http://www.fool.com/investing/general/2014/02/24/...y-taking-off.aspx
...Huge market opportunity
Even with the stellar growth, Rocket Fuel is only a tiny fish in the massive ocean of advertising. According to the slide below from the recent Rocket Fuel presentation, the advertising market now reaches $490 billion in annual spending, with digital advertising still less than 10% of the total ad market. Even more important, Rocket Fuel is only a tiny fraction of the digital ad market, leaving tons of room for growth...
Fellow global leader Criteo S.A. (NASDAQ: CRTO ) is using machine-learning algorithms to improve digital display advertisements. The France-based ad tech firm saw revenue surge 63% during 2013 to reach more than $600 million for the year. Unlike the other firms in the sector, Criteo is actually profitable and generated free cash flow last year....
Criteo surged to new highs recently, leaving hope that investors are becoming more comfortable with the stocks in the sector after some initial failures. Rocket Fuel could be the next to move higher...... |
