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Publicis Groupe acquires Captiv8 to build the world’s most powerful connected influencer platform
Globenewswire· 2025-05-21 14:59
PUBLICIS GROUPE ACQUIRES CAPTIV8 TO BUILD THE WORLD’S MOST POWERFUL CONNECTED INFLUENCER PLATFORM Captiv8 is the largest influencer technology marketing platform in the world, covering 95% of influencers with 5000+ followers. Combined forces of Captiv8 & Influential, anchored in Epsilon’s connected identity will create an influencer platform of unmatched scale & reach, empowering brands to take full control of their social strategies on, off, and across social platforms. May 21, 2025 – Paris – Publ ...
高盛:美股2025 年十大行业主题(年中更新)PPT
Goldman Sachs· 2025-05-19 02:35
The Goldman Sachs Group, Inc. 10 Industry Themes for 2025 (Mid-Year Update) US Internet & Interactive Entertainment Coverage Universe May 2025 | Eric Sheridan | Goldman, Sachs & Co. | +1 917 343-8683 | eric.sheridan@gs.com | | --- | --- | --- | --- | | Ben Miller | Goldman, Sachs & Co. | +1 917 343-8674 | benjamin.miller@gs.com | | Alex Vegliante, CFA | Goldman, Sachs & Co. | +1 212 934-1878 | alex.vegliante@gs.com | | Pierre Riopel | Goldman, Sachs & Co. | +1 212 934-4505 | pierre.riopel@gs.com | | Julia F ...
Chile Social Commerce Market Intelligence Report 2025-2030 Featuring Facebook, Instagram, ESCAPESwithYOU, 360, and Fantastic
GlobeNewswire News Room· 2025-05-15 13:08
Dublin, May 15, 2025 (GLOBE NEWSWIRE) -- The "Chile Social Commerce Market Intelligence and Future Growth Dynamics Databook - 50+ KPIs on Social Commerce Trends by End-Use Sectors, Operational KPIs, Retail Product Dynamics, and Consumer Demographics - Q2 2025 Update" report has been added to ResearchAndMarkets.com's offering.The social commerce market in Chile is expected to grow by 16.1% on annual basis to reach US$1.02 billion in 2025.The social commerce market in the country experienced robust growth du ...
South Korea Social Commerce Market Intelligence Report 2025-2030 Featuring Key Players - Facebook, TikTok, TMON, Zigbang, and Wemakeprice
GlobeNewswire News Room· 2025-05-15 13:02
Dublin, May 15, 2025 (GLOBE NEWSWIRE) -- The "South Korea Social Commerce Market Intelligence and Future Growth Dynamics Databook - 50+ KPIs on Social Commerce Trends by End-Use Sectors, Operational KPIs, Retail Product Dynamics, and Consumer Demographics - Q2 2025 Update" report has been added to ResearchAndMarkets.com's offering.The social commerce market in South Korea is expected to grow by 16.8% on annual basis to reach US$24.72 billion in 2025. The social commerce market in the country experienced ro ...
Mexico Social Commerce Market Intelligence Report 2025: Market to Surpass $10.5 Billion by 2030 - Facebook Remains the Dominant Player, with Over 90% of Social Commerce Consumers
GlobeNewswire News Room· 2025-05-15 11:44
Dublin, May 15, 2025 (GLOBE NEWSWIRE) -- The "Mexico Social Commerce Market Intelligence and Future Growth Dynamics Databook - 50+ KPIs on Social Commerce Trends by End-Use Sectors, Operational KPIs, Retail Product Dynamics, and Consumer Demographics - Q2 2025 Update" report has been added to ResearchAndMarkets.com's offering.The social commerce market in Mexico is expected to grow by 20.8% on annual basis to reach US$5.09 billion in 2025. The social commerce market in the country experienced robust growth ...
BABA vs. PDD: Which Chinese E-Commerce Giant is a Stronger Pick?
ZACKS· 2025-05-14 15:05
Core Insights - The article compares Alibaba Group (BABA) and PDD Holdings (PDD) as leading players in the Chinese e-commerce sector, highlighting their growth strategies and market positions [1][2]. Alibaba Group (BABA) - Alibaba's core e-commerce business is showing renewed momentum, with customer management revenues from Taobao and Tmall growing 9% year over year in the latest quarter [3]. - The cloud business is a significant growth driver, with revenues increasing 13% year over year in the December quarter, supported by a planned investment of RMB 380 billion ($53 billion) in cloud and AI infrastructure over the next three years [4]. - International expansion through platforms like AliExpress and Lazada is gaining traction, and the company has divested non-core assets totaling approximately $2.6 billion to focus on core growth areas [5]. - The Zacks Consensus Estimate for fiscal 2025 revenues is $137.03 billion, indicating a 5.01% year-over-year growth, with earnings expected to be $8.92 per share, reflecting a 1.4% upward revision [6][7]. PDD Holdings (PDD) - PDD has shown exceptional revenue growth, with a 24% year-over-year increase to RMB 110.6 billion ($15.15 billion) in the fourth quarter of 2024, driven by its innovative "team purchase" model [10]. - Transaction services revenues surged 33% year over year, indicating strong monetization capabilities [11]. - PDD maintains a non-GAAP operating profit margin of 24% in the fourth quarter of 2024, focusing on sustainable growth through a RMB 10 billion fee reduction program for over 10 million merchants [12]. - The company’s global expansion through Temu has seen early success, particularly in the U.S. and Europe, with full-year 2024 revenues increasing 59% year over year to RMB 393.8 billion ($53.96 billion) [13][14]. Valuation and Performance Comparison - Both companies trade at discounts to the broader industry, with BABA having a forward P/E of 11.91x compared to PDD's 9.51x, while BABA's price-to-sales ratio of 2.17x indicates better value relative to revenue generation [17]. - Year-to-date, BABA shares have surged 55.3%, outperforming PDD's 23.2% gain, reflecting greater investor confidence in Alibaba's diversified business model [20]. Conclusion - Alibaba is positioned as a more compelling investment choice due to its diversified business model, strategic AI investments, improving cloud growth, and attractive valuation, suggesting a balanced risk-reward profile [21].
Verb(VERB) - 2025 Q1 - Earnings Call Transcript
2025-05-13 18:02
Verb Technology (VERB) Q1 2025 Earnings Call May 13, 2025 01:00 PM ET Company Participants Rory Cutaia - Founder, Chairman, President & CEO Operator Good afternoon, and welcome to the First Quarter twenty twenty five Financial Results Conference Call for Verb Technology Company Incorporated. At this time, all participants are in a listen only mode. Please be advised the call is being recorded at the company's request. On our call today is Rory J. Cutayo, Verb's Founder, Chairman and CEO. Before we begin, I' ...
Verb(VERB) - 2025 Q1 - Earnings Call Transcript
2025-05-13 18:00
Financial Data and Key Metrics Changes - In Q1 2025, the company reported revenue of $1,300,000, representing an 80% increase over the previous quarter and approximately 46% growth compared to the total revenue of $895,000 for all of 2024 [7][8] - The company maintains a strong financial position with zero debt and a robust cash balance, having added $5,000,000 back onto the balance sheet through a non-dilutive funding opportunity [9][10] Business Line Data and Key Metrics Changes - The company has signed many high-profile clients for its Market.Live platform, although specific names cannot be disclosed due to contractual agreements [11] - The new technology allows streaming directly from clients' websites and multicasting across social media, enhancing client relationships and driving growth in shoppable ads [12][13] Market Data and Key Metrics Changes - The telehealth platforms, Vanity Prescribe and GoodGoRx, are experiencing month-over-month growth, contributing to recurring subscription-based revenue [13] - The crowdfunding TV show, GoFund Yourself, is gaining popularity, leading to increased demand from issuers and a more selective process for participation [13] Company Strategy and Development Direction - The company is focused on integrating AI technology into its platform and has successfully negotiated an acquisition deal valued at $8,500,000 [8] - The management team expresses confidence in the company's trajectory, emphasizing a clean capital structure and the ability to fund operations into 2028 and beyond [10] Management's Comments on Operating Environment and Future Outlook - Management is optimistic about Q2 results, expecting them to surpass Q1 performance [15] - The CEO highlighted the company's resilience and the strong performance of each business division, indicating a positive outlook for future growth [5][6] Other Important Information - The company has a strong cash position and is not in a desperate search for capital, which is a significant advantage in the current market environment [10] - The management team has expressed gratitude for the support of the board and the commitment of the team during challenging times [5][6] Q&A Session Summary - No specific questions or answers were documented in the provided content, as the call concluded without a Q&A segment [16]
VERB Publishes Management's Prepared Remarks From Its First Quarter 2025 Earnings Call
GlobeNewswire News Room· 2025-05-13 17:20
LAS VEGAS, May 13, 2025 (GLOBE NEWSWIRE) -- Verb Technology Company, Inc. (Nasdaq: VERB) ("VERB" or the "Company"), Transforming the Landscape of Social Commerce, Social Telehealth and Social Crowdfunding with MARKET.live; LyveCom; VANITYPrescribed; GoodGirlRx; and the GO FUND YOURSELF TV Show, today filed its Form 10-Q reporting financial and operating results for the quarter ending March 31, 2025 and held an earnings conference call at 1 p.m. ET to discuss these results. Prepared remarks during the confer ...
VERB Beats All Analysts Q1 2025 Financial Performance Estimates
GlobeNewswire News Room· 2025-05-13 12:30
Management Delivers Impressive 80% Revenue Growth Quarter-Over-Quarter Beats All Revenue and EPS Estimates By A Wide Margin Q1 2025 Revenue Exceeds Entire 2024 Annual Revenue Closed $8.5 Million Acquisition Of AI Social Commerce Technology Platform Lyvecom $5 Million Cash Added To Balance Sheet In Non-Dilutive, Non-Convertible, Preferred Stock Deal Zero Debt - Strong Cash Position – Expected To Fund Operations Into 2028 And Beyond Increased Growth Projected For Q2 2025 LAS VEGAS, May 13, 2025 (GLOBE NEWSWIR ...