Are we in the midst of an ad tech resurgence?
It’s way too early to say, but public companies like The Trade Desk, Telaria, Cardlytics and Rubicon Project have been outperforming recently. This week on The Big Story, the team looks at what the heck is going on.
Certainly business models have matured – no longer does the fool’s-gold glimmer of ad networks attract investors. James Hercher breaks down the businesses of some of Wall Street’s high performers and discusses the extent to which their surge is sustainable.
Sarah Sluis also takes a deep dive into ad verification company Integral Ad Science, which was acquired by the private equity firm Vista in 2018. Renowned in the industry for making $3 billion by selling Marketo to Adobe, Vista is now working its magic on IAS.
We’ll examine what the new-look IAS is all about, and how it’s beginning to show Vista’s influence.