Bidstack Share Discussion Threads

[lukehold] 14/10/2019 21:20

Valid point, to me the depth of brands seen by a wide range of gamers across the globe shows the depth of the fill rates. That's when the targeting comes in, show my ad to this racer once per day or once per hour not spend all my ad budget in day one filling every race for one user. It's smarter ad spend and bang for the buck.Derek Wise referred to ads bidding, sold and traded in a marketplace. As demand increases cpm will increase too.

[affc21] 14/10/2019 21:19

Vox podcast transcript:

Derek Wise, Non-Executive Director of Bidstack entrepreneurial software technologist and why he joined the Bidstack team.

JW
Seeing what the opportunities are there I think it's right on the cusp of having that opportunity to to break out and have it have a good have a really great success for its investors should they be able to convert a few things.

DW
Very interesting. Well, first and foremost, you know you're, you're a gamer, you love gaming, and then you've come from it from the corporate side as well so you know exactly what is, you know, is is destructive to the gamers experience. And the fact that, you know, the chatting to James and Fran they validate this. They're taking it and where they're coming from. It's as good as it can be, you can't get a better feedback from someone like yourself who is experienced in the world of business and is also a keen gamer. Yeah, I think there's. I think there's quite a few people who are gamers and are in business but I think there are there are very few people that are lucky enough to have both as a professional role. So whenever I bumped into these guys I was like, I just wanted to dig in to see if they really knew what they were talking about, and it was, I was delighted to hear that. It wasn't just about. Let's see how much we can monetize inside of online video games or inside of a mobile app. But let's see if we can do it in an immersive way without damaging the relationship that the brands have with their customers and the publisher the video game publisher has with their, their customers as well. It's a really tricky line to play and I think it takes someone that knows and respects the, the industry that people who play the games, and are willing to protect that a bit so I, I enjoy that I think the guys were fantastic at conveying that storey to me, and kind of what got me bought into the company as well.

Continues...

[roleybirkin] 14/10/2019 21:19

Good to hear Wise. Professional and came across well.....

If they are starting to get revenues then they are in a great place.

[global nomad] 14/10/2019 21:07

Luke, if we turn our minds to revenue for a moment - sorry - do we think it matters how many brands there are? Apart from ideas of realism and changing the view, one brand on all the time would generate the same total number of impressions.

I would hope to presume that there is a cost to sign on, not just for the impressions and that with high demand and (not entirely) finite space the cost to be present in the game would go up. I would think that different locations on the track would also be priced differently as would targeting different geographies and demographics. Would be good to see some more non-car brands too...

thanks for keeping track of this...looking forward to getting someone officially saying something along the lines of "yes all of those are paying to be shown"

Previously there had been some envelope calcs about how things would translate...they probably still stand up (only that Bids were using a different testing approach...could someone revisit them for Grid? we know something about how many people are playing

[lukehold] 14/10/2019 21:07

Comments about how personable they were and how they get gamers was very encouraging. That's going to be the difference!

[lukehold] 14/10/2019 21:05

Just listened now money. Wise guy, what a board member.- Name-dropped CEO of war gaming (world of tanks)- AI ad buying for programmatic marketplace. Wonder which side he's coming at that from and if it's oracle backed?- Mentioned Mediamath and amazon other DSPs bidstack are likely working on- On measurement, Bidstack can set the standard for the entire industry to follow, which is required by the largest holding company's and brands in the world before they spend.

[affc21] 14/10/2019 20:58

Vox podcast, the part that I found intriguing was where Derek Wise (on behalf of a friend) ended up interviewing JD and Fran...Derek Wise"I just wanted to dig in to see if they really knew what they were talking about" "and it was I was delighted to hear".

[remarkomsoc] 14/10/2019 20:42

Oh u r rude girdlz

[lukehold] 14/10/2019 20:42

Up to 52 brands and counting. Also another point is just the massive amount of ad space available. Each ad on screen for 2 seconds counts as a impression and gamers see banks of ads maybe every 15-20 seconds on average. Which means you can see upto 20 impressions per race.

[moneygenxyz] 14/10/2019 20:37

Just finished listening to VOX.

What was everyones thoughts on that?

Very cryptic imo

[girdz] 14/10/2019 20:36

Got remark on ignore but he has been sick for month. Some one needs to put the poor sod down!

[affc21] 14/10/2019 20:34

Lukehold,
That's some advertisers list... Nice post

[lukehold] 14/10/2019 20:23

Trackside adverts in Grid seen so far, it's very clear to me now they are all programmatic as they noticeably change between races. Thanks Moneygen for contributions this evening. Interesting to see some sponsorship from FA racing sports and Kimoa (clothing line) both owned by Fernando Alonso.AEM (electronics)Alpine starsAmspeedArmor AllDensoDrift limits (driving experiences)EibachEssoExedyFA racing sports (Fernando Alonso)FalkenFatlaceFerodoFM RacingGreddyHankookIllestIntelK&NKimoaLiqui molyLogitechLucasMad CrocMintexMichelinMobilMonsterMotul (racing oil, French)OMP RacingOakleyOhlinsPalmer race daysPethconi RacingPirelliPlayseatPower MaxedRS RRebellion RacingSTP (oil)Shell HelixShureSound networkSparcoSpyopticSunoco LPTaroxTexacoVP Racing FuelsWSR West Surrey RacingYokohama tiresXite Energy

[affc21] 14/10/2019 20:10

Exactly Roley,
As Derek Wise mentioned in today's vox podcast:
"Console and PC games are not traditionally monetized on an exchange. There's a huge opportunity to deliver billions of impressions inventory to an exchange in a programmatic way".

Now looking back at the H1 results (under - Chief Executive's Statement and Trading Update) it was stated:
"Our PC and console software development kit ("SDK") (our within-game technology) is now fully live".
And
"Our AdConsole, which sits between both the demand side (advertisers) and supply side (games) is also fully operational".

So seeing in that article that I previously posted it stated:
"The highest charting new title this week is Grid from Codemasters, which make its debut at No.5. 61% of the game's launch sales came on PS4".

Having considered the above, PS4 version of Grid should hopefully be pulling in the respective advertising money now.

Edit:
It seems like it's all nicely coming together now...

[remarkomsoc] 14/10/2019 20:05

Bit nauseous m8, mite have a travel lozenge

[moneygenxyz] 14/10/2019 20:05

Leaked

Fortnite Chapter 2, Season 1 Battle Pass Trailer.

[remarkomsoc] 14/10/2019 20:01

Wot a debacle m8

[throwingmuses] 14/10/2019 19:45

TW just repackaged the figures everybody already knew. People have to realise for themselves he's just putting maximum importance on something that's of minor importance moving forward. You could argue it's better that we're doing well enough to expand the workforce etc... So I say forget him, bids aren't answerable to him and I'll be disappointed if they do.

[roleybirkin] 14/10/2019 19:42

Great article delivered by BBH the advertising agency.

Gaming is advertising's ignored giant.

hxxps://www.contagious.com/news-and-views/why-gaming-is-advertisings-ignored-giant

I was lucky enough to be present at the BBH offices on Kingly Street when senior BBH and eSports influencers delivered a talk on what brands are missing. Very powerful.

[girdz] 14/10/2019 19:40

It's coming before Thursday 16.00 EST - the rumoured release of Fortnite chapter 2

[roleybirkin] 14/10/2019 19:29

eSports still growing and quickly.

Great to see Grid in at No.5 affc21. May well go higher.

Now we need to see an RNS for Q3 numbers?

Let's quieten down the naysayers.................

[affc21] 14/10/2019 19:25

With Thanks to Mojo from LSE:FIFA 20 retains No.1 as Grid reaches Top FiveThe highest charting new title this week is Grid from Codemasters, which make its debut at No.5. 61% of the game's launch sales came on PS4.www.gamesindustry.biz/articles/2019-10-14-fifa-20-retains-no-1-as-grid-reaches-top-five

[melody9999] 14/10/2019 19:08

just to need to see revenue generation or indication of same