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Share4,
I have taken a punt on both but I’ll tell you why I think Bidstack is more promising:
1) U state that Albert is rapidly expanding ?? The news flow is poor and there is little evidence as far as I can see that it is rapidly expanding. I know the last report said that revenues nearly tripled - but this is from an extremely low base and is after many years?? I would have expected something in the internet / computer age to expand much more rapidly if they truly had a disruptive technology.
2) there up against the biggest companies in the world in marketing. There all using AI / smart marketing - what makes you think that Albert can
Compete?
3) Bidstack are already generating revenue after only a year or two in business - I expect that they will report a massive increase in revenue in the coming months reflective of their truly disruptive technology. I also expect profitability and / or a buy out on the near future which I dont see at Albert. Alberts revenues are about a third of costs after many years!!
4) Do you have any recent research to demonstrate rapid expansion.
Looking forward to your response and as always DYOR!
It's not after many years, it's after a short period of pivoting actually, since they pivoted to a SAAS model they've taken on an impressive list of blue chip clients, the important thing being the revenue is recurring and the products ROI is compelling for the customers. In one instance the client has even become a partner they believed in it so much.
Albert is already competing I'm not sure what isn't clear about that from the client list.
Bidstack has a small number of contracts with some game suppliers, these however, will have to renewed on a game by game basis, they are at POC stage competing against Facebook, Google, Youtube for market share, those are some big companies to go up against. Furthermore they've raised significantly less than Albert.
I would say that tripling revenue is rapid expansion, I'm not sure what other measure you want, that is very good for a SAAS product at this stage of development.
The cash burn is a concern, and it is a punt, but it is one that I am happy to take.
Here's another point for you to take on board. A companies marketing department has brought in Albert to optimise it's campaign distribution. It is agnostic to where it advertises and shows a high level of ROI, staff have to be trained to use it properly, and it becomes an incumbent so therefore nobody wants to spend the time replacing it when it's doing the job well.
Now consider an in game advertising platform that reaches a certain demographic for a certain cost, you think that's difficult to get rid of when it starts ruffling the feathers of companies worth hundreds of billions when people only care about the CPA?