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ed2000 ... I liked what I heard ...
when Mr. Strong said that the initial $1.50 offer was essentially low ball ... now why would he reject it if he didn't think his shares would be worth a lot more down the road a piece ?? I can't wait until ADTM starts trading on the Nasdaq where institutions will be looking at ADTM as a better than average long term growth prospect where the growth rate will be much higher than some bloated high priced established companies.
Sure the details will have to be worked out, and I suspect that Justin Bunnell has some say in just how that's going to happen without diluting his shares any more than need be. Mr. Strong won't be calling all the shots like in the past.
wilma6311 ... Not so fast ...
Take a look at the requirements for the ...
Nasdaq Capital Market: Financial and Liquidity Requirements
(formerly the Nasdaq Small Cap Market)
on page 9 ...
https://listingcenter.nasdaq.com/assets/initialguide.pdf
You'll see that ADTM could well up list with a minimum share price of $2.00 to $3.00, and why do you think the Company would say they'll be applying for Nasdaq if they weren't quite sure that they would be able to do so ????
Adaptive Medias Enters Into LOI to Merge With AdSupply
Combined Company Expects to Generate at Least $2.5 Million in Earnings on Over $30 Million in Revenues in First-Year
Merger Highlights:
- Combines state-of-the-art mobile, video, ad and content tech platforms
- Boosts scalability, margins and future rate of growth
- Broadens customer base and cross-selling opportunities
- Significant potential product synergies with BlockIQTM and Media GraphTM
- Accelerates earnings and revenue growth
- Companies to hold conference call to discuss merger
IRVINE, Calif., March 28, 2016 (GLOBE NEWSWIRE) -- Adaptive Medias, Inc. (OTCQB:ADTM), a video technology company that supports publishers, content producers and brand advertisers, today announced that it has executed a Letter of Intent (“LOI”) to merge with Los Angeles-based digital advertising technology company AdSupply, Inc. www.adsupply.com. Adaptive Medias will pay $8 million in cash and issue stock representing approximately 53% of the Company post merger to AdSupply in consideration for the merger.
In its first full year, the combined entity expects to generate more than $30 million in revenues and $2.5 million in earnings. The merged company will be consolidated into Adaptive Medias with its common stock continuing to trade under the ticker symbol “ADTM.” The new combined entity plans to apply for a listing on the NASDAQ following the closing of the merger.
ADSUPPLY: 30+% GROWTH, BREAKTHROUGH BLOCKIQ, LARGE FOOTPRINT
Privately held AdSupply’s programmatic online marketplace is ranked by comScore as the 21st largest online advertising network and allows brands and agencies to buy high engagement advertising across quality websites, both online and on mobile. Since its inception in 2012, it has produced consecutive annual revenue growth of greater than 30%, reaching unaudited record revenues of $18.5 million in 2015. It has an installed customer base of over 1,000 publishers, with many large and well established customers such as Google, Alibaba.com, Caesars Interactive Entertainment, Esurance, World Wrestling Entertainment, Criteo, Char-Broil Grills and IAC Applications (formerly called Mindspark).
Its product line features the newly launched and patented BlockIQ™ technology (www.blockiq.com), revolutionary software that bypasses ad blockers and enables online publishers to recover lost revenue. Analysts estimate that websites currently experience between 20 to 40 percent of their ads being blocked, resulting in $22 billion of lost revenue in 2015. At the same time, according to the 2015 Ad Blocker report by Adobe Systems, the use of ad blockers in the United States is increasing at an alarming rate of 48 percent annually. The December 9, 2015 BlockIQ launch news release can be found at: Launch of BlockIQ Press Release.
BlockIQ works by detecting users running ad blockers, including industry leader AdBlock Plus, and offers publishers and advertisers various options to:
- Display a welcome message that explains the value of the website and the damage to the website and community inflicted by ad blocking.
- Protect the publisher’s content behind the BlockIQ Passwall™ system that refuses to serve content until its site is white labeled (visitors configure Ad Block to allow ads from that website).
- Lastly, the patented BlockIQ BlockBypass™ system can defeat ad blocking to serve ads to the visitor. (http://blockiq.com/technology/)
BlockIQ is patented, and is the most robust program on the market today. It represents a leap forward technologically, wholly superior to anything in the prior generation. On December 9, 2015, Direct Marketing News wrote: “A company called BlockIQ, set up by the display engine AdSupply, is confronting the ad blocker problem issue with diplomacy. It lets a publisher issue messages to sell blockers on the need for ad revenue before cutting them off from access to the website altogether.” (Link to Direct Marketing News Article)
The combined company will benefit from BlockIQ’s sector leadership and first mover advantage in a nascent industry. While BlockIQ currently owns the “ad blocker bypass” category, related companies have recently received increasing investment interest or have been acquired at significant valuations.
ADAPTIVE MEDIAS: HIGH GROWTH, BEST-IN-CLASS MEDIA GRAPH PLATFORM
Adaptive Medias has generated consecutive annualized revenue growth of approximately 80% since 2013 with nearly nine consecutive quarters of double-digit revenue growth. It also recently announced that it expects to exceed its previously-announced fourth quarter 2015 guidance. Its mobile video platform, Media Graph™, is regarded as best in class, works across all screens and devices, and was specifically built with mobile in mind.
Anticipating the rapid transition from Flash to HTML5, it is light and nimble, loads extremely fast and has a small footprint with a highly intuitive UI. The Media Graph video platform provides a turnkey “full stack” solution for publishers, producers and advertisers to match inventory, premium content and advertising on a single platform. According to Cisco, by 2019, mobile video will represent 72% of global mobile data traffic, up from 55% in 2014.
MERGER SYNERGIES: ROBUST PRODUCT OFFERING
The combination of both companies yields significant revenue synergies. AdSupply gains access to Adaptive Medias’ best-in-class Media Graph. Adaptive Medias gains access to AdSupply’s high impact ad network, content and patented, breakthrough BlockIQ technology -- all of which offer new, incremental revenue streams in addition to cross-selling opportunities to AdSupply’s large, diversified customer base. Media Graph is fully supported by BlockIQ, whose advanced functionality can warn viewers, or bypass AdBlock entirely and enable the delivery of ads via Media Graph.
The combined company will benefit from the synergistic value added by combining valuable intellectual property portfolios, including the higher margin and faster growing Media Graph and revolutionary BlockIQ products, with two strong, growing and stable businesses, as well as the efficiency of a consolidated R&D capability. The CEOs of both companies have committed to continue in senior roles with the merged company, whose headquarters will be consolidated at AdSupply’s Culver City headquarters.
COMBINED COMPANY TO ACHIEVE SIGNIFICANT REVENUE AND EARNINGS GROWTH
Adaptive Medias’ financial turnaround has largely been due to its transition from its lower-margin marketplace business and into the higher-margin, greater demand for its proprietary Media Graph mobile video platform. Media Graph is just now gaining accelerating traction with the increasing popularity of mobile video and mass migration to HTML5. When consolidated, the merged companies’ cutting edge technologies are expected to substantially boost the combined company’s gross margins almost immediately with strong potential to scale it much higher in 2017.
As of December 31, 2015, Adaptive Medias had approximately $52 million in net operating loss carryforwards (NOL), which the Company believes much if not all will be applicable to offset the tax liabilities of the combined company going forward for a prospective cash value of $15.6 million. Accordingly, these NOLs are expected to significantly increase the combined company’s earnings and earnings per share immediately.
TERMS OF MERGER
Under the terms of the Letter of Intent, Adaptive Medias will pay AdSupply $8 million in cash and newly issued restricted common stock such that Adaptive Medias’ shareholders would own 47%, and AdSupply’s shareholders would own 53%, of the combined entity post-transaction. Adaptive Medias has already begun to seek financing for this high value-added transaction. Subject to due diligence, audits, financing, Board and shareholder approvals and other customary closing conditions, the companies expect to close the transaction during the second quarter of this year, although there is no guarantee that the transaction will close.
CEOS OF ADAPTIVE AND ADSUPPLY SEE BRIGHT FUTURE AND ENHANCEMENT OF SHAREHOLDER VALUE
Commenting on the proposed merger, Justin Bunnell, Chief Executive Officer of AdSupply, Inc. said, “The value of the technology and product synergies between the two companies is extremely strong. We intend to dominate the superior ad block bypass category that we have created. With the Internet rapidly migrating to HTML5 video, especially on mobile devices, we must be well positioned in this space and Media Graph is the next generation, state-of-the-art platform that would otherwise take us two or more years to build on our own. With AdSupply’s larger market position and customer base, this is a classic win-win deal with several powerful catalysts for accelerated growth and profitability.
“Customers win with BlockIQ and a new, higher value proposition while shareholders benefit from a larger company with a far stronger market position. We’re eager to get the deal closed, and due to our cultural compatibility we believe the consolidation of the two companies will be fast and seamless,” concluded Mr. Bunnell.
Adaptive Medias Chairman and CEO, John B. Strong, said, “We have evaluated the deal closely for both its near and long term fundamental and financial potential, and are confident the proposed merger with AdSupply enhances the business and growth prospects of the combined entities and will position us as the strategic partner of choice in the fast-growing mobile advertising space. Management teams and corporate cultures are highly compatible, and the combined entity will remain nimble, flexible and maintain our emphasis on unrivalled customer service.
“Success, however, in the digital media industry requires more than excellent service and a great technology platform. The size and scalability we will gain are important competitive advantages as the industry continues to consolidate. The post-merger Adaptive Medias will instantly have sufficient critical mass to allow us to compete industry-wide from SMEs to the Fortune 500, with an all-in-one monetization offering for publishers and advertisers through Media Graph while capitalizing on AdSupply’s disruptive BlockIQ and larger market footprint. We believe that this transaction will significantly enhance shareholder value, and we look forward to keeping the investment community updated on our progress,” concluded Mr. Strong.
CONFERENCE CALL DETAILS
Management of both Adaptive Medias and AdSupply will be hosting an investor conference call and webcast at 1:00 p.m. Eastern Time to discuss this press release followed by a question and answer period. To listen to the call, please dial (866) 635-0172 (Toll Free) or (785) 424-1629 (International). A replay of the call can be accessed via phone by dialing (877) 481-4010 (Toll Free) or (919) 882-2331 (International) with replay ID #10015. A live webcast of the call will also be available at www.investorcalendar.com/IC/CEPage.asp?ID=174866. Following the completion of the call, a recorded replay will be available on the Adaptive Media’s investor relations website.
ADDITIONAL INFORMATION AND WHERE TO FIND IT
This communication may be deemed to be solicitation material in respect of the proposed merger with AdSupply. In connection with the proposed merger transaction, Adaptive Medias will file with the SEC and furnish to Adaptive Medias’ stockholders a proxy statement and other relevant documents. BEFORE MAKING ANY VOTING DECISION, ADAPTIVE MEDIAS’ STOCKHOLDERS ARE URGED TO READ THE PROXY STATEMENT WHEN IT BECOMES AVAILABLE AND ANY OTHER DOCUMENTS TO BE FILED WITH THE SEC IN CONNECTION WITH THE PROPOSED MERGER OR INCORPORATED BY REFERENCE IN THE PROXY STATEMENT BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED MERGER.
Investors and security holders will be able to obtain, free of charge, a copy of the proxy statement (when available) and other relevant documents filed with the SEC from the SEC’s website at http://www.sec.gov. In addition, the proxy statement and our annual report on Form 10-K, quarterly reports on Form 10-Q, current reports on Form 8-K and amendments to those reports filed or furnished pursuant to section 13(a) or 14(d) of the Exchange Act are available free of charge through our website at https://www.adaptivem.com as soon as reasonably practicable after they are electronically filed with, or furnished to, the SEC.
ABOUT ADSUPPLY, INC.
AdSupply, Inc. operates a high impact advertising network that is viewable, human, and exclusive to provide advertisers a meaningful connection with consumers. Founded in 2012, the company offers unique ad inventory not available in exchanges or other networks from over 1,000 directly-integrated websites. For more information, please visit www.adsupply.com.
ABOUT ADAPTIVE MEDIAS, INC.
Adaptive Medias, Inc. (OTCQB:ADTM) is a leading provider of mobile video delivery and monetization solutions for publishers, content producers and advertisers. The company's comprehensive mobile video technology platform, Media Graph, facilitates the delivery of integrated, engaging video content and impactful ad units across all screens and devices. Adaptive Medias is one of the first companies to offer clients a digital video player built specifically for the mobile world. For more information, please visit www.adaptivem.com. Follow the Company on Twitter @adaptive_m.
Investor and Media Contacts:
Max Pashman
Investor Relations Partners
mpashman@irpartnersinc.com
Phone: 818-280-6801
Todd Markey
Investor Relations Partners
tmarkey@irpartnersinc.com
Phone: 818-280-6800
Adaptive Medias Inc. Contact:
John B. Strong
Chairman & CEO
jstrong@adaptivem.com
Phone: (949) 525-4634
AdSupply Inc. Contact:
Justin Bunnell
CEO
justin@adsupply.com
Phone: (424) 298-8950
https://globenewswire.com/news-release/2016/03/28/823270/0/en/Adaptive-Medias-Enters-Into-LOI-to-Merge-With-AdSupply.html
ADTM
ed2000 ...
"It does make me wonder when he purchased the other 1,098,000 shares he has."
Both he and Stephen L. Elliott bought shares back in 2012-2014 before the reverse split and long before Mr. Strong became directly involved in the Company. Both gentlemen lived in New Mexico and have an art business together. I have no idea what they paid for their shares.
236T568 ... Well, ...
What does 'Wash Trading' mean
Wash trading is the process of buying shares of a company through one broker while selling shares through a different broker. Wash trading can also make a stock's volume appear to have a lot of activity resulting from the repeated buying and selling done by an individual or firm when, in fact, the shares have never changed owners.
BREAKING DOWN 'Wash Trading'
Wash trading is illegal, as it is done in order to manipulate the market and prompt other investors into buying the position. A quick turnaround in positions isn't considered wash trading, as long as the transaction creates market risk for the trader and changes their market position, even if only temporarily.
good luck with proving that what's happening as there is hardly any volume, let alone that Adaptive Medias is in someway involved here.
Just another stab in the dark unless you can plainly state just how the Company is involved.
My guess is that the market maker is either covering a short, or he's padding his account waiting for ADTM's numbers to be published ... LOOK FOR BIG MOVE TO THE UPSIDE !!! By the way, while both are legal, I still call it manipulation when it involves taking shares away from me !!!!!
ADTM
P.S. I just noticed that the MM did give me 500 out of the 1100 shares.
Well, I'm really ...
PISSED !! I've had a bid in for about 45 minutes this morning ... 5500 shares at $.4188, and first, 5500 shares were traded, and I didn't get a single share. That was followed by another 1,100 shares, and I didn't get a single share. My bid for 5500 shares at $.4188 is still showing as the high bid !!??!!
Now, some people here say there's no such thing as market maker manipulation, and I can only surmise that anyone that thinks there isn't, surely hasn't done any trading in OTC stock !!!
236T568 ... Well, that's ...
by the way, ADTM is NOT profitable. It will have a massive Net Loss in the 2015 4th quarter"
just too darn funny LOL
By the way, is that anything like the MASSIVE SELL-OFF by insiders ?????
236T568 ... Well, I hate to tell you, but ...
"So ADTM issues a press release today "expecting" 2015 4th quarter revenues to be around $1.6 million."
that's not "around $1.6 million", that's $1.6 million PLUS
You really must work at getting things accurate !!
ADTM
236T568 ... Well, ...
"and as far as a merger between scam company ADTM and Adsupply, the result is going to get ugly, real ugly as current ADTM stockholders are going to get massively diluted to effect the merger between the two entities... "
That's what you say which is nothing more than a silly wild ass guess !!
"As we continue to work with AdSupply to evaluate our options, we believe the combination of Adaptive Medias and AdSupply will likely represent a compelling opportunity for both companies and their respective clients and shareholders."
Now, who do you think shareholders are going to believe ??
NUFF SAID !!!!!
ADTM
236T568 ... Well, ...
"and the intial fake buyout offer from Adsupply was for $35 million, NOT for $1.50 per share"
who really cares besides you ?? That's moot, perhaps you should move on to what's really relevant, the MERGER !!
236T568 ..Well, perhaps ...
"How in the world can you believe the CEO in the same paragraph as he made a false and misleading statement regarding the price of the fake buyout offer, which is for $35 million in total, not $1.50 per share?"
you should read it again !! He merely mentions the initial offer, but plainly states ...
"We believe a merger of the parties ... "
If you had been paying attention you'd know what we all know. Also, I'd be careful about who you're calling a liar ... it may come back to bite you !!
ADTM
236T568 ... And ...
"and some people have completed dozens of Mergers and Acquisitions with over 20 years of experience in the area"
just who would that be ??????
ADTM
236T568 ... Well, how about ...
"what growing "profits"?"
"We also compared the Adaptive Medias to their peer group including TubeMogule, Rocket Fuel, Criteo, YuMe, Google and Facebook (among others) and got a median online advertising comp of 23.7x for ccEV/EBITDA. At that level, we believe the shares could be worth well over $3.55, representing substantial upside. This figure of course is expected to increase significantly after fourth quarter results are announced. [not to mention Q1 2016 results] Compared to many of those companies, we think Adaptive Medias' technology is worth more than its 2017 multiple not to mention the Company has a proven concept and is already profitable."[think Q1 2016 which is nearing close]
https://www.sec.gov/Archives/edgar/data/1428397/000117184316007518/exh_992.htm
first quarter profits ????
You were way off base with REVENUES, ...
ADTM Quarterly Revenues:
$1.848 million - 2014 Q4
$1.168 million - 2015 Q1 - Declined 37%
$1.098 million - 2015 Q2 - Declined 6%
$0.703 million - 2015 Q3 - Declined 36%
$1.66+(PLUS) million - 2015 Q4 - Rose 236%
so what makes you think you're any better at predicting profits ???
ADTM
236T568 ... Well, ...
"why don't you tell us how many shares of Newco the current ADTM shareholders would receive and how many shares of Newco the Adsupply shareholders would receive"
how would I know, I'm not privy to the negotiations, but you go ahead and give us another of your wild guesses ... I'm in the mood for a good laugh
Well, Adaptive Medias won't be ...
issuing "hundreds of millions of ADTM shares" to anyone. LOL
“As we continue to work with AdSupply to evaluate our options, we believe the combination of Adaptive Medias and AdSupply will likely represent a compelling opportunity for both companies and their respective clients and shareholders. We believe a merger of the parties could enhance the business and growth prospects of the combined entities and position us as a leading strategic partner of choice in the mobile advertising space and could potentially bring more value to our shareholders than our acquisition by AdSupply. We expect to complete our evaluation very soon and look forward to sharing our assessment with our shareholders,” concluded Mr. Strong.
What this means is that management is taking the best interest of Adaptive Medias' shareholders to heart. Rather that a CASH buyout which would leave current ADTM shareholders out in the cold, a MERGER would mean that most likely shares of "NewCo" would be issued to all shareholders and we would thus participate in the growth and prosperity of "NewCo". Furthermore, it's quite likely that the stock we receive will be listed on the NASDAQ far sooner than if Adaptive remained as is.
A HUGE WIN FOR ADTM SHAREHOLDERS !!!!!
Also, ...
"We also compared the Adaptive Medias to their peer group including TubeMogule, Rocket Fuel, Criteo, YuMe, Google and Facebook (among others) and got a median online advertising comp of 23.7x for ccEV/EBITDA. At that level, we believe the shares could be worth well over $3.55, representing substantial upside. This figure of course is expected to increase significantly after fourth quarter results are announced." [not to mention Q1 2016 results]
https://www.sec.gov/Archives/edgar/data/1428397/000117184316007518/exh_992.htm
AdSupply/Adaptive Medias with synergistic effect would be one of the few ad tech companies with growing revenues and profits.
I guess some people don't know the difference between a MERGER and an ACQUISITION !!!
ADTM
ed2000 ... I find this ...
Facebook to Buy LiveRail, the Third-Biggest Video Ad Seller
Ad Tech Firm Automates Ad Sales for MLB, ABC Family, Dailymotion
By Tim Peterson. Published on July 02, 2014.
http://adage.com/article/digital/facebook-buy-biggest-video-ad-seller-liverail/293992/
Facebook Acquires LiveRail For $400M To $500M To Serve Video Ads Everywhere, Improve Its Own
Posted Jul 2, 2014 by Josh Constine (@joshconstine)
[Excerpts]
Facebook has just bought video ad tech startup LiveRail, which connects marketers to publishers on web and mobile to target 7 billion video ads to visitors per month. A source tells us Facebook paid between $400 million and $500 million for LiveRail, but Facebook refused to comment on the terms. [Update 3:30pm PST: Another source now tells us LiveRail sold for $500 million, matching the $400 million to $500 million range I reported earlier.]
Facebook did say it will invest in keeping LiveRail running and is evaluating how to intermingle their data, but it plans to use its data to aid LiveRail with its targeting and vice-versa. The acquisition of the 170-person company could help Facebook own a bigger chunk of video advertising, the fasting growing Internet ad medium.
http://techcrunch.com/2014/07/02/facebook-liverail/
rather interesting. Facebook acquires LiveRail for $500 million, and then about a year and half later gives up on it. This is exactly what can happen when a company tries to integrate into its own operation a "FRAGMENTED" piece of the puzzle. It works much better when all of the pieces are put together from the ground up, like Adaptive Medias did with the Media Graph.
Despite what the Media Graph is capable of doing, I don't think Facebook would be interested in acquiring Adaptive Medias. I think they're determined to put together a total package on their own, one that will compete with Google.
I don't particularly like the idea of Adaptive being acquired by anyone at this point in time when the Company is just getting its feet on the ground. A cash deal, unless substantial, would leave us shareholders out of participating in the Company's future, which I believe is going to be outstanding, but that's going to take some time.
I much prefer a merger or a partnership wherein currant shareholders would be allowed to be part of Adaptive's future. I think we would lose big time compared to what I believe the Company is capable of doing over time.
Also, a merger will give our stock in the combined company a much better chance of getting listed on the NASDAQ sooner rather than later, and where the market will decide the worth of a rare profitable ad tech company.
Just my opinion, of course.
ADTM
Facebook in a Pickle ...
Facebook has pulled a big ad-tech project because there were too many bots and bad-quality ads
Business Insider By Lara O'Reilly
March 7, 2016 11:00 AM
Facebook has confirmed it has pulled its plans to build a demand-side platform into its ad server and measurement platform Atlas.
Facebook began testing a buying platform within Atlas last year, allowing a small set of marketers to use the social network's "people-based" targeting capabilities to bid on advertising on other sites and apps programmatically — or in other words, in real-time, using automated software.
In a blog post published Monday, the social-networking company said the buying-platform test didn't deliver enough value for advertisers because the quality of ads on the open web that it was buying through advertising exchanges was too low, often delivering ads to bots not humans. Ad fraud, as it is known in the industry, is expected to cost marketers $7.2 billion in wasted ad spending this year in the US alone, according to a study from the Association of National Advertisers and the ad-fraud detection service White Ops.
Facebook's test found that only native ads — those designed to look congruous with the other content on the website or app on which they appear — and video ads were delivering good results.
Brian Boland, Facebook's vice president of ads product marketing, told Business Insider that native and video formats delivered "7X" better results than banner ads. The problem right now is that the majority of ads being bought through demand-side platforms on the desktop and mobile web are banner ads, so Facebook is refocusing Atlas' plans around "building a product in our mission to help marketers deliver and measure true business value," according to the blog post.
Native and video are its longer-term bets, and in the meantime Atlas will be redoubling its efforts around ad measurement.
Facebook also looked at the ads that ran through its LiveRail ad-tech platform, which helps publishers with monetization through video ads. But it discovered the same quality issue and removed more than 75% of the inventory coming into its exchange. It switched off the publishers that were delivering ads that weren't actually viewable, or those on sites that marketers would never want to be advertising on. In January, Facebook confirmed it would no longer be accepting new customers into LiveRail's ad-serving business.
Boland said: "There are some fundamental things we want to have in place around video. The video ecosystem is fraught with low-quality supply."
What Atlas plans to do next
While Atlas doesn't have a demand-side platform in place just yet with real-time bidding capabilities, Facebook is still bulking it out with some new tools.
One of those is video ad serving across desktop and mobile, which will become available toward the end of this month.
At this stage, Atlas is focused mostly on the measurement side of the piece. Many marketers are already using Atlas to match up users as they cross from one device to the other. Facebook has a big advantage here over other ad tech players because people tend to log in to Facebook on their mobiles, desktops, and tablets using a verified ID. Using Atlas' "path to conversion" product, advertisers can determine whether a user who saw a mobile ad went on to buy a product on the person's laptop, for example.
Atlas is also going to provide advertisers with insights on whether those ads led to offline sales by allowing advertisers to upload their point-of-sale data. Depending on the method advertisers use — asking for an email address at the till, or using loyalty-card data, for example — Atlas will match that data with its own records in an anonymized, hashed fashion to tie conversions with digital ad spend.
Boland said: "The important thing to understand is that we are taking a fundamentally different approach. Our approach is helping marketers understand value. We're focusing on a mobile-first approach, when other tech is desktop [-first] which can struggle with the mobile environment. Our entire company is mobile-first and we are bringing advertisers this ability in a way no other system can."
[Who are they kidding, Adaptive Medias' Media Graph was built on mobile-first, and specializing in mobile video.]
In October last year, Facebook told Business Insider that the top 10 advertisers that work with Atlas — brands including Microsoft, KLM, and Nestlé — spend more than $20 billion in advertising across all media. Atlas' head of global sales, Damian Burns, said at the time that Atlas was using just "15-20%" of its full functionality.
While advertisers are clearly finding the measurement tools useful (Facebook outlines case studies from KLM, Mini, and Banque Populaire in the blog post,) the next piece of the jigsaw Facebook will need to find is the bidding capability if it wants to take on market-leader Google DoubleClick. Last week, the trade publication AdExchanger highlighted that many advertisers simply see Atlas as a "measurement pixel" rather than a fully fledged ad server.
http://finance.yahoo.com/news/facebook-pulled-big-ad-tech-160000377.html
First of all, Adaptive Medias deals strictly in premium content, and has a system in place to weed out fraudulent traffic.
Second, Adaptive Medias can, and already is (according to management), helping LiveRail's clients to insure that they're dealing with premium content, plus management said they're attracted to the Media Graph's all-in-one platform.
I certainly didn't realize that Facebook was so far behind the curve, and especially when one considers the complete package like Adaptive has in its Media Graph.
ADTM
ed2000 ... Well, I think ...
your humble observation is spot on.
Also, check out my next post ... hope you find it informative and enlightening ... I sure did.
BullNBear52 ... Well, actually ...
"Well it may be good for one set of shareholders. lol"
it could be good for both ...
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=121174543
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=121184322
Hope this helps.
ADTM
Doctruth ... Hey, just wanted you to ...
"Hope? You would be better off saying a prayer........amen"
know I did say a little prayer, and guess what ?? ...
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=121184705
it was answered. !!
Can you say, amen, again ???
ADTM
236T568 ... Well, don't you ...
see "Revenues" in the headline ???
Most people take "revenues" for granted ... what else would they be talking about ???
Also, ...
"you then talk about "$1.6 million"
just for your information ...
"We now see fourth quarter revenues above $1.6 million, compared with our previous guidance of $1.33 million."
no telling how much higher !!!
ADTM
ed2000 ... Don't know if you ...
saw this ...
"We also compared the Adaptive Medias to their peer group including TubeMogule, Rocket Fuel, Criteo, YuMe, Google and Facebook (among others) and got a median online advertising comp of 23.7x for ccEV/EBITDA. At that level, we believe the shares could be worth well over $3.55, representing substantial upside. This figure of course is expected to increase significantly after fourth quarter results are announced." [not to mention Q1 2016 results]
https://www.sec.gov/Archives/edgar/data/1428397/000117184316007518/exh_992.htm
AdSupply/Adaptive Medias with synergistic effect would be one of the few ad tech companies with growing revenues and profits.
ed2000 ... This is just a ...
suggestion, but why don't you write your header to sticky note like this ...
"ADTM Q4 guidance up 236% over Q3"
then continue ...
ADTM ups guidance to $1.6 Million for the fourth quarter ending Dec. 31th, 2015.
Adaptive Medias Expects Revenues for the Fourth Quarter 2015 to Exceed Guidance; Company Expects to Achieve Positive Adjusted EBITDA for Quarter
CEO Comments on Recent Offer to Acquire Adaptive Medias
Adaptive Medias Inc.
etc., etc.
NOBODY can argue with that
surfkast ... Well, we ...
know the difference between GAAP and NON-GAAP ... and the latter is used by many many companies, and not just little OTC companies.
236T568 ... Oh, my ...
"Oh my....more big time dilution coming as scam company ADTM is hinting that Adsupply will be merging with ADTM by ADTM issuing a massive amount of ADTM shares to Adsupply shareholders for a merger between the two companies"
that couldn't be further from the truth ... he' talking MERGER, not an acquisition !!
In the pure sense of the term, a merger happens when two firms, often of about the same size, agree to go forward as a single new company rather than remain separately owned and operated. This kind of action is more precisely referred to as a "merger of equals." Both companies' stocks are surrendered and new company stock is issued in its place. For example, both Daimler-Benz and Chrysler ceased to exist when the two firms merged, and a new company [NewCo"], DaimlerChrysler, was created.
https://www.sec.gov/Archives/edgar/data/1428397/000117184316007518/exh_992.htm
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=121174543
Hope this helps.
ADTM
236T568 ... Just thought I'd ...
inform you of Adaptive Medias' recent press release in the event you missed it ...
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=121172947
You might want to take note that ADTM's management is taking its shareholders' interest to heart, now considering a merger as opposed to an all cash buyout. I guess Adaptive isn't quite the scam that you've been proclaiming it was, right ??
Hope this helps.
By the way, you wouldn't mind taking your outdated sticky note down from the ADTM board and throw it in the trash where it belongs, would you ??? ... there's already an appropriate replacement up !!
ADTM
ed2000 ... The best ...
takeaway from the press release in my opinion is this ...
“As we continue to work with AdSupply to evaluate our options, we believe the combination of Adaptive Medias and AdSupply will likely represent a compelling opportunity for both companies and their respective clients and shareholders. We believe a merger of the parties could enhance the business and growth prospects of the combined entities and position us as a leading strategic partner of choice in the mobile advertising space and could potentially bring more value to our shareholders than our acquisition by AdSupply. We expect to complete our evaluation very soon and look forward to sharing our assessment with our shareholders,” concluded Mr. Strong.
What this means is that management is taking the best interest of Adaptive Medias' shareholders to heart. Rather that a CASH buyout which would leave current ADTM shareholders out in the cold, a merger would mean that most likely shares of "NewCo" would be issued to all shareholders and we would thus participate in the growth and prosperity of "NewCo". Furthermore, it's quite likely that the stock we receive will be listed on the NASDAQ far sooner that if Adaptive remained as is.
A HUGE WIN FOR ADTM SHAREHOLDERS !!!!!
ADTM
Oh, and here, let me ...
help you out ...
ADTM Quarterly Revenues:
$1.848 million - 2014 Q4
$1.168 million - 2015 Q1 - Declined 37%
$1.098 million - 2015 Q2 - Declined 6%
$0.703 million - 2015 Q3 - Declined 36%
$1.66+ million - 2015 Q4 - Rose 236%
ADTM
Well, who was ...
right ?? ...
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=121094594
and who was wrong ??
ADTM
Adaptive Medias Expects Revenues for the Fourth Quarter 2015 to Exceed Guidance; Company Expects to Achieve Positive Adjusted EBITDA for Quarter
Monday, March 14, 2016 12:45 PM UTC
IRVINE, Calif., March 14, 2016 -- Content syndication and monetization company, Adaptive Medias, Inc. (OTCQB:ADTM), a leader in programmatic advertising across mobile, video and online display, today announced it expects revenues to exceed its previously announced guidance and to achieve positive adjusted EBITDA in the fourth quarter ended December 31, 2015.
“Our shift towards our 'Media Graph First' higher-margined technology sales strategy is well on-track as reflected by the increased demand for our technology. As a result, we expect our fourth quarter results will top our most recent guidance,” said John B. Strong, Adaptive Medias’ Chairman and Chief Executive Officer. “We now see fourth quarter revenues above $1.6 million, compared with our previous guidance of $1.33 million. We also expect to achieve positive adjusted EBITDA during the quarter.”
CEO Comments on Recent Offer to Acquire Adaptive Medias
Mr. Strong today also provided an update on the status of AdSupply’s recently-announced offer to acquire Adaptive Medias for approximately $1.50 per share. “As we continue to work with AdSupply to evaluate our options, we believe the combination of Adaptive Medias and AdSupply will likely represent a compelling opportunity for both companies and their respective clients and shareholders. We believe a merger of the parties could enhance the business and growth prospects of the combined entities and position us as a leading strategic partner of choice in the mobile advertising space and could potentially bring more value to our shareholders than our acquisition by AdSupply. We expect to complete our evaluation very soon and look forward to sharing our assessment with our shareholders,” concluded Mr. Strong.
ABOUT ADAPTIVE MEDIAS, INC.
Adaptive Medias, Inc. (OTCBB:ADTM) is a programmatic audience and content monetization provider for website owners, app developers and video publishers who want to more effectively optimize content through advertising. The Company provides a foundation for publishers and developers looking to engage brand advertisers through a multi-channel approach that delivers integrated, engaging and impactful ads across multiple devices. Adaptive Medias meets the needs of its publishers with an emphasis on maintaining user experience, while delivering timely and relevant ads through its multi-channel ad delivery and content platform. For more information, please visit www.adaptivem.com. Follow the Company on Twitter @adaptive_m.
Non-GAAP Financial Measures
The Company uses certain non-GAAP financial measures in this release. Generally, a non-GAAP financial measure is a numerical measure of a company’s performance, financial position or cash flows that either excludes or includes amounts that are not normally excluded or included in the most directly comparable measure calculated and presented in accordance with generally accepted accounting principles (GAAP).
We report adjusted EBITDA because it is a key measure used by our management and Board of Directors to understand and evaluate our core operating performance and trends, to prepare and approve our annual budget and to develop short- and long-term operational plans. In particular, the exclusion of certain expenses in calculating adjusted EBITDA, such as one-time stock compensation expenses, goodwill impairment and amortization, can provide a useful measure for period-to-period comparisons of our core business. Accordingly, we believe that adjusted EBITDA provides useful information to investors and others in understanding and evaluating our operating results in the same manner as our management and Board of Directors.
Investor Contact:
Max Pashman
mpashman@irpartnersinc.com
Phone: 818-280-6800
ADTM
236T568 Well, ...
"Are you really saying that because insiders haven't filed form 4's with the SEC for the sale of ADTM stock that it proves that insiders, beyond a shadow of a doubt, have NOT been selling ADTM stock?"
it seems like the burden of proof is on you since you're the one accusing ADTM insiders of selling shares all the while and not filing the mandatory Forms 4. If you've got proof, then why don't you alert the SEC. I'm sure they'd be interested, don't you think ???
I can't imagine you letting them get away with such a thing !!??!!
236T568 ... Hey, ...
"Its coming from the same ADTM pumperclown that has claimed that ADTM insiders aren't selling stock into the market, even though it has dropped 99%, because, get this, none have filed the requred form 4's with the SEC"
Scammerclown, just because the stock goes down, are you saying that's indicative that insiders have been selling ??
You've been PREDICTING since the Company's reverse split back in 2014 that there would be a MASSIVE SELL-OFF by insiders, yet you haven't provided a lick of proof that that's the case, have you ??? No, not one Form 4 has been filed by an insider for SELLING stock, and not to be confused with an insider PURCHASING stock ... that was a poor example, wasn't it ??
"believe it or not, he states that never, in the history of the world, have insiders ever filed late form 4's when having sold stock, past the 2 day required period"
You know quite well that's not true at all. I'm simply saying that your example of some scam company filing 2 months late has no relation to a legit company like Adaptive Medias, and you know that, too !!
ADTM
236T568 ... Well, then ...
"actually, wrong yet again"
why don't you show us an example of insiders of a company who SOLD shares, and then filed their Form 4s two (2) months later, okay ???
Oh, by the way, when is that MASSIVE SELL-OFF by ADTN insiders that you PREDICTED LONG LONG AGO actually going to happen ??????
ed2000 ... Please ...
"My concern is if they start dumping shares."
set aside THIS concern, at least. It's not that easy for insiders to just start dumping shares !! They must first file an SEC Form S-1 or S-3 announcing to the public the stated number of shares they want to sell. Then they MUST file an SEC Form 4 no more than two (2) days after they sell any shares.
I see no evidence at all that they intend to sell shares. Also, it makes absolutely no sense for them to sell at these ridiculous prices when they know they can get much more through a buyout, which in my opinion, isn't likely to happen anytime soon.
Why don't we just wait for the audited numbers which will be coming out no later than the end of this month. Then we can quit speculating about how much dilution there's been, and maybe we'll find that in the total scheme of things it will be justified.
Scary guessing is a big waste of time, especially when we don't have all the facts.
ADTM
REGARDING 4TH QUARTER REVENUES ...
From transcript of CEO John Strong's 3rd quarter Conference Call dated November 13, 2015 ...
"Based on current trends particularly with the growth we are experiencing in the media graph, we expect to generate nearly half of our sales from the media graph platforms in the fourth quarter. We are expecting revenues of at least $1.333 million for the quarter, although that number is lower than last year, I’d like to highlight it's on significantly higher margins. This enables us to achieve positive operating cash flow, a first in the company’s history, and it will set us on the path toward profitability which we continue to expect to achieve in the first quarter of 2016, which is another significant milestone for the company."
http://seekingalpha.com/article/3685216-adaptive-medias-adtm-ceo-john-strong-q3-2015-results-earnings-call-transcript?page=3
From Adaptive Medias' press release about the Company's 4th quarter dated December 15, 2015 ...
"We believe Media Graph will grow to over half of our sales in the current quarter, and not only do we expect to be operating cash flow positive in the quarter, we expect fourth quarter revenues to surpass our previous guidance."
https://globenewswire.com/news-release/2015/12/15/795726/0/en/Adaptive-Medias-Sees-Profitability-in-Fourth-Quarter-2015-Revenues-Ahead-of-Guidance.html
Consequently, based on the foregoing, it appears that revenues for the 4th quarter should be around $1.5 million, and perhaps even higher. Furthermore, these revenues should produce significantly higher margins than in previous quarters, thus leading to being cash flow positive in the 4th quarter and profitable in this, the 1st quarter of 2016.
I guess we'll see soon enough !!
ADTM
JUST TO BE FAIR ...
regarding the drop in 3rd quarter revenues ...
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=120027872
ADTM
More from SOVRN (Updated) ...
When you become a sovrn publisher you are in good company.
12+ Billion monthly page views
50,000 websites
20B: monthly ad requests
$1M+: weekly pay out to publishers
Petabyte+: data stored each month
975M: monthly unique reader
What if their publishers put white-labeled Media Graph Players on all 50,000 websites ??!!??
[Just in case I were to get some silly replies, I want to make it clear that this is a rhetorical question]
ADTM
CEOCFO: Would you tell us about your recent partnership with the media agency One Central Point?
Mr. Strong: One Central Point is an international media agency based in London, England led by a very talented team. They contacted us because they had been surveying the landscape for an effective player technology, and they felt like ours was best in class. One Central Point had been using another player but decided that our pricing structure was about 35% less than any of our competitors and that we were one of few companies that offered a complete, comprehensive stack of services. After we demo’d our services, they were immediately sold and decided to use our platform entirely. We’re going to allow them to license our technology and use it as a white-label solution for their clients across the globe.
CEOCFO: Is that a typical partnership?
Mr. Strong: We work with publishers, content producers and advertisers, so we have the capability to build many different types of partnerships. One recent client we’ve signed was Webisaba, a very large publisher from the Middle East who uses our white label solution and full stack. We are also working with a company called Sovrn based in Colorado, which represents 23,000 websites. They are going to use us as a full white-label solution. Miami-based LatinOn, which is a Hispanic digital media agency that works with digital publishers, also uses our white-label solution. This is what we’re really after. We are moving toward our software-as-a-service market with our platform.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=120699573
In November 2014, Quantcast ranked Sovrn as the world’s fourth largest publisher network reaching a monthly global audience of over 423 million people with more than 700 million monthly unique visitors. Quantcast also ranked Sovrn as the third largest publisher network in the United States reaching over 201 million people every month in the US.
https://en.wikipedia.org/wiki/Sovrn_Holdings
ADTM
236T568 ... Well, ...
"well, there we go back to the industry articles
thanks
keep them coming"
when the Company posts articles like this one, rest assured they're related to their business, whether you understand them, or NOT !!!
Digital Ad Spending to Surpass TV Next Year
By 2020, TV’s share of ad spending will drop below one-third
March 8, 2016 | Media Buying
Next year will mark a major milestone for ad spending, as total digital surpasses TV for the first time, according to eMarketer’s newest quarterly ad spending forecast. In 2017, TV ad spending will total $72.01 billion, or 35.8% of total media ad spending in the US. Meanwhile, total digital ad spending in 2017 will equal $77.37 billion, or 38.4% of total ad spending.
eMarketer has lowered its growth projections for TV ad spending since the last forecast. Television will grow 2.5% this year, compared to 4.5% forecast in Q3 2015. In the long term, TV ad spending will continue to grow by about 2% a year. But by 2020, TV ad spending’s share will drop below one-third of total media ad spending for the first time in the US.
“We still expect positive growth for TV ad spend, driven by political advertising and the summer Olympics,” said eMarketer senior forecasting analyst Martín Utreras. “However, we see more ad dollars flowing to digital as a way of optimizing spending in what may be a challenging economic year.”
[*** See Digital Video -- $9.84 billion in 2016]
Meanwhile, eMarketer has increased its projections for digital ad spending since the Q3 forecast. Total digital ad spending will increase 15.4% this year, to $68.82 billion. Not surprisingly, mobile continues to drive growth within overall digital ad spending. Mobile ad spending in the US will grow 38.0% this year to equal $43.60 billion. That means mobile represents 63.4% of total digital ad spending in the US this year.
“As consumers continue to increase engagement with mobile devices for daily activities and content consumption, marketers will further integrate all marketing activities—including advertising—to the mobile category,” said Utreras.
http://www.emarketer.com/Article/Digital-Ad-Spending-Surpass-TV-Next-Year/1013671
https://www.linkedin.com/company/adaptive-media-inc
ADTM