Rokt Card Image Sep2024

Rokt - Sacra Company Teardown

Rokt Hero Image Sep2024

Rokt: The ecommerce technology for new marketing and customer personalization opportunities

Using AI to automate, enhance and optimize marketing activities

Marketing Automation

<div>
  <p>
    A deep dive into Rokt&rsquo;s financials and product&hellip;
  </p>
</div>


<div>
  <ul>
    <li>
      <p>
        Sacra estimated that Rokt generated USD 480 million in revenue in 2023, up 52% YoY from USD 316 million in 2022 and 17x quicker than similar public companies.
      </p>
    </li>
    <li>
      <p>
        Rokt found a product-market fit with its software development kit (SDK), which ecommerce retailers like Ticketmaster have integrated to show relevant third-party advertising offers at checkouts.
      </p>
    </li>
    <li>
      <p>
        Rokt has gained from on-demand and marketplace app trends monetizing with ads resulting in advertising margins 40% higher than ridesharing and food delivery services such as Uber (which reported 6.5% of revenue from advertising) and Instacart (which reported ~20%).
      </p>
    </li>
    <li>
      <p>
        The digital ad extinction event when Google phases out third-party cookies in 2024 is expected to bolster Rokt&rsquo;s performance with its deep SDK integration into ecommerce sites and using brands&rsquo; first-party data to optimize ads that appear at checkout. 
      </p>
    </li>
  </ul>
  <p>
  </p>
</div>


<div>
  <ul>
    <li>
      <p>
        Funds raised by marketing automation startups in 2021 significant dwarfed fundraising over the past decade
      </p>
    </li>
    <li>
      <p>
        Growth in digital advertising, popularity of online shopping and consumer privacy-related concerns contributed to the strong investor interest
      </p>
    </li>
    <li>
      <p>
        Six marketing automation startups in our coverage went public in 2021 and a further 6 have indicated their interest to go public in the future
      </p>
    </li>
  </ul>
  <p>
  </p>
</div>


EDGE Insights