Member Info for 2phevs

If Parkwalk are out can see much else Mozax let's see

Hey up Troajan mate....

If the figures I found yesterday come to fruition then you might be posting a lot more here fingers crossed GLM8

It's a bit old but a good report from Radical Insights

Due to their type of content (cop shows etc..) Paramount comes out on top with a potential unique incremental revenue increase of $422 mill per annum.......Paramount was the 1st US major signed in November 2023 well targeted Mirriad

WarnerBros Discovery is number 2 with an additional $323 mill in revenue..........WarnerBros Discovery is the 2nd US major signed March 2024 amazingly targeted Mirriad

Disney is next $320 mill.......hopefully the next announcement

NBCUniversal $300 mill.....announced after Disney

Netflix $127 mill.....you never know

These five equate to $1.492 bill and Mirriad has said their margin on these transactions is 25% $373 mill or £286 mill

I think this is what the proposition is and the API has now been developed integrated tested and ready to go.

How do you know the 2 majors are Paramount and Warner you ask?

Miriad RNS 17 November 2023

The Partner Company connects with billions of people globally, via its studios, networks, streaming services, live events, and merchandise

Taken directly from Paramounts about page https://www.paramount.com/about

Paramount delivers premium content to audiences across platforms worldwide. We connect with billions of people—through our studios, networks, streaming services, live events, merchandise,

Mirriad RNS March 4th 2024

95 million direct-to-consumer video streaming subscribers alone, and a further 20+ networks in the US which average more than 100 million total viewers each week. It is also home to the majority of the top ten rated TV networks.

Last official count 97.7 mill subscribers WarnerBros Discovery (probably lost a few mill in the last year through churn)

Whereas Disney 224 mill nowhere near the figure quoted in Mirriads RNS

NBCU 31 million can't be them

Netflix 260 million so can't be them source Wikipedia https://en.wikipedia.org/wiki/List_of_streaming_media_services

Again Well Done Mirriad for signing the biggest opportunities 1st and if they just concentrated on those to get to the proposition quicker revenue of £130 mill could be achieved with just these two US Majors as per the Radical Insights report from the end of 2022 GL all

Yeah Mozax looks like a 2mill take out was done...

Wonder if Rathbones client/clients are over 20% now

Sorry couple more

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

Global head of MSFT account at Dentsu interesting with MSFT/Mirriad collaboration May last year

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

Some heavy hitters liking Stephan Beringers linkedin post about interview

https://www.linkedin.com/in/mattfreeman1?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

https://www.linkedin.com/in/thomas-singlehurst-02463b4?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

https://www.linkedin.com/in/bob-ivins-9997308?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

Programmatic in there now as well as 2 others

WHAT IS PROGRAMMATIC ADVERTISING, AND WHY IS IT IMPORTANT?

Programmatic advertising involves using automated technology for media buying. Mirriad's shift to programmatic advertising, expected in H1 2024, will enhance its ability to deliver advertising at scale, meeting its long-term objectives.

CAN MIRRIAD REALLY INSERT BRANDS INTO CONTENT WITHOUT EXTRA PERMISSIONS?

Yes, Mirriad works with rights-cleared content. Our partnerships with broadcasters, distributors, and brands involve content that is pre-cleared for in-content advertising insertions. Our platform ensures that these placements are contextual, impactful, and feel natural within the content.

WHO ARE MIRRIAD'S COMPETITORS?

While there are companies attempting in-content advertising, Mirriad stands out due to its multi-patented platform, scale of operation, and quality of execution. With a portfolio of over 60 premium content partners, we are set apart as a market leader.

Found the info before RNS top find this Analyst is defo the best in the sector

For the major ad companies...

Great automated bit of kit for all those digital screens popping up in the cities...

Mirriad started API/programmatic with SpringServe in 2021 so 3 years is now...demo in link

https://www.linkedin.com/posts/dimitrigaertner_oliver-busch-coo-meta-dach-havent-seen-activity-7173205784841949184-12Lk?utm_source=share&utm_medium=member_android

Read this about the Interviewer also former global adviser for GroupM (WPP)

As a former investment banker, equity research analyst and long-time agency executive - and also as the developer of two of the global advertising industry's most widely-relied upon data sets - I offer unique insights and strategic analysis on the media, technology and marketing services industries.

As a CFA charterholder I am obliged to act with integrity, competence, diligence, respect and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets.

Below are some examples of the types of projects I can help corporate entities as well as public market and private equity investors with.

STRATEGIC DEVELOPMENT

Development and exploration of enterprise value expansion opportunities

Analysis of acquisition and divestiture opportunities

"Future-proofing" or "blue-sky" conversations exploring assumptions about the industry, evolving competitive threats and opportunities and risks to plans

COMPANY AND INDUSTRY ANALYSIS

Rigorous assessments of industry-level assumptions and TAMs produced by 3rd party syndicated industry analysts

Customer and competitor analyses based on industry knowledge and public data

Customized research such as interviews with customers, prospects or other stakeholders

GROWTH STRATEGY ASSESSMENTS

Refinement of existing business strategies

Application of industry knowledge and stakeholder research to assessments of "go-to-market" approaches for new revenue streams

CAPITAL MARKETS ADVISORY

Positioning of long-term corporate strategies for public market investors

Identification of gaps between investor perceptions or knowledge and corporate strategies

Investor presentations and marketing plans

Analysis of peer companies and metrics relevant to investors

The guy interviewing him is a seriously top Financial Analyst for the glibal advertising, tech, media and more.....

This guy is a principal with thousands of followers on multiple platforms not a UK vox or proactive this has seriously increased many levels

More to follow.....

Article really reiterates to me....

Mirriad are in their lane which they own and are going to fully exploit it programmatically with Mirriads API integrated into everything in the US and then the ROW CF +++++++

Yeah it works nice one MrTaylor just going to have a detailed read of it thanks for sharing

IMO the TPN Goldshield hurdle was the programmatic lauch hoop that Mirriad needed to get through and from what the CTO posted on LinkedIn it was a hard slog but now the content owners can tick the TPN Goldshield status on the programmatic cyber security insurance policy it's off to the races hopefully

Here's a good summary

https://www.yellowstoneadvisory.com/post/mirriad-advertising-programmatic-the-key-to-scale-and-growth

That means $70 mill revenue from the top 3 Mozax which is almost spot on with Mirriads $25 mill revenue per Tier1 statement during the webinar Q&A in August last year.....

3 x revenue = $210 mill or £150 mill mcap nice 10 bagger just with 52% of US when all top 3 signed up and programmatic...

Rest of US and rest of programmatic world £500 mill mcap 75 bagger

Have a good weekend all

Yeah Mozax and statista reckons 18% of that is product placement growing to 24% in 2026 if Mirriad just 1% as virtual instead of actual that's still a big number and the saving for brands on logistics of getting products across the world plus ESG sustainability points for this

Exactly what I posted at the time Mozax and how pleased I was with the £1.5 mill more cash they had than what I expected

The only thing was I thought they were light on revenue compared to what I personally expected I've got a sneaky feeling they may be changing how they recognise revenue to more US style.

If revenue has moved it has given new shareholders a brilliant entry point all in my opinion many years ago I was involved in a UK company that went to US accounting and it moved a lot of our revenue but just a thesis

And just some of the brands they work with

https://www.linkedin.com/posts/serviceplan-group_best-brands-gala-best-of-activity-7171837906469249024-cLFq?utm_source=share&utm_medium=member_android

Only other thing I should add that is factual to anyone who listened to the Q&A of the webinar in August. Mirriad stated that a tier1 US customer should amount to $25 million revenue on programmatic use of Mirriads API and Mirriad have just signed 2 in 4 months.