illumin Holdings Inc T.ILLM

TD

[retiredcf]

This is a flash report and they currently have a $29.00 target. GLTA

AcuityAds Holdings Inc.

(AT-T) C$16.28

More Programmatic Ads on CTV Event

As per this release from FOX (LINK), the U.S. broadcaster has entered a deal with a supply side platform (SSP) called FreeWheel (owned by Comcast) in order to enable programmatic advertising sales to set-top-box video-on-demand inventory across the Comcast Xfinity platform (the largest cable company in the U.S.).

Impact: SLIGHTLY POSITIVE

Connected TV (CTV) is expected to be a key source of growth for AdTech companies like Acuity, and it is notably an area of growth where neither cookies nor walled garden gatekeepers are potential headwinds.

We expect to see many deals going forward amongst broadcasters, SSPs, and DSPs (demand side platforms), in order to enable programmatic and targeted advertising to CTV households.

The first DSP to integrate with Fox inventory, via FreeWheel, is The Trade Desk, which makes sense to us because TTD is the largest independent programmatic player. The release states that integrations with other DSPs are expected in the coming months.

We remain bullish on the organic revenue growth prospects for Acuity, and we continue to look forward to an update on Q1 sales for the illumin platform in early April.

[growthnprosper]

Target price $ 29 and Q1 earnings in early April  and Nasdaq listing!

[Torontojay]

That would be a great time to list after q1. Hopefully investor interest flows back into the adtech space after the industry heavyweights post their financials as well.