TECHNOLOGY

Our Technology research platform is focused on those companies building and using technology to drive the modern world. Technology is everywhere, and its impact is only growing. The need for faster communication, a more secure Internet, more connected devices, and more automation is driving many technology companies. With new hardware and software being released every year, the potential for new and exciting technology companies continues to grow. Much of the innovation in technology has historically come from small companies, and we expect this to continue. With the COVID-19 pandemic driving work, home, and transportation changes, technology companies are forming to meet the new demands. Whether its AI, Blockchain, FinTech, Quantum Computing, Autonomous Vehicles, Cryptocurrencies, or 5G, we have the expertise.

Recent Sector Insights

TECHNOLOGY
Virgin Orbit, Inc. (NASDAQ: VORB)
Third Successful Launch Yesterday, Five More Scheduled for 2022, and Stock is Trading at 28% Discount
· Update Note · 14 Jan 2022

Virgin Orbit successfully completed its third commercial launch on January 13, 2022. Satellites for US DoD, NASA, SatRevolution, and Spire were successfully put into orbit. Launching from under the wing of its specially modified 747 launch platform at 35,000 feet, which took off and returned to t...

TECHNOLOGY
AdTheorent (NASDAQ: ADTH)
Reiterates 30% Growth Guidance, Highlights Privacy Advantages, and Trades at 42% Discount to Peers
· Update Note · 12 Jan 2022

AdTheorent CEO Jim Lawson reiterated 2021 guidance for 30% revenue growth, 30% adjusted gross profit growth, and above 30% EBITDA margin at the Needham Growth Conference. Lawson also highlighted AdTheorent’s privacy advantages and how those are driving sales.

TECHNOLOGY
Virgin Orbit, Inc. (NASDAQ: VORB)
NEXTGEN deSPAC Completed, Now Trading Under Virgin Orbit ‘VORB’, and at 47% Discount to Peers
· Update Note · 03 Jan 2022

NextGen Acquisition Corp II and Virgin Orbit Holdings completed their merger on December 29, 2021 creating a $3 billion market cap company. Virgin Orbit is the world’s first air-launched, liquid-fueled launch provider.

TECHNOLOGY
AdTheorent (NASDAQ: ADTH)
MCAP-AdTheorent Business Combination Approved, Is Expected to Start Trading Under AdTheorent ‘ADTH’, and at 23% Discount to Peers
· Update Note · 22 Dec 2021

MCAP Acquisition Corp. and AdTheorent business combination was approved on December 22, which will create a roughly $1.0 billion market cap company. AdTheorent is a programmatic digital advertising leader using advanced machine learning technology and privacy-forward solutions. The MCAP Acquisi...

TECHNOLOGY
Virgin Orbit, Inc. (NASDAQ: VORB)
WTR Fireside Chat with Virgin Orbit CEO Dan Hart
· Management Series · 21 Dec 2021

We hosted Dan Hart, CEO of Virgin Orbit on, December 20, 2021 as part of our WTR Fireside Chat Series. We took a deep dive into Virgin Orbit and the satellite launch business. The event is available on demand, and is open to all investors

TECHNOLOGY
AdTheorent (NASDAQ: ADTH)
WTR Fireside Chat with AdTheorent CEO James Lawson on 2022 Growth Vectors
· Management Series · 21 Dec 2021

Water Tower Research hosted James Lawson, CEO of AdTheorent, on December 20, 2021. This was the third in our series of WTR Fireside Chats with AdThorent. We took a deep dive into AdTheorent’s growth vectors for 2022. The event is available on demand, and is open to all investors.

TECHNOLOGY
AdTheorent (NASDAQ: ADTH)
WTR Fireside Chat with AdTheorent CEO James Lawson on December 20, 2021 at 2 pm EST on 2022 Growth Vectors
· Fireside Chat Invitation · 16 Dec 2021

We are pleased to host James Lawson, CEO of AdTheorent on December 20, 2021 at 2 pm EST as part of our WTR Fireside Chat Series. We will take a deep-dive into AdTheorent’s 2022 growth vectors. The event is open to all investors.

TECHNOLOGY
AdTheorent (NASDAQ: ADTH)
WTR Fireside Chat with AdTheorent CEO James Lawson on Connected Television (CTV)
· Management Series · 15 Dec 2021

Water Tower Research hosted James Lawson, CEO of AdTheorent on December 14, 2021, as a part of our WTR Fireside Chat Series. We took a deep dive into AdTheorent’s Connected Television (TV) business. The event is available for viewing on demand, and is open to all investors.

TECHNOLOGY
AdTheorent (NASDAQ: ADTH)
Merging with AdTheorent, Ad AI Technology Leader Projecting 30% CAGR Going Public at 28% Discount to Peers
· Initiation Of Coverage Report · 14 Dec 2021

MCAP Acquisition Corp. is merging with AdTheorent, a programmatic digital advertising leader using advanced machine learning technology and privacy-forward solutions (“AdTheorent Predictive Advertising”) to deliver measurable value for advertisers and marketers. AdTheorent’s approach uses aggrega...

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