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 […]
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 […]
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 […]
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 […]