Thanks for the article. certainly looks cheap even on a downside scenario basis.
I struggle to understand what their business does different than other adtech firms that has enabled them to grow substantially in the past year? Is that advantage sustainable and are the revenues sticky?
Thanks for the article. certainly looks cheap even on a downside scenario basis.
I struggle to understand what their business does different than other adtech firms that has enabled them to grow substantially in the past year? Is that advantage sustainable and are the revenues sticky?
Yes. Amazon music and shein have been their customers for last 10 years.
Also in last earnings call, CEO mentioned that the momentum continues.