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Silver Spring Networks, Inc. Message Board

chris_cs16 5 posts  |  Last Activity: Nov 11, 2014 5:43 PM Member since: Aug 21, 2001
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  • Yahoo announced that it has acquired BrightRoll for $640 million this afternoon. BrightRoll is expected to generate over $100 million in sales this year and is profitable. RUBI is already over $100 million in revenue and is projecting over $120 million in sales this year along with being profitable. RUBI, however, is only valued at $345 million (enterprise value)...

    A similar valuation as BrightRoll ($640 million) would put RUBI at over $20.50 per share...

    Sentiment: Strong Buy

  • Omnicom also revealed on the earnings call that programmatic media buying — which makes the buying of media far easier than TV because the process is automated —accounts for just around 2% of the company's revenue. However, with a recent Forrester study forecasting programmatic ad spend across North America will double to $39 billion by 2019, Wren said the company was " rapidly evolving" its business to ensure it had the capability to serve clients in this area. There has been a "meaningful increase in demand" from clients for the company's programmatic services over the last year, he added.

    Omnicom Group, the world's second largest advertising holding company by revenue, just gave the market another major indication that TV dollars are moving to digital.

    Speaking on the company's third-quarter earnings call Tuesday, Omnicom Group CEO John Wren explained how the rise of programmatic advertising and the increase in quality inventory becoming available online over the past few months has seen a "rapid shift" in the way clients have been booking advertising.

    Referencing the move from TV and traditional advertising to digital in particular

    Sentiment: Strong Buy

  • Yahoo may be close to buying video ad startup BrightRoll for about $700M. BrightRoll has revenues in the range of $100 million, which implies a 5x+ revenue multiple. Rubicon trades at only 2.5x revenue...

    Sentiment: Strong Buy

  • Reply to

    Rubicon as Takeover Target?

    by chris_cs16 Sep 20, 2014 11:06 AM
    chris_cs16 chris_cs16 Sep 23, 2014 10:30 AM Flag

    Millennium Media today announced the acquisition of Nexage, a mobile advertising exchange, for ~$110 million. Consolidation in the industry continues with RUBI being a prime asset.

    Sentiment: Strong Buy

  • Yahoo has always been rumored to be interested in acquiring Rubicon, even going back to before RUBI's IPO.

    http://www.benzinga.com/news/12/11/3111741/rumor-yahoo-to-acquire-the-rubicon-project

    With all the recent cash generated from the BABA IPO, Yahoo will likely look to use some of those proceeds to acquire companies in the adtech space to enhance its competitive stance against GOOG and others in the industry. RUBI fits well with YHOO and would help expand their presence in the space. Several articles are starting to come out suggesting the same.

    http://money.cnn.com/2014/09/19/investing/yahoo-aol-rumor-alibaba/index.html?source=yahoo_quote

    http://www.thestreet.com/story/12883884/3/yahoos-alibaba-cash-could-trigger-a-buying-binge-in-tech.html

    I think the recent acquisition of Conversant will be the start of a wave of consolidation in the industry, with RUBI being a very attractive target.

    Sentiment: Strong Buy

SSNI
8.10-0.01(-0.12%)Dec 19 4:03 PMEST

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