Key Takeaways Higher operating costs and macro uncertainty may hurt TTD's profitability and demand. Higher operating costs and macro uncertainty may hurt TTD's profitability and demand. TTD expects a 38% adjusted EBITDA margin, aided by AI tools like Kokai and growing CTV momentumThe Trade Desk, Inc. (TTD) expects at least $682 million in revenues for the second quarter of 2025, implying approximately 17% year-over-year growth. It is to be noted that in the first quarter, the company recorded 25% year-ove ...

Key Takeaways TTD shares have dropped nearly 23.3% over the past year, underperforming broader indices. Macro volatility and fierce competition from Amazon and Google remain concerns for TTD. Heavy reliance on CTV and North America limits upside amid declining investor confidence.The Trade Desk (TTD) , a well-known name in the programmatic advertising space, has seen its stock take a significant hit. The stock price has declined 23.3% over the past year,  underperforming the Zacks Internet Services indust ...

Core Insights - Lamar Advertising (LAMR) has acquired Verde Outdoor assets, adding over 1,500 billboard faces, including 80 digital displays, across 10 states in key markets [1][9] - The acquisition was executed as an Umbrella Partnership Real Estate Investment Trust (UPREIT) transaction, marking a first in the billboard industry [2] - Verde Outdoor owners will receive dividends equivalent to Lamar's common stock and can convert their units into cash or shares of Class A common stock [3] Company Overview - Lamar holds a significant national presence in outdoor advertising and is a leading provider of logo signs in the U.S. [4] - The acquisition emphasizes Lamar's strategy to enhance its digital platform through acquisitions and technological advancements in the out-of-home (OOH) advertising sector [4] - The company has expanded its digital network to approximately 5,100 displays, positioning itself to leverage growing programmatic advertising channels [5] Market Performance - Over the past three months, Lamar's shares have increased by 7.4%, slightly trailing the industry's growth of 7.8% [6]

SAN FRANCISCO, July 8, 2025 /PRNewswire/ -- Sojern, the leading marketing platform built for hospitality, is joining forces with PubMatic (Nasdaq: PUBM), an independent technology company shaping the future of digital advertising's supply chain. This new relationship enables agencies and advertisers to access and activate Sojern's extensive real-time travel data insights, with PubMatic's premium inventory, to target travelers more accurately and in a privacy-compliant way. PubMatic and Sojern Creating ...

Streaming viewership surpassed the combined total of broadcast and cable viewership for the first time ever in May 2025. This is a years-long trend that has seen streaming viewership catapult 71% over the past four years -- even as broadcast and cable viewership dropped 21% and 39%, respectively. Investors should be asking themselves which companies are likely to benefit significantly from the shift of broadcast and cable viewers to streaming services. The Trade Desk (TTD 1.07%) is one of them, and its stoc ...

Key Takeaways TBLA stock has jumped 36.5% in 3 months, outperforming its industry, sector and the market. TBLA is expanding into display and commerce formats via its Realize platform to tap a $55B market. Revenues were $1.8B in 2024 and are expected to be $1.89B in 2025, with growing profit and strong cash flow.Shares of Taboola.com Ltd. (TBLA) have rallied 36.5% in the past three months, zooming past its industry, sector and the Zacks S&P 500 composite in the same time frame.TBLA is now trending above i ...

Assembly Control was built in partnership with a leading ad verification and measurement platform for digital media and was specifically customized for the agency's needs. The platform incorporates Assembly's proprietary approach to inventory categorization, tailored inclusion lists, and advanced suitability controls and provides advertisers with a safer, more accountable, and higher-performing programmatic investment environment. "Programmatic advertising remains one of the most effective but complex chann ...

Key Takeaways CTV emerges central to TTD's growth, with video ads making up a high-40s percentage share of spend. TTD's new Ventura OS to boost CTV targeting while UID2 and OpenPath tools witness increasing adoption. Macroeconomic volatility and trade tensions may weigh on ad budgets and dampen TTD's revenue growth.The Trade Desk (TTD) is benefiting from higher Connected TV (“CTV”) adoption amid the convergence of internet and television programming. This particular growth driver is fast becoming the focu ...

Key Takeaways TTD posted 25% revenue growth with Kokai adoption ahead of schedule and over 95% customer retention. PUBM's CTV business rose 50% year over year, but total sales fell 4% mainly due to a DSP client shift. TTD trades at a higher P/E than PUBM, raising valuation concerns amid uncertainty.Both The Trade Desk (TTD) and PubMatic (PUBM) play pivotal roles in the programmatic advertising ecosystem, but at opposite ends of the spectrum. TTD operates a leading demand-side platform (DSP), which helps a ...

Key Takeaways The Trade Desk teams with HOY to launch programmatic CTV ad trading across the Hong Kong media market. HOY integrates UID2 and OpenPath to boost targeting, efficiency and transparency for digital advertisers. TTD sees HOY's adoption of advanced tools as pivotal to building a modern, high-performance ad ecosystem.The Trade Desk, Inc. (TTD) has announced an expanded partnership with HOY, the media platform operated by i-CABLE Communications Limited. Through this collaboration, HOY will enable ...