Tag: business
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The Disney–Amazon CTV Pact: A New Power Play in CTV Advertising

On June 17, 2025, at the Cannes Lions Festival, Disney and Amazon unveiled a far-reaching partnership that could reshape the balance of power in connected TV (CTV) advertising. The deal integrates Disney’s Real-Time Ad Exchange (DRAX) directly with Amazon’s demand-side platform (DSP), granting advertisers programmatic access to Disney’s premium inventory – including Disney+, Hulu, and…
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Kokai Turns Two: How TTD Made it a Success Against All Odds

June 6 will be a day of celebration at The Trade Desk’s headquarters. Two years ago on that day, the company launched Kokai, a sweeping redesign of its demand-side platform (DSP) user interface (UI). And after an uphill battle filled with user skepticism and criticism, The Trade Desk has good reason to celebrate: Kokai has…
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Magnite Q1 2025 Earnings: Forecasts Met, CTV Up, Stock Rallies

Magnite reported their first quarter of 2025 earnings on Wednesday, May 7. While the company delivered solid growth in CTV and beat expectations on multiple fronts, its cautious outlook for the remainder of the year signals that the road ahead may not be smooth. Nonetheless, structural shifts in digital advertising – including growing demand for…
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PubMatic Q1 2025 Earnings: Facing Pressure, Planting Seeds For Growth

PubMatic reported their first quarter of 2025 earnings on Thursday, May 8. In a market where digital ad spending remains unpredictable and supply-side platforms (SSPs) are under intense competitive and economic pressure, PubMatic’s latest quarter was a mixed but revealing moment. The company delivered a modest revenue decline – but beat expectations, remained profitable, and…
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The Trade Desk Q1 2025 Earnings: Back on Track – But Can It Stay Ahead?

The Trade Desk reported their first quarter of 2025 earnings on Thursday, May 8. After a rocky end to 2024, the programmatic ad tech leader has regained its footing, posting strong topline growth, surpassing expectations, and hinting at renewed momentum in the arms race for the open internet. But beneath the surface, The Trade Desk…
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AppLovin Q1 2025 Earnings: The Most Efficient Biz In All Of Advertising

Outperforming Ad Tech While Ditching Its Gaming Roots AppLovin reported its first-quarter 2025 earnings on Wednesday, May 7, delivering a financial performance that left analysts stunned and investors cheering. The company posted strong topline growth, expanded margins, and continued its transformation into a pure-play advertising platform by shedding the legacy gaming business that once defined…
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Viant Q1 2025 Earnings: Outpacing The Market With Blow-Out CTV Growth

Viant Technology Inc. reported its first quarter 2025 earnings on Tuesday, May 6, 2025. While the company delivered another quarter of revenue acceleration and profitability improvement – exceeding both internal and external expectations – it still seems to fly under Wall Street’s radar, as one can tell from the scarcity of news coverage. Another Quarter…
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Criteo Q1 2025 Earnings: Making More From Every Dollar Earned

Criteo reported its first-quarter 2025 earnings on Friday, May 2, delivering financial results that were more impressive under the surface than the headline numbers suggest. While gross revenue growth was flat, and net revenue ex traffic-acquisition costs (TAC) grew only somewhat faster, the earnings call and supporting materials revealed a company in progression—pivoting toward higher-margin…

