A profitable, cash-rich micro-cap MarTech platform trying to turn an AI-driven “open internet” UA advantage into a valuation rerating—while racing to diversify away from extreme top-customer concentration.
Overview
Zoomd Technologies is an Israeli-headquartered MarTech company that has pivoted into a pure-play mobile app user-acquisition and engagement platform after discontinuing a legacy, non-profitable site-search business in early 2023. The company offers an AI/ML-driven system—integrated with ~600 global media outlets—that acts as a centralized “command-and-control” hub for advertisers to manage campaigns across the fragmented Open Internet (social platforms, programmatic exchanges, and OEM channels). Revenue is predominantly performance-based (CPI/CPA/CPE), directly tying Zoomd’s economics to customer success and ROAS. The pivot drove gross margin expansion and record profitability, supported by a strong, debt-free balance sheet (~US$18M cash). Core customers are high-LTV “super-verticals” (iGaming, FinTech, e-commerce, entertainment), with growing emphasis on Tier-1 market expansion.