Criteo Q1 2026 Earnings: After Retail Media Losses, A Company In Trouble
Criteo reported their first quarter 2026 earnings on Wednesday, May 6, 2026, and the session had something for everyone: a genuine milestone, a pair of damaging client departures, an AI partnership that is either the future of digital advertising or a very expensive science experiment, and a CFO moment that will live in earnings call […]
Magnite Q1 2026 Earnings: CTV Officially Takes The Wheel
The major news from Magnite’s latest earnings is simple enough to fit on a bumper sticker: CTV is now the majority of the business, and everything else is just along for the ride. CTV spending increases across the board for publishers and vendors alike – it seems like digital advertising is turning into a copy […]
AppLovin Q1 2026 Earnings: Another Absurdly Good Quarter
Revenues were once again absurdly good, AXON goes self-serve, the consumer vertical is growing, new gen-AI video DCO… read an in-depth review of AppLovin’s latest earnings. This research note covers the following: – Executive Summary– Revenue By Product Segment– Revenue By Geography– Stock Price– Cash Reserve– Looking Ahead– About AppLovin Companies covered: Adjust, AppLovin, Google, […]
PubMatic Q1 2026 Earnings: AI Bet Pays Off, Revenue Drag, Exec Changes
PubMatic’s Q1 2026 earnings tell a story Wall Street is only beginning to understand. AI-powered autonomous ad campaigns are live and delivering 80-90% efficiency gains. Netting out a major DSP reducing its spending on PubMatic, revenue is up 13%. But margin pressure increases and two key executives walked out the door just when the company […]
The Trade Desk Earnings Q1 2026: Great Company, Growth Problem
The Trade Desk (TTD) reported its first quarter 2026 earnings on Thursday, May 7, 2026. The report confirms that the company’s central challenge is not tussles with agencies, or executives leaving the company, or negative market sentiment. These are all just symptoms of what really ails TTD: slowing growth. This document is a deep-dive into […]
Amazon Ads In Q1 2026: Simplicity, Scale, Performance
Reviews the advertising-related items from Amazon’s Q1 2026 earnings report. Amazon Advertising revenue of $17.2 billion, a 22% year-over-year increase from $13.9 billion in Q1 2025. Add the trailing four quarters and you get roughly $72 billion in annual advertising revenue. This document covers: EXECUTIVE SUMMARY OVERVIEW Companies covered: Amazon, Anthropic, Google, Instacart, Meta, Netflix, […]