1. Market Research
  2. > Retail
  3. > Specialty Store
  4. > Book and Music Store Market Trends
  5. > Digital Video and Mobile AdTech Growth 2016 – 2018 Post M & A Consolidation: Forecasts for Publicly Traded, Independent/VC-backed and Acquired Vendors

Despite some investor confusion about what valuation principles perfectly apply when benchmarking business model performance surrounding mobile/digital video ad tech companies (whether they are tech companies, media organizations, both or neither), publicly traded and privately-held vendors are forecast to steadily increase their share of the business through 2018.

With a ready supply of IPO-related cash still on hand, publicly traded vendors are ramping up international operations, further refining or innovating R & D inside their already enterprise grade tech platforms, and adjusting their customer billing pitches to appeal to a broad spectrum of publishers running operations on very tight budgets.

Excluding Facebook, desktop/cross-platform vendors are expected to capture 56.5% of the marketplace in 2016. Including the Facebook, mobile/cross-channel adtech will account for 64% of the global digital video/mobile and cross-channel adtech market.

This revenue growth analysis, Digital Video and Mobile AdTech Growth 2016 – 2018 Post M & A Consolidation: Forecasts for Publicly Traded, Independent/VC-backed and Acquired Vendors, is based on extensive primary research and financial modeling developed by AccuStream Research that frames a $26 billion global marketplace in 2016 (excluding Facebook). A $41 billion global marketplace is indicated when including Facebook audience platform.

A 2014 – 2018 CAGR analysis of publicly traded vendors indicates a 35% revenue expansion is expected to capture 20% of total net revenue in 2016.
Publicly traded digital video and mobile adtech companies are forecast to generate $8.9 billion in run-rate revenue (minus any media related costs), with 67% weighted toward mobile vendors operating globally (excluding Facebook).

When analysis includes Facebook, mobile is poised to capture 87.5% of the $24.1 billion in total revenue generated by publicly traded digital video and mobile adtech platforms and vendors.
The majority of Facebook revenue is generated on the mobile platform (78% in 2015), with approximately 88.5% of daily active users on that platform.

Supported by ample supply of venture capital, independent vendors are estimated to grow revenues by 33.2% through 2018 (calculated from 2014) and book 22% of total net revenue in 2016.
Independent vendors (mobile and desktop) are forecast to expand revenue by 32% in 2016, 28.6% in 2018, and frame a market segment worth $11.7 billion, or the equivalent of $22+ billion in potential M & A based on deals finalized for ad technology from the period 2006 through 2015, with take-out multiples analyzed as an integral component to this research package.
Through 2015, a total of $17 billion has been paid out for video, mobile, cross-channel and display-centric adtech solutions.

Across all M & A transactions, multiples have averaged 2.47x topline revenue, and 13.93x gross profit (i.e. revenue minus media-related costs associated with ad spend).
The desktop/cross-channel segment has averaged 2.62x revenue, while mobile/cross-channel adtech deals have averaged 2.0x revenue.
The publicly traded group of platforms, companies and vendors is on course to deliver 41.4% growth in topline (net) revenue in 2016 (excluding Facebook), however, topline revenue multiples averaged a much more modest .6x run-rate revenue in 2015, when factoring net cash out of market capitalization.

Acquired video and mobile adtech solutions vendors are currently estimated at 29.6% comparable growth and forecast to collect 58% of total net revenue in 2016. Those adtech assets are expected to capture 39% of the market in 2016, 35% by 2018 (excluding Facebook).

Facebook generates revenue in relative parity across international markets, and in the U.S., and is the most powerful digital audience platform operating today. The company has enhanced its core technology capabilities and monetization options through targeted acquisition, including the video adtech vendor LiveRail.
Initial rounds of consolidation (i.e. acquisition, mergers and company closings), plus earlier entrants tapping into public equity markets for expansion capital still leaves independent/VC-backed firms owning approximately 27% - 30% of the market.

Independent/VC-backed adtech vendors are growing their revenue base and remain attractive acquisition targets, estimated to book 26.7% of the market in 2016, 27.6% by 2018.
We expect additional rounds of consolidation to take place, as well as new money and entrants coming into the market.

Table Of Contents

Digital Video and Mobile AdTech Growth 2016 - 2018 Post M and A Consolidation: Forecasts for Publicly Traded, Independent/VC-backed and Acquired Vendors
SECTION ONE 1
ACQUIRED, INDEPENDENT/VC-BACKED AND PUBLICLY TRADED DIGITAL VIDEO AND MOBILE ADTECH VENDORS 2016 - 2018: PLATFORM REVENUE ANALYSIS 1
Post Take-Out/ M and A Consolidation: A flourishing $26 billion global vendor marketplace in 2016 (excluding Facebook) 1
COMBINED DESKTOP, CROSS-CHANNEL AND MOBILE VIDEO ADTECH PLATFORM GROWTH (w/o FACEBOOK) 3
COMBINED DESKTOP, CROSS-CHANNEL AND MOBILE VIDEO ADTECH PLATFORM GROWTH (w/ FACEBOOK) 4
PUBLICLY TRADED DIGITAL VIDEO AND MOBILE ADTECH VENDORS FORECAST TO BUILD REVENUE BASE AND SHARE OF TOTAL MARKET THROUGH 2018 4
COMBINED MOBILE/DESKTOP/CROSS-CHANNEL VIDEO ADTECH REVENUE BY OWNERSHIP PROFILE: 2009 - 2018 6
PUBLICLY TRADED, INDEPENDENT/VC-BACKED AND ACQUIRED DIGITAL VIDEO/MOBILE ADTECH 2009 - 2018: REVENUE BY OWNERSHIP PROFILE 7
FACEBOOK'S AUDIENCE PLATFORM IS A REVENUE LEADER ACROSS THE DIGITAL ADTECH ECOSYSTEM 7
PUBLICLY TRADED DIGITAL VIDEO AND MOBILE ADTECH REVENUE PROJECTIONS AND MARKET SHARE: 2009 - 2018 8
INDEPENDENT/VC-BACKED DIGITAL VIDEO, CROSS-CHANNEL AND MOBILE ADTECH REVENUE PROJECTIONS AND MARKET SHARE: 2009 - 2018 9
ACQUIRED/POST M and A DIGITAL VIDEO, CROSS-CHANNEL AND MOBILE ADTECH REVENUE PROJECTIONS AND MARKET SHARE: 2009 - 2018 9
ROBUST VIDEO AND MOBILE ADTECH M and A EXIT VALUATIONS REFLECT THE MONETIZATION REQUISITES OF PUBLISHERS 10
ACQUISITORS ARE BUYING MARKET SHARE AND TECHNOLOGY 10
THE PERIOD 2005 - 2015 PRODUCED $17.3 BILLION IN M and A DIGITAL VIDEO AND MOBILE ADTECH DEALS 11
DIGITAL VIDEO AND MOBILE ADTECH VENDOR AND PLATFORM M and A, TRANSACTION VALUE WITH TAKEOUT MULTIPLES: 2006 - 2015 12
DIGITAL VIDEO AND MOBILE ADTECH PLATFORM M and A, TRASACTION VALUE AND COMPARABLE TAKEOUT MULTIPLES: 2006 - 2015 17
SECTION TWO 22
NET CASH ADVANTAGE: PUBLICLY TRADED DIGITAL VIDEO ADTECH VENDORS FORECAST TO DELIVER 35% CAGR THROUGH 2018 22
DIGITAL VIDEO ADTECH ASSET OWNERSHIP, GROWTH RATES, REVENUE AND MARKET SHARE: 2007 - 2018 25

SECTION TWO 22
NET CASH ADVANTAGE: PUBLICLY TRADED DIGITAL VIDEO ADTECH VENDORS FORECAST TO DELIVER 35% CAGR THROUGH 2018 22
DIGITAL VIDEO ADTECH ASSET OWNERSHIP, GROWTH RATES, REVENUE AND MARKET SHARE: 2007 - 2018 25
DIGITAL VIDEO ADTECH VENDOR OWNERSHIP AND CORE SOLUTION PROFILES 2016 27
THE DIGITAL VIDEO ADTECH ECOSYSTEM: MARKET POSITION AND OWNERSHIP ANALYSIS 2015 - 2018 27
THE DIGITAL VIDEO ADTECH ECOSYSTEM ALIGNMENT: ACQUIRED SOLUTIONS AND VENDOR GROWTH ANALYSIS 2015 - 2018 30
THE DIGITAL VIDEO ADTECH ECOSYSTEM ALIGNMENT: MARKET POSITION AND INDEPENDENT VENDOR GROWTH ANALYSIS 2015 - 2018 32
THE DIGITAL VIDEO ADTECH ECOSYSTEM ALIGNMENT: PUBLICLY TRADED VENDOR GROWTH ANALYSIS 2015 - 2018 35
SECTION THREE 36
PUBLICLY TRADED MOBILE ADTECH SOLUTIONS VENDORS LEAD THE MARKET'S GROWTH THROUGH 2018 36
The market's fundamentals are strong when including and excluding the leading audience platform, Facebook 36
MOBILE ADTECH MARKETPLACES ARE FORECAST AT $11.4 BILLION IN NET PLATFORM REVENUE IN 2016 39
MOBILE ADTECH MARKET POSITIONS: COMPARABLE GROWTH FORECASTS BY OWNERSHIP AND MARKET MATURITY PROFILE 2009 - 2018 40
MARKET SHARE BY OWNERSHIP PROFILE: MOBILE ADTECH 2009 - 2018 41
MOBILE ADTECH SOLUTIONS SUPPORT ALL FORMATS, CROSS-CHANNELS, AD SERVING, DATA ANALYTICS, NETWORK PLATFORMS, PRIVATE AND PUBLIC PROGRAMMATIC AND DIRECT INVENTORY MANAGEMENT 41
MOBILE ADTECH MARKET POSITIONS AND OWNERSHIP PROFILES 2016 41
MOBILE ADTECH MARKET POSITIONS: GROWTH FORECASTS OF ACQUIRED VENDORS 2009 - 2018 44
MOBILE ADTECH MARKET POSITIONS: GROWTH FORECASTS OF INDEPENDENT/VC-BACKED VENDORS 2009 - 2018 45
MOBILE ADTECH MARKET POSITIONS: GROWTH FORECASTS OF PUBLICLY TRADED VENDORS 2009 - 2018………48

View This Report »

Get Industry Insights. Simply.

  • Latest reports & slideshows with insights from top research analysts
  • 24 Million searchable statistics with tables, figures & datasets
  • More than 10,000 trusted sources
24/7 Customer Support

Talk to Ahmad

+1 718 618 4302

Purchase Reports From Reputable Market Research Publishers
A Textbook Case of Digital Transformation - National Library Board, Singapore

A Textbook Case of Digital Transformation - National Library Board, Singapore

  • $ 3080
  • Industry report
  • November 2016
  • by IDC

This IDC Buyer Case Study discusses the strategy developed and deployed by a traditional business in embracing digital technologies on mobile to transform its operating and business model -- the National ...

Global and Chinese Electronic Books Industry, 2016 Market Research Report

Global and Chinese Electronic Books Industry, 2016 Market Research Report

  • $ 3000
  • Industry report
  • November 2016
  • by Prof Research

The ’Global and Chinese Electronic Books Industry, 2011-2021 Market Research Report’ is a professional and in-depth study on the current state of the global Electronic Books industry with a focus on ...

Global and Chinese Ebook Readers Industry, 2016 Market Research Report

Global and Chinese Ebook Readers Industry, 2016 Market Research Report

  • $ 3000
  • Industry report
  • November 2016
  • by Prof Research

The ’Global and Chinese Ebook Readers Industry, 2011-2021 Market Research Report’ is a professional and in-depth study on the current state of the global Ebook Readers industry with a focus on the ...


ref:plp2016

Reportlinker.com © Copyright 2016. All rights reserved.

ReportLinker simplifies how Analysts and Decision Makers get industry data for their business.