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Google is willing to share more data with publishers to remedy a court’s finding that the Alphabet unit illegally monopolized some advertising technology, a senior executive said https://t.co/9a5veKQTOg ...

Google will meet the EU’s deadline to propose changes to its advertising technology business after a near-€3 billion ($3.5 billion) fine — but won’t include the full breakup the EU and industry rivals have previously pushed for https://t.co/OnIoyF6sTZ ...

Core Viewpoint - JOYY Inc. reported strong financial results for Q2 2025, showcasing growth in both livestreaming and non-livestreaming revenues, alongside a robust cash position and shareholder returns strategy [2][3][4]. Financial Performance - JOYY's revenue for Q2 2025 was US$507.8 million, reflecting a 2.7% increase quarter-over-quarter [2][8]. - Livestreaming revenue reached US$375.4 million, with BIGO livestreaming contributing US$355.3 million, both showing sequential growth [6]. - Non-GAAP EBITDA was US$48.2 million, marking a 25.7% year-over-year increase [8]. - GAAP net profit was US$60.8 million, up 16.8% year-over-year, while non-GAAP net profit was US$77.0 million, a 3.9% increase year-over-year [2][8]. - Operating cash flow for the quarter was US$57.6 million, and the company maintained US$3.3 billion in net cash as of June 30, 2025 [2]. Shareholder Returns - From January 1, 2025, to June 30, 2025, JOYY allocated US$135 million to dividends and share buybacks [3]. - The company has a three-year quarterly dividend policy totaling approximately US$600 million and a share repurchase program of up to US$300 million from 2025 to 2027 [3]. Business Highlights - The non-livestreaming revenue segment accounted for 26.1% of total revenues, with BIGO Ads growing approximately 29% year-over-year [10]. - JOYY's global average mobile MAUs were 262.5 million, with Bigo Live's MAUs increasing by 2.3% quarter-over-quarter [7][11]. - The number of paying users for BIGO's livestreaming grew by 3.7% quarter-over-quarter, driven by enhanced content quality and user experience [9]. Advertising Business - BIGO Ads demonstrated significant growth potential, with daily transaction volumes reaching record levels across various channels [12]. - North America saw approximately 24.2% growth in the first half of 2025 compared to the second half of 2024, while Europe experienced high single-digit percentage growth quarter-over-quarter [13]. - JOYY's proprietary user data and algorithm capabilities provide a competitive advantage in developing specialized models tailored to different markets [14][15].

Core Insights - DoorDash's Marketplace Gross Order Value (GOV) increased by 23% year over year to $24.2 billion, surpassing the Zacks Consensus estimate by 2.67% [1][10] - The company reported earnings of 65 cents per share, compared to a loss of 38 cents per share in the same quarter last year, beating the Zacks Consensus Estimate by 54.76% [1][10] Revenue and Profitability - Revenues rose by 24.9% year over year to $3.28 billion, exceeding the consensus mark by 3.80% [2] - The net revenue margin improved to 13.5% in Q2 2025 from 13.3% in Q2 2024, driven by the increase in Marketplace GOV [2] Order Volume and Customer Engagement - Total orders increased by 20% year over year to 761 million, beating the Zacks Consensus Estimate by 1.36% [3][10] - Growth in total orders was supported by a rise in monthly active users and the expansion of membership programs like DashPass and Wolt+, leading to an all-time high in average order frequency [4] International Growth - Internationally, total orders grew at a faster pace than in the U.S., indicating the success of DoorDash's global expansion strategy [5] - The addition of new Wolt+ members in Q2 2025 further enhanced order frequency in international markets [5] Advertising Business Expansion - DoorDash's advertising business achieved an annualized revenue run rate exceeding $1 billion, driven by a focus on high merchant Return on Ad Spend (ROAS) and consumer conversion rates [6] - The acquisition of ad tech platform Symbiosys for $175 million enhances DoorDash's advertising capabilities, adding AI-powered tools and off-site capabilities [7] Market Position and Outlook - DoorDash holds a Zacks Rank 1 (Strong Buy), suggesting that investors should consider accumulating the stock [8]

Core Viewpoint - Nexxen International Ltd. is set to host its inaugural investor day on May 22, 2025, in New York City, focusing on its strategic vision and financial growth outlook [1][2]. Group 1: Event Details - The investor day will take place from 9:00 AM ET to 12:30 PM ET, featuring presentations from the CEO and executive leadership [1][2]. - Attendance will be by invitation only for in-person participants, while the event will be accessible to the public via a virtual live stream [3]. Group 2: Company Overview - Nexxen is a global advertising technology platform specializing in data and advanced TV, offering a flexible and unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [5]. - The company's capabilities encompass discovery, planning, activation, monetization, measurement, and optimization, aimed at helping partners achieve diverse advertising goals [5]. Group 3: Communication and Registration - Interested parties can register for the webcast ahead of the event through Nexxen's investor relations website [8]. - A live stream of the investor day will be available, with an archived version accessible shortly after the event [8].

Financial Data and Key Metrics Changes - For the full year 2024, the company delivered revenue in line with significantly revised guidance, despite a challenging year [8] - Fourth quarter revenue was $9.1 million, a decrease of 31.9% from $41 million in the same period of 2023 [21] - Gross margin increased from 23% in the prior year to 32% in Q4 2024 due to a higher mix of buy-side revenue [16] - Operating expenses for Q4 2024 were $7.7 million, down from $18.1 million in the same period of 2023 [24] - Adjusted EBITDA for Q4 2024 was a loss of $3.4 million compared to a loss of $6.6 million in the same period of 2023 [25] Business Line Data and Key Metrics Changes - Sell-side revenue fell to $2.7 million in Q4 2024 from $33.4 million in Q4 2023, primarily due to a major customer's suspension following a defamatory article [21][22] - Buy-side revenue decreased to $6.4 million in Q4 2024 from $7.6 million in Q4 2023, impacted by reduced spending from certain customers [23] Market Data and Key Metrics Changes - The company is seeing sequential improvement in the first quarter of 2025 compared to November and December 2024, indicating a recovery trend [20] - Political advertising represented 50% to 60% of spending in Q4, significantly higher than the historical range of 10% to 15% [34] Company Strategy and Development Direction - The company is focused on diversifying revenue sources and optimizing its business model, including the launch of Colossus Connections to enhance direct integrations with demand-side platforms [12][13] - The strategy includes targeting small- and mid-size clients who are shifting advertising budgets to digital, emphasizing a high-touch client relationship [15] - The company is pursuing opportunities in the middle market, which is seen as a growth area due to its slower transition to digital [42][44] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to scale both buy-side and sell-side businesses, reiterating revenue guidance for fiscal 2025 in the range of $90 million to $110 million [19][28] - The second half of 2025 is expected to deliver strong gains as new direct sell-side partners come online [19][28] Other Important Information - The company ended the year with cash and cash equivalents of $1.4 million, down from $5.1 million at the end of 2023 [26] - The company is actively pursuing funding and equity financing pathways to restore NASDAQ compliance and support growth initiatives [26][27] Q&A Session Summary Question: Impact of post-election malaise on Q4 and client spending recovery - Management noted that political spending was significantly higher in Q4, but December was softer than expected, impacting overall performance [35][36] Question: Initiatives on direct connections and middle market opportunities - Management confirmed a focus on developing new pathways for buyers and sellers, particularly in the middle market, which is seen as a ripe opportunity for growth [42][44] Question: Cost savings and annualized impact - Management indicated that there could be an additional $1.5 million to $2 million in annualized savings for 2025 due to cost-cutting measures [71] Question: Anticipation of positive cash flow - Management expects to return to a more normal cadence of cash flow in the third and fourth quarters of 2025 as revenue initiatives take effect [73]