DIGITAL MARKETING HUB v2.0 - AdExchanger

Recommendations

Info

Digital Marketing Hub <strong>v2.0</strong> BMO Capital Markets Exhibit 69. Selected Public Company Profiles (continued) Company Company Description and Key Digital Marketing Hub Brands/Services/Units PointRoll is a provider of digital marketing solutions and technology owned by major newspaper publisher Gannet. PointRoll enables advertisers, agencies, and publishers to create, deliver, and measure video, display, mobile and social campaigns. Marketing products include AdPortal (creative), AdControl (ad serving), and AdTracker (ad trafficking). Quinstreet is vertical marketing and online lead generation company. The company focuses on clients in large, information-intensive industries including education services, medicine/health, home services, and financial services. QuinStreet is predominantly paid on “per lead” or “per click” basis. Its offering includes brand management and search engine marketing solutions and reaches customers through the online display and email channels. ReachLocal is a local online advertising company. Products include ReachSearch (local search platform), ReachDisplay (display ad platform), TotalTrack (call-tracking) and ReachLocal Exchange (ad exchange). Rentrak is a digital media measurement and research company. Its "Essentials" branded products include measurement solutions for TV, Box Office, Home Video, Mobile, and Broadband. Rentrak's partnership with Bluefin Labs has yielded the Stickiness Index for tracking social media conversations around TV viewing. Responsys is a consumer engagement marketing platform reaching consumers across email, social media, mobile and the broader web. Its platform -- the Responsys Interact Suite -- has multiple modules including Interact Program (program design and automation), Interact Campaign (campaign creation and execution), Interact Team (workflow and approvals), Interact Insights (reporting and analytics), Interact Connect (data transfer), Interact API (application control and development) and Interact Social Data Cloud (access social profiles and behavioral data of customers and apply them to cross channel marketing platforms). Ticker Market Cap Headquarters GCI $3,019 King of Prussia, PA QNST $377 Foster City, CA RLOC $322 Woodland Hills, CA RENT $175 Portland, OR MKTG $508 San Bruno, CA Rated MARKET PERFORM by Tim Casey from our Canadian affiliate, BMO Nesbitt Burns, C$40.50 target. Rogers Media is a division of Rogers Communications, a diversified Canadian media company with operations in TV, radio, publishing, digital and sports entertainment. In April, Rogers partnered with Shaw Media and the CBC to create the Canadian Premium Audience Exchange (CPAX) - a private real-time bidding exchange that provides digital inventory from the three media companies. rVue operates an integrated advertising exchange and digital distribution platform for the Digital Out Of Home (DOOH) industry. Products include rVue Direct (direct response advertising such as QR codes) and rVue DSP. Rated OUTPERFORM by Karl Keirstead, $170 target. Salesforce.com is a Customer Relationship Management (CRM) software-as-aservice provider. The Salesforce Marketing Cloud offering was primarily created throught the acquisition of Radian6, an social media listening platform, and Buddy Media, the leading social marketing technology provider. Salesforce also partners with Marin Software to help connect paid search with CRM activities. Rated MARKET PERFORM by Karl Keirstead, $55 target. SAP is enterprise software provider. SAP's IP marketing products and services include Web Channel Experience Marketing (e-marketing: campaign management, loyalty marketing, analytics) and SAP Digital Asset Management by OpenText (collect, manage, find, use, and distribute media content including movie clips, audio files, flash animations, PDFs, and more). SDL is a translation software and web management company. SDL provides web content management, ecommerce, structured content and language technologies. SDL recently acquired Alterian, products and services include SM2 (social media engagement), Dynamic Messenger (email engagement solution), Web Engagement Solutions, Engagement Management and Analytics Solution which run on the Alterian Integrated Marketing Platform. RCI $14,298 Toronto, CA RVUE $9 Ft. Lauderdale, FL CRM $18,903 San Francisco, CA SAP $70,666 Walldorf, Germany SDL-LN $773 Maidenhead, UK Rated MARKET PERFORM by Tim Casey from our Canadian affiliate, BMO Nesbitt Burns, C$20 target. Shaw Media is a division of Shaw Communications, a diversified communications and media company. Shaw Media operates one of the largest TV networks in Canada, Global Television, as well as a number of specialty networks. In April it partnered with Rogers Media and the CBC to create the Canadian Premium Audience Exchange (CPAX) - a private real-time bidding exchange that provides digital inventory from the three media companies. SJR $7,959 Calgary, Canada Comcast is the largest cable operator in the United States; it digital properties include the websites for its cable networks like E! and G4. Comcast also owns 51% of NBC Universal, whose digital properties include DailyCandy, iVillage and Fandango. NBCU also owns a one-third of Hulu, an ad-supported online video platform. Strata Marketing is a media buying and selling software provider owned by Comcast. Strata helps clients buy all media types, as well as providing software solutions for most electronic media, and data and analytics. CMCSA $62,774 Chicago, IL Rated OUTPERFORM by Ed Williams, $10 target. Synacor develops and manages customer-branded websites for cable, satellite, telecom service providers and consumer electronic manufacturers. The company generates ~80% of its revenue from advertising. Related services include content publishing, web analytics, email and marketing support, as well as support for TV Everywhere initiatives. SYNC $324 Buffalo, NY Source: Company websites and trade press reports A member of BMO Financial Group 90 June 7, 2012
Digital Marketing Hub <strong>v2.0</strong> BMO Capital Markets Exhibit 70. Selected Public Company Profiles (continued) Company Company Description and Key Digital Marketing Hub Brands/Services/Units Ticker Market Cap Headquarters Teradata is an enterprise data warehousing and analytics company. Teradata's exposure to IP marketing largely came through the acquisition of Aprimo in 2010; its products include Aprimo Marketing Studio (integrated marketing management solution for both B2B and B2C), Aprimo Real-Time Interaction Manager (inbound marketing or offer management solution), Aprimo Relationship Manager (enhance communications with customers), Aprimo Master Data Manager and Aprimo Demand Chain Manager. TDC $11,647 Dayton, OH Rated OUTPERFORM by Jeff Logsdon, $46 target. Time Warner is a diversified media and entertainment company. Time Warner's digital brands include TheWB.com, KidsWB.com, TMZ.com, Time.com, CNNMoney.com, People.com, SI.com, CartoonNetwork.com, TheSmokingGun.com, AdultSwim.com. The Turner Digital division (TNT.tv, TBS.com, Team Coco, CN.com, NBA.com, TCM.com) ranked 11th in comScore's April Top 100 Properties list with ~75 million unique visitors. Rated OUTPERFORM by Ed Williams, $15 target. TiVo provides technology and services for TV, including digital video recorders (DVRs) and connected televisions. It also provides targeted advertising solution on its platform and TV audience measurement services under the Stop|Watch brand. TradeDoubler offers performance-based marketing solutions. Products include tdAffiliate (affiliate marketing), tdC ampaigns (online ad campaign management), tdIntegral (cross-media marketing) and tdSearch (search marketing). Velti is a mobile marketing and advertising solutions provider. The core product is called the Velti mGage platform, which includes both a self-service toolset and managed services. Recent acquisitions include mobile ad network CASEE, mobile marketing company Mobile Interactive Group and mCRM provider Air2Web. Rated OUTPERFORM by Jeff Logsdon, $59 target. Viacom is a media and entertainment content company. Viacom has approximately 500 digital media properties, many of which center around its TV content. Some of the top ones include BET.com, Nick.com, TheDailyShow.com, ColbertNation.com, MTV.com, RateMyProfessor.com, MTVu.com and VH1.com. Viacom Digital ranked 15th in comScore's April Top 100 Properties list with ~72 million unique users. Visa is a global payments technology company. Like other credit card networks, Visa offers merchant marketing services to generate awareness for new acceptance channels and locations and also develop special offers and promotions. Visa has also applied for several patents that would help target IP advertising using cardholders' anonymous buying histories and the company is also an investor in Square, a mobile payment start-up. Rated MARKET PERFORM by Wayne Hood, $68 target. Wal-Mart is the world's largest retailer. It's @WalmartLabs unit aims to connect the dots between Social, Mobile, and Retail. Recently Wal-Mart Stores launched approximately 3,500 store-specific Facebook pages that enable consumers to receive offers and updates from local Wal-Mart retail locations. The company's iPhone app includes barcode scanners, coupons, Siri voice command, and a budgeting tool. The iPad app allows consumers to search local and online inventories at home. TWX $33,463 New York, NY TIVO $1,047 San Mateo, CA TRAD-ST $100 Stockholm, Sweden VELT $439 Dublin, Ireland VIAB $22,234 New York, NY V $61,426 San Francisco, CA WMT $223,077 Bentonville, AR Source: Company websites and trade press reports A member of BMO Financial Group 91 June 7, 2012
Page 1 and 2:
Digital Marketing Hub v2.0 Guarante
Page 3 and 4:
Digital Marketing Hub v2.0 BMO Capi
Page 5 and 6:
Page 7 and 8:
Page 9 and 10:
Page 11 and 12:
Page 13 and 14:
Page 15 and 16:
Page 17 and 18:
Page 19 and 20:
Page 21 and 22:
Page 23 and 24:
Page 25 and 26:
Page 27 and 28:
Page 29 and 30:
Page 31 and 32:
Page 33 and 34:
Page 35 and 36:
Page 37 and 38:
Page 39 and 40: Digital Marketing Hub v2.0 BMO Capi
Page 89: Digital Marketing Hub v2.0 BMO Capi
Page 123 and 124: Electric Utilities BMO Capital Mark
show all

DIGITAL MARKETING HUB v2.0 - AdExchanger

Create successful ePaper yourself

Delete template?

Save as template?