- Mobile ad network owner Millennial Media (MM +8.4%), programmatic ad-buying platform Rocket Fuel (FUEL +5.3%), and video ad tech platforms Tremor Video (TRMR +6.4%) and TubeMogul (TUBE +8.5%) are among the day's standouts.
- The Rubicon Project (RUBI +1.9%), Criteo (CRTO +2.1%), and Sizmek (SZMK +2%) are up more moderately, but still outperforming. The Nasdaq is up 0.1%.
- With the exceptions of TubeMogul and Criteo, the group has had a rough year. Yesterday, Strategy Analytics published an analysis of the online media ops of 44 publicly-traded companies (inc. giants such as Google, Facebook, and Amazon) in which its estimated the companies' online ad sales collectively rose 24% Y/Y in 1H14.