Edison Events

June 25, 2015

Advertising Technology Spotlight Conference

The advertising and marketing technology industry has had to rapidly shift course to keep up with new technologies and changing consumer habits. Four companies discuss where they fit in the value chain, how they differentiate their services, the opportunities for their products, and how they are addressing issues faced by the sector

Blinkx
Eagle Eye
JCDecaux
RNTS Media

‘Big data’ and ‘programmatic trading’ are leading a revolution in the way advertising and marketing are managed. Understanding how companies are differentiating themselves will be key to picking winners in this consolidating sector.

Q1: How big an issue is fraud? How is the industry dealing with it?

Q2: Does the industry need a regulator?

Q3: Do you think a standard will emerge for programmatic advertising?

Q4: Who owns the data? Who should own the data?

Q5: How will the advertising and ad-tech industries segment over the coming years. Will the ad-tech industry be consolidated into others?

Ad-tech Spotlight

On June 25th Blinkx, Eagle Eye Solutions, JC Decaux and RNTS Media discussed how they are embracing emerging technologies to differentiate themselves and deliver more targeted, effective advertisements and promotions.

Edison’s Bridie Barrett discusses industry dynamics which she views as still being positive – despite the near term volatility caused by by the shift towards mobile and programmatic. The industry’s concerted effort to combat fraud is clearly necessary and positive in the long term but will reduce earnings visibility until it needs to washes through. In a sector which is racing to scale, investors should seek exposure to key industry hotspots, adequate resources to stay ahead of the game and deep customer relationships.

Both online and offline companies are embracing technology to help brands reach customers. While the initial hype surrounding the sector has dissipated, it has continued to rapidly evolve: distinct ecosystems have emerged and companies’ strategies have become more defined.

While the technology is fundamental, we believe it is companies that combine the following qualities that are most likely to succeed:
1) Strong relationships with high quality customers;
2) transparent solutions (accountability and assurance);
3) differentiated standalone products;
and 4) diverse product sets that offer exposure to various growth pockets in the industry.

Ad-Tech Spotlight Report

Download - 1.1MB

Blinkx

blinkx is a broad digital media technology, distribution and monetization platform that connects audiences with brands through premium digital content across devices – at scale. Over 95% of blinkx revenue comes from online advertising, with a core focus on video, mobile and programmatic segments.

blinx Ad-Tech Presentation

Download - 20MB

Click here to access blinkx's Investor Relations

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Company Profile

blinkx has rapidly repositioned itself from its legacy stronghold in desktop video to a cross-platform offering with video at its core. A series of acquisitions to bolster its exposure to mobile and programmatic technologies over the last two years should enable it to return to a position of overall growth this year. It is cash-generative and has a strong balance sheet, leaving it well placed to continue to add scale and technology where needed to support future growth and scale economies.

Company Executives

Dan Slivanovski

Chief Marketing Officer

Eagle Eye

Eagle Eye enables real-time digital promotions to the retail and hospitality industries. Customers include Greggs, Marks & Spencer, Mitchells & Butlers, Pets at Home, Tesco, Pizza Express, JD Sports and Asda.

Eagle Eye Ad-Tech Presentation

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Click here to access Eagle Eye's Investor Relations

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Company Profile

Retailers are transitioning promotional and voucher-led campaigns away from paper and plastic to digital solutions to benefit from lower costs and improved consumer insight. Eagle Eye’s transactional platform is one of the most integrated solutions available, enabling it to approach an increasing roster of clients. It recently announced its largest deal to date, with Asda, and reported sales growth of 81% in H115

Company Executives

Lucy Sharman-Munday

CFO, Eagle Eye

Andy Smith

Business Director

JCDecaux

Leading outdoor advertising company and the only group in the three principal segments: street furniture, transport advertising and billboard.

Click here to access JCDecaux's Investor Relations

Visit Investor Relations

Company Profile

JCDecaux is the world’s leading outdoor advertising company. It offers solutions across street furniture, transport advertising and billboard advertising and is present in more than 70 different countries across the globe. It generated revenues of over €2.8bn in 2014, is listed on the Premier Marché of the Euronext Paris stock exchange and is part of the Euroext 100 Index.

Company Executives

Matthew Leggett

Director of Retail

Tim Harvey

Director of Business Transformation

RNTS Media

RNTS Media’s core operating division is Fyber, a mobile advertising technology company. Through its supply-side platform, it provides app developers with smart-mediation and ad exchange solutions to help them more effectively monetise audiences across all placements.

RNTS Media Ad-Tech Presentation

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Access RNTS Media’s Investor Relations

Visit Investor Relations

Company Profile

RNTS Media has successfully rolled out its mediation solution over the last 18 months, reaching more than 320m users. It is now focused on adding new formats and technologies to its advertising exchange to monetise its expanded network of publishers. It plans a €100m convertible bond to support its plans to add scale, reach and technology, with the ambition of becoming a global leading independent mobile supply-side ad-tech group.

Latest Research

Company Executives

Peter Waller

CFO, RNTS Media

Bridie Barrett

Analyst: Internet and convergence

Before joining Edison Bridie spent 10 years as an analyst at RBS (ABN AMRO) and HSBC in the telecom and media teams, focusing on convergence between the two sectors. Before that she qualified as a chartered accountant at PwC, where she worked for five years in audit and transaction services.

Fiona Orford-Williams

Analyst: B2B media, agencies

Fiona has worked in the City for 20 years as an analyst and as a fund manager, specialising in UK smaller companies and in socially responsible investment. She started at Sun Alliance and later ran Martin Currie’s London office. More recently Fiona was a director of ethical fund management at Gerrard. Fiona has been working at Edison since 2004.

About Edison's Team

Edison is Europe's leading independent investment research and engagement company. We work with companies to improve and broaden investor understanding of their business on a global basis. Our offering is based on the depth research and domain expertise of our research teams combined with the global reach of our unique global distribution platform. Our TMT team of 10 analysts, with an average of well over 10 years equity research experience cover well over 80 companies listed across North America, Europe, Asia and Australia. Our range of services includes research, investor targeting, non-deal roadshows, conferences, executive interviews, perception audits and commercial due diligence.

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