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#43.1 UPDATE: Magnite + Pubmatic, unknown take rates
UPDATE: We stand corrected! In our April 4 post “Magnite + Pubmatic, unknown take rates” we said Magnite stopped reporting gross ad spend after …
3
#43: Magnite + Pubmatic, unknown take rates
Using days receivables to back into undisclosed gross ad spend and daisy chain to take rate estimate
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#42: 4Q22 AdTech18 Portfolio Review
Winners/Losers; What caught our eye in Q4; What's up with Zeta?
#41: TradeDesk Valuation Build Out
When curiosity turns into a model; What is TTD worth?; How do we get there?
#40+: TTD Earnings Release + Thoughts
Hello Paid Subscribers — Happy Fat Tuesday! As we just highlighted in our post “TTD Earnings Release + Thoughts”, we’ve updated our NOPAT and In…
#40: TTD Earnings Release + Thoughts
Earnings call commentary; ROIC downward trend continues; Fundamental growth decline; Updated valuation statements for paid subscribers
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Quo Vadis
Welcome to Quo Vadis — your periodic dose of programmatic perspective. Join our community to untangle the struggle between programmatic advertising, which presses forward, and a severe informational imbalance obstructing its progress.
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