LUMA provides expertise at the intersection of media, marketing and technology. This includes digital content like online publishers, mobile gaming companies, and video platforms. It also includes advertising technology for display, video, mobile and other formats. Additionally, it includes marketing technology for data, analytics, sales automation and other tools. Mobile proliferation has had a major impact on these industries. In 2016, there was significant consolidation activity across digital media and marketing sectors through mergers and acquisitions. The deal activity was driven by growth in the pool of strategic buyers including telecommunications companies, international firms, and private equity investors.
LUMA's State of Digital Media at DMS 16LUMA Partners
LUMA presents our annual State of Digital Media which covers our views on the market, the industry trends and the future of the ecosystem with a specific focus on digital media and marketing. We hope you enjoy it.
LUMA's State of Digital Media at DMS 16LUMA Partners
LUMA presents our annual State of Digital Media which covers our views on the market, the industry trends and the future of the ecosystem with a specific focus on digital media and marketing. We hope you enjoy it.
LUMA Digital Brief 004 - Back to Mad MenLUMA Partners
LUMA Partners presents Digital Brief 004: Back to Mad Men. We explain what the future holds for ad agencies and five strategies they make take in a competitive marketplace.
LUMA's "The Evolving Digital Marketing Technology Landscape"LUMA Partners
LUMA Partners presents “The Evolving Digital Marketing Technology Landscape,” as presented at the AdExchanger Industry Preview conference on January 21, 2015. This presentation reviews some of the key topics discussed at the conference: convergence of AdTech and MarTech, as well as trends in mobile, convergent video and cross-channel.
LUMA's State of the State 2015 at DMS 15LUMA Partners
At LUMA Partners' annual Digital Media Summit, we presented the State of the State which looks at Markets and Trends in digital media. Because this was our 7th (or 007th) DMS, we went with a James Bond theme. We hope you enjoy it.
LUMA's State of Digital Marketing at DMS West 15LUMA Partners
At LUMA Partners' inaugural Digital Marketing Summit, we presented the State of Digital Marketing, which provides our views on the market and significant trends in the digital marketing ecosystem. We hope you enjoy it.
Digital State of the Nation Candid Conversations with Marketers regarding Dig...Anthony Baker
In our first report 'Candid Conversations with Marketers regarding Digital Strategy', we spoke with senior marketers about their views, experiences, successes and failures with digital, and the development of digital marketing strategy for their brands.
The Digital State of the Nation Report is a series of qualitative surveys based on in-depth interviews with marketers, CEOs, IT departments and digital marketing suppliers. The reports will analyse commercial digital issues affecting these groups, and it is aimed at improving working partnerships among these decision markers as they manage Australian brands.
LUMA Digital Brief 004 - Back to Mad MenLUMA Partners
LUMA Partners presents Digital Brief 004: Back to Mad Men. We explain what the future holds for ad agencies and five strategies they make take in a competitive marketplace.
LUMA's "The Evolving Digital Marketing Technology Landscape"LUMA Partners
LUMA Partners presents “The Evolving Digital Marketing Technology Landscape,” as presented at the AdExchanger Industry Preview conference on January 21, 2015. This presentation reviews some of the key topics discussed at the conference: convergence of AdTech and MarTech, as well as trends in mobile, convergent video and cross-channel.
LUMA's State of the State 2015 at DMS 15LUMA Partners
At LUMA Partners' annual Digital Media Summit, we presented the State of the State which looks at Markets and Trends in digital media. Because this was our 7th (or 007th) DMS, we went with a James Bond theme. We hope you enjoy it.
LUMA's State of Digital Marketing at DMS West 15LUMA Partners
At LUMA Partners' inaugural Digital Marketing Summit, we presented the State of Digital Marketing, which provides our views on the market and significant trends in the digital marketing ecosystem. We hope you enjoy it.
Digital State of the Nation Candid Conversations with Marketers regarding Dig...Anthony Baker
In our first report 'Candid Conversations with Marketers regarding Digital Strategy', we spoke with senior marketers about their views, experiences, successes and failures with digital, and the development of digital marketing strategy for their brands.
The Digital State of the Nation Report is a series of qualitative surveys based on in-depth interviews with marketers, CEOs, IT departments and digital marketing suppliers. The reports will analyse commercial digital issues affecting these groups, and it is aimed at improving working partnerships among these decision markers as they manage Australian brands.
Jocelyn Smith, CEO and Founding Partner of infinitee Communications, Inc., shatters the status quo of when to start marketing a new development. Learn how branding your property early and branding it right gets you leasing results while also building customer loyalty, ultimately effecting that all-important return on your investment.
From investors to developers and everyone in between, this message is for you. Being 100% leased by grand opening is half the battle. The moment you break ground, the chatter starts. The right messaging mix, the right platforms, the right leverage and the right positioning is key to capitalizing on that anticipation and controlling the conversation.
Technology has come to play a crucial role in delivering marketing programs and helping with meeting your marketing objectives. In a space filled with over a 1,000 marketing tech companies providing all kinds of products, platforms & services how do you decide which tools and platforms to invest in?
We polled and received responses from 260 B2B marketers in the United States and internationally. The special report that follows gives you a snapshot of how B2B marketers such as yourself are placing their bets on technology.
Training Series Live!: Think Like a TechnologistApartments.com
In this edition of Training Series Live!, Lauren Curley, Marketing Director for Landmark Property Services, discussed how marketers today need to start thinking like technologists in order to build more effective marketing strategies.
Europe cloud crm market report by marketsand marketsDheerajPawar4
Europe Cloud CRM Market by Vertical (Nonprofit and Higher Education), Nonprofit (Education, Research and Innovation, Social Affairs, Children and Youth, Art & Culture, and Others), and country (UK, Germany, France, and Switzerland) - Global Forecast to 2024
DIGITAL TRANSFORMATION & DISRUPTION 2016 - Understanding digital landscape &...Lassi Nummi
Brief overlook on digitalization and digital marketing trough statistics and forecasted trends in 2016 and 2017, focusing on EU area. Data gathered on various sources. Sources mentioned on presentation.
Europe cloud crm market is expected to grow $12.0 billion by 2024DheerajPawar4
[131 Pages Report] Europe cloud CRM market size, analysis, trends, & forecasts. The global market for europe cloud CRM categorized by vertical, nonprofit & country.
Europe cloud crm market is projected to register a moderate 5.86% cagr in the...DheerajPawar4
[131 Pages Report] Europe cloud CRM market size, analysis, trends, & forecasts. The global market for europe cloud CRM categorized by vertical, nonprofit & country.
How CMOs Can Succeed with Mobile MarketingNoah Elkin
Based on "Mobile Marketing: An Hour a Day," this webinar provides an overview of how CMOs can succeed with mobile marketing and the key ingredients involved in developing a successful mobile strategy (with Rachel Pasqua).
Nordic CMOs are keen users of contextual marketing, but fi nding the requisite technical skills is challenging their ability to derive greater understanding.
An in-depth analysis of the global social media analytics market. This report provides a holistic view of industry development and key market indicators
LUMA presents "Disruption by the Numbers". The growth of digital media has created tremendous opportunities for publishers to reach and monetize audiences across the web. However, the industry's obsession with scale has brought challenges, such as platform vulnerability and not knowing their audience, leading publishers to rethink what it takes to thrive in an increasingly competitive battle for consumer attention and marketer wallets. In "Disruption by the Numbers", we dive deep into the challenges, opportunities, and trends impacting digital publishers today.
LUMA's Upfront Summit Keynote: "The Future of TV"LUMA Partners
LUMA Partners presents “The Future of TV,” as presented at the Upfront Summit conference on February 4, 2016. This presentation reviews some of the key topics discussed at the conference: the rise of digital video, the traditional TV model, and convergent video.
Search and Society: Reimagining Information Access for Radical FuturesBhaskar Mitra
The field of Information retrieval (IR) is currently undergoing a transformative shift, at least partly due to the emerging applications of generative AI to information access. In this talk, we will deliberate on the sociotechnical implications of generative AI for information access. We will argue that there is both a critical necessity and an exciting opportunity for the IR community to re-center our research agendas on societal needs while dismantling the artificial separation between the work on fairness, accountability, transparency, and ethics in IR and the rest of IR research. Instead of adopting a reactionary strategy of trying to mitigate potential social harms from emerging technologies, the community should aim to proactively set the research agenda for the kinds of systems we should build inspired by diverse explicitly stated sociotechnical imaginaries. The sociotechnical imaginaries that underpin the design and development of information access technologies needs to be explicitly articulated, and we need to develop theories of change in context of these diverse perspectives. Our guiding future imaginaries must be informed by other academic fields, such as democratic theory and critical theory, and should be co-developed with social science scholars, legal scholars, civil rights and social justice activists, and artists, among others.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
"Impact of front-end architecture on development cost", Viktor TurskyiFwdays
I have heard many times that architecture is not important for the front-end. Also, many times I have seen how developers implement features on the front-end just following the standard rules for a framework and think that this is enough to successfully launch the project, and then the project fails. How to prevent this and what approach to choose? I have launched dozens of complex projects and during the talk we will analyze which approaches have worked for me and which have not.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
Let's dive deeper into the world of ODC! Ricardo Alves (OutSystems) will join us to tell all about the new Data Fabric. After that, Sezen de Bruijn (OutSystems) will get into the details on how to best design a sturdy architecture within ODC.
2. 2
Mobile
LUMA’s Singular Focus on Digital Media
Technology
Media
Marketing
MarTech
Digital
Content
Ad Tech
Ø LUMA’s expertise is at the intersection of Media,
Marketing and Technology
Ø At this intersection exists:
§ Digital Content: content sites, MCNs, game
publishers, aggregators
§ Ad Tech: display, search, video, mobile, social,
content marketing/native, connected TV
§ MarTech: data, analytics, sales and marketing
automation, email, predictive tools, commerce
technology, shopper marketing, payments
Ø Mobile proliferation has a major impact on these
markets and LUMA is deeply knowledgeable on
mobile
3. 3
Overall Commentary on Consolidation
Ø In our last Q3 2016 Market Report, we reported
62 mergers and acquisitions in digital media and
marketing
Ø The deals we track in this report fall into one of
four categories:
§ Large (over $500 mm)
§ Medium ($100 – $500 mm)
§ Small ($20 – $100 mm)
§ Sub $20 mm exits are considered tech and team deals,
capitulations, or undisclosed
4. 4
U.S. Digital Media M&A Activity by Sector
Source: LUMA
# of Transactions
Ø Robust M&A activity across digital
media is reflective of the growing pool
of strategic buyers, most notably new
entrants from the telecom industry as
well as international and private
equity buyers
Ø This phenomena has resulted in many
large scaled exits for differentiated
companies at very strategic multiples
59 56
72 77
78
112
0
50
100
150
200
250
300
2015 2016
Ad Tech MarTech Digital Content
5. 5
U.S. Digital Media M&A Activity by Sector
Source: LUMA
# of Transactions
Ø In the fourth quarter, scaled exits in
Ad Tech was a major story with
industry leading companies focused
on video / TV and data being
acquired
Ø We expect momentum from 2016 to
continue into the new year as new
market dynamics and increased
competition will drive further
consolidation across these sectors
20
12 14 10
14
22 20
21
28 30 28
26
0
10
20
30
40
50
60
70
Q1 2016 Q2 2016 Q3 2016 Q4 2016
Ad Tech MarTech Digital Content
6. 6
A Growing Pool of Strategic Buyers
DATA
INTERNET ORIGINALS
TECH SERVICES
TELCO
INTERNATIONAL
PRIVATE EQUITY
MEDIA
MARKETING
CONSUMER INTERNET
COMMERCE
MARKETING TECH
CRM SOFTWARE
Right Time
Decisioning of
Consumer Data
(Ad Tech and MarTech)
Ø The pool of strategic
buyers continues to
grow with private equity
becoming active
acquirers in this space
Ø Private equity buyers
have not only become
very acquisitive in digital
marketing, but are also
paying strategic
multiples for these
assets
8. 8
Ad Tech M&A Activity
# of Transactions
Ø Full Year Observations
§ The second half of 2016 saw many
scaled exits in Ad Tech including
the acquisitions of AppLovin and
Media.net in Q3 as well as
HookLogic, INVIDI, Operative, Triad
Retail Media, and TubeMogul in Q4
§ Telcos and Marketing Clouds were
particularly acquisitive in Ad Tech
this year from AT&T to Adobe
Ø Looking Ahead – TV
§ We expect to see an increase in
M&A activity in TV advertising
following the acquisitions of INVIDI
and Operative in Q4
Source: LUMA
1 2
4 4
19
10
10
6
0
5
10
15
20
25
Q1 2016 Q2 2016 Q3 2016 Q4 2016
+$100M <$100M
9. 9
Ad Tech – 2016 Notable Deals
Acquirer
Capital
Raised
Enterprise
Value
Comments
Source: Capital IQ; Crunchbase
$4M $1.4B
Chinese private equity firm Orient Hontai Capital has agreed to acquire a
majority stake in the fast-growing mobile ad network AppLovin
$39M $250M
Criteo will boost its performance marketing platform by leveraging
HookLogic’s unique relationships with brand manufacturers and retailers
$132M N/A
A consortium led by AT&T has announced plansto acquireINVIDI, a leading provider of
addressable TV advertising solutions
$45M N/A
Mediaoceanhas acquired Invision, anAd Tech company offering workflow solutions to
broadcasters and MVPDs, to add sell-side tools to its core buy-side business
N/A $900M
Media.net, an Ad Tech company powering Yahoo Bing Contextual Ads, will be acquired
by a Chinese consortium led by Beijing MitenoCommunication Technology
$34M $360M
Norwegian telecom operator Telenor acquired cross-device advertising
company Tapad to bolster its digital marketing capabilities
NASDAQ $540M
Adobe has agreedto acquire TubeMogul, a leading video DSP, and combine it with the
Adobe Marketing Cloud as the companydives deeperinto media execution
10. 10
MarTech M&A Activity
# of Transactions
Ø Full Year Observations
§ The acquisitions of Demandware,
Marketo, NetSuite and Neustar
headlined a busy year in
Marketing Technology
§ Private Equity buyers were very
active this year in MarTech,
paying multiples typically
associated with strategic buyers
Ø Looking Ahead – Identity
§ Identity is a key industry focus
since it is critical to enable true
1:1 marketing
§ Marketing Clouds and startups
alike are building robust identity
solutions
Source: LUMA
2
5
3 4
12
17
17
17
0
5
10
15
20
25
Q1 2016 Q2 2016 Q3 2016 Q4 2016
+$100M <$100M
11. 11
MarTech – 2016 Notable Deals
Acquirer
Capital
Raised
Enterprise
Value
Comments
NYSE $2.7B
Leading CRM platform Salesforce.comacquiredDemandware, the leading enterprise
cloud-basede-commerce platform provider, to create its new Commerce Cloud
$50M $700M
By acquiring DMP Krux, Salesforce’s clients will be able to perform more granular
segmenting and stronger audience management from within its Marketing Cloud
NASDAQ $1.7B
Marketo, a marketing automation company with over 4,600 customers, was taken
private by Vista Equity Partners
NYSE $8.7B
Software giant Oracle acquired NetSuite, the SaaS ERP leader (with
marketing technology assets)
NYSE $2.9B
Golden Gate Capital has agreed to acquire Neustar, an industry leading
provider of information services and digital marketing capabilities
NASDAQ $2.6B
Business intelligenceand data visualization platform, Qlik, has been taken private by
ThomaBravo
N/A $1.1B
Sitecore, a web content management system, was acquired by EQT Partners as it plans
to expand Sitecore’sdigital marketing capabilities
Source: Capital IQ; Crunchbase
12. 12
Digital Content M&A Activity
# of Transactions
Ø Full Year Observations
§ Acquisitions in traditional media
(Dreamworks, Time Warner) and
digital media (Complex Media,
EverydayHealth, Gawker Media)
highlighted digital content in 2016
§ Gaming companies Supercell and
Playtika had two of the largest exits
in the sector all year
Ø Looking Ahead – Publisher Consolidation
§ Amid the golden age of content, we
expect to see further consolidation
among publishers in order to offer a
broader variety of compelling
content across verticals and attract
large advertisers
Source: LUMA
6 6 6
3
22 24 22
23
0
5
10
15
20
25
30
35
Q1 2016 Q2 2016 Q3 2016 Q4 2016
+$100M <$100M
13. 13
Digital Content – 2016 Notable Deals
Acquirer
Capital
Raised
Enterprise
Value
Comments
NASDAQ $4.1B
NBCUniversal(Comcast) acquired DreamworksAnimations to bolster its portfolio of
entertainment franchisesacross TV, film, and digital properties
$245M ~$800M
NetmarbleGames has acquired Kabam’sVancouver-based studio, the developer of
popularmobile game stitlesincluding “Marvel Contest of Champions”
NYSE $26.2B
By acquiring LinkedIn, Microsoft adds the ubiquitous professional network and its
diverse revenue models to Microsoft’s “professional cloud”
N/A $4.4B
A consortium of Chinese buyers has agreed to acquire Playtika, the social
casino gaming unit of Caesars Entertainment it originally bought in 2011
N/A $10.2B
Chinese media giant TencentHoldings acquired a majority stakein the massively
profitable maker of the popular mobile gaming franchise Clash of Clans
NYSE $105.6B
AT&T has agreedto acquire Time Warner to own content and distribution as the
telecom giant aims to push media and advertising to its growing user networks
NASDAQ $4.8B
Following its acquisition of AOL, Verizon has agreed to acquire Yahoo’s core business,
which includes its digital media properties and scaled Ad Tech capabilities
Giant
(Chinese Consortium)
Source: Capital IQ; Crunchbase
14. 14
Ad Tech – 2016 Stocks Performance
Market Data as of 12/31/16
Ø Ad Tech Weighed Down by Industry Issues
§ Header bidding is having a strong impact on
Ad Tech as investors question the future of
these firms under this new market dynamic
§ A recent analysis concluded that Facebook
and Google captured all of the growth in
digital advertising in 2016, raising many
concerns about the rest of the industry
Ø Ad Tech IPO’s
§ TTD’s successful initial public offering in
September was a major boost for Ad Tech
and could serve as a catalyst for more IPO’s
§ AppNexus is expected to go public in Q2 of
2017 after filing confidentially for an IPO
-100%
-50%
0%
50%
100%
1/4/16 2/4/16 3/4/16 4/4/16 5/4/16 6/4/16 7/4/16 8/4/16 9/4/16 10/4/16 11/4/16 12/4/16
TUBE RUBI TRMR MXPT YUME FUEL CRTO TTD NASDAQ
15. 15
MarTech – 2016 Stocks Performance
Market Data as of 12/31/16
Ø Major Acquisitions
§ Two industry leaders, MKTO and DWRE, were
acquired for $1.8 billion and $2.8 billion
respectively
§ MKTO and DWRE acquisition multiples were
7.5x LTM, 6.2x CY revenue and 10.5x LTM,
8.8x CY revenue respectively
Ø MarTech Continues Steady Growth
§ MarTech stocks on average grew 17% of
value during 2016, but the declines of CRM
and HUBS weighed down the sector
§ After growing substantially in 2015, CRM
and HUBS shed nearly 10% of their market
value in 2016, while SHOP added nearly
100% of value during the year
-80%
-40%
0%
40%
80%
120%
1/4/16 2/4/16 3/4/16 4/4/16 5/4/16 6/4/16 7/4/16 8/4/16 9/4/16 10/4/16 11/4/16 12/4/16
CRM MKTO HUBS BV DWRE JIVE MRIN LPSN SHOP NASDAQ
16. 16
2016 Key Startup Financings to Watch
Lead Investor Capital Raised Valuation Comments
Source: Crunchbase
$555M $30B
Airbnb recently unveiled its ambitious new line of business “Trips” as it looks
for growth outside its core rental home offering
$200M $1.7B
Following its $200 million raise last year, BuzzFeed has received another
$200 million from NBCUniversal to grow its content / advertising partnership
$794M $4.5B
Augmented reality (AR) startup Magic Leap’s Series C round of funding will
enable the secretive company to bring its first product to market soon
$1.8B $20B
Snap Inc., the parent company of Snapchat, has now raised over $2.6 billion
in funding as it prepares for its eventual IPO next year
$150M $9B
Digital payments company Stripe nearly doubled its valuation as it builds
upon a leading position in the fast growing e-commerce space
$181M $1.5B
Unity, one of the leading game engine platforms, has raised capital to
continue building technology for virtual and augmented reality experiences
$430M $16B
WeWork, the popular co-working space startup that has 50,000 members in
21 cities, raised funding to enter the Asian market as it continues to grow
17. 17
LUMA’s 2016 LUMAscape
Ø 2016 was such a busy year
for LUMA, we made a
LUMAscape out of all our
activity grouped by our three
value propositions:
Access - We hosted several
exclusive events from our CEO
DMS series to fun dinners and
launched LUMA Corporate
Partners
Insights – We published lots of
great content that attracted
audiences in the millions
Execution – We announced
transactions valued at $3 billion
for our clients