A Golden Opportunity To Turbo-Charge Telaria’s CTV Growth

  • The all-stock merger between Telaria and the Rubicon Project is highly complementary and liable to create the biggest sell-side platform in the market.
  • The combined company will be very reasonably priced for a market leader with a healthy balance sheet and likely to generate substantial amounts of cash.
  • Telaria’s CTV business is growing at triple-digit rate and will be further cemented with Rubicon’s sophisticated services.
  • While Rubicon wasn’t yet profitable, it was showing substantial amounts of operational leverage in the last quarters. With the cost synergies, the company is likely to be profitable.
  • We see this merger as a no-brainer for investors.

Source: A Golden Opportunity To Turbo-Charge Telaria’s CTV Growth – the Rubicon Project, Inc. (NYSE:RUBI) | Seeking Alpha