The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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Mal,
TTD down due to cloudy forecast, not stock split.
Stock split is usually a positive for high flyers. It allows smaller investors to more easily buy.
Trade desk pre market down by11% seemingly not due to results which were excellent but due to the 10 for 1 stock split proposed. Quick look at results seems to bode well for Tremor in the CTV area so remaining quietly confident that our own results should be better than TTD percentage wise.
Reposted from Radium1 "The Trade Desk (TTD) will report its next quarterly earnings on Monday (10th), before the market opens. Magnite reports on Monday also, after the market closes. On the back of the other strong Adtec earnings reports we now have, it's all looking good for this sector right now."
From Motley Fool - "Investors have high expectations heading into The Trade Desk's first-quarter report on Monday. The advertising platform provider notched some of its fastest growth of the year in late 2020, with sales jumping 48% as adjusted operating margin soared to 48% of sales from 39% a year earlier. CEO Jeff Green summed up the favorable selling environment well, saying, "Marketers are being more deliberate and data-driven, and [so] they are gravitating to the advertising opportunities of the open internet."
"That positive momentum is expected to continue into early 2021. Most investors who follow the stock are looking for sales to rise 35% to about $217 million, a target that sits on the high end of management’s mid-February outlook. But the stock's trajectory this week will depend on the updated forecast that Green and his team issue for the second quarter that began in April."
Interestingly, Trade Desk, Magnite and Pubmatic have all been shorted, Pubmatic very heavily so and commentators expect a short squeeze here this week and next as all three report earnings for Q1 and a trading statement / guidance for Q2. The long term trend (200 day MA) is still upwards on all three and the SP appears to be rebounding sharply upwards from just above the 200 day MA trend level. All three look over sold, especially Magnite and Pubmatic. If I had spare funds I would have been in those two Friday just gone.
For the record, there are no reported short positions in Tremor (FCA daily list). Shares on loan does not equal shares shorted (though at times related). All the information as to what these terms mean is freely available on the internet.
BTW, Milhous,
Your calling our VI a mutt gives mutts a bad name. Being of English, Swiss German and Italian heritage, I am a bit of a mutt, so I take offence at your use of the word to describe our village idiot.
He's still insanely yapping at a fence over on ADVFN.
What a mutt.
Perion up 7% today
Magnite up 12% today
Anything to say STT1??? Hello..........helloooooooo???
Yes Roku up over 13% today with Tradedesk up over 8%. Managed to get some more Trmr today at a tad over 730p and will buy more when funds arrive. Am ever more confident we will quickly break through the £9 barrier and then wait and see .
The Trade Desk (TTD) will report its next quarterly earnings on Monday (10th), before the market opens. Magnite reports on Monday also, after the market closes. On the back of the other strong Adtec earnings reports we now have, it's all looking good for this sector right now.
Radium1,
Don't use the word 'bubbles' for fear of Stt1 having an orgasm/an event too awful to contemplate! Yea.those results bode well for next week's figures from Magnite & TradeDesk on Monday/ AcuityAds on Tuesday/ Pubmatic on Thursday.
It's a hugely dynamic environment, with rapidly evolving technology and not many can understand the bigger picture.
Rocku reported this evening, after the bell. They delivered exceptional first quarter results and generated record revenue and gross profit growth along with record Adjusted EBITDA.
https://ir.roku.com/static-files/8233f1fa-0263-4bb5-adb4-f0545a06a246
Also News Corp reported very strong results: "digital advertising revenues had the fastest growth in a decade, up 30% and accounting for 61% of advertising revenues for the third quarter. Tremor has exclusive access here. Adtec growth bubbles are everywhere.