Silverbullet is the leading marketing transformation company that helps the world’s biggest brands to improve business outcomes. We reduce the friction across digital marketing, empowering better, faster and smarter marketing decisions.
Posted interesting results today.
Looking to be cash flow positive this financial year.
Will be a big growth opportunity as major browsers like Google chrome block third party cookies for advertising… Google it and read up
Web >
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Down 10% today based off these numbers. Any idea why? They sound promising
It was just an uncrossed trade at the end of play under 80p, it’s corrected itself at open.
Red trades at 85p are buys, just checked live quote.
Direct link to interview
Huge RNS today.
Just wait until the industry changes. Google will remove cookies in early 2025.
“we envision proceeding with third-party cookie deprecation starting in early 2025.”
Exponential growth potential for the first wave of companies offering alternative web data, especially Ai driven like these guys
Think Dotdigital in 2015. 
“The trend away from the third-party cookie tracking that dominated the last decade-plus of web-based engagement models is also driving more brands, agencies and publishers to use data “clean rooms” and other identification, prediction and attribution services.”
Ad spending in the Digital Advertising market is projected to reach US$740.3bn in 2024.
The largest market is Search Advertising with a market volume of US$306.7bn in 2024.
In global comparison, most ad spending will be generated in the United States (US$298bn in 2024).
Just a tiny slice of a very large pie is needed
Let me explain the basics of what’s coming to the ad industry over the next 12 month.
You can see above, developers at Google link, or go search “Chrome removing third party cookies” and look at news.
Google Chrome holds a 70% market share in web browsers for desktop / laptop devices.
At the moment advertisers can place a cookie when you land on their website - you will often see those adverts follow you around for weeks after. Not only that, your browsing habits, sites you visit, how often online, device, location, can even build a picture if male or female and age based on your online browsing.
This is super valuable to advertisers- so their ad spends don’t go wasted on people who aren’t suitable or possibly not interested in what they offer.
To get around this, companies such as Silver Bullet, are building Ai insights into user behaviour.
While a cookie can’t be placed in future, all websites can see your IP address, browser and device type etc.
With many millions of publishers providing data pools, these platforms can match your visits with other places you visit using Ai. Can see how often you are online at which sites and create a general category for you.
EG a user who visits Lse, Ig index and other sites would probably be bundled into interested in finance, probably male, likely to be in age range 25 to 60. Most likely higher net worth than other visitors.
So you get the idea. Advertising agencies etc will tap into these data pools and make their advertising budgets work better…
I think that explains it.
2025 is a big change year for the industry
Looking a bit better these days since that last trading update. They also picked up Codec Ai from administration for 50 grand, which gives them penetration into social media advertising.
Huge news!
#SBDS
Silverbullet, a provider of AI driven digital transformation services and products, is pleased to announce that it has completed the roll-out and integration of its 4D AI Advanced Contextual pre-bid targeting capabilities into a leading global demand-side platform (the “DSP”).
The DSP, which empowers advertising buyers through a self-service, cloud-based platform, is owned by a Nasdaq listed global technology company with annual revenue of approximately $2 billion. From video to display, mobile, and connected TV, it enables advertisers to manage and optimise digital campaigns across a variety of formats and devices and has been a significant driver in the shift towards programmatic advertising, where ads are bought and sold in real time using automated processes rather than through traditional manual negotiations.
I put the details into chatgpt to guess the company
Based on your description—a Nasdaq-listed global technology company with annual revenue of approximately $2 billion, specializing in video, display, mobile, and connected TV advertising—the company in question is likely The Trade Desk, Inc.
Nasdaq Listing: The Trade Desk trades on the Nasdaq under the ticker symbol TTD.
Very little in the way of trades. Do you see that changing or it is a long long hold for you ?