Telaria, An Emerging CTV King

  • Here is another company that benefits from the streaming revolution, and it seems pretty well-placed to continue to grow revenues at a very fast pace.
  • Telaria is benefiting from a shift to programmatic and connected TV, and has shed its demand-side business to be more impartial and transparent.
  • With faster-paced connected TV revenues an increasing part of the company’s revenues, growth will be high for the foreseeable future.
  • The stock sold off after the company reported excellent Q2 figures. We see no justification for that.

Source: Telaria, An Emerging CTV King – Telaria, Inc. (NYSE:TLRA) | Seeking Alpha