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I love a dramatic selloff, so here’s my notes on $ACUIF:
- I always worry about declining revenue.
But everything online advertising declined due to the pandemic, including current market darling $MGNI.
- I always worry about declining revenue.
But everything online advertising declined due to the pandemic, including current market darling $MGNI.
CATALYST: $ACUIF applied to be listed on the Nasdaq. Could be a nice catalyst. Many investors won’t touch OTC.
- About Illumin, the new platform developed by $ACUIF.
Pitch: Democratizing programmatic ad campaigns.
Goal: Simple, intuitive user experience
Pitch: Democratizing programmatic ad campaigns.
Goal: Simple, intuitive user experience
I don’t know if $ACUIF will disrupt programmatic advertising.
But I don’t disagree with the CEO’s pitch. He clearly understands the way marketers plan campaigns.
But I don’t disagree with the CEO’s pitch. He clearly understands the way marketers plan campaigns.
He is also not wrong about CTV ads. They’re awful. I see the same ads so often, I grow to almost hate the brand.
As a consider, I would appreciate any improvement in this space.
As a consider, I would appreciate any improvement in this space.
I also like his goal of democratizing advertising.
Not everyone is an expert in online advertising. This could be particularly beneficial for small teams.
REVENUE: As a result of the pandemic, $ACUIF lost close to 30% of its business from travel and related industries.
Not everyone is an expert in online advertising. This could be particularly beneficial for small teams.
REVENUE: As a result of the pandemic, $ACUIF lost close to 30% of its business from travel and related industries.
CEO: “That was a huge loss, but the sales team was so resilient. They went and they start replacing that business very quickly...”
Revenue replaced with e-commerce, direct to consumer, and healthcare.
Revenue replaced with e-commerce, direct to consumer, and healthcare.
Revenue could improve as travel, entertainment, and related industry ad spending spending returns.
REOPENING: “When that happens, all of these companies need to reach their consumers more than ever.”
REOPENING: “When that happens, all of these companies need to reach their consumers more than ever.”
“We expect auto, entertainment, to come back. We're not exactly putting those in our growth numbers, but it's just something that we know will happen.”
PIPELINE: Pipeline is robust, according to the CEO. Large customers are requesting demos.
PIPELINE: Pipeline is robust, according to the CEO. Large customers are requesting demos.
CEO: “I still believe that the major, major clients are going to come in this next year because it is a longer sales cycle.”
GUIDANCE: In process of building predictions for next year. Expects good results early next year with big boost in second half of next year.
GUIDANCE: In process of building predictions for next year. Expects good results early next year with big boost in second half of next year.
WALLED GARDENS: “They are very important for advertisers. Things like Facebook and YouTube... we do have the ability to connect illumin to them.”
Also planning to add e-mail marketing campaigns. Exploring influencer marketing.
Also planning to add e-mail marketing campaigns. Exploring influencer marketing.
KEY TREND: Industry transitioning from agencies to in-house. Whether this happens is unclear.
CEO: “So from all the studies that we're seeing is over 65% of them are ready to bring in-house and has a desire to bring in-house.
So naturally when you develop a tool that is easy to adopt and specifically designed for it, I believe that's going to help those people adopt.”
So naturally when you develop a tool that is easy to adopt and specifically designed for it, I believe that's going to help those people adopt.”
FINAL THOUGHTS. I like $ACUIF. CEO is charismatic with a clear and compelling vision.
But it’s still very speculative. Especially when you’re competing against $TTD.
But it’s still very speculative. Especially when you’re competing against $TTD.
I’ll probably go for a swing and wait till next ER before making a decision about going long.
@plantmath1 Here’s my thread. Feel free to tag me if you do one!
