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Tricky,
"We are too busy looking and planning ahead to dwell on mistakes in the distant past."
Do some research into ad tech ecosystem, the way payments, the regulations.
Whereas it used to be a free for all, ad tech ecosystem is now becoming more and more regulated(industry challenge investigations/changes to privacy/RTB), more transparent with fewer DSPs/SSPs (hence the industry challenge with large advertisers using fewer DSP/SSP)
Unlike the free for all which used to exist, you'll see that the ad tech ecosystem is controlled by tougher regulation and the FAANG companies with the ad tech ecosystem.
It used to be Video within web was all the rage, then mobile video was all the rage. CTV has been around for years, it's nothing new.
Both rthm & Unruly were merged/sold for less than 1x revenues. Not just with trmr but also Rocket Fuel/Sizmek, Rthm/Yume etc etc...
Rthm(now trmr) earned $255m for fy2018 alone, just a year before they merged in Apr 2019. They were valued at $175m when they merged.
Unruly(now trmr) earned $43m revenues, earned 6 months before being acquired by trmr. They were valued at $19m.
Last 3 yrs trmr results, speaks for itself.
period, revenue,adj ebitda, cash (all $)
2018 276.9m 44.1m 54.4m *** without any contribution from rthm.
2019 325.8m 60.4m 76.9m *** with 8 month contribution from rthm, nil from Unruly.
2020e 404-408m, 58-60m, 96m *** with FULL YEAR contribution from rthm & Unruly
Hahaha...Pasio, I figured you'd get my little joke.
Seems I may have pegged you; I figured you for a decent sort.
Thanks Gdog, haha - I appreciate it!
It is clear that ad tech is finding revenues in CTV news and films amongst a plethora of streaming channels worldwide.
Viewers will be offered free viewing with adverts, or by subscription without, if that is what they prefer.
Some, like ITV have their own walled-garden 'Planet-V', an end-to-end VOD ad solution, where clients can self-serve ads into ITV’s VOD.
Like Google and Facebook, it’s a really simple self-service. It is a demand-side platform, a sell-side platform and an ad server all in one. It’s a programmatic platform, built specifically for TV, looking to avoid the weaknesses of the programmatic ecosystem.
The shift from broadcasting advertising to serving advertising is the ultimate aim.
Targeting can be introduced into the ecosystem, with many layers interacting.
It is early days yet though, apart from Sky and a few others.
Ad tech has a dynamic, competitive, exciting and rapidly evolving roll-out, it won't be a flash in the pan and will take many years to mature.
We are too busy looking and planning ahead to dwell on mistakes in the distant past.
Hey Pasio,
Maybe this will work. (Don't forget that pre-nuptial).
http://sponsored.bostonglobe.com/tremor-video/connected-tv-advertising/
I am struggling to copy the link over but an interesting article was signposted on the ADVN board - a piece in the Boston Globe and which cites Tremor throughout.
The article extols the virtues of the exploding CTV market and how any self respecting marketers cannot ignore the trend to CTV - which we largely already know - but it’s great to see Tremor quoted in a US paper.
Have a good weekend all
Pasio