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AppLovin Dips on S&P 500 Snub, Morgan Stanley Lifts Target Anyway
MarketBeat· 2025-06-10 21:38
Core Viewpoint - AppLovin's stock experienced a significant drop due to its exclusion from the S&P 500 Index, despite a recent price target upgrade from Morgan Stanley, indicating mixed market sentiment towards the company [2][4][9]. Group 1: Stock Performance and Market Reaction - AppLovin's stock closed down over 8% on June 9, following the announcement that it would not be added to the S&P 500 Index [2][4]. - The company has seen a remarkable stock price increase of approximately 1,840% over the past two years [3]. - Morgan Stanley raised AppLovin's price target from $420 to $460, suggesting a potential upside of 20% from its June 9 closing price [3][4]. Group 2: S&P 500 Inclusion Implications - Inclusion in the S&P 500 Index is crucial for gaining exposure to institutional investors, which can significantly boost a company's stock price [4][5]. - AppLovin is one of only two companies with a market cap over $100 billion that is not part of the S&P 500, the other being Strategy [7]. - The exclusion from the index means AppLovin will miss out on substantial institutional buying, which typically occurs when new companies are added to the index [6][8]. Group 3: Business Developments and Future Outlook - AppLovin's advertising technology segment generated over $3.7 billion in sales over the last 12 months, contrasting with the performance of Strategy [8]. - The company is in the process of selling its first-party (1P) mobile game studios, which is expected to close in Q2 pending regulatory approval [11]. - Morgan Stanley believes that the sale of the 1P business will enhance AppLovin's overall value by allowing it to maintain high-margin ad revenue without the operational costs associated with running the studios [12][13].
Levi & Korsinsky Notifies DoubleVerify Holdings, Inc. Investors of a Class Action Lawsuit and Upcoming Deadline – DV
GlobeNewswire News Room· 2025-06-10 17:04
NEW YORK, June 10, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in DoubleVerify Holdings, Inc. ("DoubleVerify Holdings, Inc." or the "Company") (NYSE: DV) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of DoubleVerify Holdings, Inc. investors who were adversely affected by alleged securities fraud between November 10, 2023 and February 27, 2025. Follow the link below to get more information and be contacted by a member of our team: ...
Grey and UNACEM Named Honoree in Fast Company's 2025 "World Changing Ideas" Awards
Prnewswire· 2025-06-10 14:27
Core Insights - Grey, a leading global ad agency, has been recognized as an honoree of Fast Company's 2025 World Changing Ideas Awards for its innovative "Sightwalks" project in collaboration with UNACEM, which aims to enhance urban accessibility for visually impaired individuals [1][3] Group 1: Project Overview - "Sightwalks" is a tactile signage system that has been implemented in Lima, Peru, covering over 75,000 square meters and benefiting over 500,000 visually impaired individuals [2] - The project was developed by Grey's Peru studio, Circus Grey, in partnership with the Municipality of Miraflores and Cemento Sol, with plans for expansion to other districts and cities globally [2] Group 2: Recognition and Impact - The Fast Company awards featured 100 outstanding projects selected from over 1,500 entries, highlighting the significance of "Sightwalks" in addressing pressing social issues [3] - Gabriel Schmitt, Grey's Global Chief Creative Officer, emphasized the company's commitment to using creativity for social good, which is reflected in the recognition received [4] Group 3: Company Philosophy - UNACEM's Commercial Manager, Gabriel Barrio, articulated the vision behind "Sightwalks," focusing on making cities more human and sustainable, and the importance of combining purpose with creativity [5] - José Rivera y Piérola, Creative Chairman & CEO of Circus Grey, expressed the belief in the transformative power of ideas, showcasing "Sightwalks" as a prime example of impactful creativity [6] Group 4: Industry Context - Fast Company editor-in-chief Brendan Vaughan noted that the awards aim to showcase organizations making meaningful progress on significant global issues, reinforcing the relevance of initiatives like "Sightwalks" [7]
Stagwell (STGW) Chairman and CEO Mark Penn to Discuss the Irreplaceable Power of Human Creativity on the Main Stage of Cannes Lions
Prnewswire· 2025-06-10 13:31
Group 1 - Stagwell's Chairman and CEO Mark Penn will present at the 2025 Cannes Lions International Festival of Creativity, emphasizing the importance of human creativity in an increasingly automated industry [1][2] - The session titled "The Human Touch: Creativity Can't Be Automated" will feature leaders from Stagwell, United Airlines, and 72andSunny, focusing on blending technology with human creativity for effective branding [2] - Penn will also present another session titled "Hard Truths, Real Results: How News Unlocks Advertising ROI," discussing the alignment of brands with credible journalism to enhance advertising effectiveness [3] Group 2 - A private dinner hosted by Bloomberg Media will feature a fireside chat with Mark Penn and Olympic gold medalists, discussing the intersection of sports and business [4] - Stagwell operates as a challenger holding company aimed at transforming marketing by combining creativity with technology to improve business results for clients [7]
Advertisers Gain Real-Time Customizable Audiences and Always-On Measurement with Instacart and The Trade Desk
Prnewswire· 2025-06-10 13:00
Core Insights - Instacart has expanded its partnership with The Trade Desk to enhance programmatic campaign performance using retail media data, allowing advertisers to create custom audiences based on specific product criteria [1][4][6] - The integration enables real-time sales measurement signals from Instacart to be accessed directly within The Trade Desk platform, facilitating closed-loop measurement for advertisers [5][6] Group 1: Partnership and Integration - The partnership allows approved advertisers to build first-party custom audiences and optimize campaigns mid-flight without the need for insertion orders [4][6] - Instacart is the first U.S. retail media network to integrate its grocery selection with The Trade Desk platform, streamlining self-service use cases for advertisers [1][4] Group 2: Advertising and Measurement - Advertisers can now measure the impact of Instacart audience segments on business outcomes, including attributed sales and return on ad spend (ROAS) [5][6] - The closed-loop reporting feature provides clear insights into sales impact, enabling media teams to optimize campaigns in real-time [5][7] Group 3: Market Position and Ecosystem - Instacart collaborates with over 7,000 active brands and 1,800 retail partners, simplifying the advertising process across fragmented retail networks [9] - The expanded functionality is part of Instacart's growing advertising ecosystem, which includes partnerships with major platforms like Google, Meta, and NBCUniversal [8][9]
Comscore and Adelaide Expand Access to High-Quality, Attention-Optimized Curated Deals across PubMatic’s platform
Globenewswire· 2025-06-10 12:15
Core Insights - The collaboration between Comscore, Adelaide, and PubMatic aims to enhance programmatic advertising by integrating Comscore's inventory rankings with Adelaide's attention metrics, allowing advertisers to achieve higher engagement and campaign impact [1][2][3] Group 1: Collaboration Details - Comscore's Comscore-Certified Deal IDs will now include Adelaide's attention-based metrics, optimizing placements in PubMatic's premium inventory [1][2] - This integration provides media buyers with access to high-quality inventory that is strategically optimized for engagement, ensuring effective campaign placements [2][4] Group 2: Company Statements - Comscore emphasizes its commitment to providing tools for performance and transparency in programmatic advertising, aligning with its mission to unify the ad ecosystem [3] - Adelaide's CEO highlights the ease of targeting premium inventory through the combination of their media quality metrics and Comscore's inventory quality signals [4] - PubMatic's VP notes that this initiative enhances transparency and efficiency in buying high-quality inventory, contributing to a more impactful digital ecosystem [4] Group 3: Company Background - Comscore is recognized as a trusted partner for media planning, transacting, and evaluation across various platforms, providing comprehensive cross-platform measurement [5]
Subscription brand executives ditch digital ad spend for new business models
Globenewswire· 2025-06-10 12:00
New data shows nearly half of subscription brands now see digital advertising as a "black hole," and look to shift spend elsewhere CAMBRIDGE, United Kingdom, June 10, 2025 (GLOBE NEWSWIRE) -- Subscription brands are pulling away from digital advertising. According to a new industry-wide study from Bango (AIM: BGO), 48% of subscription leaders report diminishing returns from traditional direct acquisition methods like paid search and paid social media. A further 53% warn that direct marketing is becoming "un ...
1美元AI广告,正在卷爆整个营销业
创业邦· 2025-06-10 10:26
以下文章来源于乌鸦智能说 ,作者智能乌鸦 乌鸦智能说 . 人人都能读懂的AI商业 来源丨乌鸦智能说 ( wuyazhinengshuo) 作者丨朗朗 图源丨 midjourney 要说AI商业化最成功的领域,广告绝对算一个。 靠着AI广告的应用,可灵的月度付费金额已经连续两个月超过1亿人民币;哥大辍学天才Kennan打造的Icon也在短短30天里,就实现了从0增长到500万美 元的ARR(年度经常性收入);Arcads AI也靠着5人团队,实现了500万美元ARR。 惊艳的商业化数据背后,是AI对广告制作成本的重构。 过去,每条广告的制作和投放成本通常高达200美元。而AI改变了这一切,就拿Icon来说,它能一站式完成策划、制作到投放的全流程,平均广告的成本不 到1美元。 换句话说,AI让广告制作的成本下降了99%。 得益于效率的升级,资本也蜂拥而至。仅半年内,广告生成领域就发生了多起融资收购案: 2025年5月,AI生图独角兽Photo R oom收购自动化视觉营销工具GenerateBanners,前者在2024年完成B轮4300万美元融资; 2025年2月,上市公司Appier以3870万美元收购AI广 ...
ROSEN, HIGHLY REGARDED INVESTOR COUNSEL, Encourages DoubleVerify Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – DV
GlobeNewswire News Room· 2025-06-10 03:04
Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of DoubleVerify Holdings, Inc. during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1][2]. Group 1: Class Action Details - Investors who bought DoubleVerify common stock between November 10, 2023, and February 27, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by July 21, 2025 [3]. Group 2: Reasons for the Lawsuit - The lawsuit alleges that DoubleVerify made false and misleading statements regarding its business operations, including the shift of customers' ad spending to closed platforms where DoubleVerify's capabilities were limited [5]. - It is claimed that the company overbilled customers for ad impressions served to declared bots and that its risk disclosures were materially false and misleading [5]. - The lawsuit asserts that the defendants' positive statements about DoubleVerify's business lacked a reasonable basis, leading to investor damages when the true details emerged [5]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company at the time and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone [4].
摩根士丹利:中国广告业-人工智能应用的拓展强化了头部网络企业
摩根· 2025-06-10 02:16
June 9, 2025 09:00 PM GMT China Advertising Unfolding AI Proficiency Strengthens Top Online Players Our AlphaWise Survey showed slight recovery in advertiser expectations in 2025. We lift our 2025 growth forecast from 8.6% to 11.4% yoy. In this report, we explore: 1) secular trends on the demand side, 2) key share gainers and losers, and 3) AI improvements. Key OWs: Tencent, Alibaba, Meituan. M We conducted our 5th China Advertiser AlphaWise Survey in March 2025, where we polled 102 chief marketing officers ...