- Rubicon is starting Q2 as a combined company with Telaria, but the market could hardly be worse, and revenue is expected to fall by some 30%.
- Even Telaria’s touted CTV business will slow down greatly in Q2, as the ad market is slumping.
- But there might be a silver lining. The move to CTV is accelerating as a result of the pandemic.
- We do fear that the US isn’t coming out of the pandemic-induced slump anytime soon though, which puts a little bit of a damper on the immediate outlook for the company. Although, much of the downside is already priced in.
Strong Headwinds For The Rubicon Project, But There Is A Silver Lining
May 24th, 2020 · No Comments