Latest ideas and analyses related to adtech

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GOOGL , TTD

+32 pts



RBC says 2nd antitrust lawsuit against $GOOGL could help #OpenInternet players like $TTD

By labjordan on Sept. 3, 2021, 10:51 a.m.
Tagged topics: digital advertising , open internet , anti-trust , RBC , Department of Justice , adtech

Views: 146, Votes: 1, Responses: 0, Attachments: 2
AAPL , GOOGL , APPS

+6 pts





By Pooh_Sheisty on Sept. 1, 2021, 12:38 p.m.
Tagged topics: valuations , Oppenheimer , adtech , underpenetrated TAM , Baby FAANG

Views: 4, Votes: 2, Responses: 0, Attachments: 0
APPS , GOOGL , AAPL

+39 pts



$APPS - Oppenheimer says Digital Turbine is a #BabyFAANG poised to take greater share of the $300bn TAM in #AdTech

By josiebe on Sept. 1, 2021, 11:30 a.m.
Tagged topics: valuations , Oppenheimer , adtech , underpenetrated TAM , Baby FAANG

Views: 382, Votes: 3, Responses: 1, Attachments: 2
ROKU

+32 pts



$ROKU - Deutsche believes The Roku Channel is well positioned to take leading position in the #AVOD market, and advertisers are willing to pay a premium

By puckerman17 on Aug. 25, 2021, 12:50 p.m.
Tagged topics: streaming , AVOD , deep dive , Deutsche Bank , adtech

Views: 239, Votes: 1, Responses: 0, Attachments: 2
ROKU

+1 pts





By rogoman on July 16, 2021, 8:02 a.m.
Tagged topics: digital advertising , Dataxu , hidden value , Needham , adtech , media , upside to estimates

Views: 1, Votes: 1, Responses: 0, Attachments: 0
ROKU

+40 pts



$ROKU - Needham says DataXu is Roku's hidden value driver, and investors are underestimating its contribution

By puckerman17 on July 15, 2021, 2:36 p.m.
Tagged topics: digital advertising , Dataxu , hidden value , Needham , adtech , media , upside to estimates

Views: 187, Votes: 6, Responses: 1, Attachments: 16
AMZN , GOOGL , PUBM

+32 pts



RBC says $AMZN blocking $GOOGL from collecting data on its properties signals that Amazon is serious about its role as a demand side platform

By mooreideas on June 17, 2021, 2:12 p.m.
Tagged topics: big tech , competitive advantage , RBC , adtech , demand side platform , DSP

Views: 195, Votes: 4, Responses: 0, Attachments: 1
ROKU , VZIO

+33 pts



$ROKU, $VZIO - JP Morgan expects strong Q1 across advertising, sees upside to estimates for ROKU

By puckerman17 on May 4, 2021, 1:27 p.m.
Tagged topics: streaming , digital advertising , earnings preview , JP Morgan , adtech , upside to estimates , ad agencies

Views: 127, Votes: 2, Responses: 0, Attachments: 9
ROKU

+68 pts



$ROKU - JP Morgan says deal with Nielsen serves as another bargaining chip with content providers, and a bridge for advertisers to shift budget from linear to streaming

By puckerman17 on March 2, 2021, 11:15 a.m.
Tagged topics: acquisition , digital advertising , Dynamic Ads , JP Morgan , adtech , linear TV , bargaining chip

Views: 121, Votes: 3, Responses: 0, Attachments: 1