Key Takeaways AppLovin's Q4 revenues rose 66% to $1.7B, with adjusted EBITDA increasing 82% and margins at 84%.APP is projected to grow sales 38% and EPS 55%, topping ARM's 22% revenue and 7% EPS outlook.Arm Holdings trades at 62X forward earnings, while APP's 24X P/E signals a more grounded valuation.Both AppLovin Corporation (APP) and Arm Holdings (ARM) are technology-driven companies capitalizing on the AI revolution. AppLovin leverages advanced AI-powered advertising algorithms and app monetization plat ...

AI Monetisation Designed for UsersKoah, a startup out of San Francisco, just pulled in $20.5 million in Series A funding. Theory Ventures led the round, and Forerunner, South Park Commons, plus AppLovin co-founder Andrew Karam joined in too. Back in September 2025, Koah raised $5 million in seed money, so now they’ve crossed the $26 million mark. They plan to use this cash to grow their AI-powered advertising platform.Koah helps developers monetise generative AI experiences without compromising user trust. ...

Kidoz Inc. to Announce Fourth Quarter 2025 Results After Close of Business February 26, 2026; Highlights Growth and Technology Expansion ELEMENT--[Back to the Newsroom]# Kidoz Inc. to Announce Fourth Quarter 2025 Results After Close of Business February 26, 2026; Highlights Growth and Technology ExpansionVANCOUVER, BC / [ACCESS Newswire]/ February 24, 2026 / Kidoz Inc. (TSXV:KDOZ)(OTCQB:KDOZF) (the "Company"), a global AdTech platform delivering safe mobile gamer engagement at scale, today announced that it ...

Specificity invites individual and institutional investors as well as advisors and analysts, to attend its real-time, interactive presentation on the Emerging Growth Conference. SARASOTA, FLORIDA / ACCESS Newswire / February 24, 2026 / Specificity (OTCID:SPTY), an AI-powered advertising technology company specializing in fraud prevention and real-time intent targeting, today announced that Founder and CEO Jason Wood will present live at the Emerging Growth Conference on February 26, 2026 at 10:15 a.m. ...

Core Insights - RAD Intel has launched RAD Amplify as a standalone company to enhance marketing decision-making for advertisers through real-time intelligence and audience matching [1][2] - RAD Amplify combines creator strategy, audience intelligence, and media performance to optimize advertising budgets and campaign effectiveness [2][4] Company Overview - RAD Amplify serves Fortune 1000 brands and global agency networks, providing AI-powered audience and cultural intelligence for media planning and execution [6] - The company aims to deliver measurable performance outcomes and reduce inefficiencies in marketing strategies [2][5] Leadership - Rick Song has been appointed as CEO of RAD Amplify, bringing over 25 years of experience in digital media and advertising [3] - Emily Duban will serve as President, focusing on enterprise expansion and leveraging her experience in high-stakes marketing decisions [4] Market Positioning - RAD Amplify is positioned to help advertisers act on real-time audience insights, addressing the challenges of a fast-moving and fragmented marketing landscape [4][5] - The company aims to provide real-time intelligence that reflects current audience engagement, moving away from reliance on static data [5]

SAN FRANCISCO--(BUSINESS WIRE)--LiveRamp (NYSE: RAMP) today announced a partnership with Scowtt, the AI-powered advertising optimization platform, to integrate Scowtt's predictive AI models into LiveRamp's data collaboration platform. As the first such partnership of its kind, LiveRamp and Scowtt will deliver unmatched value-based performance optimization to major platforms and programmatic destinations, seamlessly driving superior outcomes for every marketer. "Scowtt's mission to use AI to hel. ...

Core Insights - Canela Media has formed a strategic partnership with LiveRamp to enhance advertisers' ability to reach U.S. Hispanic audiences through Over-The-Top (OTT) platforms [1] - The partnership allows marketers to access Canela's audience of over 30 million U.S. Hispanics with precision and cultural relevance, overcoming data fragmentation [1] - Advertisers can utilize LiveRamp's RampID to connect to Canela's inventory and other destinations, improving reach, activation, personalization, and measurement [1] Group 1: Partnership Details - The partnership enables direct access to CAS segments in the LiveRamp Data Marketplace, which includes over 1,000 audience segments reaching more than 30 million Hispanics [1] - CAS is powered by over 300 million device IDs and focuses on CTV viewership of Spanish language and culturally relevant content [1] - Canela's innovative incremental audiences are designed to reach viewers that brands often cannot find elsewhere, driving true incremental growth [1] Group 2: Company Background - Canela Media is a technology-driven multicultural media company offering a portfolio of audience solutions, including Canela.TV, Canela Audience Solutions, Club Canela, and Canela Studios [1] - Canela.TV provides culturally relevant and authentic content on-demand and through live channels across various verticals [1] - Club Canela is an innovative in-app streaming rewards program that offers brands exclusive engagement opportunities while rewarding audiences for content consumption [1]

Perion Network Ltd. Q4 2025 Earnings Call Summary - Moby Strategic Pivot and Operational Integration Management defines 2025 as 'Year 1' of a total transformation, unifying technology, organizational structure, and mission under the Perion One strategy. Performance was driven by double-digit growth in CTV, Digital Out-of-Home, and Retail Media, which significantly outpaced broader market trends. The company transitioned from a channel-specific sales approach to a holistic, AI-driven execution model ...

Financial Data and Key Metrics Changes - Revenue for Q4 2025 grew 6% year-over-year to $137.1 million, while Contribution ex-TAC increased 19% year-over-year to $65.2 million, significantly outpacing revenue growth [20] - Adjusted EBITDA reached $24.3 million, a 53% increase compared to last year, resulting in an Adjusted EBITDA margin of 37% of Contribution ex-TAC [20][25] - For the full year 2025, revenue was $439.9 million, with Contribution ex-TAC at $203.4 million and Adjusted EBITDA of $45.2 million, reflecting a 22% ex-TAC margin [21] Business Line Data and Key Metrics Changes - CTV revenue grew 59% in Q4 and 42% for the full year, reaching $62.1 million, driven by the shift from traditional TV to connected TV advertising [22] - Digital Out-of-Home revenue increased 28% in Q4 and 36% for the full year to $94.9 million, supported by an expanded global footprint [22] - Retail Media revenue rose 42% in Q4 and 36% for the full year, more than doubling the market growth [22] Market Data and Key Metrics Changes - Advertising Solutions revenue increased by 7% year-over-year in Q4, with CTV and Digital Out-of-Home accounting for 44% of revenue in Q4 and 36% for the full year 2025 [23] - Web revenue declined 17% year-over-year in Q4 and 13% for the full year, with a pro forma decline of 12% in Q4 and only 1% for the full year when excluding discontinued low-margin activities [23][24] Company Strategy and Development Direction - The company has redefined its mission and strategy, focusing on building Perion One as a centralized platform for marketers, integrating technologies and expanding strategic partnerships [3][4] - The introduction of Outmax, an AI-native execution agent, aims to optimize marketing activities across various channels, enhancing performance and efficiency [6][12] - By 2028, the company expects Perion One to represent the majority of its business, with a target of at least 25% CAGR for Perion One performance spend and 20% for Contribution ex-TAC [15][31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, citing strong performance in key growth engines and a highly efficient operating model [19] - The company anticipates continued market share gains in rapidly expanding verticals, supported by the shift towards performance advertising [22][31] - Management highlighted the importance of strategic partnerships with companies like Amazon, Walmart, and Mastercard to enhance growth potential [13] Other Important Information - The company generated over 400% year-over-year increase in operating cash flow, ending the year with $313 million in net cash [17][20] - A share repurchase program was expanded to $200 million, reflecting confidence in the company's long-term value proposition [19][28] Q&A Session Summary Question: Can you walk us through the 2026 guidance assumptions? - Management indicated that the guidance reflects expectations of a gradual decline in search and legacy activities, with a sharper increase in Perion One contributions [36][40] Question: What are the implications of the Amazon DSP integration for 2026? - Management noted that the integration opens significant opportunities and is expected to enhance wallet share with advertisers [45][46] Question: What is the adoption rate of Outmax and any barriers to adoption? - Management reported strong adoption of Outmax, with performance driving increased budgets from advertisers [53] Question: Can you discuss market share gains in core growth areas? - Management confirmed that all growth engines outpaced the market, with CTV leading at nearly 60% year-over-year growth [77]

Perion Network (NasdaqGS:PERI) Q4 2025 Earnings call February 18, 2026 08:30 AM ET Speaker6Hello everybody, and welcome to the Perion Network Q4 and full year 2025 earnings call. Today's conference is being recorded, and an archive of the webcast will be posted on the company's website. The press release detailing the financial results is available on the company's website at www.perion.com. Before we begin, I'd like to read the following safe harbor statement. Today's discussion includes forward-looking st ...