No, I have no intention of buying. The Trade Desk (NASDAQ:TTD) has already entrenched itself with the large advertising agencies with US$660m revenue in 2019 and a US$8.9B market cap. I understand the majority of that is real-time bidding but they also provide programmatic guaranteed (which is what ADJ does). Being able to do everything from a single platform is convenient for media buyers, and their scale obviously allows considerable product development and marketing.
I suspect ADJ's ship has already sailed without them, but I could be wrong, so I check in occasionally to check on their progress.
Ann: Appendix 4C - quarterly, page-8
Add ADS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
0.1¢ |
Change
0.000(0.00%) |
Mkt cap ! $4.702M | |||
| Open | High | Low | Value | Volume |
| 0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1000000 | 0.1¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.1¢ | 853755 | 2 |
View Market Depth
| Last trade - 16.12pm 03/10/2024 (20 minute delay) ? |
| ADS (ASX) Chart |
Day chart unavailable