QuoteOTT advertising is hot for ad-tech companies vying for big budgets as marketers shift dollars from linear TV to connected TV devices.
But there are also a growing number of challenges that advertisers are still trying to solve like ad fraud, frequency capping, and low-quality creative.
Analytics firm Pixalate estimates that 19% of OTT ads are fraudulent.
These challenges threaten to limit the $70 billion TV industry's ability to capitalize on shifting viewing habits.
https://www.businessinsider.com/ad-tech-companies-are-pushing-into-streaming-tv-2018-12
Eventually a company like Facebook will buy Roku to try to catch up with Chromecast & the Fire stick.
MediaOcean is a low-margin business, but they have their hands in the pie of a ton of TV spend. They'd also be a great acquisition to bridge the gap. According to the wiki they handle over $130 billion of advertising spend per year.
https://en.wikipedia.org/wiki/Mediaocean
Mediaocean was acquired by Vista Equity Partners for $720 million back in early 2015.
https://adexchanger.com/investment/mediaocean-acquired-by-private-equity-firm-vista/