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Expedia Group: No Moat And Declining Margins – Sell – Expedia Group, Inc. (NASDAQ:EXPE)

Thesis Introduction Expedia Group Inc (EXPE) is a leader in the online travel agency market and most investors have probably used the company’s websites at some point. The company recently reported Q3 2019 earnings and the stock had the single worst one-day drop in its history of about 27% decline. The drop got my interest …

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Giphy to partner with Oracle Data Cloud’s Moat to measure viewability

GIF search engine Giphy is partnering with Oracle Data Cloud’s Moat to measure ad delivery, viewability and invalid traffic of branded gifs. Moat will not be able to measure Giphy’s messaging app integrations. According to vice president of revenue at Giphy, Alexis Berger, the partnership is expected to draw more advertisers to the company’s branded …

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Pinning a Narrow Moat on the Pinterest Board

Pinterest is focused on carving out a piece of the global digital advertising space, which we value at a total addressable market of nearly $500 billion. While we don’t expect Pinterest to displace online advertising behemoths Google (GOOG)/(GOOGL) and Facebook (FB) or up-and-coming Amazon (AMZN), we do expect it to attract a small pinch of …

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Oracle Data Cloud combines Grapeshot and Moat acquisitions for a pre-bid ad filter

In April, Oracle bought Grapeshot, which scans web pages for ad-oriented brand safety. In April of last year, it bought ad verification and measurement service Moat. On Tuesday, Oracle Data Cloud announced Pre-Bid by Moat, which assesses inventory for viewability and invalid traffic before an ad is programmatically bid. The new solution will be made …

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