Core Viewpoint - Rosen Law Firm is reminding investors who purchased PubMatic, Inc. securities during the specified class period of the upcoming lead plaintiff deadline for a class action lawsuit [1][2]. Group 1: Class Action Details - The class period for the lawsuit is from February 27, 2025, to August 11, 2025, and the lead plaintiff deadline is October 20, 2025 [1]. - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties can join by contacting Rosen Law Firm [2][5]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [3]. - The firm has achieved significant settlements in the past, including the largest securities class action settlement against a Chinese company at the time [3]. - In 2019, Rosen Law Firm secured over $438 million for investors, showcasing its capability in recovering funds for clients [3]. Group 3: Case Allegations - The lawsuit alleges that during the class period, PubMatic made false and misleading statements regarding its business operations [4]. - Key issues include a major demand side platform buyer shifting clients to a new platform, leading to reduced ad spend and revenue for PubMatic [4]. - The misleading statements resulted in investor damages when the true situation was revealed [4].

Core Insights - Nexxen has launched its Curated Marketplace solution, enabling data owners, publishers, curators, and agencies to monetize data assets effectively over its premium supply [1][2] Group 1: Curated Marketplace Features - The Curated Marketplace allows partners to package, activate, and monetize data-driven private marketplace deals (PMPs) by onboarding first-party data or accessing various differentiated data sources through Nexxen's Data Management Platform [2] - Key benefits include simplified curation, enhanced control, optimization, and measurement for partners, driving meaningful value at scale [3] Group 2: Partnerships and Collaborations - Multilocal's partnership with Nexxen combines marketplace infrastructure with curation intelligence, enabling transparent planning and optimization of data-driven deals [3] - 33Across collaborates with Nexxen to streamline supply-side curation, enhancing campaign performance through data and media activation intelligence [3] - Experian Marketing Services emphasizes the importance of transparent curation, stating that Nexxen's Curated Marketplace facilitates faster movement from testing to outcomes for advertisers and publishers [3] Group 3: Company Overview - Nexxen is a global advertising technology platform that empowers various stakeholders, including advertisers, agencies, publishers, and broadcasters, to utilize data and advanced TV effectively [4] - The company's technology stack includes a demand-side platform (DSP) and supply-side platform (SSP), with the Nexxen Data Platform at its core, designed to support diverse goals from broad to niche [5]

Core Insights - Nexxen has launched its Curated Marketplace solution, enabling data owners, publishers, curators, and agencies to monetize data assets effectively over its premium supply [1][2] Group 1: Curated Marketplace Features - Curated Marketplace allows partners to package, activate, and monetize data-driven private marketplace deals through onboarding first-party data or accessing various data sources via Nexxen's Data Platform [2] - The solution combines proprietary data with premium supply, providing partners with tools to control, optimize, and measure their campaigns, thus driving value at scale [3] Group 2: Partnerships and Collaborations - Nexxen's partnership with Multilocal enhances the curation process, allowing partners to plan and optimize data-driven deals across Nexxen's marketplace [3] - Collaboration with 33Across aims to streamline supply-side curation, improving efficiency and campaign performance for buyers [3] - Experian Marketing Services emphasizes the importance of transparent curation, stating that Nexxen's platform facilitates faster movement from testing to outcomes for advertisers and publishers [3] Group 3: Benefits for Stakeholders - Data owners can integrate and monetize their proprietary data with advanced tools and reporting [5] - Curators benefit from a self-service platform that provides premium inventory and optimization tools [5] - Publishers can enhance audience reach and sales engagement while tapping into increased advertiser demand [5] - Retail media networks can onboard data for precise targeting across omnichannel supply [5] - Buyers and agencies can activate data across various channels, supported by flexible onboarding [5] Group 4: Company Overview - Nexxen is a global advertising technology platform headquartered in Israel, with a presence in the United States, Canada, Europe, and Asia-Pacific, and is traded on Nasdaq under the ticker NEXN [4][6]

Core Insights - The partnership between Eva Live Inc. and Eightpoint Interactive aims to enhance data processing and analytics capabilities, with Eva receiving a 30% share of net profits from the platform usage [2][4][6] Group 1: Partnership Details - Eva will provide Eightpoint with platform access, technical support, and maintenance services, while Eightpoint will utilize Eva's AI technology for improved analytics solutions [2][4] - The agreement includes a profit-sharing model where Eva receives 30% of net profits directly attributed to the platform's usage [7] - Eightpoint will provide quarterly performance reports to Eva and has agreed to audit rights for accountability [7] Group 2: Strategic Rationale - The partnership reflects Eva's strategy of combining technology integration with platform licensing, potentially expanding its market through Eightpoint's customer base [4][5] - This collaboration is expected to validate Eva's marketing platform technology in production environments and generate recurring revenue [4][6] Group 3: Market Context - The global Business Intelligence (BI) software market is estimated at USD 47.48 billion in 2025, projected to exceed USD 151.3 billion by 2034, growing at a CAGR of about 13.7% [5] - The partnership is seen as a significant step in monetizing Eva's AI platform, with plans for further partnerships and a potential Nasdaq uplisting [8]

Core Insights - Nexxen International Ltd. announced the repurchase of 456,215 Ordinary Shares at an average price of $9.59 during September 2025, under its $50 million and newly launched $20 million share repurchase programs [1][2] - As of September 30, 2025, Nexxen had 57,603,622 Ordinary Shares outstanding and approximately $18.3 million remaining under its current share repurchase authorization [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) [3] - The company's capabilities encompass discovery, planning, activation, monetization, measurement, and optimization, designed to meet the diverse needs of advertisers, agencies, publishers, and broadcasters [3] - Nexxen is headquartered in Israel and has offices across the United States, Canada, Europe, and Asia-Pacific, and is traded on Nasdaq under the ticker NEXN [4]

Core Insights - Viant Technology Inc. is identified as a promising tech stock under $10, with a Buy rating and a price target of $15 reaffirmed by analyst Tom White from D.A. Davidson [1][2] - The company reported a significant 18% year-over-year revenue growth in Q2 2025, reaching $77.9 million, primarily driven by its Connected TV (CTV) business [2] - Despite a 15% stock correction since the initiation of coverage, leading to a 55% year-to-date decline, concerns about sustainable profitable growth due to competition and macroeconomic factors persist [3] Financial Performance - Viant has guided Q3 revenue to be between $83.5 million and $86.5 million, indicating a 6% year-over-year growth [4] - Expected EBITDA for Q3 is projected to be between $14.0 million and $15.0 million, suggesting a flat to slight decline year-over-year, which is below market expectations due to the loss of a significant advertiser client [4] Company Overview - Viant Technology Inc. operates as an advertising technology company, offering a cloud-based demand-side platform that assists marketers in planning, buying, and measuring digital media across various channels [5]

We came across a bullish thesis on AppLovin Corporation on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on APP. AppLovin Corporation's share was trading at $651.18 as of September 23rd. APP’s trailing and forward P/E were 89.45 and 48.08, respectively according to Yahoo Finance. AppLovin Corporation (APP) delivered an exceptional Q2 2025, posting revenue growth of 77% YoY, driven by its transition from a mobile gaming publisher to a pure-play AI-power ...

Core Insights - DeepIntent has launched the HealthFirst™ Audio Package, aimed at providing healthcare advertisers with premium access to digital audio advertising [1][2] - The package includes curated supply from major audio platforms like iHeartMedia and SiriusXM, designed to enhance campaign performance by targeting patients and providers during high-attention moments [1][2] Group 1: Market Opportunity - Digital audio is becoming a significant component of omnichannel marketing strategies, with U.S. consumers expected to spend an average of 1 hour and 25 minutes per day on digital audio by 2025, nearly matching social media usage [2] - DeepIntent's analysis indicates that over 69% of healthcare providers can be reached through the HealthFirst™ Audio Package's premium inventory, highlighting a substantial market opportunity for healthcare advertisers [2] Group 2: Strategic Partnerships - iHeartMedia is a key partner in the HealthFirst™ Audio Package, emphasizing the growing demand for audio as a reliable medium in the pharmaceutical sector [3] - The partnership aims to provide healthcare brands with the necessary precision, quality, compliance, and scale to effectively reach their target audiences [3] Group 3: Product Features - The HealthFirst™ Audio Package is designed specifically for healthcare, offering optimized inventory from leading publishers, streamlined activation within the DeepIntent DSP, and a focus on transparency and trust in advertising [6][4] - The package allows for fast and easy setup for impactful campaign launches, ensuring that healthcare marketers can effectively engage with their audiences [6][4]

周一，Knorex(KNRX.US)登陆美股市场，截至发稿，该股跌超11%，报3.525美元。Knorex是一家B2B技 术公司，专注于为广告主和营销机构提供程序化广告解决方案和营销自动化服务。其核心产品是Knorex XPO平台，它结合AI/机器学习技术，支持跨渠道广告设置、预算优化、广告投放、自助管理、效果监 控等功能，覆盖社交媒体、搜索、视频、音频、流媒体电视、原生广告、数字户外等多个广告渠道。 来源：智通财经网 ...

周一，Knorex(KNRX.US)登陆美股市场，截至发稿，该股跌超11%，报3.525美元。Knorex是一家B2B技 术公司，专注于为广告主和营销机构提供程序化广告解决方案和营销自动化服务。其核心产品是Knorex XPO平台，它结合AI/机器学习技术，支持跨渠道广告设置、预算优化、广告投放、自助管理、效果监 控等功能，覆盖社交媒体、搜索、视频、音频、流媒体电视、原生广告、数字户外等多个广告渠道。 ...