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SNN,
"Double Verify has just gone public. "
DoubleVerify is interesting, given the execs and their years of experience in working within ad tech ecosystem and trmr's model.
The CEO is ex-CEO of Telaria, demerged from Trmr (when it was Taptica) and formed partnership with Rubicon to form Magnite. Telaria demerged from trmr due to 'perceived conflict of interest'
The CMO is ex-COO (Chief Operations Officer) of rthm, now merged with trmr.
Therefore, you would have thought DoubleVerify execs know a lot about how much fraud there is within ad tech ecosystem, how it is conducted and how to detect it.
This is what Dan (ex-COO of rthm) and Doubleverify say about adtech fraud within CTV.
Dan Slivjanovski, ex COO/CMO of rthm talks about fraud and transparency within the ad tech ecosystem...
"Trust in an Ad-Supported Internet is Eroding.
Fake news, digital ad fraud, and data privacy are pressing issues threatening the trust and confidence in an ad-supported internet. "
Fraud Follows the Money
"Third-party verification has successfully reduced desktop digital ad fraud to low single digits.
Now, with mobile apps commanding more than 50% of a consumer's time online, advertiser demand for quality mobile inventory has swelled. In return, we've seen an 800% increase of in-app ad fraud. Expect that in-app ad fraud will continue to accelerate as fraud follows the money. Also, expect emerging premium, high-growth media types such as connected TV (CTV) to draw the attention of fraudsters in line with sharp increases in budget allocation."
http://www.adotas.com/2019/01/2019-ad-predictions-cmo-doubleverify/
and more recently:
Doubleverify have discovered more CTV fraud. This is likely to call for another round of calls for transparency and possible pulling back of CTV spending by advertisers, as it did in 2017.
CTV Fraud Scheme Costs up to $50m
"Discovered by digital media measurement and verification platform DoubleVerify, the scheme named ParrotTerra is estimated to have cost advertisers between USD $30m (£21.7m) and USD $50m (£36.1m) in stolen spend."
The fallout from ParrotTerra will no doubt amplify calls for greater transparency across the CTV supply chain, and more comprehensive solutions for tackling bad actors."
https://www.exchangewire.com/blog/2021/02/10/bloomberg-media-aspires-for-100m-from-consumer-subs-ctv-fraud-scheme-costs-up-to-50m/
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-busin
Not too long now. Double Verify has just gone public. Opened up 33% on IPO price, MCap $5bn.
https://www.cnbc.com/2021/04/21/ad-software-company-doubleverify-up-28percent-on-first-day-of-trading-.html
https://www.forbes.com/sites/martyswant/2021/04/21/doubleverify-debuts-on-nyse-as-shares-jump-30-after-ipo/?sh=1421c5e061a9
Last year's EBITDA was $73m.
Put it this way, if TRMR does get listed in the US, the SP is not going to go down!
Looks like we’re stuck around these levels until the inevitable next positive update and listing on the Nasdaq. Still small profits to be made on day trading , nearly always up in the morning , back down in the afternoon to £6.80 levels then finish strongly back to the £7.00 level , so a small profit each day can over weeks build up your holding significantly. Been here since the 9p days with Blinkx so nice too have the Third rising after such a long uncertain time .