| Category | Details |
|---|---|
| How Vibe.co Started | Vibe.co was founded as a self-serve streaming TV advertising platform designed to democratize access to connected TV inventory. The company emerged to solve a critical gap: premium TV advertising was only accessible to large enterprises with massive budgets. They built an AI-powered platform that lets businesses of any size advertise on streaming TV channels. |
| Present Condition | Vibe.co just raised $50M in Series B funding led by Hedosophia, reaching a valuation of $410 million. The company hit $100M in annual revenue within just 2 years of operations, serving thousands of advertisers. The business operates on a cost-per-view model where advertisers only pay when their ad is actually viewed. They offer access to 500+ streaming channels. |
| Future of Company & Industry | Incredibly promising. 56% of marketers globally plan to increase OTT/CTV spending in 2025, and CTV ad spend in the US is expected to reach $27 billion by 2025. Connected TV is expanding at 12.8% CAGR through 2030. 90% of US households now use internet-connected TV devices monthly, expected to reach 92% by 2028. The shift from linear TV to streaming is accelerating rapidly. |
| Opportunities for Young Entrepreneurs | Huge potential in: building specialized CTV ad creative tools, developing niche targeting solutions, creating analytics platforms for CTV campaigns, offering agency services for small businesses entering CTV, building measurement and attribution tools, developing retail media networks on CTV (predicted to grow from $4.99B in 2025 to $10.28B by 2028). |
| Market Share | Specific market share data for Vibe.co isn’t publicly disclosed, but they’re competing against major players like Google, Meta, Roku, and Amazon. YouTube and Hulu each capture around $3.4 billion in US CTV ad revenue for 2024. Vibe.co’s $100M revenue represents a growing but still emerging position in this expanding market. |
| MOAT (Competitive Advantage) | 1) Self-serve platform accessibility (no minimum spend requirements) 2) AI-powered campaign optimization for automated performance 3) Integration with 20+ partners including Shopify, Klaviyo, Google Analytics 4) Proven revenue model ($100M in 2 years) 5) Premium investor backing (Hedosophia backed Spotify) 6) Lower barrier to entry than traditional TV or major digital platforms. |
| How Company Makes Money | Cost-per-view pricing model – businesses only pay when their ad is viewed. Vibe.co takes a platform fee/commission from ad spend that flows through their system. They connect advertisers with streaming TV inventory across 500+ channels, handling targeting, placement, optimization, and measurement while monetizing the transaction flow. |
The company is perfectly positioned at the intersection of declining traditional TV viewership and exploding streaming adoption—a classic “right place, right time” scenario with solid execution to back it up!
My Name is Adarsh and I am Empowering startups with high-quality content at Startups Union and bridging the gap between brand stories.
