Core Insights - Nick Brien has been appointed as interim CEO of OUTFRONT Media, bringing strong leadership and industry expertise to accelerate the company's growth and transformation [1][2] - The board has been expanded with the addition of Nicolle Pangis and Michael Barrett, enhancing OUTFRONT's strategic guidance and expertise in media [3][4] Leadership and Strategic Direction - Brien emphasizes the importance of out-of-home advertising in building consumer trust and engagement, especially in a digital-dominated landscape [2] - OUTFRONT is modernizing operations and investing in technology to unlock growth and create shareholder value [2][4] - Recent organizational changes include the hiring of Jim Norton and Mark Bonanni as Chief Revenue Officers, aimed at sharpening focus and delivery for advertisers [5] Board Expansion and Expertise - Nicolle Pangis brings experience from Netflix Advertising and adtech, while Michael Barrett leads Magnite, enhancing OUTFRONT's capabilities in programmatic and data-driven media [3][4] - Their expertise will support OUTFRONT in integrating out-of-home inventory into centralized planning systems and optimizing sales processes [4] Company Overview - OUTFRONT Media is a leading out-of-home media company in the U.S., focusing on connecting brands with audiences through various formats including billboards and digital displays [6] - The company is defining a new era of in-real-life marketing, leveraging public spaces for creativity and cultural relevance [6]

Core Insights - Criteo has appointed Wilfried Schobeiri as Senior Vice President, Head of Product, Performance Media, to enhance its platform-first business model and create more value for brands and agencies [1][2] - Schobeiri will focus on advancing Criteo's strategy of developing AI-first products for commerce, allowing marketers to engage consumers throughout the shopping journey with improved autonomy and performance [2][4] - The appointment is part of a broader strategy to strengthen Criteo's platform vision, which includes other strategic hires like Sandeep Hejmadi, aimed at enhancing data infrastructure and privacy-first advertising solutions [3][4] Company Strategy - Criteo aims to evolve its performance media offerings into a comprehensive, self-service platform that caters to leading marketers across various channels [1][3] - The company is leveraging its extensive commerce dataset and AI capabilities to innovate and provide enhanced solutions for marketers [6] - Criteo's Chief Product Officer emphasized the importance of Schobeiri's technical expertise in accelerating the development of AI-driven commerce solutions [4][5] Leadership Background - Wilfried Schobeiri brings over 20 years of experience in building technology organizations and product development teams, with a strong background in programmatic and data-driven advertising [2][4] - Prior to joining Criteo, Schobeiri held significant roles at Ogury, Banyan, and MediaMath, contributing to the development of global product and technology strategies [4][5] - He has also been involved in industry initiatives, such as the IAB Tech Lab and the IAB Europe Transparency & Consent Framework, showcasing his leadership in the adtech space [5]

Core Insights - Circana expands its partnership with LiveRamp to enhance advertisers' access to retail insights for marketing optimization, emphasizing secure data collaboration within the LiveRamp Clean Room [1][3][4] Company Overview - Circana tracks $5.8 trillion in consumer sales, providing the most comprehensive and verified consumer sales data in the industry, supported by retailer membership loyalty card data [2] - The Complete Consumer™ receipt panel includes approximately 200,000 static households, offering insights across various industries such as luxury beauty, consumer technology, and foodservice [2] Partnership Benefits - Advertisers gain access to Circana's aggregated, multi-outlet retailer transaction data, enabling real-time data-driven decisions and improved market share [3] - The partnership allows advertisers to enrich first-party data with Circana's insights, enhancing analytics, modeling, and audience activation [3] - Campaign performance can be measured in near real-time, allowing for refined tactics and optimized marketing efforts [3] Strategic Goals - Circana aims to provide data and solutions that enable clients to make confident, data-driven decisions to maximize sales outcomes [4] - The partnership with LiveRamp focuses on addressing evolving advertiser challenges with innovative solutions that yield measurable results [4] - Integration of clean room intelligence enhances the ability to plan, target, activate, and measure advertising efforts effectively [4] Technology and Data Capabilities - Circana offers technology, AI, and data solutions for consumer packaged goods companies and retailers to optimize their businesses [5] - The Liquid Data® technology platform is built on a high-quality data set and intelligent algorithms, leveraging six decades of expertise [5] - Clients can build smarter profiles and define high-value audiences using Circana's aggregated multi-retailer purchase data [6]

Financial Data and Key Metrics Changes - In Q1, the company generated contribution ex TAC of $75 million, representing an 8% year-over-year growth [17] - Programmatic revenue reached a Q1 record of $71.8 million, reflecting a 10% increase compared to Q1 2024 [17] - Adjusted EBITDA was $23.1 million, a 95% increase from Q1 2024, with an adjusted EBITDA margin increasing to 31% from 17% [19] - Non-IFRS diluted earnings per share were $0.16 in Q1 2025 compared to $0.02 in Q1 2024 [20] - The company reported $19.3 million in net cash from operating activities, down from $37.7 million in Q1 2024 [20] Business Line Data and Key Metrics Changes - CTV revenue reached a record $26.4 million, reflecting 40% year-over-year growth and accounting for 37% of programmatic revenue, up from 29% in Q1 2024 [18] - Self-service contribution ex TAC grew by 32%, while PMP revenue rose by 12% year-over-year [19] - Contribution ex TAC from display decreased by 22%, largely due to declines in non-core, non-programmatic business lines [19] Market Data and Key Metrics Changes - The company is well-positioned to capitalize on the shift of advertising budgets from linear TV to CTV, supported by growing relationships with leading CTV advertisers and streaming platforms [11][12] - The company added 101 new actively spending first-time advertising customers in Q1, including 15 new enterprise self-service customers [14] Company Strategy and Development Direction - The company emphasizes a unified end-to-end platform that enhances simplicity, control, and efficiency, leveraging proprietary data and AI capabilities [7][8] - The launch of NextAI is seen as a transformational step, enhancing the advertising journey through generative AI and machine learning [9][10] - The company aims to expand its self-service footprint and focus on larger customers to improve contribution ex TAC durability [25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year guidance despite macroeconomic uncertainties, citing ongoing spend consolidation and sustained CTV revenue strength [23][24] - The company remains cautious about potential impacts from macroeconomic shocks or policy shifts but believes it is more resilient to volatility than in the past [25][26] - The recent Google AdTech antitrust case verdict could benefit the company by creating a more level playing field for independent platforms [26] Other Important Information - The company has no long-term debt and plans to continue allocating capital to share repurchases, having repurchased approximately 29.2% of outstanding shares since initiating buyback programs [20][22] - The company is committed to building on its momentum through active investor engagement and upcoming events [15][28] Q&A Session Summary Question: Can you elaborate on the macro comments and specific verticals showing strength or weakness? - Management noted some softness in April but emphasized diversification across verticals, which mitigates risks [34] Question: Is the guidance conservative due to macro conditions or related to AI investments? - Management indicated that the adjusted EBITDA beat was due to several factors, including top-line growth and better utilization, while maintaining caution regarding yearly guidance [35] Question: What feedback are you receiving from customers unfamiliar with Nexon? - Management highlighted improved messaging and the rising importance of data as key factors in attracting new customers [40] Question: Will there be incremental investments to take advantage of the Google outcome? - Management stated that no extra investment is needed, as growth can be achieved with current resources [44] Question: Can you provide more detail on CTV segment growth versus platform improvements? - Management anticipates reaching around 40% CTV revenues out of programmatic revenue, while remaining cautious about external factors [49] Question: What partnerships are driving growth? - Management emphasized diversification across partners and verticals, indicating resilience against reliance on any single partner [71] Question: What percentage of DSP buys go through your SSP? - Management indicated that approximately 50% of DSP buys are facilitated through their exchange, with potential for growth [74]