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Originally posted by highpriced:
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When figuring out why SWM is worth north of $1.50 a share it's worth looking at the massive digital investment and transformation the business has gone through and what the business will look like in the near future. Code7+ (Phoenix) make-goods’ . Basically, if you buy a prime-time tv ad slot the network usually guarantees the ad will have exposure to a certain number of viewers. If the show flops make goods are offered whereby the ad gets shown in other ad slots to make up the audience short fall. Chasing up make goods with the networks is one of the most time consuming tasks media buyers currently have. Phoenix when it launches this year will mean the death of make goods effectively saving media buyers thousands of hours of work in the process.The returns for SWM on this $40m investment are staggering at over 60% ROI . This is achieved by Phoenix effectively driving dynamic revenue yield optimisation (more money for the same ad slots) and improving inventory utilisation by more effectively managing ad campaign goals and commitments (more of the ad slots available being sold) . In less than 18 months of Phoenix going live it will have paid back its entire $40m investment!SWM shareholders can now excitedly look forward to the extra $26m in revenue Phoenix will bring in for them in FY25 .
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TY HP!https://www.adnews.com.au/news/media-agencies-on-seven-s-polished-massive-upfront
(20min delay)
