RE: Tosca sell31 Jan 2021 20:03
Rusty
"On a different note. STT1, Please listen to the presentation from Tremor, and when you have watched, you can advise us of your wisdom, and why you are right, and YOU know more than the company."
Rthm(now merged with trmr) also used to publish bullish investor presentations. Why is this any different?
Remember 2016-17, after the previous US Presidential Election, the rthm eq sp rose to 50p, old money or around 580p new money. Tosca held 29% and bullish noised were coming out of rthm.
Look back at my posts, I questioned the full stack model.
Then industry challenges hit as I've mentioned in the past, M&A activity increased, those who didn't adapt fast enough fell aside, eg Sizmek, who also offered CTV but filed for Chapter 11 bankruptcy.
Telaria, who were part of trmr(as TAP), demerged from trmr citing customer perceived conflict of interest as the reason for doing so.
Telaria then merged with Rubicon to form Magnite.
Magnite is a merger with Telaria and Rubicon. They merged because of Industry Challenges, resulted in M&A.
Crucially, Telaria were previously part of Trmr(as TAP). and demerged stating the following.
Telaria's reasons for demerging from Trmr(TAP). Perceived conflict of interest.
"Clients were also uneasy with Tremor servicing both the buy- and sell-sides."
"There's always been a little bit of friction because we were selling agencies and advertisers different products while we were representing publishers," Zagorski said. "And the people who plug into that sell-side platform would always be somewhat hesitant to commit to it in a huge way because we had that perceived conflict."
https://adexchanger.com/digital-tv/tremor-video-sells-demand-side-business-taptica-50m/
The Trade Desk (TTD) previously quoted as saying that their one sided approach was the key to its success...other companies have also ditched both sides...
"Many companies that tried to run ad tech businesses on both sides later have sold one side off: Rubicon shut down buy-side platform Chango, with then-CEO Frank Addante admitting the acquisition was a failure. Tremor Video just sold off its buy-side business to focus on the supply side. Amobee sold its sell-side business to focus only on the buy side. The Trade Desk, which has seen its stock skyrocket post-IPO, consistently cites its single-side, agency-focused approach as a key to its success."
https://adexchanger.com/platforms/appnexus-buy-side-falls-wayside/
So where's the evidence it is any different this time?
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