illumin Holdings Inc T.ILLM

Alternate Symbol(s): ILLMF

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 > not good for ads companies here

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Comment by truthis0utther3on Jul 25, 2022 12:40pm

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RE:RE:RE:RE:RE:not good for ads companies here

Genuinely interested, what evidence are you seeing of a "disruptie platform" beyond the company hype?

prophetoffactz wrote: If you are a mature US$16.34 billion market cap company like SNAP and a recession hits that is one thing. To a large degree SNAP is dependent on the swings in GDP of a few percent, etc. If your market cap, net of cash, is only about $100 million and you have a distuptive platform and are only just breaking into the industry this is entirely different. Most of the industry isn't going to shutdown because of a recession. AT has also been affected by industries only just recovering from the COVID recession like travel and hospitality, etc. Inventory gluts have also decreased certain spending as with automakers. There should soon be an auto surplus requiring ad spending to move product. AT has been developing relationships with eight auto makets. Adding $10/+ million accounts is next up for AT and these accounts will still exist in a recession. AT's insiders have been buying big with the company as of last month and they should know how close those $10/+ accounts are now. They should also know how they are being affected by the economy. SNAP was also affected by changes at Apple. AT knows where it stands here and, again, they've been buying AT in the market.

"The recession has already been priced in for Acuityads.

Also, it is more meaningful to focus on cash flow and not if they are net income positive/negative. Acuityads has significant non cash expenses and this can skew the true strength of the company. If you are focusing on net income /loss then you are missing out on the big picture.

I think you are underestimating the services side of the business which was non existent during covid. Also, last year they achieved y/y revenue growth when Illumin was
just getting started. This year, Illumin should represent a higher percentage of total revenue and so they should continue to see stronger sales momentum specifically in the back half of this year. They can achieve this growth by increasing their customer base even if the average spend may be trimmed by some of their customers."