on their move into programmatic - more competition! They have a share buyback going on (started on Feb 18th). Link to Seeking Alpha transcript of webcast… Read More
Datafeed and UK data supplied by NBTrader and Digital Look.
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