YANGAROO Inc V.YOO

Innovid partnership

[Justin1]

What are everyone's thoughts on the news? Hopefully this can be a decent driver of revenue growth.

[HisNoodlinessTheFlyingSpaghettiMonster]

With the current transition in TV/ad biz, this was critical in order to provide video delivery to desktop/mobile/CTV etc. (And keep up with competitors) Note that Innovix first partnered with Adstream earlier this year (and were taken out mid year by Extreme Reach). This is a necessary tech upgrade to keep pace with competitors. Whether this drives revs via ad delivery to a more diverse and

[tannin]

Appreciate your thoughts on the Innovid agreement fsm...didn't really understand it's importance.......

[HisNoodlinessTheFlyingSpaghettiMonster]

No problem tannin. As you can see, an announcement like this, while somewhat positive, will not be a share price mover. They need to deliver good earnings on a consistent basis to move us upwards. If Q3 is lacklustre, we will likely be dead money all the way until Q4 comes out in late April. That would be a long time to wait yet again for something positive, so I see this q3 in late November to be

[HisNoodlinessTheFlyingSpaghettiMonster]

I've done some further research on Innovid. Note our biggest client is Toyota, and I read that this is also one of their biggest clients. Is it a coincidence that we partnered, or did Toyota give a nudge? If that is the case, this is a great way to cement our relationship by merging tech into one platform (creates great ease of use). Also, Innovid is finalizing going public via SPAC by end of

[Justin1]

The 1.3 billion dollar valuation and Innovid looking to expand their advertising footprint were the two things that really stood out to me as when I was researching them the other day. It makes sense for everyone involved for them to buy out YOO. I would expect to see a few more insider purchases in the coming months if that's going to be the case.

[HisNoodlinessTheFlyingSpaghettiMonster]

I'm pretty sure there is a blackout period for insider buying in the month of earnings release (November), that's what it seems to have been in the past. Again, this is pure speculation re: buyout. But there has been a lot of activity in adtech, so I dare to dream. One thing is that we have division (music and awards) that is completely out of their wheelhouse. So those assets would need

[HisNoodlinessTheFlyingSpaghettiMonster]

It looks like Innovid Bridge also partnered with Comcast as well.  The process of the their new workflow is provided in the following link. There is a lot of industry jargon, so it may be hard to follow: https://www.comcasttechnologysolutions.com/partners/innovid