TubeMogul update
The New York Times today published an interview with the CEO of TubeMogul, which would be a clear and obvious violation of SEC quiet period rules if TubeMogul is in fact pursuing an IPO. We have not seen any filing updates, announcements, press releases or factual changes regarding TubeMogul or its S-1 filing. This article therefore suggests that TubeMogul’s IPO is either off-track or not happening.
Triton Research has published a 53-page report on TubeMogul containing a bottom-up financial model, product analysis, business model analysis, bull vs. bear case scenarios, comparative analyses, questions for management, historical capitalizations, historical valuations, and more.