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»Investment

YuMe’s “Disappointing” Quarter, Dragged Down By Direct Client Losses

Though video ad company YuMe held to last quarter’s promise that it would release a programmatic ad stack, it did little to improve its Q2 2015 financial performance. “We had a disappointing quarter,” said Jayant Kadambi, co-founder and CEO during a Monday earnings call. YuMe’s Q2 2015 revenue was flat – $40.4 million in Q2 2015,... Continue reading »
by Ryan Joe // August 10th, 2015 //
»
ComScore-Google Partnership Emerges From Beta

ComScore’s partnership with Google, which integrates the former’s Validated Campaign Essentials (vCE) measurement into the latter’s DoubleClick products, has come out of beta. The partnership was first revealed in February 2014. During a Q2 earnings call Tuesday, comScore CEO Serge Matta noted that “vCE is the first independent measurement system to be directly integrated into Google... Continue reading »
by Ryan Joe // August 4th, 2015 //
»
As Neustar Faces Loss Of Its Big Government Contract, CEO Hook Says Marketing Services Won't Be Affected

Neustar is banking on growth in its marketing services division, the primary point of conversation during its Q2 2015 earnings call. That the company will likely lose a major contract that supplies number portability services to the United States might be a financial hit, though CEO Lisa Hook was adamant that it won't affect Neustar's growing marketing... Continue reading »
by Ryan Joe // July 30th, 2015 //
»
Q2: Alliance Data Systems Bets On Conversant’s Pipeline

Alliance Data Systems CEO Ed Heffernan isn’t thrilled with data marketing unit Epsilon’s 5% top-line performance, he said during Alliance Data's Q2 earnings call Thursday. “That isn’t an acceptable long-term number,” he said, adding he thinks its potential is 7% or 8%. Getting to that potential will require double-digit growth in Epsilon’s tech offering –... Continue reading »
by Ryan Joe // July 23rd, 2015 //
»
From Foundry To Ventures: How Unilever Invests In Startups

Change or die. The smart brands acknowledge this. It’s one of the reasons why ad tech cabanas and beach houses have taken over the sandbars surrounding the Cannes Lions festival, and why ad tech yachts almost exclusively line the port. “It’s important to us to understand what will change in the future and what will... Continue reading »
by Ryan Joe // June 26th, 2015 //
»
Programmatic I/O: Don’t Forget Take Rates When Sizing Total Addressable Market For Ad Tech

Programmatic ad tech companies aren’t properly estimating their total addressable market, said BMO Capital Markets equity research analyst Dan Salmon. Salmon presented a report Thursday at Programmatic I/O in San Francisco that pointed to two areas where these estimates tend to get thrown off. First, most ad tech vendors don’t factor in take rates – the... Continue reading »
by Kelly Liyakasa // April 17th, 2015 //
»
Exit 2014: IPOs Sagged, But Mergers Surged For Video And Data Tech

The ad tech industry isn’t going anywhere, but 2014 exhibited some of the financial shakiness that dogged public ad tech stocks through much of 2013, especially for companies that went public in the last 12 to 15 months. “The only slight surprise for me and many others [in 2014] was the sudden switch in sentiment... Continue reading »
by Ryan Joe // December 23rd, 2014 //
»
Q3: Rich Media Declines Drag Down Sizmek

Sizmek had another disappointing quarter, with Q3 revenues increasing only 3% YoY to $39.5 million – results that “were lower than we had expected,” according to company CEO Neil Nguyen. The decline was driven by the company’s faltering rich media business, which decreased 35% YoY. The ad management company found a silver lining in its... Continue reading »
by Ryan Joe // November 13th, 2014 //
»
Amazon Q3: Ad Revenue Category Up Amid Weak Earnings

Amazon remained tight-lipped about its developing ad network during the company's Q3 earnings call, about which CFO Thomas Szkutak only said: "There's not a lot I can say there." Amazon's "Supplemental Revenue" category, which includes advertising, Web services and co-branded credit cards, raked in $1.3 billion in Q3, up 40% YoY from $960 million. Amazon's supplemental revenue... Continue reading »
by Kelly Liyakasa // October 23rd, 2014 //
»
Startup Lytics Raises $7M, Wants To Help You Build Your Own Marketing Cloud

The value of a marketing cloud, as Forrester Research pointed out Tuesday, is in the level of its integration. But Portland, Oregon-based startup Lytics takes the position that whatever level of integration the big-name marketing suites offer simply isn’t enough. The company, which started in 2012, made its “marketing activation platform” generally available on Wednesday... Continue reading »
by Ryan Joe // October 22nd, 2014 //
»
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