The document summarizes the state of the digital marketing industry. It notes that ad tech and martech companies have seen strong stock performance recently, though many public companies in the space have faced challenges or been acquired. The digital ad market continues to grow rapidly, with Google and Facebook capturing the vast majority of new spending. Amazon is also emerging as a major competitor and disrupting both digital advertising and retail. The document advocates for further consolidation in the ad tech sector to improve market conditions.
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 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.
Why Digital Marketing Is Now Marketing In A Digital Worldfoundationcap
TV as we used to know is on its way out. And consumers are increasing the time they spend with newer forms of media -- time they used to spend watching linear television. By 2020, we believe that 80% of media will be consumed digitally. Learn what this giant shift means for marketers and the future of the TV spot in this new presentation from Foundation Capital General Partner Ashu Garg. And learn more about MarTech and the Decade of the CMO at https://foundationcapital.com/decadeofthecmo.
AdTech Late Stage Deal & M&A Analysis (Thomvest Ventures)Thomvest Ventures
This report is a compilation of data on late stage investment in advertising technology (adtech) companies over the last several years, as well as a summary of M&A activity in the sector.
China Mobile Advertising Landscape Report (Thomvest Ventures)Thomvest Ventures
This report examines China's digital advertising industry, with a specific focus on mobile. Our goal with this research is to grasp the many nuances of advertising technology in China – what role does programmatic play, who are the key vendors in the space, what challenges do these vendors face, and how do we expect the market to evolve over the next several years?
TELECOM, MAS PODE ME CHAMAR DE PUBLISHER MESMOMeio & Mensagem
Painel apresentado por Tim Mahlman - President of Publisher Platforms, OATH – EUA - no Evento ProXXIma 2018.
Cada vez mais as companhias de telecom apostam no mundo do conteúdo como uma importante fonte de receitas. Isso não é novo, mas a tendência é que esse movimento se aprofunde, impactando a forma como os conteúdos são distribuídos e consumidos em todo o mundo. E como as marcas podem tirar proveito disso.
La plus grande part des ventes (46%) des retailers provient toujours encore des magasins physiques. Le web et le mobile génèrent quant à eux 41% des ventes.
Emerging Technology, Shiny Objects & The Future of Media - iSummit - Fred SteubeFred Steube
The rapid pace of digital innovation has media companies scrambling to figure out which new emerging technology will be a hit with consumers and how to reach these consumers on these many new channels. Traditional media like print, TV, radio, and outdoor media will need to take advantage of wearables, beacons, digital wallets, augmented reality, etc and will have to respond to disruptive technology to remain competitive in an increasingly dynamic business landscape.
TENDÊNCIAS DE NOVOS MODELOS NO MUNDO DO MARKETINGMeio & Mensagem
Painel apresentado por Terry Young - Presidente, Sparks & Honey EUA - no Evento ProXXIma 2018.
Como marcas e CMOs estão tentando reinventar e reciclar sua busca por soluções fora dos modelos tradicionais de agências de publicidade.
Why Digital Marketing Is Now Marketing In A Digital Worldfoundationcap
TV as we used to know is on its way out. And consumers are increasing the time they spend with newer forms of media -- time they used to spend watching linear television. By 2020, we believe that 80% of media will be consumed digitally. Learn what this giant shift means for marketers and the future of the TV spot in this new presentation from Foundation Capital General Partner Ashu Garg. And learn more about MarTech and the Decade of the CMO at https://foundationcapital.com/decadeofthecmo.
AdTech Late Stage Deal & M&A Analysis (Thomvest Ventures)Thomvest Ventures
This report is a compilation of data on late stage investment in advertising technology (adtech) companies over the last several years, as well as a summary of M&A activity in the sector.
China Mobile Advertising Landscape Report (Thomvest Ventures)Thomvest Ventures
This report examines China's digital advertising industry, with a specific focus on mobile. Our goal with this research is to grasp the many nuances of advertising technology in China – what role does programmatic play, who are the key vendors in the space, what challenges do these vendors face, and how do we expect the market to evolve over the next several years?
TELECOM, MAS PODE ME CHAMAR DE PUBLISHER MESMOMeio & Mensagem
Painel apresentado por Tim Mahlman - President of Publisher Platforms, OATH – EUA - no Evento ProXXIma 2018.
Cada vez mais as companhias de telecom apostam no mundo do conteúdo como uma importante fonte de receitas. Isso não é novo, mas a tendência é que esse movimento se aprofunde, impactando a forma como os conteúdos são distribuídos e consumidos em todo o mundo. E como as marcas podem tirar proveito disso.
La plus grande part des ventes (46%) des retailers provient toujours encore des magasins physiques. Le web et le mobile génèrent quant à eux 41% des ventes.
Emerging Technology, Shiny Objects & The Future of Media - iSummit - Fred SteubeFred Steube
The rapid pace of digital innovation has media companies scrambling to figure out which new emerging technology will be a hit with consumers and how to reach these consumers on these many new channels. Traditional media like print, TV, radio, and outdoor media will need to take advantage of wearables, beacons, digital wallets, augmented reality, etc and will have to respond to disruptive technology to remain competitive in an increasingly dynamic business landscape.
TENDÊNCIAS DE NOVOS MODELOS NO MUNDO DO MARKETINGMeio & Mensagem
Painel apresentado por Terry Young - Presidente, Sparks & Honey EUA - no Evento ProXXIma 2018.
Como marcas e CMOs estão tentando reinventar e reciclar sua busca por soluções fora dos modelos tradicionais de agências de publicidade.
The latest LUMA Display Ad Tech Landscape is a living document. While it is impossible to categorize companies across an industry into discrete categories, this is at least an attempt to organize the landscape. If you have constructive suggestions, please email them to me at tkawaja@lumapartners.com.
How Customer Data Platforms Solve Enough To Be InterestingMarTech Conference
From the MarTech Conference in San Francisco, California, March 31-April 1, 2015. SESSION: Customer Data Platforms: This Doesn'T Change Everything (But It Changes Enough Things To Matter). PRESENTATION: How Customer Data Platforms Solve Enough To Be Interesting - Given by David Raab, @Draab - Raab & Associates, Principal
Scale Your Campaigns with Walled GardensKatana Media
Digital media properties leverage customer information for a campaign, but then “wall you off” from important data necessary for independent campaign measurement. We partnered with Chuck Moxley, the Chief Marketing Officer of 4INFO, to discuss strategies for going beyond walled gardens for digital advertising.
A look at the Venture Capital industry heading into 2020. Some have questioned whether the industry has a future. This deck does a detailed look at where the industry is and why the future of VC still looks bright.
M&A Hitting New Highs, GamesBeat presentationAlina Soltys
Presentation given by Alina Soltys at GamesBeat - September 2014
Provides overview of strong Gaming M&A market along with discussion on trends affecting new areas of growth.
Presentation: Video killed the Radio Star. Will Mobile Kill the Desktop?MediaPost
Mobile has fundamentally changed how people interact with the Internet and influenced media companies and advertisers to shift their business models to leverage the mobile-first approaches of Google, Facebook and Twitter. The proliferation of mobile advertising and commerce will continue in 2014, but will it come at the expense of desktop search engine marketing? Join CRT Capital Analyst Neil Doshi in a look at a proprietary survey of 1,700 Twitter users. He will share recent insights gleaned from the survey that can help brands capture the attention of Twitter's mostly mobile users.
PRESENTER
Neil Doshi, Managing Director and Senior Equity, CRT
Deep analysis of the Martech's leading 1461 companies. This reports offers insights on:
- How big is the market
- Where are the investments made
- Who are the top performing companies
- What happened to the Unicorns
And much more.
At the end of the year, we often reflect on the current state of the venture market in technology. We are sharing it with our broader community in the hope that someone will find it informative, interesting or at least entertaining.
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 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.
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.
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
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
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.
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.
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
8. The Market Manifestation of Ad Tech’s Challenges
Source: Capital IQ, market data as of 9/1/2017
-100%
-50%
0%
50%
100%
150%
Millennial Media Tremor Video YuMe Rocket Fuel TubeMogul MaxPoint Interactive NASDAQ
9. The Market Manifestation of Ad Tech’s Challenges
Source: Capital IQ, market data as of 9/1/2017
-100%
-50%
0%
50%
100%
150%
Millennial Media Tremor Video YuMe Rocket Fuel TubeMogul MaxPoint Interactive NASDAQ
$1.00
$2.08
$0.37
10. The Market Manifestation of Ad Tech’s Challenges
Source: Capital IQ, market data as of 9/1/2017
-100%
-50%
0%
50%
100%
150%
Millennial Media Tremor Video YuMe Rocket Fuel TubeMogul MaxPoint Interactive NASDAQ
$1.00
$2.08
$0.37
11. The Great Ad Tech Cleanup
Ø By Q1 2018, all public I/O business model ad tech companies will be gone from the markets
leaving only platform companies
Ø This remaining cohort should make for better comps for platform businesses seeking an IPO
Average LTM Revenue Multiple: 0.6x Average LTM Revenue Multiple: 3.4x
0.8x
0.3x
ND
0.7x
0.7x
2.2x
NM
0.8x
7.1x
DSP
I/O-Based Ad Tech Companies Acquired Remaining Platform Ad Tech Companies
(1) Divested I/O business, rebranded SSP platform as Telaria.
(2) Revenue multiple metric represents net revenue.
Source: Capital IQ, market data as of 11/10/2017.
(1)
(2)
(2)
(2)
16. Digital Media Continues its Rapid Growth
Source: eMarketer
36% 49%
33%40%
Monetization
20172012
Usage
Time Spent Across Media in U.S. Total Ad Spend in U.S.
Digital TV Other
($ in billions)
$37 $43 $50
$60
$72
$83
$128 $128 $126
$123
$124
$124
$0
$30
$60
$90
$120
$150
$180
$210
2012 2013 2014 2015 2016 2017
Digital Other Ad Spend
17. But the Duopoly is Taking Nearly All of the Growth
Source: eMarketer, IAB, Company Filings, LUMA
*Google Advertising Revenue reflects Advertising Revenue Ex-TAC
($ in billions)
U.S. Digital Ad Spend
35% 39% 40% 41% 40% 42% 41% 41%
0% 4% 5% 6% 7% 11% 14% 19%
35% 43% 45% 47% 47% 52% 55% 60%
Share %
Total %
Google U.S. Advertising Revenue* Facebook U.S. Advertising RevenueU.S. Digital Ad Spend ~90%
~10%
U.S. Incremental Ad Spend
$23 $26
$32
$37
$43
$50
$60
$72
$0
$20
$40
$60
$80
2009 2010 2011 2012 2013 2014 2015 2016
18. But the Duopoly is Taking Nearly All of the Growth
Source: eMarketer, IAB, Company Filings, LUMA
*Google Advertising Revenue reflects Advertising Revenue Ex-TAC
($ in billions)
U.S. Digital Ad Spend
35% 39% 40% 41% 40% 42% 41% 41%
0% 4% 5% 6% 7% 11% 14% 19%
35% 43% 45% 47% 47% 52% 55% 60%
Share %
Total %
Google U.S. Advertising Revenue* Facebook U.S. Advertising RevenueU.S. Digital Ad Spend ~90%
~10%
U.S. Incremental Ad Spend
$23 $26
$32
$37
$43
$50
$60
$72
$0
$20
$40
$60
$80
2009 2010 2011 2012 2013 2014 2015 2016
30. Market Dynamics Favor a Select Few Players
N
D D
Ø Numerator larger: the total
addressable market is growing
rapidly as dollars shift to digital
and programmatic and TV spend
becomes addressable
The result will be substantial wealth creation for a few companies
Ø Denominator smaller: the number
of sustainable, scaled companies
with omni-channel capabilities is
shrinking as the sector matures,
rationalizes and consolidates
N
32. Digital Advertising Supply Chain Challenges
1. Transparency
2. Measurement
3. Latency
4. Privacy
5. Viewability
6. Fraud
7. Adverse Context
8. Ad Blocking
9. Digital Duopoly
10. Fragmentation
TRUST
33. Digital Advertising Supply Chain Challenges
1. Transparency
2. Measurement
3. Latency
4. Privacy
5. Viewability
6. Fraud
7. Adverse Context
8. Ad Blocking
9. Digital Duopoly
10. Fragmentation
34. Lifecycle of a Media Impression
M
E
D
I
A
I
M
P
R
E
S
S
I
O
N Bot Impression
(Fraud)
Ad Blockers
No Ad
Served
MARKETER
LOST VALUE
MARKETER PAYS
PUBLISHER PAID
Ad
Served
CONSUMER SEES
Engagement
Impression Only PUBLISHER
LOST VALUE
Conversion
Viewability
Standards
Not Viewable
Viewable
35. Advertising’s Issues Have Real Consequences
“We didn’t see a reduction in
[P&G’s] growth rate. The spending
we cut was largely ineffective.”
Jon Moeller, CFO, P&G
36. Need to Limit Vulnerability to Exogenous Forces
iOS
AD FRAUD
37. GDPR as an Opportunity
“Another area where we will differentiate is
around GDPR, which is not just a European
problem. It is a US brand problem as well if
you deal with European customers.”
Marcus Ruebsam, SVP, SAP
$350M Acquisition
38. MarTech Healing Ad Tech
MarTechIndustry
Ads.txt
Fraud
Viewability
Verified
43. Ad Tech MarTech
Drive More Revenue
Fraud-free
Viewable
Verified
Identity
Data
Orchestration
The Right Time The Right PersonThe Right Message
Optimize the Customer Experience
48. Key Market Need: Single View of the Customer
Source: “Marketing Technology 2017 – It’s More than Just the Stack,” eMarketer, 3/2/17
Marketer Survey: Importance of a Single Customer View
31%
39%
23%
6%
Extremely Important
Very Important
Important
Not Important
49. Key Market Need: Single View of the Customer
Source: “Marketing Technology 2017 – It’s More than Just the Stack,” eMarketer, 3/2/17
Only 5% of respondents
have a single platform to
manage data across
channels
55. The Customer Data Platform
Collects & Models Unifies Segments Syndicates
Email
Mobile
Social
Website
Commerce
Advertising
IoT
Deal
Seeker
High
Value
New
VisitorUnique ID: 138AB125
Name: John Doe
Email: jd@gmail.com
Last Purchase: 11/17/17
Attributes: Male / Athlete
59. Marketing Orchestration: Data + Identity + A.I.
CRM / Data Hub
Identity
Orchestration Sensei
When companies claim they're in
A.I., 'most of the time it's just
nonsense'.
Mark Hurd, CEO, Oracle
November 14, 2017
61. B2B Marketing
Key Trends:
1. Account Based Marketing
- Right Message at Right Time
to Right Accounts
2. Predictive Analytics
- Identify Prospects
- Intelligent Lead Scoring
3. Convergence of MarTech &
Sales Tech
MQL
Raw Leads
MQL
Lead Accepted
Meeting
Proposal
Negotiation
Close
DMS West 16
67. "Marketing tech is actually a unique segment
within all of enterprise software… this market
really favors best-of-breed. In all other
software segments, there's actually a
structural advantage to buying an integrated
suite. You wouldn't go buy a general ledger
system and an AP system from two different
vendors… But in marketing, you want to buy
the best social system, you want to buy the
best AB testing. Why? That incremental
conversion lift matters. It drives dollars.”
Neeraj Agrawal
The Case for Best-of-Breed
68. $1.0B
$1.2B
$1.4B
$1.6B
$2.0B
$0.4B
$0.5B
$0.7B
$0.9B
$1.2B
2013 2014 2015 2016 2017E
Adobe Marketing Cloud Revenue Salesforce Marketing Cloud Revenue
Marketing Cloud Revenue by Company
The Case for the Marketing Cloud
CAGR
26%
* Represents ExactTarget 2013 revenue guidance
** Annualized from last six months revenue of 2017
Source: Company filings
Marketing Cloud Revenue Marketing Cloud Revenue
CAGR
14%
*
**