Digiday’s Post

What's the HM DL? Our Communications and Content Specialist, Ariana V. has the insight – The DL: Investors are showing renewed interest in early-stage ad tech investments, with expectations of significant mergers and acquisitions in late 2024. Notable funding includes Vibe.co securing $22.5 million in a Series A round, positioning itself as the "Google Ads of streaming" for SME marketers. TVScientific and Michael Rubenstein's AI venture Firsthand also secured funding rounds. First Party Capital invested in Bedrock, focusing on navigating challenges posed by the loss of traditional ad tech tools like third-party cookies. Industry experts anticipate increased M&A activity in the second half of 2024, with private equity firms actively participating. The ad tech landscape is seen as ripe for opportunities, especially in the connected TV (CTV) sector, where companies like Vibe aim to make a significant impact. Sign up for our HM DL weekly newsletter by visiting our website at https://bit.ly/3ucphKB. #adtech #investing #mergersandacquisitions

🚀 Exciting news in the world of adtech! MediaMath, a former adtech unicorn, filed for bankruptcy in 2023, but is now setting itself up for a remarkable return under new ownership. Stay updated on Business Insider as they cover the rise, fall, and planned return of MediaMath. #AdTech #MediaMath #BusinessInsider #TechNews

Thrilled to share that Shorooq Partners has taken a significant step forward in the ad tech landscape with our recent investment in Ad-Shield. Leading a $2mm pre-Series A round, we're embracing a vision for a healthier digital advertising ecosystem. Ad-Shield stands out with its next-gen adblock recovery solutions, addressing one of the digital world's most pressing challenges — adblockers. With an impressive 90%+ recovery rate, Ad-Shield is not only setting a new standard in the industry but also redefining the relationship between publishers and users for the better. This investment marks our fifth foray into the #Korean #startup scene, highlighting our commitment to bridging innovative technologies between #Asia and the #MENA region. The potential for Ad-Shield to transform digital advertising is immense, and I'm excited to support their journey in reshaping how ads are delivered and experienced online, while respecting user preferences. A huge congratulations to Joon Yu & Dustin Cha and the entire Ad-Shield team. Your hard work and innovation are paving the way for a more inclusive and respectful digital ad ecosystem. Here's to many more milestones together! https://lnkd.in/dyFGfGhX (Businesswire article on the company / our investment) #AdTech #Investment #Innovation #DigitalAdvertising #ShorooqPartners #AdShield 

Scoop: Quite a few strange things have happened in 2024 so far, but I didn't have this potential adtech tie-up on my bingo card. I'm hearing Outbrain has emerged as a frontrunner to acquire, merge, or otherwise invest in Altice's video-focused adtech company Teads. Altice has been looking to divest assets to pare down its substantial debt pile. Read more at Business Insider https://lnkd.in/e92gVmVN #outbrain #altice #teads #adtech

Huge news! So excited for both teams at Outbrain and Teads. Getting married after years of dating ;) Combining best platforms for performance and branding, creating the leading open web full funnel platform. Great news for both publishers and advertisers. Some interesting numbers: * The merged entity will reach over 2 billion consumers monthly across 50+ markets, offering a comprehensive full-funnel solution for advertisers. * Expected combined Ex-TAC Gross Profit of $660-$680 million in 2024E * Projected Adjusted EBITDA of $180-$190 million in 2024E * Estimated synergies of $50-$60 million in Adjusted EBITDA annually by the second full year https://lnkd.in/dj37WSZy

Outbrain acquires Teads merge for a whopping $1 billion! Perfect example of how consolidation is reshaping the adtech landscape ! 🚀 🌟 Why is this a smart move for Outbrain? 🎥 They now have a solid video solution 💼 Teads brings a strong advertiser-focused approach 💰 Higher wallet share from premium publishers 🔗 Brand+ Performance $ It's crystal clear: For big adtech companies to stay competitive and scalable, they must hit that $2-3 billion revenue sweet spot and embrace multi-format solutions. 📈💡💰. 📊🔍💼 This is especially good news for the supply side because publishers need stronger and fewer alternatives for monetization rather than working with 40+ partners. Huge congrats to my friends at Teads! 🎉 who have worked hard to get here. What do you think this means for the future of adtech? Share your thoughts below! 👇 https://lnkd.in/gtkvHH2H #AdTech #Acquisition #DigitalAdvertising

Thrilled to be featured in ADWEEK’s recent article on the ad tech M&A landscape. The past 18 months have been a whirlwind – high inflation, rising interest rates, and global uncertainty put a damper on liquidity. M&A activity slowed, and fundraising became a challenge. However, I see the current chess moves as a prelude to consolidation. This will unlock cash flow and pave the way for more strategic M&A deals in the near future. Expect to see some “average” deals this year, but the market is resetting for a stronger 2025. Get ready for solid returns and a more dynamic ad tech landscape next year. Thanks to Catherine Perloff! https://lnkd.in/dg7PQ6eU #adtech #investing

💼 Big moves in the adtech world! Outbrain just acquired Teads from Altice for a whopping $1 billion. This merger brings together two powerhouses in digital advertising: Outbrain’s expertise in sponsored links and Teads’ strength in video advertising, particularly in Connected TV (CTV). 📺 The deal includes $725M in cash and $169M in Outbrain shares, with the transaction set to complete in Q1 2025. With a combined advertising spend of $1.7 billion and operations in over 50 markets, this new entity is poised to revolutionize the digital ad space. #AdTech #MergersAndAcquisitions #DigitalAdvertising #Outbrain #Teads

OUTBRAIN Outbrain is nearing a deal to acquire or merge with Teads, owned by Altice. The negotiations are advanced but not yet finalized, and the deal could still fall through or face competition from another bidder. Article: https://lnkd.in/g8sPp9kY

As a former member of #TeamCNET, I send congratulations to Mark Larkin and the entire team at CNET for working hard to make the deal happen. Congratulations to Vivek Shah and #TeamZD on what is clearly a signiifcant opportunity with CNET in the ZD portfolio. If Vivek's "clear, optimistic" content perspective checks out, there's a reason this is one of 2024's biggest acquisitions so far. CNET is already set up to feature products and has a solid (and loyal) audience profile. While we're currently seeing a very challenging marketplace, I see plenty of monetization opportunities at this intersection. #Acquisition #Publishers #Deal #Media