Member Info for 2phevs

Has anyone watched 3 body problem on Netflix...... one of the episodes featured (would of had to of been Virtually done) 100's of billboards across the world all changing simultaneously to show "YOU ARE BUGS" signage

https://www.netflix.com/tudum/articles/3-body-problem-you-are-bugs-explained

Now interestingly Stephan had a like from a senior person within JCDecaux (the world's largest no1 outdoor advertising company) coincidence mmm

https://www.jcdecaux.com/

Seriously guys just been thinking about that guess idea of virtual brand integration on LinkedIn somebody has embedded that Mirriad picture on those 2 Microsoft guys I mean that could definitely be a b2b version of TikTok but for professionals and heavy impressioned posters could be targeted by Microsoft who own LinkedIn ....

That would be unique and massive

Along with hopefully Xandr and maybe Netflix

I know Mozax all that money spent over the past 8 years to finally get to this originally dreamt up programmatic VPP stage and we build up hage holdings at a 90% discount to the original shareholders what an opportunity

Amazing if it was a strategic AI equity stake taken in Mirriad???LOTM

Any ideas on the Microsoft announcement LOTM glady appreciated as well

Agreed LOTM

perhaps you could send an email to IR as a little nudge once they've completed their current $25 mill revenue per US Major programmatic mission.

I've found Tom very helpful in the past GL

What do we think the Microsoft announcement soon could be????

Xandr fully integrated???

Netflix (Microsoft Adtech ONLY partner)???

An upgraded API linked to NVIDIA Blackwall chip that can scan a US Majors whole content library in a hour???

New products for games???

Linkedin VPP as shown by the Mirriad picture frame virtually inserted behind the 2 Microsoft guys in the post yesterday???

Any more ideas posters?

All I can add on the cash runway LOTM is if they carried on the same (they had a lot of expenses last year that they haven't had so far) they'd be good until October, however IMO the 4 fold increase in product placement and the increase in US market from 8% to 40% has got to take that out to Jan next year, The HUGE caveat being if programmatic scales rapidly Mirriad could go to CF positive within months.

Hi LOTM

Pubmatic is a SSP programmatic platform that works in Tandem with an ad agency who would be in charge of the PR side of things.

Just to give a comparison of scale with Triplelift...

Pubmatic delivered 210 trillion impressions in the whole of 2023

Triplelift

TripleLift works with 80%+ of comScore 200 Ad-Supported Publishers and delivers 2 trillion+ monthly global impressions across North America, EMEA, LATAM, APAC, and MENA.

So Triplelift around 20% more impressions.

IMO Mirriad is hyper focused on it's key partners Microsoft Triplelift US Majors to deliver to deliver the ultimate programmatic VPP rather than looking at expanding into a Roblox type engagement. A recent post from one of Mirriads New York Directors included "working our tails off here" which I believe due to the recent 4 fold increase in product placement on US screens.

I agree though that once Mirriad has delivered its number 1 goal this and the Metaverse is a good next approach.

I think we've got a little competition going here MrTaylor we'll have to get an umpire on here to keep score GL

Steve Jarvis...Senior Partner Development Manager at Microsoft

https://www.linkedin.com/feed/update/urn:li:activity:7183847801783541760?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28V2%2Curn%3Ali%3Aactivity%3A7183847801783541760%29

Chris Marchal... Partnership Technology Strategy at Microsoft

https://www.linkedin.com/in/chris-marchal/

Very senior MSFT people in the post

Here's the link to Stephan's post 15 mins ago

https://www.linkedin.com/feed/update/urn:li:activity:7183847801783541760?updateEntityUrn=urn%3Ali%3Afs_feedUpdate%3A%28V2%2Curn%3Ali%3Aactivity%3A7183847801783541760%29

WOW could it be to do with Xandr MSFT's SSP and its a DSP for wait for it Netflix

You'll need TPN Goldshield if you want to bid or handle any work in the media industry and Mirriad did it after a long slog

https://www.linkedin.com/posts/redpensec_tpn-mpa-ace-activity-7183108191436611584-wXuE?utm_source=share&utm_medium=member_android

Nice find again MrTaylor

Just followed the guy from netflix on LinkedIn in his last post on "The Slam" included o lot of likes from people I have amassed from following people who like Mirriads posts just my thing I'm afraid also one in particular that likes most of Mirriads post Aaron from Unilever

Following the guy from NBCUniversal who is responsible for the multicultural side which is specialised by Maria at Mirriad

Yeah Cab they've been adding since they took part in the 3p placing at all levels between 1.25 right up to 2.7 however I calculate their average is still above 5p

Agree with your post LOTM especially the website the big eye opener for me (if someone else could confirm my info by looking at the graph) was the product placement graph I posted yesterday this was produced by the only company doing this and they are completely impartial.

Here's a link to their website you can search by brand, tv show, movie etc but the graph was on LinkedIn

https://productplacementblog.com/ enjoy researching the latest obvious VPP unfortunately last month they decided to start charging to see all info so half are locked but still a very good source.

The graph goes back 10 years and is basically flat until 7 months ago when (Mirriads API went into full Beta testing with most of the market) it jumped 4 fold....so my thesis is huge beta revenues have been occurring but couldn't be recognised at the end of last year and continuing this year as shown by the graph....

If you have a look back at my posts on the 24th of January you'll see I was surprised by the cash they still had around 1.2 mill more than I expected I posted then that it could be due to revenue recognition US GAAP rules.

GLA

Nicely put LOTM

You clearly understand the content owners side of this net new incremental proposition that Mirriad offer....

Just a bit of info for you on the advertisers side Mirriad went in very deep with PepsiCo in 21 they joined their PepsiCo Labs program and have had them shouting their corner to make this happen on the advertising side I believe P&G AB INBEV and Lexus and recently many many others (if you have a look on Mirriads showreel) have been demanding that the content providers make this happen probably because of the logistics cost of putting stuff on set and the correct placement fighting with set staff as I'm sure you can imagine.

Anything you'd like know I'd be happy to try and help

Good luck LOTM you can just download linkedin and just use the public profile to view without an account

What a laugh M&G.....can't believe people give these companies their pensions to manage....Rathbones obviously got their researchers on the ball perhaps we'll get a bullish comment from Petro now