Adaptive Medias Inc (fka ADTM)

[newelong]

ed2000 ... Thanks for the ...

well wishes, but I can tell you in all honesty that I wouldn't be here if I didn't believe the Company would eventually become profitable ... I guess I just see things here differently than most, and perhaps I'm just a bit more pragmatic than most, too ...

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=107394914

Also, I'm not influenced and/or intimidated by negative posts.

The following are just a few of the positives I see ...

1. Mr. Shareef has stated repeatedly that ADTM is filling a gap in the market that no one else is, and that being, in my opinion, the mobile and video ad business. He has also stated that AOL is the only real competitor in this niche space, but it's clearly stated in the Company's 10-K the various advantages ADTM has including, but not limited to, Adaptive being "inventory neutral" and the ability to beat AOL's prices, because ADTM has much less of an overhead. Rocket Fuel provides only a fragmented service, namely the Demand Side Platform (DSP), plus the fact that they have lawsuits to respond to for reasons mentioned here ...

http://finance.yahoo.com/news/shareholder-alert-law-offices-vincent-185000138.html

2. The Company's Q3 figures did reflect a significant loss, and was nothing I didn't expect considering the fact that ADTM is still in the emerging phase. However, I believe it's important to realize that revenues continue to increase Q over Q, but obviously up until now, not quite fast enough for most people here.

Now, while most operating costs are expected to continue rising, it should be noticed that they will all increase in "absolute" terms and not as a percentage of revenues. This sounds to me like management is saying that despite these costs increasing, they won't be increasing faster than the revenues ADTM is expected to generate. So, the Company should now begin getting closer and closer to cash flow positive, and eventually profitability.

3. Here are some of the reasons that I expect to see revenues increasing significantly in Q4 and beyond:

- The Media Graph only emerged out of beta and was introduced on September 18, 2014 ... this is less than 1/2 of the last month of the quarter !! The advanced Video Player For the Media Graph Platform was only introduced on November 6, 2014 !! Together now, I'm inclined to believe we'll see a considerable increase in revenues for Q4 known for being the best quarter in ad spend due to the holiday buying season.

- "Since coming out of beta at the end of summer [September 18, 2014], Adaptive Medias has seen a 280% increase in adoption of its platform. This growth has been fueled by the increasing demand publishers are seeing for mobile monetization and functionality."

This means, in my opinion, that this 280% increase in adoption of the platform was achieved in just over a month and half !! Also, as of September 30, 2014, customers using the platform increased from 46 in Q2 to 245 in Q3 ... and how many more customers have been added from 9-30-14 up until now, or just a bit over a month and a half ??

- Mr. Shareef from the Conference Call ...

"The future is looking toward strong revenue growth from greater adoption of the platform, through better revenue performance and large scale partnerships with well-known brands in the market that we will share publicly in 2015 and beyond."

- I don't think ADTM would have been invited to present at the “Best of the Uncovereds” Conference along side mostly NYSE and NASDAQ stocks without being thoroughly researched !!

I wish you the very best, and I do hate to see you go.

ADTM