It helps to have a set of impressive financials, which Rocket Fuel demand side platform/ad network has according to S-1 filing. It was able to double its client list to 784 and grow its revenue by 139% to $106 million last year. But net losses have widened as well. Rocket Fuel ended last year with a net loss of $10.3 million and ended the first six months of 2013 with a loss of $11.9 million. Gross margins inched up to 46% between January and June 2013 – 2 percentage points higher than the same period in 2012. But the real question for Rocket Fuel is whether the display market will continue its double digit gains over the last few years, or if the online ad industry is looking at slower growth and greater competition for the display pie.
Rocket Fuel is squarely in the display space, as opposed to the faster growing video segment, where YuMe is focused. Despite the hopes of migrating TV dollars, most companies and analysts note that video is mostly benefiting from a shift from banners to streaming visuals. And while online advertising is still healthy, growth is slowing down. online advertising gained 18% in 2012 and should do 19% in 2013. Certainly, those are strong growth rates for Yume, but the law of large numbers say that the strength is building sooner than later.
No I actually sold my rocketfuel (fuel) when I realized Yume has the better technology and the Numbers to prove it.
Sentiment: Strong Buy
P/S cutting edge technology, customer increase 45%, margins growing.
with out cookies collecting first party data. low float buy now before its sky high
worth more than the printer cos
gonna lay some $$ on pmtc also breaking out, ddd on fire