Home Ad Networks Four Questions For Rocket Fuel Post-IPO
Ad Networks

Four Questions For Rocket Fuel Post-IPO

By

SHARE:

Bill WiseAdExchanger asked industry leader and Mediaocean CEO Bill Wise his “take” on today’s Initial Public Offering (IPO) for real-time ad platform and services company, Rocket Fuel.

The IPO netted Rocket Fuel $116 million and valued the company at approximately $1.8 billion at market close (stock quote).

Bill Wise:

On Rocket Fuel doubling and worth nearly 2 billion… HOLY $$$$$$HIT!!!

The big questions for them are:

  1. Can they continue their revenue growth while maintaining gross margin levels? Criteo had “rocket” growth, only to slow down and now their margins are mid 30’s.
  2. Can they grow without adding labor and salespeople? They need to add true recurring revenue, more SaaS-like.
  3. Can they break through the billion dollar billings glass ceiling? This will require them to solve for attribution, global scalability, and policing bad traffic– all which has haunted ad networks for years.
  4. Can they leverage this amazing market cap multiple to consolidate the space… And, in return, diversify their business?

 

Must Read

Programmatic

Forrester’s SSP Wave Lists The Top 10 SSPs – With Google At The Bottom (Really)

Forrester released its first SSP wave since 2014 last week, and there’s a surprise. The research firm ranked Google – whose sell-side ad tech platform is facing federal antitrust charges – as a mere challenger.

Attention Economy

Early Adopters Are Snapping Up Attention-Based Inventory Before Everyone Else Drives Up The Costs

Current ad pricing often doesn’t correlate to a site’s attention score, which means there’s an arbitrage opportunity for buyers and resellers.

CTV

Viant Acquires Data Biz IRIS.TV To Expand Its Programmatic CTV Reach

IRIS.TV will remain an independent company, and Viant will push for CTV platforms to adopt its IRIS ID to provide contextual signals beyond what streamers typically share about their ad inventory.

Privacy! Commerce! Connected TV! Read all about it. Subscribe to AdExchanger Newsletters
Online Advertising

Integral Ad Science Goes Big On Social Media As Retail Ad Spend Softens In Q3

Integral Ad Science shares dropped more than 10% on Wednesday, after the company reported lackluster revenue growth and softened its guidance for the Q4 season.

Comic: Gen AI Pumpkin Carving Contest
generative AI

Meet Evertune, A Gen-AI Analytics Startup Founded By Trade Desk Vets

Meet Evertune AI, a startup that helps advertisers understand how their brands and products appear in generative AI search responses.

Platforms

Private Equity Firm Buys Alliant As The Centerpiece To Its Platform Dreams

The deal is a “platform investment,” in which Inverness Graham sees Alliant as a foundation to build on, potentially through further acquisitions.

Popular

  1. Dan Larkman, Founder & CEO of Keynes Digital 
    OPINION: On TV & Video

    CPMs Are The Wrong Metrics To Prioritize In CTV Advertising

    Advertisers new to CTV tend to misunderstand performance metrics and overemphasize cost per thousand impressions (CPM) as a measure of success.

  2. Programmatic

    Forrester’s SSP Wave Lists The Top 10 SSPs – With Google At The Bottom (Really)

    Forrester released its first SSP wave since 2014 last week, and there’s a surprise. The research firm ranked Google – whose sell-side ad tech platform is facing federal antitrust charges – as a mere challenger.

  3. Attention Economy

    Early Adopters Are Snapping Up Attention-Based Inventory Before Everyone Else Drives Up The Costs

    Current ad pricing often doesn’t correlate to a site’s attention score, which means there’s an arbitrage opportunity for buyers and resellers.

  4. Comic: A Stain You Can’t Wash Out
    Data Privacy Roundup

    The FTC Thinks Data Clean Rooms May Have A Few Dusty Corners

    The Federal Trade Commission is warning companies that using a data clean room isn’t some kind of get-out-of-compliance-free card.

  5. AdExchanger Content Studio

    Study: Increasing App-to-Web Match Rates Could Drive Millions In Revenue For Ad Tech And Improve ROI For Brands

    One key to successful advertising is showing ads to people at just the right moment. Advertisers understand the typical smartphone user moves seamlessly between apps and websites throughout the day, and this makes showing ads on both crucial to reaching their audience.