#33: Weekly Update
Mixed week; Fibonacci still bouncing; Poll results
Reading Time: 2 minutes
The broad markets were all down on macro news and earnings outlook, but Quo Vadis AdTech18 was down more.
Every DSP was down except Viant (announced cost reductions) and Zeta. Tremor was our biggest loser this week.
Agencies had a good week overall, except for WPP. S4 Capital was our biggest winner of the week.
Roku, a blended DSP and SSP business amongst other things, continues to slide as investor confidence appears to be eroding.
Magnite was down big and Pubmatic followed after Jefferies “hits sidelines in digital ad look.”
Made for advertising “chumbox” companies when opposite directions: Taboola had a nice week after inking a 30-year deal with Yahoo while competitor Outbrain went the other way.
Fibonacci Retracement Update
You wanna know what brings a smile to our faces? When our Fibonacci Retracement experiment runs true as predicted. We can’t wait to see what happens next!
Even though our Quo Vadis AdTech18 portfolio headed downward for two weeks in a row, it remains within the boundaries of support and resistance.
Poll Results: The jury is in. Last week we polled you asking…
Sentiment tells us that the glory days of high expectations for adtech are behind us. So best to buckle up for the turbulence ahead. If marketers grow more wings on a flight to quality because of macro concerns, then only the best in adtech — or the perception of “best” is good enough — will keep it in the air.
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