RE:RE:RE:6 new contracts up to 40M annually For a company that expects to be valued at a Billion? I think Brilly Boy needs to do better than that. There's a reason why this company is valued so low.
Furthermore, I find the spin of the PR a bit misleading; why not just mention the potential for $4MM in revenue rather than $40MM in budget management?
Insofar as adtech getting hammered - many are terrible companies who can't deliver much of a profit in great times, let alone as recessionary pressures increase. Frankly, they're just returning from the ridiculous appreciation, due to investor overzelousness, to what they should have been valued at in the first place.
You might want to look at Perion. They report on the overmorrow. They'll be showing increased revenues and profit. Not bad in times such as these, and they've gotten hit too, although they're one of the handful you mention.
Cheers and good luck with your picks,
JJ