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Reach has provided a strong update highlighting H2 revenues up +1% y/y to date (SCM H2e: - 3%), with Digital revenues growing +17% y/y. Unique user registrations continue to rise (>8m; July’21: 6.7m) providing a highly attractive source of first-party data for digital advertisers, which combined with further traction supporting advertisers’ digital campaigns using Reach’s ‘PLUS’ products, paves the way for sustainable ongoing improvement in yields. Ongoing recovery in Print advertising yields re
Companies: Reach plc
CentralNic’s growth is accelerating rapidly and benefiting from the trend towards tightening privacy policies. In addition, margins are expected to widen after current investments plateau and the company expects further earnings accretive acquisitions.
Companies: CentralNic Group Plc
It has been a year of recovery for the Walt Disney Company, as it made great strides in reopening its theme parks and cruise businesses while also taking meaningful and innovative steps to position itself for continued long-term growth. On the direct-to-consumer side, the company has seen excellent success in its portfolio streaming services, Disney+, Hulu, and ESPN+ continued to perform extraordinarily well with 118.1 million, 43.8 million, and 17.1 million subscribers, correspondingly, for a s
Companies: Walt Disney Co (DIS:NYSE)Walt Disney Company (DIS:NYS)
Companies: M&C Saatchi plc
CentralNic provides domain name services and online marketing, focused on consolidating a highly fragmented global market. It offers a broad range of internet services, including reseller services, to corporates and SMEs (Online Presence), as well as monetisation services (Online Marketing) to domain investors. The group strategy is to benefit from structural market growth, building its two segments and diversifying the group’s revenues through cross-selling and upselling services. CentralNic ha
Tremor has announced the complementary $14.7m acquisition of Spearad, which is a global Connected TV (CTV) ad server and media management platform. It enables broadcasters and TV content companies to deliver seamless TV-like ad experiences in CTV and OTT environments, through a platform that can centrally manage and optimise both direct-sold and programmatic CTV campaigns. The Spearad platform will be integrated into Unruly’s Supply Side Platform (SSP), and enable Tremor to offer new and existin
Companies: Tremor International Ltd.
S4 Capital has reported hugely impressive H1 results that were ahead of our expectations. Gross Profit almost doubled to £236.7m, comfortably ahead of DCe and company budgets. LFL growth in the 'super strong' half was +49%, with an acceleration from +33% in Q1 to an astonishing +66% in Q2 against the CV19 trough comparative. This stellar growth rate has continued into the current quarter, with LFL growth of >50% in July and S4 Capital has raised its FY LFL guidance from 35% to 40%, the third inc
Companies: S4 Capital plc
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Devolver Digital to join AIM, an award-winning digital video games publisher and developer in the indie games space. Recently awarded indie 'Publisher of the Year 2021' by GamesIndustry.biz. Offer TBA. Due early Nov.
Life Science REIT to join AIM raising up to £100m. This will be the first London listed real estate investment trust (REIT) focused on UK life science properties providing investors with exposure
Companies: SYS1 ARE SO4 SNG TMG TMT OHG IDE KIBO MRL
Companies: Time Out Group PLC
ITV had a strong performance in 9m21. It included strong total advertising revenue growth in Q3 21 (+32% vs -7% in Q3 20). The outlook is positive for Q4 21 with advertising revenue growth estimated at +11-13%. ITV Studios revenue growth (+32% in 9m21 vs +26% in H1 21) was driven by the delivery of programmes in the UK and international markets and higher revenue from streaming platforms. Q4 21 should benefit from the strong pipeline of programmes.
Companies: ITV PLC
Tremor has reported Q3 21 organic net revenue growth of +54% to $76.7m (+1% ahead of consensus at $75.6m), and adjusted EBITDA of $42.3m at a margin on net revenue of 55% (+14% ahead of consensus at $37.1m). Tremor’s Programmatic division and its CTV revenue are driving its strong organic growth with +56% and +115% yoy respectively, and it is continuing to achieve quarterly performance that is ahead of many of its US-listed peers’ Q3 organic revenue growth of +22-54%, with adjusted EBITDA margin
Eagle Eye, a leading SaaS technology company that creates digital connections enabling
personalised, real-time marketing through coupons, loyalty, apps, subscriptions and gift services,
has provided a trading update ahead of it’s Annual General Meeting, being held today at 1:00 p.m.
Overall, Q1 FY22F has delivered strong revenue growth, +35% versus the same period last year, and
an improved run rate from the +27% stated for Q4 FY21A. Performance has been driven by
significant customer wins
Companies: Eagle Eye Solutions Group PLC