Member Info for Radium1

SNN, thanks again. All very informative and confirmative of the fragmented maze that is out there.
As the header says, not all Smart TV’s are created equal. People will need to make their own judgements about the value of the VIDAA OS when compared against the others on offer out there, but it looks to me that, with the introduction of the Streaming Stick, that built in operating systems may become less and less relevant. What’s your thoughts about this development?
Interesting to read that you’re invested in Tremor by accident. Sadly, I’ve been here since it was spun out of Autonomy and so, perhaps it’s a generational issue that has left me out of date in assuming that quality is all that really mattered in a TV. Until now I’ve been of the opinion that unless you are tech savvy and/or a TV connoisseur, the average Joe hasn’t a clue, nor do they care about what a smart tv operating systems is, what it does, or how it does it, and I’d have added that most of the general public are totally unaware of the data that’s being harvested in regard to their viewing habits from within their TV’s by these OS’s, ACR and home routers… or the value of it.
As an aside, until today I thought Hisense owned VIDAA but I’ve just read that they spun it out as an independent in 2019.

SNN, thanks for that response. You have a pile of knowledge and that’s worth a lot of respect.

Re your… It looks like from your link that the LG OS is also in a few TVs from other brands as well as LG models, eg Toshiba, Sharpe and Hisense.

Looking back, the Chinese TV manufacturer Hisense, bought out Toshiba towards the end of 2017. I assumed that if the LG’s OS is indeed in some Toshiba TV’s, then it’s likely only in the pre 2017 models that existed prior to Hisense buyout of Toshiba. I concluded that Hisense would have installed its own VIDDA OS into all of the Toshiba TV models following that, and also the other models it manufactures for the open markets, since 2017. So on that note I take it that this is why you concluded…This means some Hisense TVs will not be VIDAA but that will have no impact on Tremors exclusiveness to VIDDA’s ACR data?
https://www.prnewswire.com/news-releases/hisense-announces-global-launch-of-revamped-smart-tv-platform-vidaa-300983152.html
Agree with your ‘pièce de résistance’ sentiment. It’s good to have an edge.

The link... https://lgads.tv/tv-data/

ShareNicelyNow….I’ve just been reading through a bit of marketing from LG Ads Solutions (link below) and noticed LG Ads Solutions claim Hisense as an ACR data partner. Ofer Druker has said that Tremor will have exclusive access to Hisense TV’s ACR data from May 22. What’s your thoughts on how this data will become exclusive to Tremor from May 22? Do you think LG, and anyone else that currently has access to Hisense TV ACR data is going to lose it from May 22?

Another thought, wouldn’t it be a better proposition and a much bigger earner for the likes of LG ads Solutions, Samsung, and other walled gardens, to simply assign themselves to a CTV/video advertising demand side platform, such as Tremor’s new TV platform offering, rather than sailing it alone, as they currently do?

Correction...results next Wednesday should read results next Thursday. Magnite reports after the bell on Wednesday.

SNN re your… We may get a buy back.

With the climate as it is, it’s very possible, that even with good earnings results next Wednesday, there may be little in the way of a lasting upward impact on Tremor’s sp. And so, under the circumstances, a meaningful buyback announcement would be well received by me (at least).

A bit about TVision.... https://www.tvisioninsights.com/
And a bit about iSpot.. https://www.ispot.tv/

Well, that was one massively positive call from TTD. And to think their sp was taken down after the results today. What a crazy market we live in. So many positives in that call for us. 2022 forecast to be an amazing year. Really worth a listen.

https://9to5mac.com/2022/02/16/blocking-cross-app-tracking-android/

SNN....it looks to me that Tremor's sp is, and has been, held down for months now and so I can't ignore the feeling that something in the way of an announcement is going to happen alongside our earnings release on the 24th.

https://investors.thetradedesk.com/news-releases/news-release-details/trade-desk-reports-fourth-quarter-and-fiscal-year-2021-financial

Perion’s forward outlook is so important not alone for Perion but for the sector as a whole. Perion’s total rev’s came in at $478.5 million in for this year (2021), up from $328.1 million in 2020 and they have now raised their previous Revenue guidance for 2022/23 from $590-$610 to $610-$630. Adjusted EBITDA this year was $69.6 million and they have raised that to $88-$92 for 22/23….That's confidence for you.

SNN, re... Ad budgets are clearly out there. It's just that these budgets will be targeted to platforms, sites, CTV shows most appropriate for the advertisers objectives. They may be lower overall due to macro issues, but then targeting becomes even more important.
So true. The early part of the first quarter of each year is used by companies and their agents in deciding ad spend, the budgets for the year ahead, and in drawing up their strategies and plans for how those budgets will be targeted and spent.

Correction, Snap now trading up 56% after hours. The Trade Desk followed, also up a tad at 7.8%

Yea, Snap released earnings today after the bell. Down 23% at close and now currently trading up 43% after hours, as I write.
Amazon reported this evening as well and seems to have saved the day, or should I say saved tomorrow, for everyone.

gdog, re, Perion before the bell. Correction noted, with thanks.

The Trade Desk have announced they will report earnings on the 16th Feb. So that's ahead of Magnite on 23rd Feb and Pubmatic on 28th. First out of the block is Perion, next Wednesday the 9th Feb after the US market close.

Re Facebook…It seems to me that Facebook have their own specific generic problems. Extract from link below…The report is Facebook’s first since changing the name of its parent company to Meta, which is a nod to the metaverse. CEO Mark Zuckerberg announced the name change in October following a series of troubling reports about Facebook that stemmed from leaked documents shared by a former employee with women, lawmakers and the Securities and Exchange Commission…..Facebook’s results come a day after Alphabet cruised past estimates, sending its stock higher on Wednesday. Despite a January stock slump across tech, the industry giants have delivered uplifting earnings reports, reminding investors of the power of their dominant businesses even in a challenging macro environment. In addition to Alphabet, Apple and Microsoft topped estimates on profit and revenue….Note, Analysts are still expecting revenue growth of about 19% for 2022 for Facebook. Our (so called) Peers took a hit in afterhours yesterday. That’s now reflecting on us here today. Hope we will get a turn around when all of this Facebook stuff is rationalised. Our eyes now turn too Perion. A good report and a satisfactory outlook from them next week is rather important now... https://mytistip.com/facebook-parent-meta-fb-q4-2021-earnings/

PhilC...yes, Facebook has a number of other issues of which the uncertainty over advertising budgets is but one. https://news.sky.com/story/facebook-owner-meta-takes-big-share-hit-as-it-warns-of-inflation-impact-ahead-12531326

Google’s advertising revenue came in at $61.24 billion for the quarter, up 33% from $46.2 billion in the same period a year earlier....Alphabet reports big fourth-quarter beat; stock pops... https://www.cnbc.com/2022/02/01/alphabet-googl-q4-2021-earnings.html