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Adform

11 statements across 1 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Oct 10, 2017 by Gustav Mellentin · said 16 times in 1 episodes since 2017 · across every show →

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brought up most by Nathan Latka (16)

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2017 16 mentions in 1 episode

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Everything said about Adform, oldest first

Oct 10, 2017
Disclosure
Adform's $20 million venture debt facility is not asset-backed.
“Yeah, so we don't, it's not backed against anything. There's a lot of clauses, and I cannot remember them all. Relatively complicated, and I know that I've known, know that I've signed my life away 10 times during all these negotiations, and at the end of the …”
Gustav Mellentin Oct 10, 2017 ▶ 10:25 808: AdTech: AdForm Beats $40m Revenue Monetizing These 3 Days
Oct 10, 2017 negative
Opinion
Mellentin: 50% margins in adtech are totally unsustainable
“I think, yes, there are people who do 50%, but I think that's totally not sustainable, and it's a different business model than ours.”
Gustav Mellentin Oct 10, 2017 ▶ 6:23 808: AdTech: AdForm Beats $40m Revenue Monetizing These 3 Days
Oct 10, 2017 positive
Assertion Supported
Mellentin: Adform approached or broke $40M revenue in 2016
“Yes. Yeah, we brought, yeah. We're close to it.”
Gustav Mellentin Oct 10, 2017 ▶ 16:35 808: AdTech: AdForm Beats $40m Revenue Monetizing These 3 Days
Oct 10, 2017 positive
Disclosure
Adform reached 750 employees across 18 global offices by 2017.
“Today we're around 750 people around the world with 18 offices.”
Gustav Mellentin Oct 10, 2017 ▶ 8:42 808: AdTech: AdForm Beats $40m Revenue Monetizing These 3 Days
Oct 10, 2017
Insight
Mellentin: Leading with data is the best strategy to sell to CMOs
“I'd say in most conversations with new clients and onboarding new clients, the story we lead with is around data because that's really what's on the CMO's mind and is the best way to initiate a”
Gustav Mellentin Oct 10, 2017 ▶ 4:56 808: AdTech: AdForm Beats $40m Revenue Monetizing These 3 Days
Oct 10, 2017
Disclosure
Adform bootstrapped eight years before raising $5M equity and $20M debt.
“So the first like seven, seven, eight years was all bootstrap. And then we decided to take a little bit of money just to do the international expansion and so on. So we took in some, and I mean, I think overall we were taking in equity just around five million…”
Gustav Mellentin Oct 10, 2017 ▶ 8:58 808: AdTech: AdForm Beats $40m Revenue Monetizing These 3 Days
Oct 10, 2017
Disclosure
Mellentin: Most of Adform's revenue comes from programmatic ad trading
“Most of the business today is actually in the trading space. So most of the revenue is coming from there.”
Gustav Mellentin Oct 10, 2017 ▶ 4:22 808: AdTech: AdForm Beats $40m Revenue Monetizing These 3 Days
Oct 10, 2017 bullish
Disclosure
Mellentin: Adform targets between $50M and $100M revenue in 2017
“So so we don't know what publish, but let me just say it's somewhere between 50 and a hundred million. Yep. Somewhere in, in, in, in, in, in, in there.”
Gustav Mellentin Oct 10, 2017 ▶ 16:13 808: AdTech: AdForm Beats $40m Revenue Monetizing These 3 Days
Oct 10, 2017 bullish
Disclosure
Mellentin: Data management is Adform's fastest-growing unit at 10% of revenue
“And the data model is the fastest growing part of the business. So it's a product we launched just a couple of years ago. So it's definitely the fastest growing, but it's probably down to around 10% of the actual business. A lot of the growth is coming from th…”
Gustav Mellentin Oct 10, 2017 ▶ 4:41 808: AdTech: AdForm Beats $40m Revenue Monetizing These 3 Days
Oct 10, 2017 neutral
Assertion Not checkable as stated
Mellentin: Adform has around 100 standalone DMP customers
“So now there's going to be a bit of a guess, but I would say maybe maybe a hundred.”
Gustav Mellentin Oct 10, 2017 ▶ 14:36 808: AdTech: AdForm Beats $40m Revenue Monetizing These 3 Days
Oct 10, 2017
Disclosure
Mellentin: Adform takes around 10% on trading ad spend
“Yeah, so I would say, let's say around 10%, right?”
Gustav Mellentin Oct 10, 2017 ▶ 6:08 808: AdTech: AdForm Beats $40m Revenue Monetizing These 3 Days
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