On Rocket Fuel doubling and worth nearly 2 billion... HOLY $$$$$$HIT!!!
The big questions for them are:
- 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.
- Can they grow without adding labor and salespeople? They need to add true recurring revenue, more SaaS-like.
- 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.
- Can they leverage this amazing market cap multiple to consolidate the space... And, in return, diversify their business?