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Career Education Corp. Message Board

techster007 397 posts  |  Last Activity: Aug 11, 2015 5:30 AM Member since: Aug 3, 1999
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  • 2nd round of Employment Equity Inducements indicate the buyout is done. Combined this with CEO comments on the cobference call, there's the proof traders have been barking about.

  • techster007 by techster007 Jul 13, 2015 2:21 PM Flag

    I don't know who (AOL or MM) floated the $300 to $350 mil price, but it makes sense for Millennial to leak those numbers because:

    1) $300 to $350 Mil is dirt cheap - roughly 1x revenues (mobile ad start-ups with no revenues get 2x).
    2) Also, it's not just about revenues, it about the deep relationships MM has with major Brands and Publishers which are not easily duplicated. Plus MM has extensive mobile experience, and projected positive EBITDA in Q4 of 2015.
    3) AOL is not the only game in town. Twitter expressed interest in MM and so has Yahoo. Look for others to follow (like Appnexus)At this price, floundering Rocket Fuel could make a run at MM.
    4) Millennial has $150+ Mil in tax loss carry forwards.
    5) Jumptap mobile patents (CEO talked about monetizing the patents but no recent mention has been mad)
    6) Point of emphasis: AOL is Weak in mobile. Should AOL get too cute with the numbers, another frim will jump ahead of them. Snooze you lose.

    Personally, I'd prefer AOL (or another major player) buying a major stake in MM and forming a strategic partnership, as opposed to a complete buyout.

    Note: Admeld fetched $400 from Google and they only had an SSP and MM CEO Michael Barnett was the CEO of Admeld, MM has a DMP, a DSP, an SSP, a direct order insertion sales team, Ad Network, Programmatic capability/RTB, and a Creative team.

    AOL is about $200 million short on this one. Bottom line, AOL is low balling Millennial.

    Sentiment: Strong Buy

  • Reply to

    Twitter speculation

    by techster007 Jul 9, 2015 8:35 PM
    techster007 techster007 Jul 9, 2015 8:36 PM Flag

    Twitter CEO being fired slowed the process.

  • techster007 by techster007 Jul 9, 2015 8:35 PM Flag

    Seems AOL is not the only one kicking MM's tires. Twitter too.

    Google it. Why Would AOL Shell Out $300 Million Or More For Millennial Media?

  • I have to believe the CEO is smarter than this. In fact, I know he is. Much smaller, less proven startups are going for close to $350 mil. MM has waaaay too many assets in play for such a low valuation. Heck, Rocket Fuel had a $350 mil offer and deemed it not credible.

    At this dirt cheap price, if I'm an Verizon AOL competitor, no way I stay on the sideline. Appnexus? Yahoo? SingTel, Sprint, Apple?

  • Reply to

    re In-App advertising --100% guarantee

    by techster007 Jun 3, 2015 10:12 PM
    techster007 techster007 Jun 21, 2015 11:42 AM Flag

    One last very important point: In-App ads aren't subject to ad blocking software like AdBlock Plus and Ad Muncher.

  • Reply to

    re In-App advertising --100% guarantee

    by techster007 Jun 3, 2015 10:12 PM
    techster007 techster007 Jun 15, 2015 10:54 AM Flag

    Also, according to Flurry, 86% of mobile users’ time is spent in the app environment.

  • The importance of MM's 100% viewability guarantee for in-app advertising is underscored by Juniper Research's projection of In-App advertising reaching $17 billion by 2018.

    According to eMarketer, nearly 93% of smartphone users and more than 90% of tablet users will download and install apps.

    According to a study by Appsavvy, in-app advertising performs 11.4 times better than standard banner advertising.

    Earlier, I said that 100% viewability for in-app advertsising is a big deal. I thought I'd explain why to make it more clear. See what I'm driving at.

  • techster007 techster007 May 13, 2015 7:36 AM Flag

    It's worth noting, no one else in the mobile ad tech industry offers a 100% in-app viewability guarantee. Not Rubicon Network, not Rocket Fuel, not Google, not Facebook, not MoPub, not AirPush, none of them. Kudos to MM showing leadership. In business strategy terms, MM is pursuing a "Differentiation" strategy. And it will work. There is a reason no one else is stepping up to the plate to offer this guarantee -- they can't.

  • Interesting happenings -- first major play by a telco in the digital ad space. Other telcos will follow. This is good for Mobile Ad tech companies, especially adding visibility for companies like Millenial Media and others.

    Sentiment: Strong Buy

  • In the words of Joe Biden, this is a BFD!

    Sentiment: Strong Buy

  • AudienceScience – Proctor &Gamble's programmatic buying platform of choice. Do the math.

    Sentiment: Strong Buy

  • Google "Facebook Partners With 12 Ad Nets To Track App Installs"

    Interesting move on Facebooks' and Millennial's part. I imagine it's in their best interest from a dollar standpoint. It's strange no press was released about this, MM is playing it very close to the vest these days.

    Sentiment: Strong Buy

  • Reply to

    Possible take over by Yahoo within 6 months

    by jayg55 Mar 11, 2015 8:38 AM
    techster007 techster007 Mar 11, 2015 9:42 AM Flag

    Very interesting. As for Yahoo takeover of Millennial, this has been rumored for a while. Never say never.

    *Google buy of InMObi doesn't bode well for Rubicon who partners with InMobi to power their mobile ad network.
    *InMobi reaches 759 million active monthly mobile users, across 35 different countries and on 30,000 applications and has a valuation of $2BILLION
    *Millenial reach is 650 million monthly active users, but the network hits more mobile-applications and has a larger business in the U.S. where CPM rates are higher.

    Millennial's strength is working with Brands, an area where InMobi is weak

  • Reply to

    The lack of Analyst Coverage is par for the course

    by rwkline Mar 9, 2015 5:58 PM
    techster007 techster007 Mar 9, 2015 7:27 PM Flag

    The glass is always half empty, isn't it.

  • Reply to

    The lack of Analyst Coverage is par for the course

    by rwkline Mar 9, 2015 5:58 PM
    techster007 techster007 Mar 9, 2015 6:24 PM Flag

    A lack of analysts at the conference call is not a necessary indicator of bearishness. Trust me, they were listening without asking a single questions Some of those analyst firms are short. Bottom line is quite a few folks got blindsided by the top line revenue of $86.4Milllion and the 150-200% projected growth figure for the programmatic piece in 2015. They'll be covering., the shorts will.

    If I may humbly toot my own horn, I interpreted Rocket Fuel's big miss as a positive for Millennial, given different business models. And I posted earlier, MM's independence and deep relationship with premium brands will propel the business moving forward. Good job to the MM team.

    Sentiment: Strong Buy

  • Reply to

    Walmart stops sharing Data with Google

    by techster007 Mar 5, 2015 2:12 AM
    techster007 techster007 Mar 5, 2015 10:26 PM Flag

    One other comment. look for the Jumptap buy to pay dividends in 2015. The market yawned at the Jumptap deal in 2013. Jumptap brought Millennial deterministic Cross-screen capabilities. You'll hear this phrase a lot more in 2015.

  • Reply to

    Walmart stops sharing Data with Google

    by techster007 Mar 5, 2015 2:12 AM
    techster007 techster007 Mar 5, 2015 9:31 PM Flag

    Likewise, I think it's great news. Sharing customer data on the mobile ad front with any of the closed ecosystems, ala Facebook, Google etc. is good in the short run, but not the long run. The data goes in but doesn't flow back to the customer. With Walmart sharing first party data with Google, they suddenly realized they were giving Google a little too much info about Walmart customers. Smart move on Walmart's part. Other will realize the same.

    As for earnings, you never know, but I don't see a miss. For me, Rocket Fuel's miss is a positive because they lack a lot of the pieces Millennial already has, and FUEL"s SaaS isn't resonating with premium brands -- relationships with premium brands are a real strength of Millennial. The premium brands want programmatic direct deals -- hence Nexage. Millennial sales force driving "direct orders" is terribly inefficient and costly with humans making phone calls, sending emails and doing manual campaign setup for direct orders. Programmatic direct deals are a lot more efficient, bringing down human costs and they scale. This is why Rubicon acquired iSocket and Shiny Ads for programmatic direct for premium brands. Premium brand relationships are sticky and MM has the clear advantage here. CEO Michael Barnett talks about how sticky these relationships are in several earnings calls. Now, it's all about execution.

  • Wal-Mart has pulled the plug on a data-sharing arrangement with Google that exposed local product availability to shoppers, The Wall Street Journal reports. According to the story, “The retailer pulled out over concerns about sharing store inventory and pricing data with Google, according to two people familiar with the situation.” Wal-Mart was sharing the sensitive data to inform Google’s Local Inventory Ads. Macy’s and Office Depot are reportedly among those still supplying their store inventory data.

  • techster007 techster007 Feb 13, 2015 3:06 PM Flag

    Premium brands are also concerned about sharing their data with not just Google but Twitter, Facebook and so on. MM will fill the void as an independent solution for premium brands. These types of relationships are very sticky.

    Sentiment: Strong Buy

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