Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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Its certainly an interesting time for reflection and analysis. Quite a few theories of going around, I noticed that Laura from Needham raised the SSP vs DSP as one explanation of why both PUBM and MGNI got slated. Personally, my confidence for TRMR going into this earnings is not shaken from what I've seen.
Gdog, it wasn't just guidance - they didn't have good quarters, in the case of MGNI and PUBM, they pushed Mediamath as one excuse, and the macro environment was also not seen as conducive.
Then we had DSP, PERI and TTD which had better quarters. TTD was arguably always going to have a SP fall whatever it did, as its arguably priced for perfection presently. Neither, TTD or PERI have had any correlation with TRMR in the recent past however DSP has, I believe, the closest correlation to TRMR in the past 18 months or so. Pretty much the two have been providing similar views of the macro ad environment over that period so interesting for DSP to be rather more positive in its latest earnings.
Tractor,
Yes, this is sympathy with PUBM, MGNI and APPS. And the reason those stocks sold off so heavily was due to poor guidance, which is key.
They there's PERI. Another story altogether.
Reaction to price falls of peers in US I presume?
Mind you they were mostly highly valued (over valued?) and TRMR is currently potentially under valued after a few quarters of misses?
They absolutely need to meet their targets this time... and preferaly impresively beat them. If not, it will not be pretty.
Very quiet on here....any explanation for SP fall, or is this to do with news from peers in US.
Magnite 2Q23 Earnings Report....
https://investor.magnite.com/news-releases/news-release-details/magnite-reports-second-quarter-2023-results
TTD 2Q23 Earnings Report...
https://investors.thetradedesk.com/news-events/news-details/2023/The-Trade-Desk-Reports-Second-Quarter-2023-Financial-Results/default.aspx
PUBM isn't the only one licking their wounds.
Pubmatic sp is down 30% today. Here's why....
https://www.fool.com/earnings/call-transcripts/2023/08/09/pubmatic-pubm-q2-2023-earnings-call-transcript/
https://www.adexchanger.com/strategy/q2-pubmatic-licks-its-wounds-as-growth-remains-flat/
PR definition “ Managing or disseminating information from a person or organisation “ Do we still have one.
H/L sounds like another layer of flannel.
Thanks biffa and Radium1 for the posts/info.
Dating back to a least 2021, it looks like the H/L Agency has had an existing and past relationship with Amobee. The video below (from April 2021 ) leaves you with a clear sense of the value that can be derived from converging Linear TV and digital programmatic data via Tremor’s (Nexxen International’s) new data driven cross platform linear and digital planning suite/tools offering. Time lines at 3.56 minutes in and again at 5.47 mins, 7.54 mins, 10 mins and 24 min.
https://hl.agency/news/unifying-tv-and-programmatic-to-grow-your-business/
Nexxen and H/L Bridge Linear-to-Digital Gap for Local Advertisers
01/08/2023 2:00pm
GlobeNewswire Inc.
Tremor (NASDAQ:TRMR)
Intraday Stock Chart
Tuesday 1 August 2023
Click Here for more Tremor Charts.
Nexxen, a global, unified advertising technology platform with deep expertise in video and Connected TV ("CTV"), has joined forces with H/L, a renowned multiservice and independent agency that's been making momentum for local, regional and national marketers for nearly 40 years. The partnership empowers both local and national advertisers to operate marketing campaigns across digital and linear environments, leveraging Nexxen’s advanced data – including automatic content recognition (“ACR”) data from its exclusive relationship with VIDAA – and cross-channel technology to reach regional audiences.
Building on their successful collaboration with the Nexxen DSP (or demand-side platform, formerly known as Amobee), H/L began to explore and utilize the additional layers within Nexxen’s tech stack in 2022 – including the use of custom analytics, proximity to premium supply and proprietary data insights tools such as Nexxen Discovery (formerly Brand Intelligence). Now, H/L has matured its use of Nexxen’s offerings to bridge the gap between digital and linear campaigns for advertisers, specifically at the local level. By embracing the breadth of Nexxen’s platform, H/L and its advertising clients have successfully deployed cross-channel campaigns in an end-to-end fashion, thus elevating regional business growth and improving local measurement.
"Nexxen is the catalyst that brings together our creative development, traditional TV buying, programmatic and connected TV buying expertise,” said Jeremy Cobb, Vice President of Digital Platforms at H/L. “We seamlessly blend the art and science of advertising, creating a unified view that harnesses the power of targeting, tracking and optimization. In today's evolving advertising landscape, with CTV as the rising star, it's not just about the platform or inventory you choose. It's about delivering compelling messaging and ensuring its effective delivery that determines the success or failure of campaigns.”
Working with Nexxen, H/L enables its clients to analyze, plan, activate, measure and reinvest their marketing spend across media seamlessly — from linear to digital — through one holistic solution (rather than through multiple disparate partners), ultimately helping advertisers solve local video fragmentation. As a result, the agency is driving greater efficiency and savings for advertisers, eliminating the fees associated with working with multiple third-party entities.
"Our end-to-end platform is tailored to bring unparalleled support to our partners and their clients, both on a national and local level," said Kara Puccinelli, Chief Customer Officer at Nexxen. “As the digital and linear worlds converge, we are thrilled to partner with H/L, unleashing a con
Well, at least we are pushing beyond the £3 barrier now.
By September we shall know whether the case against Alphonso/LG goes to trial or not.
"Always look on the bright side of life. "
=======================================================
What were the Romans doing to them when they sang that song. Is that what Ofer is doing to us?!
I don't think the Disneyfication of financial descisions or analysis is a good way to invest. Sometimes you have to be pragmatic & is it always best to be honest with oneself.
BTW all we are saying is that the news from TRMR is lacking...especially when a few months ago Ofer said he would try to improve communications with investors.
Guy's you seem rather depressed.
The situation is not exactly exciting here but we are not at the stage of a 'tremor tribute band' just yet.
Always look on the bright side of life.
Just remember that you're standing on a planet that's evolving
And revolving at nine hundred miles an hour
That's orbiting at nineteen miles a second, so it's reckoned,
A sun that is the source of all our power
The sun and you and me and all the stars that we can see
Are moving at a million miles a day
In an outer spiral arm, at forty thousand miles an hour
Of the galaxy we call the 'Milky Way'
Baldy,
I think that under this incarnation as tremor, Ofer has been reluctant (?) to tell us much.
He (the company) does the bare minimum to comply with the rules as required.
Maybe big holders (tosca, mitaq) do better?
Have not a clue other than regs require 10%+ holders be insiders and party to privileged info.
We are just dogs waiting to be thrown a bone as the master wishes.
So we just wait for regulated results!
We can talk to each other to fill in the gaps but I prefer to keep silent (like the majority of pis) till we have something......
jr
".... we don't have much to talk about."
==============================================
Jrlse, that's my point.
We are having to make the most of every crumb of news, even if we have to find it ourselves. There is nothing from the company itself...radio silence.
Perhaps TRMR has always been like this. Ofer has promised to beat the drum of TRMR but either he isn't very good at it or his drum beat is very soft.
I think he knows he gets paid regardless of what he does, so he has no incentive.
Baldy,
With all due respect, we don't have much to talk about. The company is keeping very quiet and did not even tell us much about the court case. Info courtesy of various knowledgeable posters.
When we get Q2 results next month, I am sure we will have plenty to occupy us, just praying that we don't miss another quarter analyst targets!
jr
It's a sign that we are talking about a court case when really it is a minor distraction. It would be better if we had good news to discuss about what TRMR actually does!
Never a good sign when a court case defines a company....I hope that isn't the case with TRMR.
Replies in support of motions for summary judgement to be filed by September 28th 2023.
If there is a big settlement in favour of TRMR I wonder how much shareholders will see of it.....not a lot.
To some extent you want to stay on speaking terms with people because you still want to do business with them.
I expect lawyers will get the biggest piece of any pie.
Good stuff, cheers. I'm not making any investment decisions based on it but as a holder hopefully we get a good result!
11 million has been paid by LG ... if successful it's many millions see link Tremor Claiming 65 million plus punitive damages that could easily run into the hundreds ... Best DYOR but be quick I expect news any day ... court summary judgement before 2nd Aug ..... Read some of the transcripts pretty damaging to say the least
https://iapps.courts.state.ny.us/nyscef/ViewDocument?docIndex=IZKobGF1X9qcEzcJzGhYjw==