ad tech

“If we don't do a SAS model is they would value us by the number of contracts we get in the length of time. So if we could get a company to say, commit to a two year contract where they'd spend extra year, that would be material to valuations.”

“What is happening, which is an evolution from, you know, the ad tech world and the traditional media agency world to much more marketing tech and own media assets and businesses trying to control the destiny with the customers much more directly.”

“Well, you know, for us an ad tech company will generally be on a net revenue. So you were kind of asking about gross versus net. So gross being the total advertiser billings net being what we make after we pay the amount of publishers before, before an SG and …”

“If you look at the ad tech and or the advertising world at the moment, it's still very fragmented as an industry. And I think there are too many players. And this is like the former consultant who's talking. I don't think it's, you know, keeping the same numbe…”

“I think the reason you will see a consolidation, but you still have a lot of specialization in terms of, you know, being able to develop top-notch, state-of-the-art technology, and I do not think that the majority of publishers can afford, you know, to develop…”

“I think what we see in the market is about six, seven X on net revenue and about, you know, two, two and a half on gross. If there's real, Growth and into the company.”

“In ad tech, actually, there's a lot of, there's two hundred billion dollars of waste, you know, in reacquisition and wrong acquisition.”