Key Takeaways APPS sees strong AGP traction with rising impressions, revenues and on-device demand.PubMatic grows via CTV, AI-driven tools and a broader mid-tier DSP mix despite pressures.APPS shares surged YTD while PUBM declined, with valuations and earnings trends diverging.Digital Turbine (APPS) and PubMatic (PUBM) are both part of the digital advertisement market, serving two different verticals. Digital Turbine is deeply integrated as an on-device advertising and app-distribution platform. PubMatic se ...

Core Insights - Inuvo, Inc. has launched Ranger, an advanced quality assurance and compliance feature within its Campsight system, aimed at enhancing the accuracy and relevance of ad creatives [1][6]. Product Features - Ranger verifies that every ad creative is accurate, relevant, and consistent with the landing page, ensuring higher-quality engagement and trust in the advertising ecosystem [2]. - The tool addresses the complexity of dynamic and fragmented ads across various networks by utilizing direct network integrations and AI-based analysis [5]. - Ranger reviews video and multimedia ads, automatically transcribing and analyzing visual and audio content to ensure consistency in claims and messages [5]. Strategic Importance - The launch follows a recent webinar emphasizing the importance of regulatory compliance in search-based advertising, showcasing Inuvo's leadership in promoting transparency and responsible advertising practices [3]. - By integrating Ranger within Campsight, Inuvo aims to connect content, campaigns, and compliance efforts, allowing advertisers to reach the right users with accurate messages [6]. - Ranger is currently deployed internally and will be made available to other advertisers, agencies, and ad-buying platforms, enhancing automated creative verification in marketing workflows [6]. Commitment to Advertising Standards - Ranger strengthens Inuvo's commitment to responsible monetization, transparent advertising, and improving user experience [7]. - The company’s IntentKey® AI solution is designed to identify consumer interests rather than demographics, positioning Inuvo as a market leader in AI for advertising [8].

Core Viewpoint - AppLovin's stock has surged over 75% this year, raising questions about its valuation and sustainability in the context of the AI AdTech revolution, with a current valuation around $200 billion [1][13]. Group 1: Customer Base and Revenue Model - AppLovin's revenue model heavily relies on two high-risk customer groups: mobile game developers and aggressive e-commerce brands [5][11]. - Mobile game developers, referred to as "Whales," depend on user acquisition strategies, paying AppLovin to attract users willing to spend on in-game purchases [11]. - E-commerce brands, termed "Arbitrageurs," utilize AppLovin for cost-effective advertising as alternatives like Meta have become too expensive [11]. Group 2: Competitive Landscape and Technology - AppLovin's competitive edge lies in its ability to track user behavior within apps, leveraging its MAX mediation platform to optimize ad inventory across over 100,000 games [12]. - The AXON 2.0 AI engine enhances targeting precision, allowing AppLovin to identify high-value users more effectively than competitors like Meta, which faces limitations due to privacy changes [12]. Group 3: Valuation Concerns - AppLovin's current price-to-sales ratio is approximately 35x, necessitating over 50% growth annually for the next five years to justify this valuation [9][12]. - The mobile gaming market, which is AppLovin's core focus, is growing at a modest rate of 5-8%, raising concerns about the sustainability of its high valuation [12]. Group 4: Insider Activity and Market Sentiment - Recent insider selling, including over $350 million by Director Herald Chen, signals potential concerns about the company's future prospects [17]. - The leadership's exit raises questions about the company's long-term growth potential, especially given its current valuation compared to established tech giants [13][17]. Group 5: Future Risks and Market Dynamics - AppLovin's reliance on user data tracking poses risks, particularly if major players like Apple and Google tighten privacy regulations, which could impair its operational capabilities [17]. - The potential for a market correction is highlighted by the disparity between AppLovin's valuation and the actual growth of its core markets, suggesting that the "AI Ad" bubble may burst as investor sentiment shifts [14][17].

VANCOUVER, BRITISH COLUMBIA / ACCESS Newswire / November 26, 2025 / Kidoz Inc. (TSXV:KDOZ)(OTCQB:KDOZF) (the "Company"), developer of the global AdTech platform delivering safe privacy-first, mobile gamer engagement at scale, is pleased to announce theresults of its 2025 Annual General Meeting. ANNUAL GENERAL MEETING At the Annual General Meeting of the Shareholders held on November 25, 2025, in Vancouver, Canada, the shareholders of the Company: (a) Elected to set the number of directors to be 6. ...

Core Insights - Ciscom Corp. reported Q3 2025 earnings with positive operating cash flows despite sales pressure, achieving cash flows from operating activities of $1.369 million [1][7] - The company experienced a significant decline in sales and gross profit compared to the same period in 2024, with sales dropping to $16.1 million from $25.9 million, a decrease of 37.9% [3] - The net loss for the nine-month period was $0.781 million, compared to a net loss of $0.337 million in 2024, primarily due to one-time non-recurring charges totaling $0.657 million [6] Financial Performance - Sales for the nine months ended September 30, 2025, were $16.1 million, down from $25.9 million in 2024, reflecting a decrease of $9.8 million or 37.9% [3] - Gross profit decreased to $3.8 million from $4.7 million, a reduction of $0.9 million or 20.1% [3] - Cash-based operating expenses were reduced from $3.6 million in 2024 to $2.8 million in 2025, representing a cost reduction of $0.8 million or 21.8% [4] - EBITDA from continuing operations was $0.961 million, down from $1.121 million in the same period in 2024, a decrease of $0.159 million [5] Operational Challenges - The Canada Post Corporation labor dispute disrupted business operations and sales, affecting direct mail distribution and leading to some clients limiting or stopping their activities [2] - A significant client of a Ciscom subsidiary filed for bankruptcy protection, resulting in a loss of revenue and an account receivable impairment charge [2] - The company faced one-time restructuring charges related to workforce downsizing and was impacted by US tariffs, leading to an uncertain economic climate and reduced consumer spending [2] Strategic Initiatives - The company is actively signing new clients and diversifying its product offerings, including the recent launch of the Engage+ digital flyer solution [9] - Management has taken steps to restructure the cost base in response to the challenges faced in 2025 [8]

Kidoz delivers record results, reinvests in technologyto support scale up growth phase. VANCOUVER, BC / ACCESS Newswire / November 20, 2025 / Kidoz Inc. (TSXV:KDOZ)(OTCQB:KDOZF) (the "Company"), developer of the global AdTech platform delivering safe privacy-first, mobile gamer engagement at scale, announced today its unaudited condensed interim financial results for the quarter ended September 30, 2025. ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $540 million, representing a 6.4% increase quarter-over-quarter [5][23] - Live streaming revenue reached $388 million, up 3.5% from Q2, marking two consecutive quarters of growth [5][24] - BIGO Ads generated $104 million in revenue, with a year-over-year growth of 33.1% [5][26] - Non-GAAP operating income was $41 million, up 16.6% year-over-year [5][28] - Non-GAAP EBITDA reached $51 million, reflecting a 16.8% year-over-year increase [5][28] - Operating cash flow for the quarter was $73 million, with $3.3 billion in net cash as of September 30 [6][28] Business Line Data and Key Metrics Changes - Live streaming revenues from BIGO segment were $367.7 million, showing a quarter-over-quarter increase [24] - Non-live streaming revenues totaled $151.7 million, up 27.3% year-over-year, contributing 28.1% to total group revenues [24][25] - BIGO Ads' advertising revenues increased by 33.1% year-over-year and 19.7% quarter-over-quarter [26][27] - The number of paying users for BIGO increased by 0.8% quarter-over-quarter, while app users grew by 3.4% [15][24] Market Data and Key Metrics Changes - Global average mobile MAUs reached 266 million, up 1.4% quarter-over-quarter [14] - Revenue from North America grew 22% quarter-over-quarter, while Western Europe saw a 41% increase [20] Company Strategy and Development Direction - The company aims to strengthen ecosystem synergies, reinforce organizational vitality, and reject growth [7] - Focus on diversifying revenue streams, particularly in AdTech and SaaS, with live streaming serving as a reliable cash cow [7][8] - BIGO Ads is being transformed into an AI-powered global platform for performance-driven advertising [8][10] - SHOPLINE is positioned as a fully integrated SaaS platform, enhancing product capabilities and strategic advancements [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the live streaming business returning to steady year-over-year growth in 2026 [14][34] - BIGO Ads is expected to sustain robust double-digit revenue growth year-over-year [14][45] - The company anticipates a return to positive year-over-year revenue growth starting in Q4 2025 and continuing into 2026 [14][30] Other Important Information - The company has repurchased $88.6 million worth of shares under its buyback program as of November 14, 2025 [21][29] - The group expects net revenues for Q4 2025 to be between $563 million and $538 million, indicating a year-over-year growth of 2.5%-5.2% [29][30] Q&A Session Summary Question: Long-term trend of the live streaming business - Management noted that the live streaming business is on a steady recovery trajectory, with expectations for year-over-year growth in 2026 due to operational adjustments and focus on high-value paying users [31][34] Question: Long-term strategic goals for the advertising business - Management outlined plans to establish BIGO Ads as a global platform for multi-channel advertising, expanding into various verticals and enhancing data infrastructure [36][38] Question: 2026 outlook on user and revenue trends - Management indicated clear visibility for returning to positive year-over-year revenue growth, with expectations for live streaming and advertising to maintain strong performance [43][46] Question: Shareholder return initiatives - The company is executing a three-year shareholder return program and plans to accelerate share buybacks, expecting enhanced returns as operating profits grow [52][54]

VANCOUVER, BRITISH COLUMBIA / ACCESS Newswire / November 17, 2025 / Kidoz Inc. (TSXV:KDOZ)(OTCQB:KDOZF), developer of the global AdTech platform delivering safe privacy-first, mobile gamer engagement at scale, announces it will publish the Company's third quarter earnings results after the close of market on Thursday, November 20, 2025, via ACCESS Newswire and on the following websites: https://investor.kidoz.net/category/financial-filings-cat/financial-filings/, https://www.sedarplus.ca/home/ and https://w ...

RT BSCN (@BSCNews)🚨 WHAT IS VERASITY & HOW DOES IT WORK? The only article you need to understand @verasitytech and its AdTech mission... https://t.co/1AwM9iS3bj ...

🚨 WHAT IS VERASITY & HOW DOES IT WORK? The only article you need to understand @verasitytech and its AdTech mission... https://t.co/1AwM9iS3bj ...