

Episode 106: Dissecting the Vistar-TMobile and Sincera-TTD deals
16 snips Jan 17, 2025
Tim Rowe, an expert on Out of Home advertising, dives deep into the $600 million Vistar-T-Mobile acquisition and its impact on digital ad tech. He discusses how this deal enhances T-Mobile's advertising capabilities and shifts dynamics within the telecom industry. The conversation also examines The Trade Desk's surprise acquisition of Sincera, focusing on its revenue potential and strategic advantages. With insights on AI's role in advertising and emerging opportunities for startups, Rowe sheds light on the future of ad tech.
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T-Mobile's Strategic Moat
- T-Mobile's acquisition of Vistar creates a defensible moat around their existing investments.
- This includes their retail media push with Octopus, in-car tablets, and first-party data strategies.
Octopus and In-Car Advertising
- Octopus provides tablets for ride-sharing services like Uber and Lyft, offering content and advertising.
- T-Mobile acquired Octopus to expand its presence in unique digital out-of-home formats.
DOOH Unit Economics
- The unit economics of digital out-of-home (DOOH) screens involve hardware, installation, bandwidth, and maintenance costs.
- Telecom companies like T-Mobile are well-positioned to address these due to their existing infrastructure.