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Come off it little Miss. Negativity.
You suggest TLY will benefit from Covid but that for Tremor it is a problem.
Your fixation on a court case, brought by Tremor against Alphonso for breach of contract, smacks of desperation.
Is that all you've got?
They benefited from the US Elections and covid. However, covid restrictions are easing and more and more people are venturing out, instead of sitting indoors watching CTV.
Trmr also filed a court case against their data provider, Alphonso, in May.
Given the way inventory payments work, the impact of losing Alphonso, would not be known for months.
There's also more and more industry challenges which will hit ad tech, one example being the court case against IAB and other privacy challenges.
Alphonso court case:
May 2021:
Court case against data provider, Alphonso
Then 25th May:
SUBSEQUENT EVENTS
On May 18, 2021, Tremor Video, Inc. (“Tremor�) filed a complaint against
Alphonso, Inc. (“Alphonso�) in the Supreme Court of the State of New York,
County of New York. The claim is for breach of contract, tortious interference
with business relations, intentional interference with contractual relations,
unjust enrichment, and conversion. The lawsuit arises out of Alphonso’s breach
of a Strategic Partnership Agreement and an Advance Payment Obligation and
Security Agreement (“Security Agreement�) with Tremor, along with related
misconduct. Tremor complaint is for damages and other relief, including an
order foreclosing on Alphonso’s collateral under the Security Agreement, from
the Court.
https://investors.tremorinternational.com/static-files/a54c68fb-6ca0-4136-ae96-40ba4eba5875
There are undoubtedly seasonal and other variations in the profits of most companies.
Corona is an example of one that was unforeseen.
Connected TV and other tech advances are longer-term.
Then there are the regulations applied to the adtech industry from outside, as well as the competitive changes within, e.g. Google's third party cookie and Apple's privacy changes that have a knock-on effect of others.
Seasonality is any predictable fluctuation or pattern that occurs during the same weeks each year.
For instance, many publishers may have noticed that their CPMs increase during the holiday season. This could be the time near Christmas for countries such as the U.S. and the U.K. or the time near Diwali in India.
A lot of companies divide their year into 4 quarters: Q1 (January to March), Q2 (April to June), Q3 (July to September), Q4 (October to December).
Q1: Most publishers might be familiar with the term January slump. During the first quarter, advertisers are mostly focusing on devising new strategies for the year and therefore, spend less money on ad campaigns. Moreover, the purchasing behavior of users changes widely as well in January. They are less keen on buying things after the shopping spree for Thanksgiving, Christmas, and New Year.
Q2: This quarter is much better in terms of revenue generation for publishers. Since advertisers start spending their budgets into different campaigns and focus on experiments as well – all of which result in better revenue for publishers.
Q3: Even though the July slump is not as bad as the January slump, it is a slump nonetheless. The two major factors leading to this decline is decrease in traffic and advertisers readjusting their budgets. While change in traffic depends on the niche of the publishers, advertisers rethinking their budgets impact everyone.
Q4: Last but definitely not the least, Q4 is probably the best quarter for all publishers. End of the year witnesses a surge in the number of online users due to the high number of cultural holidays that fall in this time. Because of this, brands spend extravagantly on their ad campaigns. Publishers can leverage this and earn high revenue during this quarter.
Since I couldn't have said this any better, I decided to bring the following over from the advfm bb, courtesy of gowlane....
Well you meet all kinds on an investor forum but the new poster on the LSE board who claimed that growth was weak from Q1 to Q2 had me puzzled, so I looked it up again. Revenue up by 15% in only three months, profit before tax up 43% and net profit up by 87% and someone pops up out of nowhere who thinks that growth was weak! Lol! You cannot read anything into short term fluctuations in the share price Since we joined the Nasdaq, daily swings of 5% seem to be quite common, but they mean nothing. It is hard enough to find a really good share, might as well stay on board when you do. This one must be good for another 100%, in my opinion anyway. But it might need to get a good set or results for 2021 under its belt, the trading statement in early January should answer any lingering doubts in the market. As Jesse Livermore wrote a century ago it was by sitting still and doing nothing that he made most of his money.
Bug,
Where was growth weak?
By what metric?
This is from a week ago but I only just noticed it.
https://seekingalpha.com/article/4454908-tremor-international-digital-ad-tech-competition-heats-up Seems fair.
Has anyone got a feeling for how the different quarters are weighted nowadays? Growth from Q1 to Q2 was weak but I don't know how much to read in to that, but I suspect not many do.