AdTheorent (ADTH) – More Tools in the Toolbelt


Wednesday, January 24, 2024

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Patrick McCann, CFA, Research Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Key partnerships announced. The company kicked off 2024 with two important announcements this month regarding technology partnerships, one with Jounce Media and one with Adelaide. The partnerships will help the company focus on high quality ad inventory and increase its performance measurement capabilities.  

Inventory quality. Through its partnership with Jounce, a media consulting group, the company will access key bid stream data. This data will allow the DSP to avoid made for advertising (MFA) sites. MFAs are clickbait websites that exist to sell ads and, as such, represent low quality ad inventory. Excluding such sites should enhance the DSP’s effectiveness.


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Release – AdTheorent Partners with Adelaide to Utilize Attention-Based Metrics for Campaign Optimization and Measurement

Research News and Market Data on ADTH

Jan 16, 2024

PDF Version

Added In-flight metrics will further enhance campaign performance

NEW YORK, Jan. 16, 2024 /PRNewswire/ — AdTheorent Holding Company, Inc. (Nasdaq: ADTH), a machine-learning pioneer and industry leader using privacy-forward solutions to deliver measurable value for programmatic advertisers, and Adelaide, the leader in attention-based media quality measurement, today announced a partnership enabling AdTheorent to utilize Adelaide’s attention-based metrics for campaign optimization and to quantify digital advertising campaign impact.

   

Adelaide’s omnichannel AU metric is used for attention-based quality measurement across digital advertising campaigns.  The AU score goes beyond viewability, using modeling to evaluate various qualifiers, including ad placement context, position, duration, business outcomes, and eye tracking. With access to Adelaide data, AdTheorent can use top attention-driving tactics to drive campaign performance across multiple formats and channels including display, online video, and connected television (CTV).  In addition to AU scores, AdTheorent advertisers can gain insight into metrics such as Cost Per AU and Performance by Feature (i.e., creative, device, etc.). Additionally, AdTheorent can utilize Adelaide measurement in conjunction with other studies, such as sales lift, brand awareness, and visitation, to determine the impact of attention-based metrics on business outcomes.

“AdTheorent’s ML-powered DSP puts advertisers first by executing highly successful campaigns that are free from waste and inefficiency, and by driving tangible business outcomes across a variety of advertiser-specified KPIs,” said Jim Lawson, CEO, AdTheorent. “We are excited about our partnership with Adelaide which allows us to optimize and measure campaigns utilizing insightful attention-based metrics.”

“AU offers predictive insights into campaign performance with unmatched precision. Its integration into AdTheorent’s DSP means advertisers can easily secure higher-quality media and drive better outcomes at scale,” said Marc Guldimann, CEO & Co-founder, Adelaide. “We’re excited to collaborate with AdTheorent to make attention data actionable, steering advertisers towards smarter investment decisions and an understanding of true media quality.”

About AdTheorent
AdTheorent (Nasdaq: ADTH) uses advanced machine learning technology and privacy-forward solutions to deliver impactful advertising campaigns for marketers. AdTheorent’s machine learning-powered media buying platform powers its predictive targeting, predictive audiences, geo-intelligence, audience extension solutions and in-house creative capability, Studio A\T. Leveraging only non-sensitive data and focused on the predictive value of machine learning models, AdTheorent’s product suite and flexible transaction models allow advertisers to identify the most qualified potential consumers coupled with the optimal creative experience to deliver superior results, measured by each advertiser’s real-world business goals. 

AdTheorent is consistently recognized with numerous technology, product, growth and workplace awards.  AdTheorent was named “Best Buy-Side Programmatic Platform” in the 2023 Digiday Technology Awards and was honored with an AI Breakthrough Award and “Most Innovative Product” (B.I.G. Innovation Awards) for five consecutive years.  Additionally, AdTheorent is the only seven-time recipient of Frost & Sullivan’s “Digital Advertising Leadership Award.” AdTheorent is headquartered in New York, with fourteen offices across the United States and Canada.  For more information, visit adtheorent.com.

About Adelaide
Adelaide is the leader in attention-based media quality measurement. Our mission is to bring increased transparency and fairness to advertising by supplying the market with a precise, omnichannel media quality metric connected to business outcomes. Adweek has called Adelaide’s AU “the attention economy’s most widely recognized metric.” Proven to predict full-funnel outcomes more accurately than any existing metric, AU helps the world’s largest brands make smarter investment decisions, activate attention data programmatically, and drive better performance. Adelaide is named after the global epicenter of evidence-based marketing in southern Australia and headquartered in New York City. For more information, visit adelaidemetrics.com.

   

View original content to download multimedia:https://www.prnewswire.com/news-releases/adtheorent-partners-with-adelaide-to-utilize-attention-based-metrics-for-campaign-optimization-and-measurement-302035837.html

SOURCE AdTheorent

Melanie Berger, AdTheorent, melanie@adtheorent.com, 850-567-0082

AdTheorent (ADTH) – Highlights From Noblecon19: A Swing Towards Growth


Tuesday, December 19, 2023

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Jacob Mutchler, Research Associate, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Noblecon19. On December 4th, management presented at Noblecon19 at Florida Atlantic University (FAU) in Boca Raton, Florida, to the investment community. The presentation conducted by Patrick Elliott highlighted the company’s award winning machine learning technology and sizeable opportunities for company growth. A replay of the presentation can be viewed at: https://www.channelchek.com/videos/adtheorent-noblecon19-replay

Favorable growth trends. The company is experiencing a number of favorable growth trends. Notably, the company’s self-service platform was its fastest growing product offering in 2023 and is expected to be a significant driver of growth in 2024. Additionally, the company is well positioned to benefit from the growing usage of Connected TV (CTV) and has sizeable room for growth in its healthcare vertical.


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Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision. 

Release – AdTheorent Health Audiences, Powered by HABi™, Earn Neutronian’s NQI Certification for Data Quality, Privacy and Transparency

Research News and Market Data on ADTH

Dec 6, 2023

PDF Version

NEW YORK, Dec. 6, 2023 /PRNewswire/ — AdTheorent Health, a division of AdTheorent Holding Company, Inc. (Nasdaq: ADTH), a programmatic digital advertising leader using advanced machine learning and privacy-forward solutions to drive advertiser outcomes, today announced that it has earned Neutronian’s NQI Data Quality certification, awarded to companies that maintain the highest standards of data quality, privacy, and transparency. AdTheorent Health received Neutronian’s NQI Data Quality certification for its groundbreaking algorithm-based, ID-independent Health Audiences, powered by HABi™. 

   

Using the most comprehensive, primary-sourced health dataset in market, HABi enables health advertisers to research, create and activate ID-independent health audiences in one platform.

Advertisers can explore de-identified health records in real time based on diagnosis, procedures, prescribed medication, healthcare specialty and many other attributes. Based on the attributes selected, users can see a variety of health Insights, such as top diagnosis, top prescribed medication, top procedures performed, age, gender, and geographical breakdown, and then correlate such insights with available targetable digital media. This allows advertisers to create and activate custom health audiences on the platform that are tailored to their unique objectives. These AdTheorent Health Audiences are ID-independent, privacy-forward and fully customizable with the highest performance in market.

To become Neutronian Certified, AdTheorent Health underwent a comprehensive audit of the processes, procedures and data used to build AdTheorent Health Audiences. The “Certified by Neutronian” badge, supported by proprietary and innovative data-evaluation procedures, helps brand and agency marketers identify top-quality, privacy compliant datasets to use for their marketing efforts. For buyers of marketing data, Neutronian certification provides transparency and clarity with an independent verification of data quality. This eases the data vetting burden on buyers and helps high-quality data providers stand out from the rest.

AdTheorent Health went through a Neutronian’s rigorous audit process covering five main categories of data quality, privacy and transparency including:

  • CONSENT & COMPLIANCE
    • Consent standards and opt-in/out process
    • Privacy and compliance disclosures (ex. GDPR, CCPA, etc.)
  • SOURCING TRANSPARENCY
    • Data sources and data capture mechanisms
    • Transparency of data sources and data use details externally
  • DATASET CHARACTERISTICS
    • Type(s) of dataset – deterministic and/or modeled
    • Data cleansing practices – de-duplication, removal of fraudulent data, etc.
  • METHODOLOGY &PROCESSING
    • Data processing and retention controls
    • Statistical methodology utilization – modeling, weighting, etc.
  • PERFORMANCE
    • Methods used to evaluate data accuracy
    • Frequency of evaluating data performance

AdTheorent Health exceeded all Neutronian Certification criteria, providing marketers the confidence that AdTheorent Health Audiences, built by HABi, have been qualified through an extremely comprehensive and in-depth audit of data sources, processes and privacy compliance. 

“Having the highest standard of data quality, privacy and transparency is particularly important in the healthcare industry and we are honored that AdTheorent Health Audiences, built by HABi, received the Neutronian NQI certification,” said Jim Lawson, CEO of AdTheorent. “AdTheorent Health Audiences represent a groundbreaking approach to audience creation, and this certification validates AdTheorent’s position as a leader in privacy-forward and industry compliant healthcare solutions.” 

“We are pleased that AdTheorent Health has earned Neutronian Certification for its prioritization of data quality, privacy, and transparency,” said Lisa Abousaleh, CEO and co-founder of Neutronian. “AdTheorent Health’s transparent approach to audience creation, utilizing de-identified health data that is then correlated to real time programmatic signals, allows health marketers to achieve their desired advertising outcomes in the most privacy-forward way possible – this is a tangible differentiator in the health advertising ecosystem.”

To learn more about AdTheorent Health, please visit AdTheorentHealth.com 

About AdTheorent
AdTheorent (Nasdaq: ADTH) uses advanced machine learning technology and privacy-forward solutions to deliver impactful advertising campaigns for marketers. AdTheorent’s machine learning-powered media buying platform powers its predictive targeting, predictive audiences, geo-intelligence, audience extension solutions and in-house creative capability, Studio A\T. Leveraging only non-sensitive data and focused on the predictive value of machine learning models, AdTheorent’s product suite and flexible transaction models allow advertisers to identify the most qualified potential consumers coupled with the optimal creative experience to deliver superior results, measured by each advertiser’s real-world business goals. 

AdTheorent is consistently recognized with numerous technology, product, growth and workplace awards. AdTheorent was named “Best Buy-Side Programmatic Platform” in the 2023 Digiday Technology Awards and was honored with an AI Breakthrough Award and “Most Innovative Product” (B.I.G. Innovation Awards) for five consecutive years. Additionally, AdTheorent is the only seven-time recipient of Frost & Sullivan’s “Digital Advertising Leadership Award.” AdTheorent is headquartered in New York, with fourteen locations across the United States and Canada. For more information, visit adtheorent.com.

About Neutronian:
Neutronian is a SaaS company providing the industry’s most comprehensive approach to data privacy and quality verification. Using a standard evaluation framework, Neutronian produces independent data privacy “credit scores” and in-depth data quality certification. These solutions provide marketers with the transparency they need to confirm that their data and inventory partners are privacy compliant and ensure that their campaigns are running in privacy safe environments. High quality, privacy compliant data providers that work with Neutronian to improve their data privacy scores or achieve certification can be rewarded via faster sales cycles and increased customer trust. For more information, please visit neutronian.com.

   

View original content to download multimedia:https://www.prnewswire.com/news-releases/adtheorent-health-audiences-powered-by-habi-earn-neutronians-nqi-certification-for-data-quality-privacy-and-transparency-302007734.html

SOURCE AdTheorent Health

Melanie Berger, AdTheorent, melanie@adtheorent.com, 850-567-0082

AdTheorent (ADTH) – Positioned To Outshine Favorable Industry Growth


Thursday, November 30, 2023

Michael Kupinski, Director of Research, Equity Research Analyst, Digital, Media & Technology , Noble Capital Markets, Inc.

Patrick McCann, CFA, Research Analyst, Noble Capital Markets, Inc.

Refer to the full report for the price target, fundamental analysis, and rating.

Initiating coverage with an Outperform rating and $4 price target. AdTheorent is a privacy-forward, programmatic advertising company that uses cutting edge, machine-learning technology to deliver targeted ad campaigns. We believe the company has meaningful technology advantage over many of its peers, which may rely on user IDs and third-party cookies, explained in this report. Our favorable rating is based on our positive cash flow growth outlook for the company.  

Ahead of the curve. Through its proprietary machine learning technology, the company’s demand-side platform (DSP) uses anonymized data points to create predictive algorithms to target digital audiences. Given Google’s indication that it will be phasing out the use of third-party cookies, AdTheorent’s ML technology could be a significant competitive advantage in the digital advertising industry going forward.  


Get the Full Report

Equity Research is available at no cost to Registered users of Channelchek. Not a Member? Click ‘Join’ to join the Channelchek Community. There is no cost to register, and we never collect credit card information.

This Company Sponsored Research is provided by Noble Capital Markets, Inc., a FINRA and S.E.C. registered broker-dealer (B/D).

*Analyst certification and important disclosures included in the full report. NOTE: investment decisions should not be based upon the content of this research summary. Proper due diligence is required before making any investment decision.