“Rich Tullo told Benzinga that Adobe’s acquisition of TubeMogul “validates the DSP TV model” and provides TubeMogul with the necessary balance sheet scale and technology scale to compete in a “scaling industry.”
A demand-side platform (DSP) enables advertisers to purchase display ad inventory via real-time bidding (RTB) exchanges.
Tullo also suggested that the the acquisition validates his view that MDC Partners IncMDCA 5.22% “should be and can be” sold at a premium of at least 100 percent to Thursday’s share price, especially after the company just removed a “huge overhang.”