Member Info for 2phevs

Had a look on that IAB X page nothing jumping out at me if you search "IAB X page" you can find it there is a 2 hour Google presentation link there 17 hours old might watch that today.

I do believe Newfronts is more about creator content that's why the main sponsors are Google Meta TikTok etc I could be wrong and I have a thesis that is where the Manual White Labelling or potential licensing mentioned last year by Mirriad could be happening so Mirriad can concentrate on servicing the hugely more profitable US Networks

Yep LOTM especially if they use confidetial invoice financing that can release up to 90% value of booked work and again Stephan had a like from a specialist provider of this type a few weeks ago which I posted here

Here we go again I was very honest at the time LLTB about my reasons and was accused by many for lying about my holding only to be proved right a few days later after the delayed trades came through

After completing my DD I bought back the nearly 8 mill end of story as far as I'm concerned

Many have liked my type of research over the years always giving factual links to back up sometimes thesis but mostly factual and I always go long without any agenda

GL anyway and let's keep it civil

Well GL LOTM hope you do well off the day traders after Mirriads DEBUT at the Upfronts revealing the Platformsssss and Networksssss using Mirriad Inside

Ahh the loveable tickboo mirriad recent linkedin likes that turned into businessl

MARIA from Mirriad WAI Q italk Toyota Campaign liked in December 23 Campaign just recently announce

Mark from Mirriad 4 people from Triplelift liked his TPN Goldshield post in January deal announced recently

I could go on but I'm not going to totally reveal how I do my research and I'm lucky that I have the time maybe you haven't and that's why you called me creepy last year its called research I'm afraid

All the best anyway and sorry to hear about your AVCT experience recently

I was in the camp of thinking that too for a while LOTM and was happy that being AMZN is seen as a walled garden it was good for Mirriad anyway because their competitors would want VPP as well and wouldn't go to a competitor like AMZN but go all in impartial Mirriad that was my logic ...but after finding the AMZN blog from 2021 mentioning the VPP with Triplelift and I know for a fact Triplelift were trying to do it back in 21 then the AMZN Triplelift VPP Demo I posted here the other day and the fact Triplelift have partnered with Mirriad for VPP along with all the recent VPP AMZN Prime Examples on Mirriad posts also that AMZN architect liking Mirriads CTO post just shouts "Mirriad Inside" everything with all the patent protection that have made all these integrations over the last 2 years quietly happen...

Just my logic LOTM

Mycode Latv and equal pride are very new LOTM

Here's the exact Upfronts post he's on (lots of reposts out there from Stephans original one)

He's near the top of the list because he's very recently liked it

https://www.linkedin.com/posts/stephan-beringer_mirriad-in-the-tv-upfronts-2024-were-activity-7189214975758909440-E1R2?utm_source=share&utm_medium=member_android

This guy who heads up Samsungs equity investment in deep tech just liked Stephans "Upfronts" linkedin post....never seen him before and believe me I research every like on key execs likes from Mirriad

https://www.linkedin.com/in/ccgressum?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

Now that would be a serious RNS

Philip reposted the Upfronts post today and this senior AMZN guy that been working in this division since (funnily enough) 2022

Just click on the post and click likes the guy is Paul Andrews just look at his AMZN profile shout they've been building then testing for the last few years and Upfronts is the release can't wait

https://www.linkedin.com/posts/philipmattimoe_mirriad-in-the-tv-upfronts-2024-were-activity-7190651385741291520-llx7?utm_source=share&utm_medium=member_desktop

Approaching the strongest period (apparently a "run up to a golden cross") should hit 3p in May...7minutes 32seconds on this YouTube video

https://youtu.be/umxk6nphRNg

OK LOTM

NBCUNIVERSAL's AdTech platform is called ONE

Disney's DRAX

Fox's AdRise

These platforms have been developed over the past few years and could well be the white labelling you mention they're not going to miss out the extremely efficient, no logistics required, no on set issues virtual product placement that Mirriad has highly patented...Look for the "Mirriad Inside" on recent RNS's pretty sure they've been integrating their API everywhere.. which links in with the non disclosure policy

There could be some prepaid licences which could explain the extra cash (IMO) they had at year end

Hey up Troajan GLA

NETWORKSSSS AND PLATFORMSSSS not long now cab

Interesting sentence directly from Mirriad in a linkedin post from 6 days ago

"This is why Mirriads AI powered virtual product placement (VPP) is becoming a PROFITABLE and scalable advertising solution"

https://www.linkedin.com/posts/mirriad_how-content-owners-media-companies-gain-activity-7188190933929136133-fg4Y?utm_source=share&utm_medium=member_android

Never seen that wording while I've been all over this since August last year GLA

Sorry been busy today... IMO the LTIP for execs has over the years built up around 15 mill shares which have an average strike price of 7pish they announced last year that the non execs would get old LTIP at a new strike price of 3p

I believe that certain execs have been locked into serious ongoing NDA's while testing has been going on which is restricting what they can do or out of good morals don't want to slap the face of the original cornerstone investors that couldn't take part in the 3p placing all IMO

Here's a link to show Mirriad also purchased Xandr Invest in 2022 that's probably what caused the collab with MSFT announced in May 23 and could be Mirriad fully integrated with Xandr to be the MSFT announcement coming soon hopefully....

This is hopefully what Mirriad mean by "Mirriad Inside" they've been putting on a few RNS's over the last few months... here's the Xandr Invest independent purchase verification from 2022 (Mirriad really invested heavily during 2022 with the 2021 placing money it can be shown now)

https://www.appsruntheworld.com/customers-database/purchases/view/mirriad-advertising-united-kingdom-selects-xandr-invest-ex-appnexus-dsp-for-digital-advertising-platform

Bit about Xandr/MSFT Invest from Feb 24

Microsoft Invest lets you set up managed media buys and auction-based buys using a unique interface where you can easily monitor your insertion order and line item delivery and performance. Microsoft Invest is an end-to-end, integrated platform across the buy and sell side, which provides a number of benefits to users, including:

Seamless integration with major ad networks, exchanges, and aggregators.

Streamlined, direct access to premium, omnichannel supply.

Reduced discrepancies and optimal match rates on our platform supply.

Built-in fraud protections and inventory quality protections.

Sounds like what Mirriad has been using for testing the last couple of years here's the MSFT article

https://learn.microsoft.com/en-us/xandr/invest/about-invest

This is an Amazon blog when TripleLift and Amazon first tried to do VPP back in Jan 2021..... BTW I really thought the 3D VPP in the demo looks much better than the squeeze overlays which I reckon are still disruptive to viewing whereas the 3D placement isn't.... anybody that has a watch it would be good to know if you think the same

Here's the blog post from Amazon from Jan 2021 you'll notice that Amazon EC2 is the cloud part in the workflow....Guess what Mirriad purchased in 2022 (probably after a patent spat with TripleLift).... Yep.. Amazon EC2... looks like they've been hard at work with it for the last 2 years.

https://aws.amazon.com/blogs/industries/using-machine-learning-for-programmatic-product-placement-in-tv-advertising/

Mirriads independently verified software purchases info (also states Mirriads 2023 revenue as $3 mill not the £1.8 mill in the Jan 24 update)

https://www.appsruntheworld.com/customers-database/customers/view/mirriad-advertising-united-kingdom

hopefully logic showing us how to join the dots

TripleLift tried to do their own VVP back in 2021 but have decided to partner with Mirriad instead (probably after getting advice on those 35 patents granted and the other 14 pending) looks like Amazon has been using the same route from the Demo...

Suggest you watch this full screen on a laptop/desktop or mirror image to a monitor/CTV... the third image includes the 3D VPP as Amazon calls it.... there's also a full workflow diagram on there showing TripleLift and SpringServe who are both Mirriad partners

https://aws.amazon.com/media/nab24-demos/nab24-demos-monetization-advanced-advertising-formats-with-triplelift-innovid-springserve-castlabs-and-aws-elemental-mediatailor/

That's why after a long period testing with TripleLift Mirriad have partnered the PREMIUM QUALITY content SSP with 14 types of adformat with 10 years worth of trusted relationships with content providers

"We do not take signals from one publisher and use them to sell media on other sites," said Baringer. "This helps us ensure that publishers maintain and even increase control over their own content and monetization efforts."

Advertisers are increasingly trying to go direct to publishers to gain access to effective targeting data. But that's a difficult process to scale because it requires signing individual inventory contracts and then validating data quality with every publisher. TripleLift's solution enables that same motion programmatically, making it both streamlined and scalable. It complements a publisher's direct sold ad business by helping to fill unsold inventory leveraging their first party data.

"This solution gives publishers control, allowing us to deliver effective addressable ad inventory for brands. That level of control is critical to our future success," said Stephen Mummey, SVP Digital Ad Revenue & Technology at AccuWeather. "Having the opportunity to be an early partner and collaborator in TripleLift Audiences has relieved a lot of uncertainty regarding what digital advertising will look like over the coming years."

From June 23 join the dots

https://www.prnewswire.com/news-releases/triplelift-announces-new-audience-targeting-solution-powered-by-first-party-data-301852376.html

Sorry this is the correct link (last one from Karen a very good read though)

https://blog.mirriad.com/2024-upfronts