1/ Small thread on $D4T4 ahead of #D4T4 prelims after @rhomboid1MF and @RichardBeddard started a good discussion. What's the point of the automated marketing signals and how is Celebrus different?

2/ Shortly, the automated marketing signals offer an even faster implementation of their software and moves the company in the right direction. But how is their offering different? Right off the bat I would point you to the real-time data capture and decision making.

3/ Real-time as opposed to "batched real-time" which can be a "refresh" of the information happening every couple of hours or each day at night. Being long real-time is being long cybersecurity, risk and fraud detection, hence so many banks and airlines adopting the technology.

4/ Tagless, if you ever had a website running google analytics and you implemented just a couple of tags you will understand why it is such a hassle at large scale and keep in mind that #Celebrus stores ALL information at ALL times.

5/ So, if in the future you want to query for something you never thought before, you have YOUR data there to be exploited, hence being a fundamental part of the offerings from Teradata, SAS, Adobe etc. for big-ticket clients.

6/ . In a tag-based environment, you can't. Mostly, if you never thought to check for something before, it’s gone. And then there is the server-side technology with all that this entails.

7/ Being long #Celebrus is being long privacy protection (GPDR, CCPA, Apple’s ITP, Firefox’s ETP and eventually also Google’s blocking of third-party cookies in 2022).

8/ And if nowadays you have a website without real-time data capture/decision making and not capturing from ALL channels (mobile/web, email/social media, etc.) you are going to war with knives instead of guns.

9/ This is stage 3 in #D4t4 ‘s 5 Stages of data-driven transformation”. And in 2022, if you lose the third-party cookies, then just go Chapter 11 and save some shareholder’s money. The goal for a company of the future is to get to stage 4. Link: http://d4t4solutions.com/resources/file 

10/ Forget about an Email-Marketing dept. and a Facebook tagging mgmt. dept. and a Costumer Service dept. You have all the “Enterprise Data” and own it yourself and...

11/ the entire machine runs in sync with the goal of increasing ROIs in all verticals through an approach tailed especially to each person. I like to think that your company functions like The Borg.

12/ Everybody knows everything, uses that same knowledge to the advantage of the entire company (and costumer) and everyone gets smarter with each interaction from the costumer in different channels.

13/ As an investment, the numbers are great, but they are less meaningful for a company like this, where the potential is immense. You just need to make sure that this thesis is right and...

14/ there is nothing that mgmt. can tell you at an investor day (but surely helps) to sooth the uncertainty. Fact is, we have to see adoption go higher, meaning more contracts and more upselling.

15/ Ignore revenues for the moment since mgmt. is very capable and with aligned interests, so that a “painful” transition to SaaS is occurring, which is very much welcoming, short of saying that it’s the only way forward.

16/ The same forward-thinking/don’t fall behind the curve is the reason leading to v9.2. Again, this is not a small software company competing for some niche market like "proctologist's resource planning software" in the Czech Republic. Most of their revenues come from the USA.

17/ As for TAM, less than 10% of data is real-time today. Do you want Amazon to ship stuff in 1 day or 2? Do you want to get your news in the paper at 6am or live? You get the point. (disclosure: long)

18/ Finally, there is a lot of material to learn from. Youtube to get the basics of the industry and then I have to recommend David Raab from @CDPInstitute and Bill Bruno with its excellent @analyticsneat podcast. Other than, $D4T4 itself has a lot of material on their website