Ad Talk podcast: Public valuations, cheap ad tech stocks, DV does PE, and more!

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In this week's episode of Ad Talk, we discuss:

  • DoubleVerify going private equity, and what private equity means in the marketplace
  • Ad tech company public valuations, market consolidation, and M&A activity. What ad tech public companies have attractive balance sheets?

Summary of public market valuations: August 30, 2017

(Update September 5, 2017:  RhythmOne had expressed interest in acquiring YuMe for $185M in stock and cash.)

valuations_090117.png

Disclaimer:  does not constitute investment advice.

  1. Market Cap and P/E Ratio as of August 30, 2017
  2. Cash and Cash Equivalents as reported in Q2 earnings calls / filings
  3. Rocket Fuel agreed to $125.5M offer from Sizmek on July 18, 2017
  4. Rubicon reported $193M in cash at EOQ2 2017; $38.5M was used after the quarter-end for the purchase of nToggle
  5. Tremor reported $36M in cash at EOQ2 2017; inflows of $50M expected as result of sale of their DSP to Taptica