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Can Trade Desk Sustain Double-Digit Revenue Growth Amid Headwinds?
ZACKS· 2025-07-10 16:00
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 ...
Gentex (GNTX) 2019 Earnings Call Presentation
2025-07-10 07:59
Financial Performance & Guidance - 2018年公司收入为18.34亿美元[13] - 2018年资本支出为8600万美元[13] - 2018年公司回购股份总额为5.916亿美元[17] - 预计2019年收入在18.7亿美元至19亿美元之间[18] - 预计2019年资本支出在9000万美元至1亿美元之间[18] - 预计2020年收入增长将在2019年的基础上增长3-8%[22] Product Performance - 2018年全球车内自动防眩目后视镜(IEC)的渗透率为31.3%[11] - 2018年全球车外自动防眩目后视镜(OEC)的渗透率为12.6%[11] - 2018年IEC出货量为2965.1万个,同比增长5%[11] - 2018年OEC出货量为1195.4万个,同比增长9%[11]
AppLovin's Strategic Shift Fuels Omnichannel Advertising Growth
ZACKS· 2025-07-08 15:46
Key Takeaways APP is shifting from mobile-first to omnichannel ads by expanding into CTV, web and e-commerce. The Wurl acquisition enhances APP's AI-driven monetization engine across new digital ad verticals. APP stock is up 46.5% in 3 months, outpacing the industry's 42.7% gain amid rising earnings estimates.AppLovin Corporation (APP) is accelerating its transformation from a mobile-first advertising platform into a diversified digital advertising powerhouse. At the heart of this evolution is a strategic ...
BD Appoints Bilal Muhsin as Executive Vice President and President of Future Connected Care Segment
Prnewswire· 2025-07-07 20:15
FRANKLIN LAKES, N.J., July 7, 2025 /PRNewswire/ -- BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, today announced that, effective July 2, Bilal Muhsin has been named executive vice president and will become the president of BD's future Connected Care segment, as part of the company's previously announced plans to update its structure as it advances its New BD strategy. Mushin will serve as a member of the BD Executive Leadership Team reporting to Tom Polen, chai ...
The E.W. Scripps Company Rises 51% YTD: Should You Buy the Stock Now?
ZACKS· 2025-07-07 16:55
Core Insights - The E.W. Scripps Company (SSP) shares have increased by 51.1% year-to-date (YTD), outperforming the Zacks Broadcast Radio and Television industry's growth of 34.1% and the Zacks Consumer Discretionary sector's return of 12.4% [2] - SSP's strong performance is attributed to effective execution in live sports and Connected TV (CTV) strategies, along with disciplined cost management [3] Performance Comparison - SSP has outperformed competitors such as Nexstar Media Group (NXST), Sinclair (SBGI), and Paramount Global (PARA), with NXST and PARA returning 14.7% and 23.3% YTD, respectively, while SBGI has lost 8.4% [2][9] Strategic Initiatives - SSP has renewed its multi-year deal with the WNBA, ensuring ION remains the league's national home for Friday night games, which enhances advertiser demand [6] - The company has also signed an agreement to broadcast Tampa Bay Lightning games at no cost to viewers, launching a new local station, The Spot - Tampa Bay 66, which improves viewer loyalty and opens new advertising opportunities [7] Financial Performance - In Q1 2025, Scripps Networks contributed 37.8% of total company revenues, with segment profit increasing from $49.7 million to $64.1 million despite a 5.4% decline in revenues [14] - SSP has reaffirmed its 2025 target of 400-600 basis points of margin expansion, with first-quarter results already exceeding that range due to early execution of cost-saving measures [14] Earnings Estimates - The Zacks Consensus Estimate for 2025 earnings is pegged at 8 cents per share, indicating a 92.59% year-over-year decline, while the consensus for 2025 revenues is $2.19 billion, suggesting a 12.81% year-over-year decline [15] Valuation - SSP stock is currently trading at a forward 12-month Price/Earnings ratio of 7.72X compared to the industry's 32.10X, making it an attractive option for value investors [16] - The company has a Value Score of A, reinforcing its appealing valuation [16] Future Outlook - SSP is positioned for sustained momentum through the rest of the year, backed by strategic execution, expanding sports content, and a growing presence in CTV [20] - The company is expected to deliver long-term value in 2025 due to solid cost control and multiple revenue tailwinds from renewed partnerships and investments in distribution [20]
Peloton (PTON) Earnings Call Presentation
2025-07-04 11:17
INVESTOR PRESENTATION May 2024 Disclaimer The information contained in this presentation is being provided to you for informational purposes only and does not constitute legal, tax, investment, accounting or other advice by Peloton Interactive, Inc. ("Peloton", "we", "us" or the "Company") or any other party and may not be relied upon as such. This presentation does not constitute an offer to sell or a solicitation of an offer to make an investment in the Company, including the purchase of any securities of ...
The Gift of Autism | Melinda Edwards | TEDxCharleston
TEDx Talks· 2025-07-02 14:52
[Applause] I was in the grocery store when suddenly I realized that my four-year-old daughter had disappeared. I ran through the store in a panic, scanning the aisles. Sachi, Sachi, Sachi. Then near the cash registers, I spotted her brown curly hair and her bright pink blouse and felt a wave of relief. Relief that quickly turned to utter mortification. My daughter had her hands in a stranger's pockets and she had a smile on her face. I'm the mother of an autistic child. We've had countless moments like this ...
SOUEAST Officially Enters Morocco, Launching New Journey in North African Market
Globenewswire· 2025-07-01 09:00
CASABLANCA, Morocco, July 01, 2025 (GLOBE NEWSWIRE) -- SOUEAST announced its official entry into the Morocco market, marking the launch of its North African strategy and a major breakthrough in its global expansion. It will offer EASE urban mobility experiences to Moroccan and even North African consumers. (Image 1: SOUEAST Launched in Morocco) At the launch event, Assistant President of SOUEAST International, Mr. Andy Yuan introduced SOUEAST's development strategy. Since its 2024 brand renewal, SOUEAST ha ...
Roku: Amazon Deal Is A Major Catalyst
Seeking Alpha· 2025-07-01 03:37
Group 1 - Roku announced a major partnership with Amazon in June, indicating potential for increased collaboration in the connected TV market [1] - The connected TV market is experiencing rapid growth, presenting significant opportunities for companies involved [1]
The Trade Desk's CTV Business Driving Growth: Can the Momentum Hold?
ZACKS· 2025-06-26 13:26
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 ...