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 advertisers to connect intelligently with audiences across online display, video, social and mobile 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 offers advertising automation technology that offers planning, media buying and omnichannel intelligence from a single platform.

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illumin Holdings Inc > What the F?

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Comment by campston Aug 15, 2021 8:20am

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Post# 33707114

RE:RE:RE:RE:RE:What the F?

Yes, you are correct wrt to the ATY et al.I am referring to the advertising media spend from all sources.

Torontojay wrote:
campst wrote: 1) historical tech sector seasonality is in play IMO. 2) Q3 advertising seasonality also in play, Q3 typically having lower sales tha n Q2. 3) Q4 is where we will know how well AT is doing. I'm looking for meaningful speculative sp movement in December and January. If Q4 results are good, its off to the races...... .....but what do I know? cheers

RookieMistakes wrote: I know...my thoughts too. Frustrating given the 2Q results. However I am firmly long on AT so IMO this is the small cap volatility we expect to see. As pointed out by more experienced posters the fundamentals remain excellent.
It would be tempting to sell and move on...but ...show me another stock that has the potential there is with AT. The 'Lynch test' that was posted was a good read. I will wait for it to keep building and growing. It may take a few Q to get big enough to break free from the downward drag it gets from what is happening in the rest of this business and to reduce this noise we see.

Hi Campst, historically speaking Q3 has usually outperformed Q1 and Q2. The weakest quarter has always been Q1 followed by Q2 then Q3 and finally Q4.

Only 2 times going back to 2014 has Q3 been outperformed by either Q1 or Q2. In 2017, Q3 achieved sales of $ 14,523,649 which was outperformed by Q2 $17,265,803. In 2019, Q3 achieved sales of $26,864,507 which was outperformed by Q1 $27,921,884.

In the past Acuity would get a boost from the travelling and entertainment side of things and I expect an improvement from last year. I believe we will achieve sales over $33 million in this quarter and over $40 million in Q4.