Nexxen Share Discussion Threads

[brimach1] 22/11/2024 14:42

It’s all about data.

The weakness of so many single ended platforms is they don’t have a DMP like Nexxen ….

Just take a read of these extracts from TTD 2Q24 earnings call.

Jeff Green – TTD Founder and Chief Executive Officer…I've recently been meeting with many CMOs from the world's leading brands around the world, including at the recent Cannes Lions Festival in France. Through all of these meetings, one thing has become very clear to me. These leaders are dealing with a lot of uncertainty. They are looking for answers and they are looking for partners who can help them…..More than ever, CMOs have to prove that what they are doing is working. And increasingly, that means revising traditional dependencies on cheap reach and all the legacy mechanisms and beliefs that support cheap reach. It means embracing the power of programmatic data-driven advertising…..We are convinced that the only scaled response to all the changes CMOs and the agencies are facing is to embrace data-driven buying….And last, leading CMOs at large brands have been leaning into alternatives to this cheap reach that offer much greater efficacy, and by extension, a much closer correlation to business performance. At the center of this is the revolution in TV advertising, driven by the mass shift to streaming TV where advertisers get to target based on authenticated logged-in users. And building on that is the emergence and availability of new kinds of marketing conversion data such as retail data, where advertisers can understand the impact of campaign spend on actual customer outcomes much more clearly…..we're pioneering new innovations that help advertisers take advantage of their data, target new audiences with efficacy, leverage AI as a copilot, and embrace the very best of the open Internet….the pressures on CMOs create data-driven, rational buying. And they're looking to us to help them put their data to work and make more informed decisions. They're being asked to do more with less. They're being asked by their CFO to prove that the ROI is better….I would argue that … that the walled garden playbook doesn't really work in CTV. And the reason why the walled garden playbook doesn't work in CTV is because nobody has enough share to be draconian or even to target well, even to be effective, because of the fact that TV is fragmented….So, as a result, if you house a bunch of inventory there and then don't enable people to bring data to work from other places, it will not perform as well. And so, it is true that more inventory has been coming online in CTV, but what is lost, especially in discussions about CPMs, is that there is a greater desire for marketers to find their exact audiences than they've ever been or there has ever been. That's only possible when you're looking across the entire open Internet (rather than walled gardens)…. a biddable marketplace with price discovery, with competition and data, is where everybody is heading….I expect advertisers will emerge in 2025, more empowered than ever to drive data-driven precision.

[john09] 22/11/2024 13:45

We already know it’s been proven over and over period of years that you lot don’t know what you’re doing . You’re very lucky to be reading my analysis it’ll make you a lot of money

£12 and 30 usd to come in 2025

[john09] 22/11/2024 13:25

This will be up another quid by Christmas

You were all slitting your wrists last weekend lol

[john09] 22/11/2024 13:23

John09 portfolios are at 12 month highs . Thanks NEXN and NVDA

[john09] 22/11/2024 13:20

Sikh have you bought yet? Lmao

Better to trade and not get caught out

Only you’ve been caught out to the tune of a quid in a week so far lol

[wheeze] 22/11/2024 10:31

Where is muthadruker ?

[barkbooo] 22/11/2024 09:30

Looks like the demand is giving problems this morning - largish bundles packaged into many fancy little gift cards?

If Ofer can keep hitting the market with pleasant surprises - we could see the corner do a lot of damage before Nasdaq listing.

[midasx] 22/11/2024 09:28

Exactly gadgie !

[gadgie2] 22/11/2024 09:04

Took us 5 plus years and Amobee acquisition at the forefront over 1 Billion invested in Amobee prior to our purchase

[midasx] 22/11/2024 08:18

Nexxen would be a great acquisition for TTD as they would provide a platform TTD could take years to develop and ACR data they are already paying for !

Nexxen are ahead of the game and our peers are beginning to realise this.

[amt] 22/11/2024 07:46

Well let's hope 4 quid is exceeded today. We are still in the foothills but a great first week.

[amt] 22/11/2024 07:09

Jeffblume. It's a positive move from Trade Desk and Nexxen can only benefit from its recent partnership.

[gadgie2] 22/11/2024 05:29

Our 25 million investment in VIDAA was a good move and we are now Global with it !

[gadgie2] 22/11/2024 05:15

They are learning from us full stack and they are utilising our Data ... consolidation reqd for sure waiting for Perion / MGNI to react remember this has taken us years to develop and well over 1 billion invested in Amobee

[jeffblume] 22/11/2024 02:46

I wonder if the ROKU TTD news helps or hurts NEXN. Will TTD eat NEXN lunch or is the massive run this week because TDD is buying or partnering more with NEXN? Is there synergetic / complimentary benefits together? By the way NEXN stock is reacting this week, there could be something in the works??? Or will our lunch be eaten by the big guy, TTD?

[midasx] 22/11/2024 01:08

Investing.com - Shares of Roku Inc (NASDAQ:ROKU) dropped as much as 8% in Wednesday after reports that digital advertising firm The Trade Desk (NASDAQ:TTD) was planning to launch a connected TV operating system by the second half of 2025.

The system, named Ventura, would in enter in a space currently dominated by platforms like Roku, Amazon (NASDAQ:AMZN) Fire TV, and Google (NASDAQ:GOOGL) TV.

Unlike its competitors, The Trade Desk does not own content or operate a supply-side platform, focusing instead on its demand-side platform, which enables advertisers to buy digital ad inventory in real time.

It appears TTD are learning from our lead! Many years spent developing the end to end platform and nurturing our own data sources.

[john09] 21/11/2024 23:22

4 quid tomorrow hes missed A quid in a week lol

[amt] 21/11/2024 22:52

Silky I ignored your very poor advice and bought on the way down, in the 200s and a massive top up at 3 quid so I have big profits on paper. This could go much higher but you have missed the boat. Well if you did sell at 8 quid why did you spend so much time making spurious posts afterwards.

[john09] 21/11/2024 22:16

You can pass off as well . No time for you

[barkbooo] 21/11/2024 21:49

John09 - have you a television in your caravan. Watch a film mate.

[john09] 21/11/2024 21:32

Tell us when you’ve bought Sikh we could so with a laugh

[john09] 21/11/2024 21:32

He will start his “better to trade and not get caught out”

He’s got b0ggerall money anyway lllloooooolll

[hammers8] 21/11/2024 21:14

Any guesses how long to give it before Sikh claims it’s ‘sold’ its shares in Nexxen? It’s already started with the ‘May trade’ ‘this is a share to trade’ comments

[john09] 21/11/2024 21:09

On the first day of Christmas my true love sent to me

One filtered plonker and a partridge in a pear tree