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April 2023
#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 …
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#43: Magnite + Pubmatic, unknown take rates
Using days receivables to back into undisclosed gross ad spend and daisy chain to take rate estimate
March 2023
Quo Vadis Seminar: London April 27, 2023
Quo Vadis is coming to a city near you putting on an amazing programmatic seminar. Register today, tickets will go fast.
#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?
February 2023
#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
#39+: Quo Vadis TTD Earnings & Valuation for Paid Subscribers
Hello Paid Subscribers — Happy Valentines Day! As we just highlighted in our post “Quo Vadis TTD Earnings & Valuation”, we have two special extr…
#39: Quo Vadis TTD Earnings & Valuation
The Trade Desk reports earnings on Wednesday; All eyes on gross ad spend; Register for our Webinar on TTD DCF Valuation
#38 Quo Vadis Month In Review | January 2023
Who's up/down; Adtech & Agency Reporting Season; Fibonacci Finally Breaks Through Resistance
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January 2023
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