Core Insights - Intapp, Inc. provides cloud-based software solutions for professional and financial services firms, focusing on operational management, client relationships, and productivity enhancement [1] Financial Performance - Intapp's Return on Invested Capital (ROIC) is -5.33%, while its Weighted Average Cost of Capital (WACC) is 6.98%, resulting in a ROIC to WACC ratio of -0.76, indicating inefficiencies in capital utilization [2][5] - EverCommerce Inc. has a ROIC of 0.42% and a WACC of 8.24%, leading to a ROIC to WACC ratio of 0.05, which, although positive, still does not cover its cost of capital [3] - Integral Ad Science Holding Corp. shows a ROIC of 4.06% against a WACC of 11.03%, resulting in a ROIC to WACC ratio of 0.37, the highest among the analyzed peers [3] - Paycor HCM, Inc. and Flywire Corporation have negative ROICs of -0.68% and -0.29%, respectively, with WACC figures of 6.35% and 9.90%, leading to ROIC to WACC ratios of -0.11 and -0.03 [4] - PowerSchool Holdings, Inc. has a positive ROIC of 0.84% and a WACC of 8.36%, resulting in a ROIC to WACC ratio of 0.10, indicating a slight advantage over some peers but still not optimal [4][5]

We came across a bullish thesis on WPP plc on stocks subreddit by orishasinc2. In this article, we will summarize the bulls’ thesis on WPP. WPP plc's share was trading at $20.71 as of January 29th. WPP’s trailing and forward P/E were 8.85 and 4.38 respectively according to Yahoo Finance. Zeta Global (ZETA) Soars 19% on Impressive Earnings, Outlook Rawpixel.com/Shutterstock.com WPP plc (WPP) is a global advertising powerhouse navigating a period of structural disruption, presenting a unique contrarian in ...

This story was originally published on Social Media Today. To receive daily news and insights, subscribe to our free daily Social Media Today newsletter. With Threads ads now available to all Meta partners, it’s also expanding its ad certification partnerships, which will provide more assurance on ad placement and performance in the Threads environment. Meta has announced that it’s expanding third-party verification to Threads feed through Integral Ad Science, DoubleVerify, and Scope3, with Zefr support al ...

Group 1 - The Ademi Firm is investigating First Savings (Nasdaq: FSFG) for potential breaches of fiduciary duty and other legal violations related to its transaction with First Merchants [1] - Shareholders of First Savings will receive 0.85 shares of First Merchants common stock for each share of First Savings stock, implying a consideration of $33.60 per share based on First Merchants' closing price of $39.53 on September 24 [2] - The transaction agreement restricts competing offers for First Savings by imposing a significant penalty for accepting a competing bid, raising concerns about the First Savings board's fulfillment of fiduciary duties to shareholders [3]

Core Insights - DoubleDown Interactive Co., Ltd. (NASDAQ: DDI) is a significant player in the digital gaming industry, particularly known for its social casino games, competing with companies like Bragg Gaming Group Inc. and Gambling.com Group Limited [1] - The company demonstrates strong capital efficiency with a Return on Invested Capital (ROIC) of 10.23%, which is notably higher than its Weighted Average Cost of Capital (WACC) of 7.69%, resulting in a favorable ROIC to WACC ratio of 1.33 [2][6] - In contrast, competitors such as Bragg Gaming Group Inc. and Integral Ad Science Holding Corp. exhibit negative ROICs of -5.20% and 5.77%, respectively, indicating inefficiencies in capital utilization [3][4] Company Performance - DoubleDown Interactive's ROIC of 10.23% significantly exceeds its WACC of 7.69%, showcasing effective capital management and value creation for investors [2][6] - Bragg Gaming Group Inc. has a negative ROIC of -5.20%, which is below its WACC of 6.64%, reflecting poor capital efficiency [3] - Integral Ad Science Holding Corp. has a ROIC of 5.77%, which is also below its WACC of 10.85%, indicating challenges in covering its cost of capital [4] Comparative Analysis - Gambling.com Group Limited and European Wax Center, Inc. both report ROICs below their respective WACCs, with ratios of 0.66 and 0.88, highlighting inefficiencies in capital utilization [5] - The comparison emphasizes DoubleDown Interactive's superior performance in generating returns above its cost of capital, positioning it as a more attractive investment opportunity relative to its peers [5]

Financial Performance - Q2 2025 revenue reached $149.2 million, a 16% year-over-year increase[11] - The gross profit margin for Q2 2025 was 77%[11] - Adjusted EBITDA for Q2 2025 was $51.6 million, representing a 35% margin[11] - 2024 Revenue was $530.1 million, with 12% year-over-year growth[11] - 2024 Adjusted EBITDA was $191.3 million, a 36% margin[11] Business Metrics - The Net Revenue Retention (NRR) rate was 110%[11] - Large advertising customers numbered 240[11] - Marketer revenue comprised 84% of the revenue mix, while Publisher revenue accounted for 16%[11] - Americas accounted for 71% of revenue, while the Rest of World contributed 29%[11] Market Trends and Opportunities - US programmatic digital display ad spending is expected to grow from $159 billion in 2024 to $229 billion in 2027[18]

Financial Performance - Q1 2025 revenue reached $134.1 million, a 17% year-over-year increase[10] - The company's 2024 revenue was $530.1 million, representing a 12% year-over-year growth[10] - Adjusted EBITDA for Q1 2025 was $41.5 million, resulting in a 31% margin[10] - The adjusted EBITDA margin in 2024 was 36%[10] Business Metrics - The company's net revenue retention rate is 109%[10] - Large advertising customers, numbering 239, constitute 84% of the company's revenue mix[10] - Marketer revenue accounts for 84% of the revenue mix, while publisher revenue accounts for 16%[10] Market Opportunity - U S programmatic digital display ad spending is expected to grow from $159 billion in 2024 to $202 billion in 2026[17] - U S CTV ad spend is expected to grow 61% from $33 billion in 2025 to over $53 billion in 2029[17] - Global social media ad sales are expected to reach $244 billion in 2025[46]

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Integral Ad Science Holding Corp. (IAS) on behalf of long-term stockholders following a class action complaint filed against IAS, alleging breaches of fiduciary duties by the board of directors [1][2] Summary by Relevant Sections Class Action Complaint - The complaint alleges that during the Class Period from March 2, 2023, to February 27, 2024, IAS misrepresented and failed to disclose significant competitive pricing pressures, leading to price cuts due to weakening demand and slowing revenue growth [2] - It is claimed that IAS's pricing function was no longer favorable, affecting its ability to sustain pricing and drive price increases, which became a key differentiator in closing major renewals and new deals [2] - The complaint states that the risk of increased pricing pressure from competition had materialized, resulting in materially false and misleading public statements from IAS [2] - As a result of these alleged wrongful acts, the market value of IAS shares declined significantly, causing losses for the plaintiff and potential class members [2] Law Firm Background - Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York and California, representing individual and institutional investors in various complex litigations [3]

Core Insights - Google has partnered with Roblox to enable advertisers to purchase and scale immersive ad formats, specifically targeting the Gen Z audience [1] - The partnership allows brands to reach "tens of millions" of daily active Gen Z users on Roblox through both direct and programmatic ad purchases [2] - Roblox's Rewarded Video ads allow users to watch up to 30 seconds of full-screen video ads in exchange for in-game perks, achieving over 80% completion rates in tests [3] - Roblox has also formed partnerships with companies like Cint, DoubleVerify, IAS, Kantar, and Nielsen to help advertisers measure the effectiveness of their ad campaigns [4]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of Integral Ad Science Holding Corp. (NASDAQ: IAS) during the Class Period from March 2, 2023, to February 27, 2024, about the lead plaintiff deadline of March 31, 2025, for a class action lawsuit [1] Group 1: Class Action Details - Investors who bought IAS common stock during the Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [2][5] - The lead plaintiff must file a motion with the Court by March 31, 2025, to represent other class members in the litigation [2] Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company at the time [3] - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions for investors [3] - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020 [3] Group 3: Case Allegations - The lawsuit alleges that IAS failed to disclose significant competitive pricing pressures, leading to price cuts due to weakening demand and slowing revenue growth [4] - It is claimed that IAS's pricing function was no longer favorable, and the company could not sustain its pricing or drive price increases [4] - The lawsuit asserts that IAS's public statements were materially false and misleading, resulting in investor damages when the true details were revealed [4]