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亚马逊广告接盘微软
3 6 Ke· 2025-10-11 01:38
自宣布关停后,微软广告的DSP业务终于找到了接盘侠——亚马逊。 10月7日,微软广告全球合作与零售媒体副总裁琳恩·乔尔索(Lynne Kjolso)发布了一个博客:亚马逊与微软宣布建立首选DSP及认证库存来源交换合作关 系。核心信息有三个: 3、微软广告的供应方SPP平台Monetize,将加入亚马逊CES计划(Certified Supply Exchange),成为亚马逊DSP上的核心供给方之一。 顺带说下,DSP(Demand Side Platform)是广告主用来自动化买流量的系统,帮助品牌在数千家媒体上"一站式买广告",投放策略、预算控制、受众定 向和效果归因都集中在一个平台完成。而SSP(Supply Side Platform)是媒体或平台用来自动化卖广告位的系统,帮助内容方(比如新闻网站、视频平 台)把自己的广告库存以最优价格出售,接入多个买家,实现流量变现最大化。 一个是"流量买家"的系统,一个是"流量卖家"的系统,两者通过广告交易市场连接,构成了程序化广告的底层逻辑。 回顾微软在广告领域的扩张路线。从收购Xandr开始,微软其实是有野心的:构建一套完整的程序化广告栈,从DSP到SSP,从 ...
美股异动丨AppLovin盘前续跌超2.5%,据报美国SEC正调查其数据收集行为
Ge Long Hui· 2025-10-07 08:20
消息面上,知情人士称,美国证交会(SEC)正调查AppLovin是否违反向消费者推送定向广告的相关协 议。据悉,此次调查是对今年提交的一份举报者投诉,以及多份做空机构报告作出的回应,但目前尚未 有人指控该公司或其高管存在不当行为。(格隆汇) AppLovin(APP.US)盘前续跌超2.5%,报571.99美元;该股昨日大跌超14%。 ...
生成式强化学习在广告自动出价场景的技术实践
AI前线· 2025-09-28 05:48
来源 | 快手技术 在实时竞价(RTB)广告系统中,广告出价模块作为连接广告主需求与流量匹配的核心枢纽,需要将广告主的营销目标(如转化率、ROI)转化为动态 竞价决策。作为竞价机制的中枢神经,广告出价不仅直接影响广告主的投放效果,也是广告排序分的关键组成模块,进而影响平台侧的流量分配效率。 广告出价的面临的核心挑战可以概括为以下三点: 图 1:实时出价系统示意图 快手的出价算法经历了从 PID、MPC 到强化学习(RL)的三代演进。若将这一过程比喻为汽车工业的发展: 既要花钱,又要省着花:广告主既需控制单日花费不超预算,又需尽可能降低每次转化(如购买、下载等)的成本。 未来难以预测:系统无法预知即将到来的流量状况和竞争对手行为,必须依据实时花费与成本等数据动态调整出价。 牵一发而动全身:每次出价会影响广告展示与消耗,改变账户状态(如剩余预算),进而影响后续出价,构成连续而复杂的序列决策问题。 第一代(PID) :类似于定速巡航。它只能根据当前速度和设定速度的差异来调整油门,反应直接但比较"笨",难以应对复杂多变的竞价环境。 第二代(MPC) :类似于更高级的适应巡航。通过预测未来短时间内的路况以调整车速,但其 ...
瓦普思瑞元宇宙(08093)发布年度业绩,净亏损2030万港元
智通财经网· 2025-09-26 15:12
期内收入减少主要反映传统互联网广告业务所面临的结构性挑战:行业进入存量竞争阶段,客户投放意 愿减弱,部分广告主预算缩减,导致该板块收入同比出现大幅下滑。与此同时,集团积极推进转型的数 字化产业赋能平台业务表现强劲,同比取得大幅增长,正逐步成为集团新的增长动力。然而,由于数字 化业务仍处于扩张初期,其收入贡献尚未能完全抵销传统广告业务的下跌幅度,因而整体收入呈现阶段 性回落。 智通财经APP讯,瓦普思瑞元宇宙(08093)发布截至2025年6月30日止年度业绩,收入4445万港元,同比 下降64.3%;净亏损2030万港元,上年同期盈利1753.5万港元;每股基本亏损2.76港仙。 ...
巨量引擎 “一老一少” 广告保障月余见效:服务近2000人,问题解决率超92%
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-25 13:32
在国家推进适老化改造、强化未成年人网络保护的政策背景下,互联网平台层面的权益保障举措也在加速落 地。9月25日,从巨量引擎获悉,自7月底针对50岁以上中老年、18岁以下未成年人群体推出广告服务保障升 级项目以来,截至9月初已运行月余,累计服务1964名 "一老一少" 用户,帮助挽回经济损失数万元,整体问 题解决率达92.47%,为数字弱势群体筑起广告消费 "防护网"。 专属客服直达,最快1.5小时内解决 据悉,这是巨量引擎率先在互联网广告领域推出的服务功能,精准应对 "一老一少" 群体 "操作不熟练、易误 判广告信息" 的问题。当用户因抖音广告引流后引发了消费纠纷,平台可提供先行保障等服务。该项目打造 四大核心服务:提供专属客服服务,拨打抖音广告客服热线950522或通过抖音 "广告客服" 投诉入口,即可实 现人工客服直达;用户诉求纳入优先处理通道,平均5天完成处置,最快不到1.5小时即可解决;简化了维权 材料,多数情况下仅需提供支付凭证与商家沟通记录;针对操作困难用户提供 "手把手" 示范指导,同时支持 亲属代操作,极大地降低了使用门槛。 图说:打开抖音搜索"抖音广告客服", 点击"立即投诉"即可维权 福建 ...
天地在线回复深交所问询:详细解读标的资产情况及交易相关问题
Xin Lang Cai Jing· 2025-09-25 11:52
Core Viewpoint - Beijing Quanshi Tiandi Online Network Information Co., Ltd. has responded to the Shenzhen Stock Exchange regarding its application for issuing shares to purchase assets and raise supporting funds, detailing the business development and operating performance of the target asset, Shanghai Jiato Internet Technology Group Co., Ltd. [1] Group 1: Business Development of Target Asset - Jiato Group has undergone multiple capital changes since its establishment in 2016, including an initial capital increase of 2 million yuan and subsequent rounds of funding, with a notable external investment of 18 million yuan in 2021 [2] - The programmatic advertising industry is rapidly growing, with global spending expected to reach $650.9 billion in 2024, accounting for 82.4% of the digital advertising market [2] - China's internet advertising market is projected to reach 852.04 billion yuan by 2025, with an increasing share of programmatic advertising [2] - Jiato Group has developed its own advertising trading system and intelligent marketing services, collaborating with major internet companies like Alibaba and JD.com [2] - The company holds 11 core technologies, over 100 software copyrights, and 1 patent, ensuring its competitive edge and sustainability in the market [2] Group 2: Operating Performance of Target Asset - The target asset's revenue growth rates for the past two years were 69.10% and 45.97%, surpassing comparable companies in the industry [3] - Revenue growth is attributed to industry expansion, increased advertising budgets from major clients, and the acquisition of new clients, with stable long-term partnerships established with key clients [3] - The procurement model includes direct media procurement and traffic platform procurement, with a decrease in the concentration of the top five suppliers [3] - The main business costs consist of media traffic costs, labor costs, and server hosting and bandwidth costs, with media traffic costs being the largest component [3] - The company has seen a 23.11% decrease in sales expenses in 2024, while management and R&D expenses have slightly increased, leading to a decline in the expense ratio [3] - Financial compliance issues have been addressed, including the rectification of employee bonus payments through third parties, ensuring no tax violations or administrative penalties [3]
佳云科技:全资子公司收购控股孙公司少数股权
Xin Lang Cai Jing· 2025-09-15 09:59
Core Viewpoint - The company announced that its wholly-owned subsidiary, Shenzhen Wanhui, has acquired a 40% stake in Beijing Wanhui from Beijing Yuzhu for 1.14 million RMB, resulting in Shenzhen Wanhui holding 100% of Beijing Wanhui's equity, aimed at enhancing resource integration and business synergy, and strengthening control over its key subsidiary in internet advertising marketing [1] Group 1 - The acquisition amount is 1.14 million RMB [1] - After the transaction, Shenzhen Wanhui will own 100% of Beijing Wanhui [1] - The consolidation scope of the company's financial statements remains unchanged [1] Group 2 - The purpose of the acquisition is to improve resource integration and business collaboration [1] - The company aims to strengthen its control over a significant subsidiary in the internet advertising marketing sector [1]
从全球到中国,娱乐及媒体行业展望(2025-2029)
Sou Hu Cai Jing· 2025-09-10 09:27
01概述 1.1 全球摘要和宏观趋势 根据我们对54个国家/地区的12个娱乐及媒体细分市场信息的追踪调研,以及对消费者/终端用户与广告商的历史和5年预测的消费数据与分析,预计2029 年的全球娱乐及媒体行业的总收入约为3.51万亿美元,2029年的中国娱乐及媒体行业的总收入约为5,610亿美元,占全球16%。 | | 900 TS L K / Catt / 1 /1 // 2 // 1 / | | | --- | --- | --- | | . | B2B | OTT视频 | | | 电影 | 户外媒体 | | . | 互联网广告 | . 传统电视 | | | 混合实境 | 电子游戏及电子竞技 | | . | 音乐、广播及播客 | . 人工智能 | | | 书籍,报纸及杂志 | 互联网数据使用 | | . | 中国内地 | 德国 | | --- | --- | --- | | . | 香港 | 法国 | | . | 美国 | 印度 | | . | 日本 | 巴西 | | . | 英国 | 等等 …… . | | 全球 | 中国 | | --- | --- | | 2024-2029 | 2024-2029 | ...
财务造假!这家公司即将退市
Zhong Guo Zheng Quan Bao· 2025-09-06 05:28
Core Viewpoint - *ST Zitian's stock will be delisted due to financial misconduct, including false accounting reports and failure to rectify issues as mandated by regulatory authorities [2][6][9] Group 1: Financial Misconduct - *ST Zitian has inflated revenue by a total of 2.499 billion yuan over two years [5][6] - In the 2022 annual report, the company falsely reported internet advertising fees and other services, inflating revenue by 778 million yuan, which constituted 44.59% of annual revenue, and profit by 85 million yuan, accounting for 35.99% of total profit [6][7] - The 2023 semi-annual report showed an inflated revenue of 207 million yuan and profit of 79 million yuan, representing 14.56% of that period's revenue and 51.64% of profit [7] - The 2023 annual report indicated an inflated revenue of 1.721 billion yuan, which was 78.63% of that year's revenue, due to incorrect revenue recognition practices [7] Group 2: Regulatory Actions - The China Securities Regulatory Commission (CSRC) imposed a total penalty of 38.4 million yuan on *ST Zitian and its management for the fraudulent activities [7][9] - The former chairman and financial director face lifetime bans from the securities market due to their roles in the misconduct [7] - Regulatory authorities are pursuing comprehensive accountability for financial fraud, indicating that penalties will extend beyond administrative actions to potential criminal charges [9] Group 3: Market Impact - *ST Zitian's stock has experienced a cumulative decline of 87.01% this year [9]
普华永道预测2029年爱娱乐、互联网和媒体行业价值将达到75亿欧元
Shang Wu Bu Wang Zhan· 2025-08-28 15:33
Core Insights - PwC predicts that the value of the media, internet, and entertainment sectors in Ireland will reach €7.5 billion by 2029, growing from the current €6.4 billion at an annual growth rate of 3.3% over the next four years [2] Internet Services - Internet services revenue is expected to grow from €2.6 billion to €3.1 billion by 2029, with an annual growth rate of 2.5%, which is lower than the global average of 2.8% [2] - The number of fixed broadband users is projected to increase by 5.7% in 2024, reaching 1.9 million, and is expected to grow at an annual rate of 5% to 2.4 million by 2030 [2] Mobile Services - Mobile services revenue is anticipated to grow at an annual rate of 3.4%, reaching €1.7 billion by 2029 [2] Internet Advertising - Internet advertising in Ireland is expected to achieve a compound annual growth rate (CAGR) of 9.2%, with revenues reaching €1.8 billion by 2029 [2] Music and Broadcasting - Total revenue from music and broadcasting is projected to grow at a lower CAGR of 2.2%, reaching €517 million by 2029 [2] Newspapers - Total revenue from newspapers is expected to decline at an average annual rate of 5.3%, dropping from €300 million to €228 million by 2029, which is higher than the global average decline of 2% [2] Video on Demand - Video on demand (VOD) revenue is expected to grow nearly 7% annually, reaching €309 million by 2029 [2] Film Industry - The film revenue in Ireland is projected to grow at a rate of 4.7%, surpassing the global average, and is expected to reach €126 million by 2029 [2] Industry Resilience - Despite broader economic uncertainties and a slowdown in consumer spending, the Irish media and entertainment industry continues to show stable growth and resilience [2]