Hold for Gold29 May 2019 10:03
I think ive finally put in to context within my own mind what is just so special about Bidstack a once in a lifetime opportunity.
Its perfectly positions to capitalise in two huge seismic shifts on both the “supply” and “demand” sides of the huge growing $180billion ecosystem in which it sits.
Supply Side:
is the gaming side where this is about to undergo a shift in to the “Spotify” streaming model. This has a monumental impact on Bidstacks proposition for two reasons:
First being that it will open up Gaming to multiple times the end users. People will be able to play high fidelity games from any device no longer having to own a £400 console or £2k gaming PC. You will soon be able to stream games directly from a TV screen with little to no processing power as the computing will be done in the cloud. Infrastructre already in place here, everyone has a TV in their front room already. Add in India, China and poorer markets, this will unlock gaming to these arguably much larger markets than US/Europe as well.
Add in to that secondary viewer audiences that cloud gaming enables, even if you are watching a game on youtube the live adds in that video will be able to change in real time to suit that viewer also. Ad impressions in an already collasal growing market could go up as much as 300x.
Second (and arguably biggest) reason for why this shift to gaming steaming is so game changing for where Bidstack is placed right now is that the whole business model around streaming places huge revenue emphasis on advertising. Whereas before the traditional model was just an upfront payment for the game (and that’s it), the streaming model requires monthly payments and primarily advertising to monetise it. Well in walks Bidstack as a first mover in game native.. phenomenal opportunity. (yes mobile free to play gaming already uses this model)
Demand side:
Is the side where the pot of cash sits, businesses with huge budgets for advertising, these usually go through advertising firms. This industry has also undergone / undergoing a seismic shift away from the traditional CPM model towards a Programmatic measurable metric where the buyers want every advert tracked right down to the demographic and where the advert was seen. This is something that traditional TV or Media cannot achieve and why these are dying businesses. Who would want to spend huge pots of cash where the ad impressions are not confirmed? Google on the other hand second largest in the world with $70billion in revenues primarily all through advertising, this is because their add impressions can be confirmed and this is what buyers want.
Bidstack are developing their technology to allow the “huge pots of cash” to independently verify their ad impressions. This is so powerful and unlocks the huge upside to Bidstack – no one else in their domain (in game native) is doing it yet.
Can we see what this is yet?? .. (Unicorn)