Member Info for 2phevs

Nope missed that one probably from an old shareholder that bought in at 40p

GL with your buying

Stewart Dalton Product Manager at Mirriad just reposted the Publicis chaps post MrTaylor with a call out on old "on set" product placement and ad interruption

https://www.linkedin.com/posts/stewartdalton_as-i-sit-here-in-california-im-visiting-activity-7185637747406065667-FfGB?utm_source=share&utm_medium=member_android

Great find again MrTaylor did you see the prime box inserted on Stephans programmatic linked in post and another example with a prime box on his last one the other day?

No worries LOTM always good to remind myself that Mirriads 8 years of work has finally resulted in a sudden jump in content availability to what they could only dream of before

IMO Mirriad will be above 50% before the end of H1 and Mirriad will be reporting some programmatic revenues from the 5 partners they've been testing with since last year GLA

Hopefully the info in the FY trading update for 2023 RNS released Jan 24th 2024

"Agreements in place with supply side partners representing c25% of the total US TV advertising market, up from 8% in Q3 2023

o substantive negotiations ongoing with two further US majors, representing an additional 30% of US TV advertising market.

· Programmatic testing continuing with five partners and is on-track to contribute to revenue starting in H1 2024."

So Mirriad was at 8% at the end of Sept 23 with Crown/Hallmark, A+E Networks, TelevisaUnivision

Signed AMC (Sorry 7th Nov) = 9%

Signed Paramount 16th Nov = 25%

So as of FY23 25% but in substantive negotiations ongoing with two further US majors, representing an additional 30% of US TV advertising market.

Signed Warner Brothers Discovery 4th March (the 2 companys used to share 7+ % each now one company) = 40%

So as of now hopefully still in substantive negotiations ongoing with one further US major, representing an additional 15% of US TV advertising market. (hopefully Disney or NBCU)

Let me know if this clarifies your confusion LOTM

You can see the quality and speciality of Triplelift having a lot less share compared to Pubmatic but 30% more mcap LOTM thanks Stampee

Sorry LOTM missed this Crown is now Hallmark and if you look on the latest Mirriad showreel it shows A+E Networks so that completes the 8%

Just need Disney NBCU and Fox (hopefully in that order) now to complete the 100% coverage

Maybe with a bit of luck the Microsoft announcement will be Xandr and therefore Netflix afterwards

Have a good weekend digging LOTM

Mirriad work with loads of US ad agencys LOTM

This gets Mirriad tied up with other US Networks a lot too on the manual side of things that'll make up any other differences on the initial 8%

So 8% up to Sept 23

9 % up to Nov 23

25% up to Mar 24

40% as of now

Hopefully makes sense LOTM

On the US network side LOTM

Mirriad have agreements with

TelevisUnivision (announced April23)

AMC (announced Oct23 just cut and paste description of network in the RNS and it will confirm its AMC)

Paramount (announced Nov23 just cut and paste description of network in the RNS and it will confirm its Paramount)

WarnerBros Discovery (announced Mar24 just cut and paste description of network in the RNS and it will confirm its WarnerBros Discovery after you research the subscriber numbers globally compared to Disney)

Hallmark been continuous very a good few years

Hope this helps LOTM

Great to see you're really digging in here LOTM

It's a shame you missed the verbal webinar which stated the $25 mill rev per US super major/Tier1..

Triplelift are an SSP exchange as well as a direct SSP...they do specialised unique super quality ad formats uniquely programmatically which is what makes them such a great fit for Mirriad they are definitely in the top 10 for TV when the exchange business through Google 360 and The Trade Desk are taken into account...

They're 7th on this list which also shows its USP and its detractors (for balance)

https://www.playwire.com/blog/top-10-ssps#TripleLift

Bit more on Triplelift from the independent playwire

https://www.playwire.com/ad-tech-ecosystem/triplelift#:~:text=TripleLift%20is%20a%20premier%20SSP,to%20publishers%20of%20all%20sizes.

Pubmatic are the largest market share with 79.4% and do around 16 trillion impressions per month so market being 20 trillion a month gives Triplelift at 2 trillion a month around 10% however Pubmatic serves mostly SME's for a quick buck whereas Triplelift serve large and Enterprise clients with specialist ad formats again a perfect fit for Mirriads specialised products

Hopefully that helps with understanding the Triplelift choice also Triplelift tried to do VPP back in 2021 and have now chosen Mirriad instead probably after a long time testing.

Hopefully this helps LOTM

Well GL LOTM it seems someone pounced the minute the bid ask dropped for 300k shares so some careful accumulators out there

Strange to be down today thought I'd show you a little de ja vue from Stephan's screenshot of a webinar he was having with some senior execs at Microsoft This one I found today with the same MSFT Exec Steve Jarvis with head guy at Abnormal Security $4 bill valuation against Mirriads lowly £10 mill but the screen looks the same can't wait to find out what they were talking about with Stephan

Have a look....

https://www.linkedin.com/posts/sjarvis007_microsoftmarketplace-emailsecurity-cybersecurity-activity-7183781601124753411-OZd3?utm_source=share&utm_medium=member_desktop

As I understand it LOTM on the manual side of things Mirriad and content provider sell the campaign to the brand and Mirriad get a set 25% would imagine the brand pays Mirriad and the content providers separately.

And I believe from last years August webinar it's the same margin split for programmatic and would hope Triplelift and others take a commission from the Brand on payment then payment is made to the content provider and Mirriad 30 days after a bit like online auction houses do which programmatic platforms basically are with a few extra benefits bolted on

From a few days ago in "The Baxters" on Prime and if you look at Stephans last 2 linkedin posts they both feature a Prime box virtually placed example

https://productplacementblog.com/tv-series/w-hotel-and-lincoln-billboard-in-the-baxters-s03e03-a-sisters-trip-2024/

GL LOTM let's keep the researching and dialogue going here

I've seen a few of those prime boxes inserted into TV shows recently on product placement blog Website

That 10.08 400k at 226 probably at buy too Mozax 5p above previous small sells

Here's post today from Stephan showing amazon prime delivery box VPP example

https://www.linkedin.com/posts/stephan-beringer_in-my-recent-interview-with-brian-wieser-activity-7184095995339644928-WNXx?utm_source=share&utm_medium=member_android

You'll be glad to know LOTM the head of client development at Design Portfolio (company in charge of Mirriads website) Tom Rogers has just liked Stephans post from today....never noticed him before. So could well be website upgrade occurring

Here's the companys website

https://www.design-portfolio.co.uk

Nice find again MrTaylor I've been out house shopping as lunch with the Missus going to start digging for more info now