Post by
campst on Mar 09, 2023 8:18am
$40M! Revenue
SWEET!!!
sorry......got a little excited.........better sit down....
Comment by
campst on Mar 09, 2023 8:23am
Excellant result! Includes $2.4 million in Illumin rebenue I was hoping for 2....not that my opinion is worth anything. Interesting to compare result with TRMR and others. IMO the value proposition for ATY is very much back on the table. It's too bad however that the macro environment is likely to dominate for at least another year. GLTA
Comment by
campst on Mar 09, 2023 8:27am
Benchmark today downgraded TTD. Not ideal
Comment by
prophetoffactz on Mar 09, 2023 8:46am
The rapid growth of illumin self-serve revenue looks to be moving to longer term commitments. illumin is for the longer term! "In addition, we recently began an initiative to pursue long-term self-serve contracts, with terms greater than one year and guaranteed revenue minimums. We look forward to sharing our progress on this front as we continue to advance this initiative.” News release
Comment by
nozzpack on Mar 09, 2023 1:06pm
There are many positives in Q4. Mainly, the cash burn was reduced to just $1.5 million. AT is worth $1.55 per share on its cash alone. But, its operating expenses particularly salaries and benefits. These can easily be slashed by at least 15% which is about $6 million per year. That alone turns marginal Ebit into free cash flows. This point needs to be hammered home at every opportunity .