Core Viewpoint - Nextdoor Holdings, Inc. is set to report its third quarter 2025 financial results on November 5, 2025, and will host a video webcast and conference call to discuss these results and future outlook [1]. Group 1: Financial Reporting - The financial results will be announced after the close of U.S. markets on November 5, 2025 [1]. - A video webcast and conference call will take place at 2:00 p.m. PT/5:00 p.m. ET to discuss the results [1]. Group 2: Investor Relations - A live webcast will be accessible in the Events & Presentations section of the Nextdoor Investor Relations website [2]. - An audio recording of the webcast will be available on the same website for approximately one year [2]. Group 3: Communication Channels - Nextdoor utilizes its Investor Relations website, X handle, LinkedIn page, and posts from its CEO as channels for disseminating news and announcements regarding its business and financial performance [3]. - These platforms are also used to disclose material nonpublic information and comply with disclosure obligations under Regulation FD [3]. Group 4: Company Overview - Nextdoor is a neighborhood network with over 100 million verified users, providing local news, safety alerts, recommendations, listings, and community events [4]. - The platform connects neighbors and allows businesses, news publishers, and public agencies to engage with local communities [4].

Core Insights - Influencer marketing is projected to grow significantly, with U.S. brands expected to spend $13.7 billion by 2027, up from $10.5 billion in 2023, indicating a strong industry shift towards creator-driven content [1][5] - The rise of creator agencies is marked by increased expectations for strategic insights and performance from brands, reflecting a maturation of the influencer marketing landscape [3][5] - Major companies like Unilever are significantly increasing their investments in influencer marketing, with plans to shift half of their ad spend to social media and multiply influencer collaborations by 20 times [6][17] Industry Trends - Over 60,000 marketing agencies are now incorporating influencer marketing into their services, highlighting the growing importance of this sector [1] - The creator marketing space is experiencing a wave of mergers and acquisitions, as larger networks seek to strengthen their presence in this evolving market [4] - Social media platforms are beginning to streamline relationships between brands and creators, which may lead to further evolution in the industry [14][15] Brand Expectations - Brands are now demanding higher standards from creator agencies, expecting them to be strategic and insights-driven, rather than merely tactical [3][5] - Successful partnerships between brands and creator agencies require clear measurement frameworks and accountability from marketers to foster effective collaboration [12][13] - Brands should adopt a nuanced approach to creator strategy, recognizing the distinct roles and audiences of different types of influencers [9][10] Future Outlook - The creator marketing approach is becoming essential for brands aiming to build deeper consumer relationships, with those not engaging at risk of falling behind [16][17] - Innovations from social media platforms, such as YouTube's open call feature and Meta's AI tools for creator discovery, are expected to enhance the efficiency of creator marketing [15]

Core Viewpoint - Meta is experiencing rapid earnings growth, second only to Nvidia among the "Magnificent Seven" tech companies, with a focus on AI driving this acceleration [1][13]. Group 1: Revenue Growth - Meta is expected to report a revenue increase of 24% for Q3, up from a 22% increase in Q2, with management guiding for revenue as high as $50.5 billion [6][10]. - The company has over 3.4 billion daily users across its platforms, making user engagement a key focus as new user acquisition becomes more challenging [3][4]. Group 2: AI Strategy - Meta's AI initiatives, including the Meta AI chatbot, are enhancing user engagement and ad targeting, leading to increased ad conversions of 5% on Instagram and 3% on Facebook [5][7]. - The Llama family of large language models is central to Meta's AI strategy, requiring significant investment in data center infrastructure and chips to maintain competitive performance [8][9]. Group 3: Capital Expenditures - Meta has revised its capital expenditure forecast for 2025 to between $66 billion and $72 billion, indicating confidence in the financial returns from its AI investments [9][10]. - An upward revision in capex on the upcoming earnings report could signal management's expectations for greater financial payoffs [10]. Group 4: Valuation - Meta's current price-to-earnings (P/E) ratio stands at 25.7, making it the most affordable stock among the "Magnificent Seven" [11]. - The company achieved a 38% growth in earnings per share in Q2, suggesting potential for multiple expansion and a possible stock rally if Q3 results meet or exceed expectations [12][14].

"ChatGPT内应用"的功能旨在将ChatGPT打造为下一代互联网的核心入口，此举与2007年Facebook推出"社交图谱"时的平台化雄心惊人地相似。分 析认为，OpenAI能否在追求商业化的同时，避免重蹈Facebook因数据隐私危机而平台梦碎的覆辙，并维持用户对其核心产品的信任，将是决定其平台 野心能否成功的关键。 OpenAI正在将其广受欢迎的聊天机器人ChatGPT转变为一个开放平台，允许第三方开发者将他们的应用和服务直接整合其中。 周一，在旧金山举行的首届开发者日上，OpenAI首席执行官Sam Altman宣布推出"ChatGPT内应用"功能。 用户将能在一个对话界面内，直接调用从旅 游预订、在线教育到设计创作等多种第三方服务，从而将ChatGPT从一个信息问答工具，升级为一个能够完成复杂任务的综合性平台。 通过向外部开发者开放其超过8亿的周活跃用户，OpenAI不仅为自身开辟了巨大的潜在收入来源，也可能重塑互联网的商业格局。 这一转向，与2007年Facebook推出"社交图谱"（social graph）时的平台化雄心惊人地相似，也预示着OpenAI正意图将ChatGPT打造为下一代互联网 ...

Core Viewpoint - The current market is experiencing a legitimate pullback, particularly in the tech sector, but there is no indication of a severe sell-off ahead. Profit-taking is observed with the Dow down 92 points, S&P down 0.38%, and Nasdaq down 67 points, which is reasonable given the recent market run-up [2][3]. Group 1: Market Dynamics - The market has seen parabolic moves, which often precede significant declines, leading to a sell-off that creates fear and uncertainty among investors [3][4]. - Investors who bought early in the day may find themselves at a loss, leading to a lack of trust among shareholders, as they are less likely to buy more shares after experiencing losses [4][5]. - Skeptics are likely to emerge, drawing parallels to past market bubbles, which can further exacerbate panic selling among investors who bought at high prices [5][6]. Group 2: Investment Strategy - During sell-offs, it is suggested that investors should consider buying more of their favorite growth stocks, particularly those with strong fundamentals [8][9]. - It is advised to wait for stocks to decline further before making purchases, as many stocks are still near their highs [9][10]. - Investors should focus on companies they understand and believe in, rather than just the stock's price trajectory [10][11]. Group 3: Nvidia Insights - A recent meeting with Nvidia's CEO Jensen Wong provided insights into the company's long-term plans and the resilience of AI data center spending, which bolstered confidence among investors [12][18]. - The meeting highlighted the stark contrast between short-term trading and long-term investing, emphasizing the importance of holding onto stocks like Nvidia for potential future gains [13][14]. - Investors who have faith in Nvidia and its leadership are more likely to buy during market pullbacks, viewing them as opportunities rather than setbacks [16][21]. Group 4: Market Sentiment - The sentiment among long-term investors is one of resilience, as many have weathered market fluctuations and maintained their positions in stocks like Nvidia despite external pressures [15][16]. - Trust in the market and specific companies is crucial for investors, as it allows them to navigate volatility without succumbing to fear [21][23]. - The overall message is to remain patient and ready to buy more shares during downturns, rather than panicking and selling [22][24].

Core Insights - Meta Platforms' share price performance has remained flat since the previous Strong Buy thesis, contrasting with the S&P 500's performance during the same period [1] Group 1: Company Background - Meta Platforms is involved in the U.S. stock market, with a focus on value stocks while also maintaining exposure to growth opportunities [1] Group 2: Analyst Experience - The analyst has a decade of experience at a Big 4 audit firm, specializing in banking, mining, and energy sectors, providing a strong foundation in finance and strategy [1] - The analyst currently serves as the Head of Finance for a leading retail real estate owner and operator, overseeing complex financial operations and strategy [1] Group 3: Investment Philosophy - The investment philosophy is rooted in thorough research and a long-term perspective, which has been effective in navigating various market cycles [1] - The aim is to uncover promising under-the-radar stocks that may not yet be recognized by the broader market [1]

Meta Platforms' (NASDAQ: META ) share price performance since my previous Strong Buy thesis is flat. Compared to the performance of the S&P 500 over the same period, some might say that the call didWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve been a ...

Core Insights - The importance of balancing incremental growth with long-term vision is emphasized, highlighting the need for companies to understand the impact of their actions on growth [1][2][3] - The book aims to provide practical guidance for both small and large businesses in navigating the evolving landscape of digital marketing, which now constitutes 75% of the global advertising industry [4][5] - AI's role in transforming advertising is significant, with AI-powered ads showing high double-digit percentage uplifts in engagement and revenue for advertisers [11] Digital Marketing Landscape - Digital marketing has evolved significantly since the 1995 publication of "Ogilvy on Advertising," necessitating new resources to help businesses adapt [4] - The current regulatory environment around data usage is clearer, allowing for more personalized advertising while ensuring consumer control over their data [6][7] - The comparison between the growth of advertising in Europe and the US highlights the potential missed opportunities due to regulatory constraints [8] AI and Advertising - AI has fundamentally transformed advertising strategies, particularly with the rise of platforms like TikTok, which have changed content engagement dynamics [9][10] - The integration of AI allows for better content ranking based on semantic understanding, leading to improved engagement and advertising results [11] - Creativity in advertising is increasingly tied to data utilization, targeting, and conversion optimization, rather than just traditional creative methods [12][13]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Snap Inc. securities between April 29, 2025, and August 5, 2025, of the upcoming lead plaintiff deadline on October 20, 2025, for a class action lawsuit [1]. Group 1: Class Action Details - Investors who purchased Snap securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by October 20, 2025 [3]. - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4]. Group 2: Case Background - The lawsuit alleges that Snap's management created a false impression regarding the company's advertising revenue and growth potential while downplaying macroeconomic instability [5]. - It is claimed that Snap's optimistic reports did not align with reality, as the company was already facing significant execution errors when management cited macroeconomic conditions as a reason for lack of visibility [5].

This story was originally published on Social Media Today. To receive daily news and insights, subscribe to our free daily Social Media Today newsletter. X has renamed its X Premium business package, while it’s also added new tiers for business subscribers, as it looks to entice more brands to pay for its add-on features, in order boost their X presence. First off, X is changing the name of its business offering from “Verified Organizations” to “Premium Business,” which now includes three variable price ti ...