[jmathew]

Key Factors Influencing Earnings Industry: Niches like finance, insurance, and real estate command higher CPMs (e.g., $30+).General entertainment or gaming tends to have lower CPMs.Geography: Audiences in developed markets (e.g., the US, UK) yield higher CPMs than those in developing regions.Ad Format:Video Ads: Higher CPMs (e.g., $10 to $30) due to better engagement.Banner Ads: Lower CPMs (e.g., $1 to $5).Native Ads: Mid-to-high CPMs ($5-$20).Audience Demographics: High-income, niche audiences (e.g., professionals, tech enthusiasts) generate better CPMs.Publisher Revenue (RPM)While CPM reflects what advertisers pay, publishers or app developers typically earn 50% to 70% of the CPM after platform fees. For example:If the CPM is $10, the publisher might earn $5 to $7 per 1,000 impressions

[jmathew]

The Trade Desk (TTD) typically uses a cost-per-mille (CPM) pricing model for advertisers, which means they pay for every 1,000 impressions. The average CPM on The Trade Desk varies based on factors like ad type, format, and targeting. Generally:Display ads have a CPM as low as $2.50. Video ads, especially mobile and in-app, are significantly more expensive, averaging around $9 to $11 per CPM Improvado Semrush The platform also incorporates a hybrid pricing model, blending CPM with a percentage of media spend (POM), where the most cost-effective option is automatically applied. This helps optimize costs, especially for campaigns with varying audience sizes or impression volumes Tunnl These rates provide flexibility for advertisers depending on their budget and desired reach

[jmathew]

Based on my research and understanding, I believe that SRK/OMS may have taken steps to obscure the actual revenue for Q3 and Q4. Additionally, they seem to have some kind of deal with 44 Ventures. However, the past is the past, and I hope SRK can recover and make a comeback. Ultimately, what we want is fair appreciation for our investments.

[jmathew]

Warren Buffett: How To Analyze a BALANCE SHEET

Attachments:

1. 

   Warren-Buffett-How-To-Analyze-a-BALANCE-SHEET-Brightcomgroup.pdf
   

[Logan]

It was a good initiative to start sharing the weekly updates but the latest update that they’ll be answering our queries starting this week is a greater initiative.

Let’s hope that the revocation of trading suspension happens on time and also they start resolving all the outstanding issues at the earliest.

Mr.Raghu and Mr.Kallol deserve credit for taking up the roles at the right time and for steadying the ship. SKR also deserves credit because it looks like it’s him who is doing all this.

[Logan]

Recently the company is showing proactiveness which was missing all these years. There were signs of improvement here and there but whenever those improvements were happening, one or other thing would overshadow and put the company under pressure. For ex, the company was improving a lot from 2021 (after the bad debt was closed) but the FA news overshadowed all that and they had to concentrate more on that and less on communications. Anything the company shared, most were not that interested in that and they were mostly asking about the FA (obviously that was very important). After the first SCN also there was a lot of improvement but the SCN2 put everything in a state of uncertainty.

I hope that there won’t be any events that would overshadow the progress happening. If any such thing happens then that will set the company back again and rebuilding that will take years.

It’s very good to see that they clarified about the BSE circular immediately and another good thing is that the new CS has signed that document.

[Author]

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