George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
Coke are a client of Azerion....
https://www.mobilemarketingmagazine.com/azerion-acquires-collective-media-europe-from-ti-media
Azerion deal kicking in early?
Floodgates will open on 1 March.
The documentation looks fairly straightforward to me.
It's normal for ad network plugins to be able to toggle live adverts on and off for testing.
Bidstack have had testimonials in the past stating how easy the tech was to integrate.
Only a handful of companies are offering the tech to place adverts in the actual game environment.
I'd put the main contenders as Bidstack, Frameplay, Anzu, Admix, Adverty.
I don't think any of the other companies have anything like the $30m guaranteed ad spend that Bidstack have. It will make it a lot easier for Bidstack to win additional publishers, like Zynga for example.
Be wary of the term 'in-game'. Many companies use it to refer to the existing ads that appear in mobile games (rewarded video and interstitial ads), rather in ads within the game environment itself.
If you scroll down on that mashable link you'll see that AdColony are referring to rewarded video.
Before the Bidstack sellers.json list went confidential it showed an entry for 'Zynga Demo'.
Check out this Wayback Machine entry from 1 Nov 2021:
https://web.archive.org/web/20211101160338/http://bidstack.com/sellers.json
Thanks toptuf
Hi,
I'm new to the company and just doing some research. Hoping someone can help with my questions.
1) Was a recording of the 17 Nov presentation ever posted on the website?
2) It seems the plan is to execute new hedges when the old hedges run out shortly. Has the company said what percentage of production they are looking to hedge?
The near term cash flows do look very good compared to the market cap. So I'm keen to learn more.
Thanks
Thanks lseenoships.
Where are you getting the Marriot stats and where are you seeing Madden?
New ad campaign in the UK. In quite a few games by the looks of it.
https://twitter.com/upto2m/status/1457686616256954372
https://twitter.com/thesageinvestor/status/1457713175021998081
Good to see US ads continuing strongly. Must be Bidstack's biggest market.
https://twitter.com/thesageinvestor/status/1457612187627888640?s=20
Hope to see ads also start to pick up in Europe now, especially with the run-up to Christmas. Plus the in-menu ads starting.
https://twitter.com/thesageinvestor/status/1455794899580821505?s=20
From yesterday's LinkedIn post:
‘Stay tuned for further collaborations with top notch games and brands ??’
New collaboration
https://twitter.com/upto2m/status/1455229366493908993?s=20
*9 million monthly active user game
*100m+ monthly active user publisher
*clickable ad in menu
https://venturebeat.com/2020/08/14/wildlife-studios-raises-120-million-for-casual-mobile-games-at-3-billion-valuation/
Girdz,
It’s a very high margin business. You need to look at the detail.
Revenue of 668m and cost of revenue was only $245m. That over 60% gross margin.
They are spending a lot on Marketing ($265M), R&D (77m) and G&A ($45m).
There’s also $107m of non-cash depreciation within the above figures. EBITDA was $184m.
I’ve only seen Marriott ads in PDC (currently running in the US). Broken Grounds showing in the UK.
Applovin is a great example of the scale that mobile advertising can get to through programmatic exchanges.
Applovin’s market cap is $36bn (yes billion). Well over 1,000 times that of Bidstack.
If any element of Bidstack's tech interested them (such as in-menu ads), they could easily just buy the company. They had over $1bn at the end of June and just raised another $1.5bn.
New ad campaign for paco rabanne running in the US, as well as Marriott.
https://twitter.com/thesageinvestor/status/1453982823640145928?s=20
Ad budgets often run quarterly – with ad spend increasing as the quarter progresses. We had a lot of adverts in Aug and Sep, a quieter period in Oct and should now hopefully see a large increase in campaigns in Nov and Dec.
The paco rabanne campaign is a holidays campaign. Could see a lot more of these.
The in-menu ads could see a step change in revenue for Bidstack.
In major territories they will go from having a fairly small fill rate for in-game ads, to having a near 100% fill rate for their in-menu ads hooked up to existing open exchanges.
That’s how it works. Just open up the darts game and play a match – a stream of different banner ads will show at the bottom of the screen on every game you play. It's the same open exchanges that Bidstack will use to fill their in-menu ads.
I just opened the darts game and in one 5 minute match was served with over 10 different banner ads at the bottom of the screen.
Imagine if Top Eleven adopt in-menu ads. They have multi-million DAUs with long session times. Run the numbers with a 100% fill rate.
There's room for a number of in-game ad companies to grow into very large organisations. Just like has happened in existing mobile game adverting (there are multiple multi billion dollar companies serving reward and interstitial ads).
Admix looks like it raised at 5 times the Enterprise Value of Bidstack. That makes Bidstack look very cheap.
I has the 2018 raise at c.$4.5m pre-money.
So was this raise done at c.$70m pre money?