New collaboration combines Comscore’s trusted inventory rankings with Adelaide’s attention metrics, enabling advertisers to drive higher engagement and maximize campaign impactRESTON, Va., June 10, 2025 (GLOBE NEWSWIRE) -- Comscore (NASDAQ: SCOR), a global leader in measuring and analyzing consumer behaviors, today announced the expansion of its Comscore-Certified Deal IDs to include Adelaide’s attention-based metric in PubMatic’s premium sell-side supply including many of the top CTV publishers. Adelaide i ...

Core Viewpoint - PubMatic, Inc. (NASDAQ: PUBM) is identified as a leading global programmatic supply-side platform (SSP) that facilitates publishers in monetizing their ad inventory through real-time auctions, with a belief that the market is currently mispricing the company's growth potential [1] Company Overview - PubMatic operates as a programmatic SSP, allowing publishers to optimize their advertising revenue through automated auctions [1] Investment Thesis - The investment analysis suggests that there is a significant growth runway for PubMatic, indicating that it may be undervalued in the current market [1]

Lamar Advertising Company (LAMR) FY Conference May 13, 2025 04:30 PM ET Speaker0 Okay. Great. Happy to have back at the conference from Lamar Advertising, Sean Reilly, President and CEO. Sean, thanks for being here. Hey. Thanks for having me, David. Appreciate it. Let's start with this. So we could go, you were right here in Boston for the OAAA Industry Conference. How was the mood at the event? Any interesting learnings coming out of it? Speaker1 Yeah. The mood was very constructive. I'm not saying it was ...

Clear Channel Outdoor (CCO) FY Conference May 13, 2025 03:50 PM ET Speaker0 All right. We'll get started. We are happy to have back from Clear Channel Outdoor, Scott Wells, President and CEO and David Saylor, EVP and CFO. Guys, thanks for being here. Speaker1 Thanks for having us. Speaker2 Thank you. Speaker0 I'll start with this. Clear Channel is at a pivotal moment, having completed the sale of most of its international businesses. With your now U. S. Exclusive footprint? Maybe you can discuss high level ...

Financial Data and Key Metrics Changes - Q1 revenue reached $616 million, representing a 25% year-over-year increase [48] - Adjusted EBITDA for the quarter was $208 million, reflecting a 34% margin [48] - Adjusted net income was $165 million, or $0.33 per fully diluted share [52] - Free cash flow was $230 million in Q1 [52] Business Line Data and Key Metrics Changes - CTV (Connected TV) remains the largest and fastest-growing advertising channel, representing a high 40s percentage share of the business [49] - Mobile accounted for a mid-30s percentage share of spend, while display represented a low double-digit share and audio around 5% [49] - The adoption of the Kokai platform accelerated, with about two-thirds of clients now using it, ahead of schedule [62] Market Data and Key Metrics Changes - North America represented approximately 88% of spend, while international markets accounted for about 12% [49] - International growth outpaced North America for the ninth consecutive quarter, particularly driven by CTV [50] Company Strategy and Development Direction - The company aims to capture market share in a more competitive landscape, especially as walled gardens face increased scrutiny [12][19] - The focus is on enhancing the supply chain through innovations like OpenPath and the acquisition of Sincerra [24][29] - The company is optimistic about the future of the open Internet and believes it is well-positioned to benefit from recent antitrust developments against competitors like Google [42] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate macroeconomic uncertainties and continue to grow [54] - The company anticipates revenue of at least $682 million in Q2, reflecting a 17% year-over-year growth [55] - Management highlighted the importance of being a trusted partner for clients during uncertain times [78] Other Important Information - The company has no debt and ended the quarter with approximately $1.7 billion in cash and short-term investments [52] - A new COO, Vivek Tundra, has been appointed to help drive growth [40] Q&A Session Summary Question: Can you elaborate on the progress from product and go-to-market changes? - Management noted that Q1 was strong, with significant upgrades contributing to performance and Kokai adoption accelerating [60][62] Question: What are the implications of the Google trial verdict for DSPs? - Management believes the verdict will lead to a fairer market, allowing the company to compete more effectively [72][73] Question: How does the company view Q2 guidance amid uncertainty? - Management remains optimistic about growth opportunities and the ability to support clients through strategic consulting [78][80] Question: How is the competitive landscape evolving, particularly with Amazon? - Management sees Amazon's focus on Prime Video as a limitation and believes the company can capture market share by aligning interests with buyers [85][90] Question: What progress is being made with OpenPath? - Management highlighted the positive developments and new partnerships through OpenPath, despite the current uncertainty in the upfront market [93]

Financial Data and Key Metrics Changes - Q1 revenue reached $616 million, representing a 25% year-over-year increase [45] - Adjusted EBITDA for the quarter was $208 million, reflecting a 34% margin [45] - Adjusted net income was $165 million, or $0.33 per fully diluted share [49] - Free cash flow was $230 million in Q1 [49] Business Line Data and Key Metrics Changes - CTV (Connected TV) remains the largest and fastest-growing advertising channel, representing a high 40s percentage share of the business [46] - Mobile accounted for a mid-30s percentage share of spend, while display represented a low double-digit share and audio around 5% [46] - The adoption of the Kokai platform accelerated, with about two-thirds of clients now using it, ahead of schedule [60] Market Data and Key Metrics Changes - North America represented approximately 88% of spend, while international markets accounted for about 12% [46] - International growth outpaced North America for the ninth consecutive quarter, driven by CTV [47] Company Strategy and Development Direction - The company aims to capture market share in a more competitive landscape, particularly in the open Internet space [19][40] - Innovations like OpenPath and the acquisition of Sincerra are expected to enhance supply chain efficiency and transparency [24][28] - The focus remains on maintaining independence and objectivity to differentiate from competitors like Google and Amazon [45][82] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to navigate macroeconomic uncertainties and continue to grow [51] - The outlook for Q2 anticipates revenue of at least $682 million, reflecting a 17% year-over-year growth [51] - The company is optimistic about the open Internet's prospects following recent antitrust rulings against Google [19][70] Other Important Information - The company has no debt and ended the quarter with approximately $1.7 billion in cash and short-term investments [49] - A significant share repurchase program was executed, with $386 million of Class A common stock repurchased [50] Q&A Session Summary Question: Can you elaborate on the progress from product and go-to-market changes? - Management highlighted strong Q1 performance and noted that upgrades contributed to outperformance, with Kokai adoption ahead of schedule [56][60] Question: What are the implications of Google's antitrust verdict for DSPs? - Management believes the verdict will create a fairer market, allowing the company to compete more effectively against reduced competition from Google [65][70] Question: How does the company view Q2 guidance amid uncertainty? - Management remains optimistic, citing strong underlying business fundamentals and the ability to assist clients in navigating challenges [72][75] Question: How is the competitive landscape evolving, particularly with Amazon? - Management views Amazon's focus on Prime Video as a limitation, asserting that the company’s CTV growth is outpacing Amazon's advertising growth [80][82] Question: What progress is being made with OpenPath and expectations for the upfront? - Management anticipates a stronger performance for programmatic advertising during the upfronts, with ongoing improvements in OpenPath [90][92]

Q1 2025 Earnings Presentation May 8, 2025 S A F E H A R B O R This presentation contains forward-looking statements regarding our future business expectations, including but not limited to our guidance relating to our revenue, adjusted EBITDA, and adjusted EBITDA margin for the second quarter of 2025 and capex for the full year 2025, our expectations regarding our free cash flow, capital expenditures, future hiring, future market growth, our long-term revenue growth and our ability to gain market share. The ...

Outfront Media (OUT) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Stephan Bisson - Vice President, Investor RelationsNick Brien - Interim CEOMatthew Siegel - EVP & CFODaniel Osley - Vice President, Equity ResearchPatrick Sholl - Vice President Conference Call Participants Cameron McVeigh - Analyst Operator Thank you for your patience, everyone. The Outfront Media First Quarter twenty twenty five Earnings Call will begin shortly. Hello, everyone, and welcome to the Outfront Media First ...

PubMatic (PUBM) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Stacie Clements - Managing DirectorRajeev Goel - Co-Founder & CEOSteve Pantelick - CFOSimran B - Equity Research Senior AssociateAndrew Boone - Managing Director Conference Call Participants Eric Martinuzzi - Senior Research AnalystZach Cummins - Senior Research AnalystJacob Armstrong - Associate Analyst - Equity Research Stacie Clements Good afternoon, everyone, and welcome to Palmatic's earnings call for the first quarter ...

PubMatic (PUBM) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good afternoon, everyone, and welcome to Palmatic's earnings call for the first quarter twenty twenty five. This is Stacy Clements with the Blueshirt Group, and I'll be your operator today. Joining me on the call are Rajeev Goel, cofounder and CEO and Steve Pantalek, CFO. Before we get started, I have a few housekeeping items. Today's prepared remarks have been recorded, after which Rajeev and Steve will host live q and a. If you plan t ...