Delivered revenue and adjusted EBITDA ahead of guidance; Revenue from omnichannel video, including CTV, grew 20% and was 40% of total revenue; CTV revenue grew over 50% year-over-year; and Supply Path Optimization represented a record 55%+ of total activity NO-HEADQUARTERS/REDWOOD CITY, Calif., May 08, 2025 (GLOBE NEWSWIRE) -- PubMatic, Inc. (Nasdaq: PUBM), an independent technology company delivering digital advertising’s supply chain of the future, today reported financial results for the first quarter en ...

New access to programmatic buying makes it easier than ever for CPGs to advertise on In-Store Connect by QuadSUSSEX, Wis., May 8, 2025 /PRNewswire/ -- Quad/Graphics, Inc. (NYSE: QUAD), a marketing experience company that solves complex marketing challenges for its clients, today announced a strategic partnership with Vistar Media, the leading global provider of technology solutions for out-of-home (OOH) media. The collaboration empowers consumer packaged goods (CPG) brands to automate the purchase, placemen ...

Magnite (MGNI) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Company Participants Nick Kormeluk - SVP - Investor Relations & Head of Global Real EstateMichael Barrett - CEODavid Day - CFORobert Coolbrith - Vice President, Internet Equity ResearchMatthew Swanson - Director - Equity ResearchArthur Chu - Internet Equity ResearchShweta Khajuria - Managing Director Conference Call Participants Jason Kreyer - Senior Research AnalystShyam Patil - AnalystDaniel Kurnos - Equity Research AnalystLaura Martin - Managi ...

Contribution ex-TAC(1) Grows 12% Year-Over-Year Contribution ex-TAC(1) from CTV Grows 15% Year-Over-Year Adjusted EBITDA(1) Grows 47% Year-Over-Year NEW YORK, May 07, 2025 (GLOBE NEWSWIRE) -- Magnite (NASDAQ: MGNI), the largest independent sell-side advertising company, today reported its results of operations for the quarter ended March 31, 2025. Q1 2025 Highlights: Revenue of $155.8 million, up 4% year-over-yearContribution ex-TAC(1) of $145.8 million, up 12% year-over-yearContribution ex-TAC(1) attribut ...

National CineMedia (NCMI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Chan Park - SVP - FinanceThomas Lesinski - CEORonnie Ng - CFOEric Wold - Executive Director, Equity ResearchPatrick Sholl - Vice President Conference Call Participants Mike Hickey - Equity Research Analyst Operator Good day and welcome to the National CineMedia Inc. First Quarter twenty twenty five Earnings Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over ...

National CineMedia (NCMI) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 Good day and welcome to the National CineMedia Inc. First Quarter twenty twenty five Earnings Conference Call. Today's conference is being recorded. At this time, I would like to turn the conference over to Chan Park, Senior Vice President of Finance. Speaker1 Thank you, operator, and good afternoon. I'm joined today by our Chief Executive Officer, Tom Lisinski and our Chief Financial Officer, Ronnie Ng. I would like to remind ...

Q1 2025 EARNINGS PRESENTATION May 6, 2025 1 SAFE HARBOR This presentation contains "forward-looking statements" within the meaning of the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements include, without limitation, any statement that may predict, forecast, indicate or imply future results, performance or achievements, and may contain words such as "guidance," "believe," "expect," "estimate," "project," "plan," "will," or words or phrases with s ...

Core Viewpoint - The Trade Desk, Inc. (TTD) is expected to report a decline in earnings and revenues for Q1 2025, with challenges arising from competitive pressures and macroeconomic uncertainties [1][5][17]. Financial Performance - The Zacks Consensus Estimate for TTD's earnings in Q1 2025 is 25 cents, down from 26 cents in the same quarter last year, with a revenue estimate of $574.3 million, indicating a 16.9% year-over-year decline [1]. - TTD anticipates revenues of at least $575 million, reflecting a 17% year-over-year growth, despite challenges from the previous leap year and reduced political ad spending [2]. Earnings Surprise History - TTD has consistently beaten the Zacks Consensus Estimate for earnings in the past four quarters, with an average earnings surprise of 7.68% [2]. Market Position and Competition - The digital advertising industry remains highly competitive, with major players like Alphabet and Amazon exerting pressure on TTD's market position [5][17]. - TTD's stock has declined by 58.1% over the past six months, underperforming both the Internet Services industry and the S&P 500 composite [10]. Strategic Initiatives - TTD is focusing on international expansion, reorganization, and structural improvements to enhance internal effectiveness and scalability [9]. - The company is advancing its support for UID2, a privacy-centric identity solution, which is expected to improve digital advertising relevance and user control [8]. Valuation Metrics - TTD's stock is considered expensive, trading at a forward 12-month Price/Sales ratio of 9.08X, compared to the industry's 4.89X [14]. Investment Considerations - Given the negative Earnings ESP and Zacks Rank 5, it is suggested that investors consider offloading TTD stock from their portfolios [4][18].

Shares of Roku Inc. ROKU fell in early trading on Friday despite the company’s upbeat first-quarter results on Thursday.The announcement came amid an exciting earnings season. Here are some key analyst takeaways.Rosenblatt Securities On RokuAnalyst Barton Crockett reiterated a Neutral rating, while slashing the price target from $100 to $75.Although Roku’s first-quarter results were positive, with 16% year-on-year revenue growth and 37% growth in adjusted EBITDA, they were near expectations, Crockett said i ...

Roku (ROKU) Q1 2025 Earnings Call May 01, 2025 05:00 PM ET Company Participants Conrad Grodd - Vice President, Investor RelationsCory Carpenter - Internet Equity ResearchAnthony Wood - Founder, Chairman & CEODan Jedda - Chief Financial OfficerCharlie Collier - President of Roku MediaJustin Patterson - Managing DirectorMustafa Ozgen - President - Devices, Products & TechnologyJames Heaney - SVP - Equity Research Conference Call Participants Brent Navon - AnalystVasily Karasyov - Founder & Senior AnalystLaura ...