illumin Holdings Inc T.ILLM

Alternate Symbol(s): ILLMF

Communication Services

illumin Holdings Inc. provides a journey advertising platform, which enables marketers to reach consumers at every stage of their journey by leveraging advanced machine learning algorithms and real-time data analytics. It enables marketers to connect intelligently with audiences across video, mobile, social and online display advertising campaigns. Its Programmatic Marketing Platform, powered by machine learning technology, is at the core of its business, accompanied by patented solutions for analytics-led video and mobile targeting that leverages data. It enables marketers by offering near real-time reporting and analytics, bringing accountability to programmatic advertising to deliver business results and help solve the challenges that digital advertisers face. Its illumin software enables creation of consumer journeys with custom messages tied to the propensity-scored audience. Its customers include both agencies and brands, including enterprises and small to mid-sized businesses.

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illumin Holdings Inc

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Post by SpiderWeb101on Jun 06, 2017 2:22pm

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AcuityAds (TSXV:AT)

Acuity reported their Q1 2017 results in May, with a 122% YoY increase in revenue. Much of this growth is organic with the Self-Serve segment of the business continuing to grow rapidly at 137% year over year and now accounting for a majority of the revenue stream.
As we’ve been stating for quite some time now, Self-Serve is the future of the digital and programmatic advertising business and Acuity’s sustained success continues to prove this to be the case. With another 32 Self-Serve partners added in Q1 alone (totalled now at 193 as compared to 78 in Q1 2016), it is clear that advertisers are shifting towards leveraging new technology for advertising campaigns.
One critical point we’d like to make is that Q1 does not contain any revenue from the recent Visible Measures acquisition. This furthers the case that growth has been primarily organic. Expect to see the results of March’s acquisition in Q2, of which the company has made abundantly clear that they expect to remain Adjusted EBITDA positive going forward.
Towards the end of May, the stock has seen a significant appreciation, boasting as much as a 20% increase. We released a note back in April, discussing how 2 million shares became free trading, ultimately depressing the stock price closer to its pre-acquisition levels as those who received shares at $2.12 took some money off the table. Over this time, demand for the stock has remained strong as shares ultimately changed hands. With no news out and the stock now beginning to climb significantly, we believe we are visibly seeing demand finally outpace supply. This bodes well for Acuity going forward as there is now an established shareholder base that have entered into the story between $4.00-$4.60.