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If you don't have a good understanding of SSP and DSP integration then you should not attempt to suggest that it is contentious.
Having suffered a decade of misleading FUD from our resident Canute, I eventually decided that the filter bin was the best place for him. I therefor remain blind to his clap. However, I do like to remind readers from time to time that our resident Canute has a long history of poor investment decisions and subsequent losses.
He said about his investment in Totally Plc. On the 2 Mar '14 - 16:40 - 2231 of 3524 … I've put my money where my mouth is... I've a huge amount invested and all in my ISA...
On the 28th Feb 2014 Totally Plc sp was c. 90p.
Seven years on and he still nurses heavy losses on that ‘huge amount invested’. The losses he continues to suffer from that investment alone, gives me much pleasure, but let me also mention his equally disastrous investment in Stanley Gibbon's (stamps). Nobody with an ounce of wit follows the advice of consistent loser. Had you been so persuaded from the clap that this guy has posted about Tremor over this past year, then you’ve missed out on a x6 bagger so far.
Just take look at his choice of investment…. Totally Plc. where he invested at prices above 90p about eight years ago. There has been a constant downhill run on Totally ever since. The sp today is just 37.35p and falling. It published it’s end of year results on July 6th and announce a miniscule add-on on August 2nd, the effect being that the sp has fallen from 43.25p on July 2nd to 37.25p today.
In complete contrast to his postings on this and the advfm BB's, he plasters the Totally Plc board with a constant stream of bullish bullsh*te, and he has done so for almost a decade now in the face of a consistently falling share price. This guy is a basket case.
Radium,
"At moment Magnite is showing 11.4%"
Why compare to Magnite?
Telaria demerged from trmr(when TAP) and then went onto a partnership with Rubicon to form Magnite.
Why did Telaria demerge from Trmr(when TAP) and went onto merge with Rubicon to form Magnite?
What's The Trade Desk's view on full stack?
Below are Telaria and The Trade Desk's comments on operating the one side of the ad tech model.
Telaria (Magnite) reasons for demerging from trmr(TAP). 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/
****************************************************************************
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/
At the moment Magnite is showing 11.4% up, pre-market. Best you don't read or swallow any of that Canute clap.
" Second quarter 2021 financial results of Magnite represent the combined performance of Magnite and two months of SpotX, which was acquired on April 30, 2021. Second quarter 2020 comparative numbers do not include results from SpotX, unless noted as pro-forma."
https://www.businesswire.com/news/home/20210805006104/en/Magnite-Reports-Second-Quarter-2021-Results
Magnite's Q2-2021 to Q2-2020 would be significantly higher due to covid. Lockdowns are now easing and more people are now going out instead of sitting in front of their TV.
Also Magnite bought SpotX in April. Q2-2021 will include a contribution from Spotx compared to nil in Q2-2020
Magnite Highlights
• Revenue of $114.5 million for Q2 2021, up 170% from Q2 2020
• Revenue ex-TAC(2) of $100.4 million for Q2 2021, up 139% from Q2 2020 and up 79% on a pro-forma basis(1)
• Revenue ex-TAC(2) attributable to CTV of $34.3 million for Q2 2021, up 333% year over year, and up 108% on a pro forma(1)
• Revenue ex-TAC(2) attributable to OLV or On-Line Video and Display each grew over 60% year over year in Q2 2021 on a pro forma basis(1)
• Net income of $36.8 million in Q2 2021, for diluted earnings per share of $0.26, compared to net loss of $39.1 million, for a loss per share of $0.36 in Q2 of 2020
• Adjusted EBITDA(2) of $31.8 million in Q2 2021 representing a margin of 32%(4) , as compared to Adjusted EBITDA loss of $3.5 million in Q2 of 2020
• Non-GAAP diluted earnings per share(2) of $0.11 for Q2 2021, compared to $0.10 non-GAAP loss per share for Q2 of 2020
• Operating free cash flow(5) in Q2 2021 was $23.8 million
• SpringServe acquisition closed on July 1, 2021
Expectations:
• Revenue ex-TAC(2) for Q3 2021 to be between $112 million and $116 million
• Revenue ex-TAC(2) attributable to CTV for Q3 2021 to be between $41 million and $45 million representing growth of approximately 50% year over year on a pro forma basis(1)
• Adjusted EBITDA operating expenses(3) to be between $77 and $79 million for Q3 2021
• Total capital expenditures for the second half of 2021 to be approximately $16 million
https://investor.magnite.com/news-releases/news-release-details/magnite-reports-second-quarter-2021-results