Mirriad Advertising Share Discussion Threads

[petewy] 01/1/2021 11:51

Thanks some:
Tickboo:Last para of some's first reference:
Through data generated by the video, analysts will study the impact of branded integrations in music videos using its technology. It plans to measure lifts in brand key performance indicators and performance-like affinity, consideration and awareness. The findings are scheduled to be released in mid-February.

Crucial.

[tickboo] 30/12/2020 18:32

Intrigued and will have a gander!

[someuwin] 30/12/2020 16:49

Mirriad @mirriad ·2m

We’ll be toasting with something other than Champagne this year on NYE and are excited for what’s ahead Check back here tomorrow afternoon for a little sparkle of #MirradMagic we've been collaborating on with our friends at
@gerencia_360

[tickboo] 29/12/2020 16:42

Disney media sales team will obviously have a lot of existing relationships with many marketing managers at large brands as well as account managers at large ad agencies and they'll no doubt be keen to push what we do as it's additional revenue and as independent research illustrates it's extremely effective.From Yellowstone and let's go for 0.3% so $21m for us and then we have Tencent who is increasing its spend and integrating our platform so easier to sell and all the other clients and hopefully more tier 1s sign up so next year should realistically see a 10 fold + increase in revenues. In reference to the Tier1 US streamer that was signed this is what I heard. In terms on monetary value of the contract already signed Stephan indicated they generated advertising revenues of $7bn and that the Mirriad target was 0.2-0.3 percent in the first year and then double this by the second or third year. This would translate into revenues of $14m at the lower end of that target. The first campaign in December has already been sold and is from a large cereal manufacturer.

[thesaint5] 29/12/2020 16:11

Makes life a lot easier I guess if the space is filled by Disney, as long as Miriad get their slice we will all be happy.

Thought if it was down to Miriad we may get an RNS confirming an annual advertising spend of say £XX million per annum, something like that. Be a welcomed bonus too a long list of potential news items.

[tickboo] 29/12/2020 15:15

I assume for the most part it will fall to Disney but MIRI will have an active sales team targeting the Tier 1s, the advertising agencies/media planners & buyers as well as record companies. I kind of doubt they would go to the brand owners direct but you never know as of course there are some mammoth cos owning huge numbers of brands. Once this medium gains traction it will really accelerate and my guess is this will happen in 2021.

[thesaint5] 29/12/2020 13:02

Listened to (most) Disney's investor presentation yesterday, the viewer figures and where they are headed short term is quite remarkable as you'd expect from Disney. I was quite amazed at just how many regular TV shows are produced by Disney, much more mainstream content than I had imagined.

Few takes was the fact of the day I posted last night, (44:34 into presentation)

Hulu TV is available without adverts for $6 pm extra, (35:30 onwards into presentation) gives a better idea for those like me who do not have a Disney account!

(40:00 into presentation) Hulu Advertising hub, they are clearly looking for new ways to generate income, MIRI's product opens up a much larger media base for prospective buyers.

From around 1 hour 10 mins in there's much about what is coming in 2021, those into TV, films etc will no-doubt enjoy.




Not sure who is responsible for obtaining advertisers for our product, I assume that will fall at Disney's door with us taking a slice, anyone know?

[tickboo] 29/12/2020 11:55

I really hope we are not taken out too soon as I want another tier 1 signed up and real momentum so the share price a fair whack higher. Yes the share price given FY20 revenues may look toppy but the potential market size and the fact we have IP and first movers advantage and are fully funded for growth tells me we could see this multi bag with some decent RNSs in the not too distant. I imagine another tier 1 major will sign up in H1 and the rest will follow due to FOMO. The potential here is staggering and it's great the money will be used to accelerate growth but also develop the platform, we already have scene finder but a live option will be massive.A reminder from Yellowstone -In reference to the Tier1 US streamer that was signed this is what I heard. In terms on monetary value of the contract already signed Stephan indicated they generated advertising revenues of $7bn and that the Mirriad target was 0.2-0.3 percent in the first year and then double this by the second or third year. This would translate into revenues of $14m at the lower end of that target. The first campaign in December has already been sold and is from a large cereal manufacturer.I've written up my notes from the webinar and they are avaialable herehttps://www.yellowstoneadvisory.com/post/a-mirriad-of-growing-revenue-opportunitiesA recording of the webinar is available herehttps://youtu.be/C4DcrAgGazI

[someuwin] 28/12/2020 19:50

Interesting article on WPP belatedly following SFOR by moving to buy up ad tech companies.

MIRI would make a good strategic acquisition for either of these UK AD co's. And also a compelling buy for one of the US tech giants. Either way I think its just a matter of time before it gets bought out.


"...WPP says that it now aims to spend anywhere between £200m-£400m on acquisitions a year, with an emphasis on marketing technology and ecommerce targets. This is not unlike Sir Martin’s strategy at S4 Capital (SFOR), the digitally focused marketing company, which he founded in the same year that he left WPP. True to form, Sir Martin has put M&A at the heart of S4 Capital's growth strategy: announcing the acquisitions of seven companies over the course of this year alone. And although the S4's revenues came in at £215m in 2019, compared to WPP’s whopping £13.2bn, it already boasts a market value of £2.6bn.

As such, it seems that there are two media titans on the LSE that are on the hunt for smaller marketing companies with a compelling edge in technology..."

[tickboo] 23/12/2020 13:26

Same to you and all holders.

[someuwin] 23/12/2020 12:43

Points noted.

Miri Xmas all!

[petewy] 23/12/2020 10:28

He's right someuwin if we all did it...

[someuwin] 22/12/2020 13:53

One more quote. This time about using MIRI's tech in music videos. (Universal Music Group is the biggest music company in the world - Labels include EMI, Capital, Def Jam, Island, Geffen, Virgin, Motown etc etc)

[tickboo] 22/12/2020 11:31

Fair point indeed.The fact we have independent research to back up our claims re non-intrusive snd a lot more effective is great too and will be difficult for Marketeers to ignore.

[someuwin] 22/12/2020 10:06

A good example of conventional adverts not working is the current Porsche ad that seems to be running on every break on Sky News. They must have paid a fortune for that ad that but its way too long and too boring. Many peeps on Twitter complaining about it. Not only putting people off Porsche but putting people off watching Sky news too! No wonder so many broadcasters and marketeers are getting so excited about MIRI's novel unobtrusive ad solutions.

[aidenabettin] 21/12/2020 14:41

Add in Tencent. hTTps://www.mirriad.com/mirriad-partners-with-tencent-one-of-the-worlds-largest-video-platforms/

[someuwin] 21/12/2020 14:21

"...There are seven major streaming platforms in the US (Disney, CBS, Viacom, ATT Warner, Comcast NBC, Netflix and Amazon) and all are targets for Mirriad. The expectation is now that one of these majors has signed the domino effect will see a number following them soon.