Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Radium
"Having watched Perion's Investor Day podcast, I have to say that this is one very impressive and interesting little company."
Doesn't look like the market is impressed though, they are down 9%.
They currently down 9%
Ricky
The Trade Desk and Pubmatic, like Telaria operate one side of the ad tech model. Trmr operate the full stack, a model which The Trade Desk and Telaria rejected.
Removal of cookies was highlighted as an industry challenge a couple of years ago. The consequences of those and Apple's ITP will hit the ad tech eco system this and next year.
Telaria (Magnite) reasons for selling their TremorDSP.. perceived conflict of interest
"Clients were also uneasy with Tremor servicing both the buy- and sell-sides."
"There's always been a little bit of friction because we were selling agencies and advertisers different products while we were representing publishers," Zagorski said. "And the people who plug into that sell-side platform would always be somewhat hesitant to commit to it in a huge way because we had that perceived conflict."
https://adexchanger.com/digital-tv/tremor-video-sells-demand-side-business-taptica-50m/
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The Trade Desk (TTD) previously quoted as saying that their one sided approach was the key to its success...other companies have also ditched both sides...
"Many companies that tried to run ad tech businesses on both sides later have sold one side off: Rubicon shut down buy-side platform Chango, with then-CEO Frank Addante admitting the acquisition was a failure. Tremor Video just sold off its buy-side business to focus on the supply side. Amobee sold its sell-side business to focus only on the buy side. The Trade Desk, which has seen its stock skyrocket post-IPO, consistently cites its single-side, agency-focused approach as a key to its success."
https://adexchanger.com/platforms/appnexus-buy-side-falls-wayside/
Hey Ricky,
I read that earlier. They're all working (and have been) on a solution for the cookie problem for some time. Unified ID 2.0 is only one of three larger open source solutions. TTD has partnered with many SSPs to help with their version (Unified ID 2.0), Magnite being one of the more visible.
From what I am led to believe, this will greatly benefit SSPs, because the data will lie with the publishers. There'll be hybrids (if that's a good way to put it) because, as it now stands, cookies are not going away completely, but their relevance is going to be greatly diminished.
Seeking Alpha,(free registration),reports today that trade desk,pubmatic,amongst others have risen as KeyBank says they are potential beneficiaries of Google's move away from 3rd party cookies as a method of user web trackin.Updates ttd to overweight,etc etc
Having watched Perion's Investor Day podcast, I have to say that this is one very impressive and interesting little company. I am left with the impression however, that there isn't much of a chance of a marriage with Tremor.
Perion Investor Day (zoom.us)