All Dry Powder

The world of ad tech gets accused of being overly complicated and it’s refreshing to be able to simplify what is going on at the current moment. Everybody agrees about the shift toward CTV; with it there brings a whole slew of potential new advertising customers to expand from the major 500 players to over… Continue reading 27Feb25: Magnite Rising

While the mega caps continue to draw most of the energy in the market, this should be the year that certain smaller companies get their recognition and fair cap value. Presenting All Dry Powder’s top four picks for 2025 and beyond. Happy new year everyone! Altimmune (ALT) $513M Magnite (MGNI) $2.2B Doximity (DOCS) $10B Roku… Continue reading 2Jan25: Four for the Year

Magnite’s (MGNI) earnings report is still hot off the stove and while it’s a solid quarter financially what’s most exciting is the discussion about audience curation. Advertising is about results and attribution, but you can’t do programmatic buys effectively without knowing exactly whom you are reaching. The Trade Desk (TTD) can sell audience packages all… Continue reading 8Nov24: Mighty Magnite

Motley Fool recently wrote about the streaming world shifting towards ad tiers and how that’s going to benefit a lot of supporting players, including Roku.  https://www.fool.com/investing/2024/07/27/2-stocks-down-63-to-buy-right-now Stepping back to look at the much larger picture, we can see the gold rush that happened during COVID with the major publishers trying to maneuver and gain market… Continue reading 29July24: Ad Tiers are Here

Netflix (NFLX) is opening up their ad streaming service to programmatic players outside of their exclusive Microsoft (MSFT) arrangement after two years. Magnite (MGNI) is included among those new entrants taking a bite at the Netflix apple. This is the proverbial game changer and there should be some adjusted projections for Magnite to be announced… Continue reading 20May24: May Flowers

These four green shoots look exceedingly undervalued and are getting plenty of rain in this ever improving business climate. Prepare yourself for May flowers. Brightcove (BCOV) $84M Altimmune (ALT) $659M Magnite (MGNI) $1.4B Roku (ROKU) $8.9B “In the short term, the market is a popularity contest; in the long term, the market is a weighing… Continue reading 4Apr24: April Showers

Netflix (NFLX) released their ER last night and the results were quite good. They added 13 million new accounts, bringing their total subscribers to a whopping 260 million. In the world of advertising and market share, that is A LOT of engaged viewers. ($215B cap) Plug Power (PLUG) announced that they are producing 15 tons… Continue reading 24Jan24: Four Runners

(we are on the cusp of an incredible bull market run) Brightcove (BCOV) $97M Maxeon (MAXN) $242M Altimmune (ALT) $350M Biomea (BMEA) $522M Digi Int. (DGII) $893M SunPower (SPWR) $915M EVgo (EVGO) $964M Magnite (MGNI) $1.2B LiveRamp (RAMP) $2.3B Integral Ad Science (IAS) $2.3B GoodRx (GDRX) $2.5B DigitalOcean (DOCN) $2.9B Doximity (DOCS) $4.6B Roku (ROKU)… Continue reading 14Dec23: Gold Rush

Happy Thanksgiving! Hopefully everyone is feeling a little more positive about the future of the market. As energy consumption shifts to greener renewables; as media is heading toward streaming services; as marketing is trending toward programmatic exchanges; as transportation/logistics is going electric; and as global networks will be optimized through the IoT (Internet-of-Things), it is… Continue reading 26Nov23: Exponential Eleven

The media world is in the midst of a tectonic shift toward CTV and streaming video. The mega cap players have been established, but there are some dynamic service providers and platforms that have strangely been overlooked. These four are future kings in the making: Brightcove (BCOV) $133M Magnite (MGNI) $1B Integral Ad Science (IAS)… Continue reading 5Oct23: CTV & Streaming Kings