2018年Q1营销技术晴雨表（英文版）-3mb

Q1 2018 Marketing Technology Barometer Summary

Core Content

The Q1 2018 edition of the Marketing Technology Barometer provides an overview of the performance and activity in the Marketing Technology (MarTech) and Advertising Technology (AdTech) sectors. It highlights the market trends, M&A deal activity, fundraising, and share price movements of key companies in the industry.

Main Points

Market Performance

• MarTech: Continued strong performance, with a ~16% increase in the index over the quarter and a 68% increase over the last 12 months.
• AdTech: Experienced a decline, with a 6% drop over the quarter, largely due to changes in the constituent group and the performance of individual companies.
• Notable Performers:
  • HubSpot, New Relic, Shopify, and SendGrid showed strong share price performance, reinforcing investor confidence in the sector.
  • Cardlytics had a rocky IPO but still closed nearly 3% up and showed positive share price movement post-IPO.

M&A Activity

• M&A activity began to recover from Q4, with several high-value acquisitions.
• Key Acquisitions:
  • CommerceHub acquired by GTCR and Sycamore Partners.
  • CallidusCloud acquired by SAP for $2.3 billion.
  • AddStructure acquired by Marlin Equity, highlighting the role of private equity in the industry's consolidation.
  • TalkWalker also acquired by Marlin Equity in January 2018.
• Other Acquisitions:
  • PULPIX acquired by AD YOU LIKE.
  • ZODIAC acquired by NIKE.
  • adswizz acquired by Pandora®.
  • DATASIFT acquired by Meltwater.
  • Formird3D acquired by Stagwell Group.
  • RedPixie acquired by Hewlett Packard Enterprise.
  • Headway acquired by Entravision.
  • SONALYTIC acquired by Spotify.
  • OxyM acquired by Merkle.

Fundraising Activity

• Intercom raised $125 million in a Series D round, sparking IPO speculation.
• Aladmobi raised $32 million in a Series B round.
• Dianomi raised $9 million in a Venture round.
• Rubikloud raised $37 million in a Series B round.
• Other Fundraisings:
  • Zignal Labs raised $30 million in a Series D round.
  • Uberall raised $25 million in a Series B round.
  • Origami Logic raised $15 million in a Series D round.
  • Content Square raised $42 million in a Series B round.
  • Eyeota raised $13 million in a Series B round.
  • Paytronix raised $65 million in a Growth Equity round.

Industry Outlook

• The GDPR regulation in Europe is expected to have a significant impact on the private and public markets, particularly in data privacy and compliance.
• The outlook for 2018 is positive for both MarTech and AdTech, with continued consolidation and growth opportunities.
• The document encourages companies to consider fundraising, exit strategies, or growth through acquisition in the AdTech/MarTech space.

Key Information

• 25+ Years of Experience: Results International has extensive experience in M&A and fundraising within the marketing technology sector.
• 30+ Deals in Past 2 Years: The firm has been involved in numerous deals, demonstrating its expertise.
• $1 billion+ Total Deal Value: The combined value of deals over the past two years exceeds $1 billion.
• 50 People: The firm has a team of 50 professionals.
• 15 Nationalities: The team is diverse, with members from 15 different countries.
• 3 Offices: The firm operates in three major locations: London, New York, and Singapore.
• 1,000+ Buyers & Investors: The firm works with a large network of buyers and investors.

Summary Table of Selected Publicly Traded Companies

Industry Insights

• GDPR Impact: Expected to significantly affect the market, especially in terms of data privacy and compliance.
• Consolidation Trends: Continued consolidation among large software companies, with a focus on marketing cloud offerings.
• Private Equity Role: Marlin Equity and other private equity firms are playing a key role in the industry's M&A activity.

Contact Information

• Keith Hunt – Managing Partner, London
  • Phone: +44 (0)207 514 8232
  • Email: keithhunt@resultsig.com
• Julie Langley – Partner, London
  • Phone: +44 (0)20 7514 8247
  • Email: jangley@resultsig.com
• Chris Lewis – Partner, London
  • Phone: +44 (0)20 7514 8236
  • Email: clewis@resultsig.com
• Mark Williams – Managing Director, London
  • Phone: +44 (0)20 7514 8242
  • Email: emwilliams@resultsig.com
• Pierre-Georges Roy – Partner, New York
  • Phone: +1 (0)646 747 6505
  • Email: epgroy@resultsig.com
• Maurice Watkins – Partner, New York
  • Phone: +1 (0)646 747 6510
  • Email: emwatkins@resultsig.com
• Andrew Kefford – Partner, APAC & MENA
  • Phone: +65 (0)6221 3575
  • Email: eakefford@resultsig.com
• Chris Beaumont – Partner, North Asia
  • Phone: +81 906 470 8216
  • Email: ecbeaumont@resultsig.com

Disclaimer

This document is strictly private and confidential. It is provided solely for informational purposes and may not be reproduced or redistributed in whole or in part to any other person. No representation or warranty is made regarding the fairness, accuracy, or completeness of the information. Results International Group LLP is authorised and regulated by the Financial Conduct Authority.