Tech: 3 Ad Plays Not Named Facebook or Google

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6 • 854 Ratings

🗓️ 10 May 2019

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In the digital ad world, the Google and Facebook swallow up most of the market share... and headlines. But there are a lot of smaller players in digital advertising that could be great ways to play the mega-trend. We run through their recent results on today's show.

Stocks: ROKU, TTD, TLRA

Check out more of our content here:

Thanks Clear. Get your first two months of Clear for free by going to clearme.com/fool2019 and using promo code fool2019.

Transcript

Click on a timestamp to play from that location

0:00.0	Thanks to Clear for supporting industry focus.
0:02.4	Clear uses your eyes and fingertips instead of traditional ID documents
0:06.5	to get you through security faster at airports and stadiums.
0:10.1	Get your first two months of Clear for free by going to Clear Me.com slash Fool 2019 and using the promo code Fool 2019.
0:19.0	Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day.
0:27.0	It is Friday, May 10th, and this is going to be an ad focused show.
0:32.0	I'm your host, Dylan Lewis, and I've got Fool.com's, Dan Sparks,
0:34.8	with me on Skype.
0:36.6	Dan, what's going on?
0:38.5	Nothing much.
0:39.3	Good to do this.
0:40.9	Yeah, it's been a little bit since we've had you on the show. You
0:43.4	pinged me earlier in the week and said, you know, a lot of companies I follow in
0:47.4	the digital advertising space, reporting earnings, and you know when we talk
0:51.7	about digital advertising it's easy to focus on
0:55.0	Google and Facebook those two have that duopoly everybody talks about it
0:59.2	the reality though is there are a lot of small players there that don't get enough press.
1:04.0	We're going to try to cover some of them on today's show.
1:07.0	Yep, sounds good and of course they all conveniently reported at the same time pretty much so.
1:12.0	It's nice when that works out. You get fresh results. immediately reported at the same time, pretty much so.
1:12.7	It's nice when that works out.
1:13.8	You get fresh results from a whole bunch of people
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.