Member Info for stt1

Brassneck, Move to Fee Transparency... "So, there has been a bit more reporting of fee transparency but I think it is a relatively low level trend at the moment and not something to be too concerned about, probably for at least the next 12 months. I think most companies spending on advertising on line are principally concerned with getting clean, fraud free inventory that delivers a strong return on investment at market rate. This brings me to my survey:" Well you would say that because 1R haven't announced a move to fee transparency. I'm sure you will change your opinion, as soon as 1R announce it. Then it will be that they are addressing the challenge and are way ahead of the rest... ;-) Several companies are moving towards fee transparency.. Just one example... "The partnership looks to make all fees - including some that were previously undisclosed - fully transparent and comes at a time when when suppliers are actively looking to increase transparency around auction dynamics passed to buy-side partners." http://www.thedrum.com/news/2017/10/15/adobe-partners-with-15-adtech-firms-make-all-fees-transparent Who charges fees: "RHYTHMONE (INCLUDING YUME) Does it charge buy-side fees or other nontransparent fees: No response. " https://adexchanger.com/platforms/rubicon-got-rid-buy-side-fees-else-charging/ 1R-DataXu legal case regarding fees is still showing as not settled... https://www.pacermonitor.com/public/case/22028832/RhythmOne_LLC_v_DataXu,_Inc

Brassneck, Re: Ads.txt Thanks for your post and opinion... Your comment: "It turns out R1 think it's a good thing too and they encourage their publishers to set up their own ads.txt file and actively works with them to implement it. I couldn't find any R1 comment saying they thought it was a fad and they were ignoring it or that they had never heard of it or the IAB before." I agree ads.txt is good for the industry and hopefully a wider adoption will help transparency. 1R stepped up their adoption of ads.txt after Google pushed it's adoption... 1R had to adopt it and push their publishers to do so as well, if they wanted to continue to do business via Google.. "By the end of October, DoubleClick Bid Manager will only buy inventory from sources identified as authorized sellers in a publisher£s ads.txt file when a file is available. Presumably, at some point, ads.txt will be a requirement for DBM." https://martechtoday.com/google-doubleclick-new-ad-fraud-measures-204475 If you look at the Pixalate report from Dec, 1R isn't listed as a top 10 in any of them... You'll notice companies like OpenX, Rubicon, Pubmatic are listed as Top 10 in more than 1 category. Therefore, 1R do have work to do in this area. (You have to register to download the report) Pixalate Report showing TOP 10 in each of the following categories: 1) Pixalate TOP 5000 sites with ads.txt # of pixalate top 5000 Sites with an ads.txt file. measured by Pixalate. Sept-Dec., 2017. 2) which exchanges are listed on the most ads.txt files? # of times an exchange is listed in ads.txt file, by domain. measured by pixalate, Dec 18, 2017 3) Exchanges - ADS.txt coverage rate by demand The % of all ADS.TXT-enabled domains on which each exchange is listed, Measured by Pixalate, Dec 18, 2017. 4) Exchanges # of domains listed as �DIRECT’ Partner # of times an exchange is listed as �DIRECT’ Partner in ADS.TXT file, by domain. Measured by Pixalate, Dec 18, 2017. http://blog.pixalate.com/iab-ads-txt-2017-trends-report

Bmac, "I suspect you have worked it out already (but maybe not), it applies to all the adtec companies in our space." My earlier comment: "Every industry goes through some change. Companies within the industry assess whether any changes have any impact or not and how much it would impact them. Those changes can be challenges or opportunities for individual companies. "

Brassneck, GDPR.. "On GDPR I'm not expecting near term impact, not least as 80% of revenues US based. " GDPR is becoming effective from May 25th 2018, so it's impact won't be known until at least a year. GDPR affects 1R as they offer their services to the EU residents, don't they? "Organisations based outside the EU that offer goods or services to EU residents, monitor their behaviour or process their personal data will be subject to the GDPR." The compliance applies to Personal Data, whether it be email address, IP address or location data. 1R handle all of these. "The GDPR applies to personal data. This is any information that can directly or indirectly identify a natural person, and can be in any format." https://www.itgovernance.co.uk/data-protection-dpa-and-eu-data-protection-regulation

Brassneck, Thank you for your opinion. Before discussing some the individual changes... Industry changes. ITP, GDPR, Google Ad blocker, ads.txt, Google's Exchange Bidding, Fee transparency etc... Every industry goes through some change. Companies within the industry assess whether any changes have any impact or not and how much it would impact them. Those changes can be challenges or opportunities for individual companies. Any reason why anybody should not ask if any industry changes impact 1R or whether any changes are opportunities for them? You seem to think that the industry changes have no or very minimal affect on 1R. That's your opinion and I respect that. Last year was the NEED for change. Following on from Methbot fraud and ads appearing on inappropriate sites, there were calls for changes within the industry. Comments from major companies like P&G, JP Morgan, unilever etc... The ad tech industry was put under the spotlight... I think this year and next should see the IMPACT of those changes. These changes started to appear late last year and some this year. The affects of these changes and how much they impact companies won't be known for sometime, perhaps a year after implementation. If they don't impact 1R, then it's up to 1R to make the official announcements. If their model was working well, then why did they completely change their model from Blnx to 1R and if management (BM, SC etc) were doing a great job then why the recent changes in senior management. In 2014 they stated they were well positioned to adapt to any shifts in the industry and convert them into opportunities.. then went on to issue a profit warning blaming those shifts in the industry. They then changed their business model. (note they also mentioned CTV - 4 yrs ago!!) Imo, BM and SC should have resigned after the profit warning. From their fy2014 results: Outlook: "Through our multi-faceted business model, strategic acquisitions, patented technology, expert leadership and talented employee base, we feel we are well positioned to adapt to any shifts in the industry and convert them into opportunities for further success. Our immediate focus is on innovation to drive growth through mobile, programmatic and cross platform data that will yield better consumer targeting and campaign performance attribution across devices. In order to achieve Company goals for scale, scope and reach across multiple advertising channels, we are taking steps to reallocate resources to emerging channels, including mobile and connected TV. " http://marketing.corporate.rhythmone.com/docs/blinkx_Results_5.6.14.pdf Then few weeks later, the profit warning: "We attribute this performance to industry-wide issues of efficiency and effectiveness, which, in our case was compounded by the lingering effects of the disparaging blog about the Company. " https://investor.rhythmone.com/newsroom/2014/07/02/blinkx-plc-tradi

Brassneck, sorry forgot, also delays in payments. What's your view on delays in payments? Thanks Programmatic's Slow Payment Problem Puts A Strain On The Industry https://adexchanger.com/exchange-ideas/programmatics-slow-payment-problem-puts-strain-industry/

Brassneck, Interesting opinion of yours earlier today on industry challenges/opportunities/changes. What's your opinion on ads.txt, which was a major change last year? What's your opinion on move to fee transparency? How will these affect the industry and 1R?

Brassneck, I think you misread my post. My post stated: "1R's own rns stated that on platform programmatic revenues for Q3 2018 were 13% higher compared to Q3 2017. The Q3 2018 revenue growth also include a first time, virtually full year, contribution from Perk (acquired Jan 2017) and some months of contribution from Rad1. " The 1st sentence refers to 1R's rns stating the 13% 'on platform programmatic revenues'. The 2nd sentence refers to Q3 2018 revenue growth, which includes contribution from Perk & Rad1. Therefore, the revenue growth mentioned by Big Bear and you, includes contribution from Perk & Rad1? Big Bear missed off the mention of Perk & Rad1's contribution... If you include Perk's and Rad1's contribution, you would end up with a substantial increase in revenue, wouldn't you? If you look at their H1 results, they said revenues from continuing operations was up 72%. https://investor.rhythmone.com/assets/pdf/H12018_Results_041217.pdf "Whereas sloppy negative cut and paste headlines simply re-enforces everyone's view of your agenda." Interesting comment from your post... How do you know everyone's view? Are you their representative and have asked them? Could it be that you want everyone to have that view? Can you please post some non-sloppy headlines showing how 1R and the industry are doing? Thanks

Q3 2018 revenues compared to Q3 2017 revenues. 1R's own rns stated that on platform programmatic revenues for Q3 2018 were 13% higher compared to Q3 2017. The Q3 2018 revenue growth also include a first time, virtually full year, contribution from Perk (acquired Jan 2017) and some months of contribution from Rad1. "During the seasonally strongest quarter of the financial year, the Company experienced growth in both topline revenue and profitability on an adjusted1 EBITDA basis, compared with the same period last year. Performance was led by on-platform programmatic revenue growth, which saw an increase of approximately 13% year-on-year." https://investor.rhythmone.com/newsroom/2018/02/02/rhythmone-plc-successfully-completes-exchange-offer-to-acquire-yume

According to article, average yield lifts for publishers was 40%, OpenX had 20% over the average... Google Discloses Results Of 'Exchange Bidding,' Boosts Publisher Yield >40% "OpenX disclosed that the 'average' yield lift for all other exchanges participating in the test was 40%, indicating that OpenX had a 20% performance advantage over their average." https://www.mediapost.com/publications/article/314702/google-discloses-results-of-exchange-bidding-bo.html Previous article regarding 1R and Exchange Bidding: "In fact, publishers using Google�s Exchange Bidding are seeing up to 40% programmatic revenue increases." https://www.doubleclickbygoogle.com/articles/rhythmone-boosts-yield-and-cpms-with-googles-exchange-bidding/

Tosca owned 29% a year ago, when the sp was around 38p, pre cons, or 380p post consolidation... Wasn't that controlling stake? Yet the sp has still fallen over the past year... https://investor.rhythmone.com/assets/pdf/TR1_ToscaFund_05_01_16.pdf The transaction date of the holding rns this morning was Mon, 12th... yet sp has fallen this week.. https://investor.rhythmone.com/assets/pdf/TR1_ToscaFund_Feb15_18.pdf

Despite concerns over Apple's ITP and GDPR, Criteo posts record growth for 2017 http://www.thedrum.com/news/2018/02/14/despite-concerns-over-apples-itp-and-gdpr-criteo-posts-record-growth-2017

Industry challenges/changes/opportunities... Google's ad blocking goes live tomorrow Google�s Chrome ad blocking arrives tomorrow and this is how it works https://www.theverge.com/platform/amp/2018/2/14/17011266/google-chrome-ad-blocker-features

Move to fee transparency...industry challenges/changes Pubmatic increases transparency with simplified pricing models... http://mobilemarketingmagazine.com/pubmatic-transparency-simplified-pricing-models

If ads.txt adoption is a requirement isn't the take up of ads.txt important?. "By the end of October, DoubleClick Bid Manager will only buy inventory from sources identified as authorized sellers in a publisher£s ads.txt file when a file is available. Presumably, at some point, ads.txt will be a requirement for DBM." https://martechtoday.com/google-doubleclick-new-ad-fraud-measures-204475

If you read the update, the beneficiaries are publishers, who might see programmatic revenue increase by 40%.. It's interesting that the update came out this week, when Google is going live with their Ad Blocker... Last Oct, Google pushed through adoption of ads.txt, so publishers had to come on board... In the update, there is no mention of fees charged by Google.. There was an article a few months ago regarding Fees and Rubicon/Pubmatic comments... Google's Answer to Header Bidding Runs Into Headwinds "The ad-tech companies that many publishers use to plug into Google's DoubleClick and other systems say a number of factors have turned out to be likely deal-breakers. Among them is a 5% cut that Google charges publishers for every transaction through its header bidding alternative, now simply dubbed Exchange Bidding, according to several executives with direct knowledge of the program." "Although Google won't say so publicly, header bidding has shaken its stranglehold on automated ad sales in a fundamental way." "While Rubicon Project is still in trial with Exchange Bidding, it hinted that it will stop offering the product to its publisher clients once that trial ends. "Publishers have concerns about fee structures and Exchange Bidding," said Tom Kershaw, chief operating officer at Rubicon Project. "Most solutions I'm aware of for header bidding do not charge anything. So any service that tries to charge for just processing transactions, you're going to face an uphill battle. It is not specific to Google, but making money off the header bidding process is something not most exchanges are doing, so it's a concern."" http://adage.com/article/digital/google-s-header-bidding-alternative-ditched/309707/

STTsbumbag "I'm surprised stt1 didn't post that link about double-click and R1 seeing the posts every other negative link he finds about the company" I see you're STILL determined to plant into everyone's mind about my posts being 'negative', 'shorter'...why's that? Posters who are unable to discuss the company, resort to personal abuse to goad a reply... Your profile created, Sept 2015, 2 yrs before I joined.. What does STT in STTsbumbag stand for?

Industry challenges/opportunities/changes... Move to Fee Transparency... PubMatic Announces Zero Buy-Side Fees How much does 1R receive from fees? https://www.businesswire.com/news/home/20180208005279/en/PubMatic-Announces-Zero-Buy-Side-Fees

Can digital transformation breathe new life into our ailing NHS? "The term �integrated care' is much-used in health policy and management circles. It is transforming the patient experience, but could it help save our overstretched NHS too?" https://www.itproportal.com/features/can-digital-transformation-breathe-new-life-into-our-ailing-nhs/

"At the same time, the big topics of 2017 � transparency and blockchain � are here to stay, too. " "Is 2018 going to be the year of transparency? Fuat: I think 2017 was a �year of transparency�, and this will continue into 2018. Especially with ads.txt, GDPR, and the growth of brand spend within programmatic, the market is going through consolidation and shifts. DSPs are applying more SPO (supply path optimisation) to limit their QPS (queries per second) due to the rise of header bidding and increased transparency. They want to be no more than �two hops away� from the inventory source and want as much direct access as possible. Being more direct, transparent, and simply open and honest about the source of your inventory, auction dynamics, and the way you operate as a business, is the key to building and maintaining trust. I expect 2018 will see further development of these key themes." https://www.exchangewire.com/blog/2018/02/08/another-year-of-transparency-qa-with-koray-fuat-pubmatic/