Core Insights - Taboola has partnered with The Bangkok Post to implement DeeperDive, a generative AI answer engine designed to enhance readership and engagement while creating new revenue streams [1][4] Group 1: DeeperDive Overview - DeeperDive integrates generative AI search capabilities directly onto publisher websites, utilizing high-quality content from journalists and editors [2] - The tool allows readers to ask questions and receive instant, reliable answers, enhancing the user experience and engagement [3][5] Group 2: Benefits for The Bangkok Post - The Bangkok Post aims to leverage its 79-year history in journalism to provide innovative content experiences through DeeperDive [4] - The implementation of DeeperDive is expected to increase reader engagement by offering multifaceted answers and encouraging deeper exploration of content [5] Group 3: Revenue Opportunities - DeeperDive presents a new monetization channel for publishers by integrating contextually relevant, high-intent ads into AI-generated results, allowing for search-like advertising revenue [5] - This approach enables publishers to transform user inquiries into commercial opportunities while maintaining a seamless reader experience [5]

Core Insights - Interpublic Group is set to report its earnings results, with analysts expecting a revenue decline of 2.2% year on year to $2.19 billion, which aligns with a 2.9% decrease from the same quarter last year [2][3] - The company reported revenues of $2.17 billion last quarter, down 6.6% year on year, but exceeded analysts' EPS estimates [1][3] Revenue Expectations - Analysts have generally maintained their revenue estimates for Interpublic Group over the past 30 days, indicating a stable outlook heading into earnings [3] - The company has missed Wall Street's revenue estimates six times in the last two years [3] Peer Performance - In the advertising & marketing services segment, peers like Taboola and QuinStreet have reported positive results, with Taboola showing a year-on-year revenue growth of 14.7% and QuinStreet up 2.4% [4] Market Sentiment - Investors in the advertising & marketing services sector have shown stability, with share prices remaining flat over the past month; however, Interpublic Group's stock has decreased by 2.5% during this period [5] - The average analyst price target for Interpublic Group is $33.20, compared to its current share price of $25.46 [5]

Partnership and Strategy - Tabula partners with Paramount to combine high-impact TV ads with the performance of the open web, using Tabula's AI technology called "Realize" [3] - Advertisers can access Tabula's reach through Paramount's dashboard, extending their budget to the open web to find conversions and clients [6] - The partnership aims to bring an Amazon-like workflow to broadcasters, allowing advertisers to track conversions beyond retail [9] Advertising Industry Trends - The TV industry is undergoing a revolution as advertisers seek performance-based advertising solutions [2] - Advertisers are moving away from simply placing ads on TV and hoping for results, towards tracking actual conversions and subscriptions [2] - The partnership starts with Paramount's small business advertising service and will be available across all Paramount properties by Q1 [8] AI and the Open Web - Tabula is optimistic about AI's role in the open web, believing it benefits both consumers and advertisers [13] - Trusted publishers like CNBC and USA Today are seen as more valuable for important decision-making than AI chatbots [13][14] - Authenticity and trust are increasingly important to consumers, especially the younger generation [15]

Core Insights - Gannett Co., Inc. has launched DeeperDive, an industry-first Gen AI answer engine developed by Taboola, now fully implemented on USA TODAY [1] - DeeperDive is designed to enhance user engagement by providing GenAI conversations directly on the USA TODAY platform, which attracts over 195 million monthly unique visitors [1] - The implementation follows a successful beta phase, leveraging years of proprietary, real-time, high-quality content generated by USA TODAY's journalists and editors [1]

Core Viewpoint - The company has actively adjusted its fundraising, investment, and exit strategies to capitalize on industry recovery and a vibrant capital market, focusing on its core strengths and enhancing value potential [2][3][4] Fundraising and Investment Strategies - The company established two new funds with a total scale of RMB 2.5 billion, focusing on growth-stage projects in new energy, new materials, and intelligent manufacturing [2] - The company completed exits totaling HKD 2.018 billion, achieving a MOIC of approximately 2.78 times, which significantly boosted the performance of multiple funds [3] Performance and Financial Results - The company reported a revenue of HKD 2.801 billion, a decrease of 7.51% year-on-year, but achieved a profit attributable to shareholders of HKD 399 million, recovering from a loss of HKD 1.282 billion in the previous year [5] Strategic Focus on Technology Innovation - The company accelerated its investment pace in strategic emerging industries such as artificial intelligence, semiconductor chips, and biomedicine, investing approximately HKD 264 million [4] - It supported several leading technology enterprises, enhancing the strength of Chinese innovation [4] Operational Efficiency and Cost Management - The company optimized its financing structure, issuing RMB 3 billion in medium-term notes at a record low interest rate of 2.09%, resulting in a 133 basis point reduction in overall financing costs [4] Consumer Services and Community Engagement - The company enhanced product service quality to meet rising consumer demands, managing 18 shopping centers across nine cities and serving nearly 121 million consumers [6] - It provided over 30,000 elderly care beds in 49 cities, focusing on integrated healthcare and financial services for the elderly [6] ESG Initiatives and Sustainable Development - The company strengthened its ESG framework, maintaining an A-grade MSCI ESG rating and receiving the "BEST ESG(S)" award from HKIRA [7] - It implemented green initiatives in its operations and community projects, positively impacting local communities and promoting sustainable practices [7]

Core Viewpoint - China Everbright Holdings reported a significant recovery in profitability, achieving a net profit of HKD 399 million for the six months ending June 30, 2025, compared to a loss of HKD 1.282 billion in the same period last year, despite a 7.51% decline in revenue to HKD 2.801 billion [1] Group 1: Financial Performance - The company achieved a revenue of HKD 2.801 billion, a decrease of 7.51% year-on-year [1] - The net profit attributable to shareholders was HKD 399 million, a turnaround from a loss of HKD 1.282 billion in the previous year [1] - Earnings per share were HKD 0.237, with an interim dividend proposed at HKD 0.05 per share [1] Group 2: Strategic Initiatives - The company established two new funds with a total scale of RMB 2.5 billion, focusing on sectors like new energy and marine technology [1] - A total exit amount of HKD 2.018 billion was achieved, with a MOIC of approximately 2.78 times, enhancing the performance of multiple funds [2] - Investments in strategic emerging industries totaled approximately HKD 264 million, focusing on AI, semiconductor, and biomedicine sectors [3] Group 3: Operational Efficiency - The company issued RMB 3 billion in medium-term notes at a record low interest rate of 2.09%, reducing overall financing costs by 133 basis points to 3.14% [3] - Business and management expenses decreased by 10%, contributing to significant cost reduction and efficiency improvements [3] Group 4: Social Responsibility and ESG - The company enhanced its ESG framework, maintaining an MSCI ESG rating of A and receiving the "BEST ESG(S)" award from HKIRA [6] - The company actively engaged in community service, supporting various initiatives that benefited over 10,000 individuals [5] - The company’s commercial projects created approximately 37,700 jobs and served nearly 121 million consumers in the first half of 2025 [4]

Group 1 - Iran launched an attack on a technology park in Beersheba, Israel, which is home to several military and cybersecurity institutions, including major companies like Intel and Microsoft [1] - The attack signifies a shift from retaliatory strikes to strategic strikes by Iran, targeting Israel's military nerve center [1] - The Beersheba area is significant for its innovation zone, housing key institutions such as Soroka Medical Center, Ben-Gurion University, and the Gav-Yam high-tech park, which includes over 80 high-tech and cybersecurity companies [2] Group 2 - The Gav-Yam high-tech park has been operational for about ten years and employs around 3,000 people, with 82% being local residents [2] - The Israeli Defense Forces (IDF) have established a new technology center in the high-tech park, integrating military personnel with commercial and research entities to foster collaboration [2] - The area is strategically located near the Negev Air Force Base and the U.S. military base, providing early warning against missile threats from Iran and its allied organizations [3]

Tabula rolling out deeper dive which will surface links to relevant articles and provide additional context to bolster engagement. Tiboula founder and CEO Adam Singa joins us now with more. Adam, great to see you. Thanks for having me. So how do how exactly this does this work and how is it different from me typing something into Gemini? So I mean you know taking a step back I think uh there's like three main uh challenges that we're seeing. The first one is that when you go to a perplexity or maybe we can ...

Core Insights - Taboola has launched DeeperDive, an industry-first Generative AI answer engine designed to operate directly on publisher websites, enhancing user engagement and content discovery [5][6][12] - Gannett's USA TODAY Network is the first to implement this technology in the U.S., while The Independent is the first in the U.K., showcasing a significant step in the evolution of digital publishing [3][5][12] Publisher Empowerment - DeeperDive aims to combat the challenges posed by Generative AI-powered search engines that scrape content without permission, thereby reducing traffic and revenue for publishers [6][10] - The technology allows publishers to leverage their own content, providing readers with trusted sources and a richer experience by connecting them with relevant articles and context [7][10] User Experience Enhancement - The platform offers users multifaceted answers to their queries, utilizing real-time insights from over 600 million daily active users across a network of 9,000 publisher partners [10] - DeeperDive not only answers questions but also suggests related topics, enhancing the overall search experience and keeping users engaged longer on publisher sites [8][10] Monetization Opportunities - DeeperDive introduces a new monetization channel for publishers by integrating contextually relevant, high-intent ads directly into the AI-powered results page, allowing publishers to capture search-like advertising revenue [10][12] - This shift is expected to significantly increase revenue potential, moving from traditional click-based models to conversion-based opportunities, thereby enhancing the financial sustainability of publishers [12][10] Industry Impact - The launch of DeeperDive is seen as a pivotal moment for the open web, promoting innovation and fairness in the digital landscape, and ensuring that publishers receive value for their content [12][10] - Taboola's initiative is positioned to redefine how users discover and engage with content online, potentially transforming the relationship between publishers and their audiences [12][10]

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]