LUMA Content 

LUMA Digital Brief 029: Market Report Q3 2020

 LUMA’s latest Market Report covers the public and private markets during Q3 2020. Following a particularly challenging Q2 for M&A, Q3 marked the start of a turnaround as we witnessed the largest M&A quarter of 2020 throughout our coverage sectors. While overall volume was still down ~40% relative to Q3 2019, the sequential quarterly increase in scaled, strategic deal activity is a strong signal of confidence returning to the M&A market. Both Ad Tech and MarTech saw several notable scaled transactions and Digital Content led the way from a scaled-deal perspective, as Gaming and Streaming Audio drove strategic activity.Keep Reading
LUMA Content 

LUMA Digital Brief 028 — Market Report Q2 2020

 LUMA’s latest Market Report covers the public and private markets during Q2 2020. As the COVID-19 pandemic continues to impact capital markets and the global economy, Q2 2020 was a challenging quarter for M&A. Deal activity was down across the board, with Ad Tech and MarTech deal volume down approximately 70% relative to Q2 2019. Since slowing to a crawl in March of this year, deal making has yet to return to pre-COVID levels, as buyers across the Media/Marketing ecosystem have not yet shown a consistent appetite for deals, particularly at scaled valuations.Keep Reading
LUMA Content 

B2B Software

 Industry leaders Penry Price, Vice President of Marketing Solutions for LinkedIn, Gabe Rogol, CEO of Demandbase, and Jon Miller, CEO & Co-Founder of Engagio join LUMA’s Brian Andersen in a discussion spanning account-based marketing, identity, measurement, the sales/marketing ecosystem, and current market dynamics in the time of COVID-19.Keep Reading
LUMA Content 

LUMA Digital Brief 027 — Market Report Q1 2020

LUMA’s latest Market Report covers the public and private markets during Q1 2020. Amid the outbreak of the COVID-19 pandemic, the beginning of an oil price war between Russia and Saudi Arabia, and subsequent public market sell-off, Q1 2020 was a challenging quarter. Deal activity was down across the board, with Ad Tech and MarTech deals off ~50% and Digital Content deals off ~20%, relative to Q1 2019. Unsurprisingly, deal count fell off around March, as fallout from the pandemic became more widespread and the sell-off in the public markets was well underway.Keep Reading
LUMA Content 

LUMA Digital Brief 025 — Market Report Q3 2019

LUMA presents Digital Brief 025 — Market Report Q3 2019 LUMA’s latest Market Report highlights the public and private markets during Q3 2019. It was another strong quarter for M&A, with the highest deal volume over the last year. The digital content and D2C sectors were particularly strong, with significant quarter-to-quarter increases, while private equity buyers continue to be the most active, leading a number of $100M+ transactions in the quarter.Keep Reading
LUMA Content 

LUMA Digital Brief 024 — Market Report Q2 2019

LUMA presents Digital Brief 024 — Market Report Q2 2019 LUMA’s latest Market Report highlights the public and private markets during Q2 2019. It was a particularly strong quarter for M&A, with the most deal activity (both volume and value) over the last year. This was not limited to a single sector, as M&A activity was up across all coverage areas, Ad Tech, MarTech, Digital Content, and D2C. In the public markets, Ad Tech and MarTech both saw another quarter of growth, though there remain clear delineations between over-and-under performers in each sector.Keep Reading
LUMA Content 

LUMA Digital Brief 023 — Market Report Q1 2019

LUMA presents Digital Brief 023 — Market Report Q1 2019 LUMA’s latest Market Report highlights the public and private markets during Q1 2019. It was a strong quarter overall with increases in both M&A activity and public market values. M&A deal volume was up across Ad Tech, MarTech, and Digital Content, and was capped off with the surprise acquisition of Dynamic Yield by McDonald’s; a rare marketer acquisition of technology that will bring the fast-food giant’s personalization efforts in-house.Keep Reading
LUMA Content 

LUMA Digital Brief 022 — Market Report Q4 2018

LUMA presents Digital Brief 022 — Market Report Q4 2018. LUMA’s latest Market Report highlights the public and private markets during 2018. Despite a year marked by GDPR uncertainty and numerous data and privacy controversies, the big story last year was an increase in large-scale MarTech acquisitions. Following 2017, which had some major marketing clouds, such as Salesforce and Adobe, sitting on the sidelines and zero $1 billion deals, 2018 saw six MarTech deals over $1 billion.Keep Reading
News 

AdExchanger: The Great Ad Tech Cleanup

Featured column written by Terence Kawaja Following the acquisitions of Rocket Fuel, MaxPoint Interactive and YuMe and the divestiture of Tremor Video’s demand-side business, there will be no public ad tech companies with an I/O media model by the first quarter of next year, except for Criteo, which is its own category. It’s the end of an era, but let’s walk down memory lane to understand how the Great Ad Tech Cleanup came to be.Keep Reading
LUMA Content 

LUMA Digital Brief 014 – Market Report Q1 2017

M&A activity led by private equity and telcos was the main story in 2016 and we expect this trend to continue into 2017 as the digital media space matures. Altice and Singtel led the way in Q1, acquiring scaled Ad Tech businesses in Teads / Audience Partners and Turn respectively. In MarTech, Dunn & Bradstreet acquired Avention to grow its portfolio of sales and marketing tools, two years after acquiring NetProspex. Publisher consolidation in the digital space was highlighted by Gothamist, PureWow, Spanfeller Media Group, Upworthy and US Weekly all being acquired.Keep Reading
News 

Beet.TV: Fragmentation Happens, So Get Used To It

AT SEA OFF THE COAST OF FRANCE — When Terence Kawaja first introduced the Lumascape, the visual map illustrating an alarming array of ad tech companies, he backed up the image with a call for a simpler world. But that simplification isn’t going to happen, the media finance expert now concedes. “Fragmentation is here to stay – fragmentation happens,” Luma’s CEO and co-founder tells Beet.TV. “There is so much proliferation of companies … cheap venture financing … I’ve stopped calling for consolidation; it will actually never happen. “There’s been some consolidation … but there’s more companies every year.Keep Reading