RE: Webinar21 May 2020 20:15
18BT advfn-
Some interesting points which were emphasised on the webinar. Notable for me were:
- Stephan was very critical of the GoToMarket strategy of the previous regime. In partciaulr the big brands and the media buyers didn't know about the technology
- New empahsis on the US as a key market - it is the biggest advertising market, but previous regime concentrated on more marginal markets (India, Brazil). The ambition is the majority of revenue to come from the US. He said "It's only a matter of time"
- A video snippet showed some work with real brands and particularly interesting were the Euopean TV companies, such as RTL
- Talking to all the top 5 agencies like Dentsu/Carat, WPP, Onicom, Publicis and 55% of the top 100 wordlwide advertisers and 80% of the entertainment companies (e.g. Amazon Prime, Fox,itv, Disney etc). The engagement has gone up hugely
- The AI is creating additional value in spotting opportunities of where else ads can be inserted e.g. the back of a London bus, where no adverts are currently dispalyed
- The AI is learning fast on "emotions" and placing ads in the content which is empathetical to the brand - it's a unique feature compared to the competition
- He thinks he will sign up brands and entertainement companies wil sign up in the US and this will create a domino effect
- There were campaigns which were shelved because of COVID, but they are now coming out - so lost time, not lost business. They have had their first P&G campaign. New opportunities have emerged in the past couple of weeks.
- They showed the YSL campaign and the awareness has just come through, which is v. high
- They now hae more proof of the impact - e.g. for a drinks brand (prob Pepsi), consumption went up significantly. They were quoting figures like brand awareness up 14 %points (i.e. 50 to 64).There's a Kantar report which recommends considering Mirriad
- Audiences like it much more than traditional advertising
My main takeaway is that the opportunity is much bigger than I thought and the time is now right.
Lastly, there were some high quality questions; he does not know of any direct competition - there are adjacencies.
Sign In
Follow the stocks
