Who is this Navic company and why hasn't anyone talked about them as a competitor before? According to the Wall Street Journal, Navic appears to have a lot more traction related to television audience measurement than RENT does and yet the management team doesn't even mention them as a competitor? What else is out there?
I am concerned with the direction of the company since it appears the farm is being bet on TV Essentials and promises of $250M plus in annual revenue are being made during investor converence calls. Does anyone on this board have any insight?