The Trade Desk Earnings Q2 2026: Growth Has Stalled, and Q3 Looks Worse
The Trade Desk (TTD) reported its second quarter 2026 earnings on Thursday, August 6. The numbers were ugly enough to retire the phrase “temporary headwinds”. Read an in-depth review of TTD’s second quarter results and its outlook. This research note covers the following: Companies covered: Amazon, AppLovin, Google, Publicis, The Trade Desk.
AppLovin Q2 2026 Earnings: The Machine That Never Misses Just Missed
AppLovin reported its second-quarter 2026 earnings on Wednesday, August 5, 2026. The company delivered $1.92 billion in revenue, yet again up a ridiculous 50%+ year over year, plus a preposterously good 84% adjusted EBITDA margin. Wall Street’s reaction? Erasing roughly one-fifth of AppLovin’s market value the next day, to the tune of $40 billion. This […]
Amazon Ads In Q2 2026: More AI, More Sports, Faster Growth
Amazon reported its second quarter 2026 earnings on Thursday, July 30, 2026. The company delivered another strong advertising performance that outpaced all other Amazon businesses except the AWS cloud business while CEO Andy Jassy barely mentioned it. This document covers: Companies covered: Amazon, Google, Meta.
The State of Retail Media
A Strategic Outlook for Advertising and Marketing Leadership This document is a comprehensive overview of the current state of retail media advertising and the trends that are shaping the future of this segment. This is must-know information for advertising and marketing professionals who need a strategic, not introductory, understanding of the space. Retail media has […]
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 […]