- ironSource is one of the leaders in providing revenue optimization technologies, both to creators of apps and to telcos.
- The company is recently public through a SPAC transaction in which it merged with a Thoma Bravo entity.
- The company has been reporting elevated growth rates of 96% and 83% the last two quarters. It has a remarkable DBE ratio of 181%.
- The company's technologies that facilitate "in-app bidding" avoid many of the problems associated with the end of Identifier for Advertisers that was part of the latest Apple iOS release.
- The company, based on my projections has a Rule of 40 metric of 60 or more, and it is modestly valued in terms of the elevated growth rate it has been reporting.
For further details see:
ironSource: An Interesting Way To Invest In The 'App Economy'