Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of digital video advertising specialist YuMe, Inc. (NYSE:YUME) soared 32% today after its quarterly results and outlook topped Wall Street expectations.

So what: The stock has slumped since its IPO in early August, but YuMe's first report as a public company -- a third-quarter loss of just $0.03 per share on a revenue surge of 39% -- reignited optimism over its growth prospects going forward. In fact, the company's advertising customer count increased 45% from the year-ago period to 336, giving analysts some decent visibility into upcoming quarters.

Now what: Management now expects full-year adjusted EBITDA of $5 million-$8 million on revenue of $154.5 million-$157.5 million. "We announced new versions of our Audience-Aware SDK and Audience Insights for publishers as well as a new version of our Audience Amplifier for brand targeting today," said CEO Jayant Kadambi in a press release. "These enhanced versions of both the supply and demand-side of our platform allow TV brand advertisers to get reach and multi-screen frequency with a new measure of audience attentiveness so critical given today's fragmentation of consumer attention." When you couple today's big share-price bump with YuMe's still relatively unproven business model, however, I'd wait for a wider margin of safety before making a long-term bet on that tech talk.