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Entries Tagged as 'RUBI'

Strong Headwinds For The Rubicon Project, But There Is A Silver Lining

May 24th, 2020 · Comments Off on Strong Headwinds For The Rubicon Project, But There Is A Silver Lining

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 […]

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Tags: RUBI

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

December 27th, 2019 · Comments Off on 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 […]

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Tags: RUBI · TLRA

The Rubicon Project Has Further To Go

September 12th, 2019 · Comments Off on The Rubicon Project Has Further To Go

Our earlier turn-around thesis has played out with the shares more than doubling in a year. Tailwinds from programmatic, video and audio, and new features like Supply Path Optimization and Demand Manager will keep growth going. We are quite impressed with management which is highly adept at introducing new features which give the company a […]

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Tags: RUBI

The Rubicon Project Seems Like A Viable Project To Us

September 25th, 2018 · Comments Off on The Rubicon Project Seems Like A Viable Project To Us

The company has made a successful shift towards header-bidding, where it has acquired and developed a couple of advantages. While revenues are still hampered by the elimination of the buy-side fee, there is a tailwind from the programmatic ad market. And their ad spend is accelerating, with mobile, audio and video as drivers. We think […]

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Tags: RUBI