Rhythmone Share Discussion Threads

[kendonagasaki] 05/10/2016 12:40

A good job we acquired assets earlier on in the game.Competition playing catch up it seems.Only the strongest will survive!

[propercharlie] 05/10/2016 11:59

Hi 1gw, thanks for looking at my message.
the figure 3.7 is a ratio that works on the actual figures revenue / (volume, fill rta eand CPM) of q3 and q4 2016.
So I simply used the same formula on q1 2017, knowing as we were told, (volume, fill rate and CPM). By multiplying the multiplication of the 3 figure it gave me 15.08, then I used the 3.7 (x factor) to multiply the 15.08 and bingo $55.
I am sure it is not so simple but I have been struggling to find a better shot at the revenue by using the data we have been give.
Very happy to learn so I can improve teh modelling.

[dyardley] 05/10/2016 10:47

Amazed by the lack of interest here. RTHM must surely be in play for consolidation!

[sikhthetech] 05/10/2016 10:15

another M&A...

Ad-Tech Firm Criteo Just Acquired Ecommerce Startup HookLogic for $250 Million Digital ads space continues to consolidate By Lauren Johnson

[sikhthetech] 05/10/2016 10:00

PC,

a couple of months ago, you were forecasting fy2017 revenues of $192m... your forecast yesterday of $55m - is that for H1 revenue???
So you're forecasting H2 will shoot up to $137m..
That's a low H1 expectation followed by a high H2 expectation???


ProperCharlie - 04 Oct 2016 - 17:49:57 - 2136 of 2152 RhythmOne - 2016 a new beginning - RTHM

I have used Big Bears work and Q1 TU to try and modul the Q1 revenue:
you will see that the maths guide us to a $55m revenue, $5m better than BB safer forecast.

I tested the calculation "blind" on q4 results and the figures came out as $31.85m rather than $31.7, so hopefully the logic flows through.
If so the so called "real" profit BB refers will be increased by $5m to $8m for the quarter! I did not test this through all the P&l but relied on BB's calls.

Lets see!

[kendonagasaki] 05/10/2016 09:59

Loopy dont miss out in the rise ??

[leluot3] 05/10/2016 09:07

oh look
A sneaky TU

Barkie still spinning his lies
Seven years now and he's taken us to 35p!!
Well done old boy

[midasx] 05/10/2016 08:48

Yes if our accounts were stated in £'s would have seen a big lift in revenue and profit! Not sure how much of our expenses are in sterling, but should make a gain there!

[alex1621] 05/10/2016 08:47

Let's hope it's not the big push on the Somme!

[kendonagasaki] 05/10/2016 08:19

Pound continuing to weaken!Bodes well for our dollar revenue in Q3 and Q2.......Tick tock as old Digitalis would say.Any way where is the old fool? I'm sure he has something to add before the big push north!

[barkboo] 05/10/2016 07:35

ProperCharlie - great to see you about on here..your view is always appreciated by us all.

Most of the harden investors have let the rags dominate the negative view, they have spun the same stuff so many times even John John is dizzy and washed out - will be nice to know all the good guys have had a smile to themselves behind the scenes.

[geheimnis2] 04/10/2016 22:23

Thanks for popping by, loops

Choo choo

xx

[leluot3] 04/10/2016 22:22

down again


everything in place for the shorters to make yet another killing

[geheimnis2] 04/10/2016 20:05

Cheeky TU tomorrow?????

[1gw] 04/10/2016 19:46

PC - as far as I can tell you're assuming in your analysis that the ratio of total revenue to revenue through the programmatic platform stays constant (the 3.70 number in your spreadsheet).

I.e. in 2HFY16 $75.4m total revenue, $20.4m (=11.8+8.6) revenue through RMax, ratio = 75.4/20.4 = 3.70.
Then in 1QFY17, $15.1m revenue through RMAx, multiply up by the 3.7 to get the $55m (or $56m) you quote.

The problem with this is that RMax is where most of the growth is coming from ("led by strong growth in programmatic platform revenues"). Other areas, or at the very least the "non-core" revenues, were expected to decline. Non-core revenues in 2H16 at $22m were bigger than RMax revenues and your analysis seems to be suggesting that they should increase by the same ratio that RMax revenues are increasing, doesn't it?

[football] 04/10/2016 19:33

Programmatic video advertising spend takes off with main focus on YouTube






RhythmOne ‏@RhythmOneUS 3h3 hours ago
Next week we'll be launching our Influencer Marketing platform #RhythmInfluence in Dallas.

[football] 04/10/2016 18:35

kendo been waiting for a day like that for years with smmt


;)

[lance corporal winstanley ash] 04/10/2016 18:29

Charlie. I hope so old chap.

[propercharlie] 04/10/2016 17:49

I have used Big Bears work and Q1 TU to try and modul the Q1 revenue:
you will see that the maths guide us to a $55m revenue, $5m better than BB safer forecast.

I tested the calculation "blind" on q4 results and the figures came out as $31.85m rather than $31.7, so hopefully the logic flows through.
If so the so called "real" profit BB refers will be increased by $5m to $8m for the quarter! I did not test this through all the P&l but relied on BB's calls.

Lets see!

[kendonagasaki] 04/10/2016 16:37

Were you in that today footy?

[kendonagasaki] 04/10/2016 12:18

Good link Sikh.They are paying $700 million for what 1R already have in place?Won't belong before we are worth a $ billion again :)