It Chow obvs!
More I think about it the more clear it is how the broker note undercooked the size of the market. The assumption of 5 ads per session?! Not 5 ads served but 5 impressions maximum and of those 5 only 5% would be sold.
In a stadium game the ads cycle, there’s way more than 5 cycles in an average gaming session.
Watch dirt rally trailer, stacks of ads again no way max number of impressions per gaming session is just 5.
Amazed that a broker note was built on fag packet maths with erroneous assumptions.
Imagine there’s a bit of softening expectations here, don’t say you’ll hit £5m in H2 with a risk you’ll experience some delays and report £3m as a failed target. Play safe, tell the market £1.5m and double it.
@mike is there a way to embed an excel file?
People can have a play with the numbers themselves.