Impact ledger
RTB Digital, Inc. (Roundtable) (RTB): the developments shaping its investment case
Follow the evidence affecting RTB Digital, Inc. (Roundtable)'s demand outlook. Review the key developments below. Continue in Market Ontology to test your assumptions, examine related opportunities, and save the investment case you want to track.
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Material developments
Evidence affecting valuation assumptions
Each entry names the assumption the evidence touches and how the evidence reads. Direction describes the business mechanism, not a stock-price conclusion.
| Date | Assumption | Direction | Interpretation |
|---|---|---|---|
| 2026-09-22 | revenue | Bullish | Company forecasts $102.1 million in FY 2027 revenue based on current business and PAAI partnership. |
| 2026-06-22 | share_count | Bullish | Stock component of consideration dilutes existing acquirer holders. |
| 2026-06-22 | net_debt | Bullish | Cash component of consideration is typically debt-funded, raising net debt. |
| 2026-06-22 | revenue | Bullish | Acquisition adds target revenue to acquirer P&L on close. |
Event impact log
4 events mapped to RTB since 2026-09-15. Evidence through 2026-09-22.
| Date | Event | Channel | Direction | Horizon | Impact |
|---|---|---|---|---|---|
| 2026-09-22 | Roundtable Announces Paradium.AI Partnership and 2027 Revenue Forecast | Direct impact from strategic partnership announcement and forward-looking revenue guidance. The partnership is expected to scale operations, implying growth. | Bullish | 1-3m | 0.80 |
| 2026-09-18 | Former UK Prime Minister Liz Truss Joins Roundtable Board of Directors | Direct association with a high-profile political figure, potentially enhancing credibility, visibility, and strategic opportunities for the company's AI/DeFi media operating system. This could attract new partnerships, investment, or user adoption. | Bullish | 1-3m | 0.70 |
| 2026-09-15 | Roundtable (RTB Digital, Inc.) Signs Transformative Transaction; CEO Heckman to Share Details | Direct impact on company's strategic direction, financial structure, and operational focus due to a 'transformative strategic partnership transaction'. The $10 million deposit suggests a material commitment. | mixed | 1-3m | 0.80 |
| 2026-09-15 | Roundtable (RTB Digital, Inc.) Signs Transformative Strategic Partnership Transaction | Direct impact from strategic partnership on business operations and financial outlook. | Bullish | 1-3m | 0.80 |
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This ledger is regenerated from Market Ontology's public event pipeline. View the RTB entity page →