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 ...

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 ...

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].

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 ...

NEW YORK, June 09, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of DoubleVerify Holdings, Inc. (NYSE: DV). Shareholders who purchased shares of DV during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/doubleverify-holdings-inc-loss-submission-form-2/?id=151937&from=3 CLASS PER ...

SAN DIEGO, June 09, 2025 (GLOBE NEWSWIRE) --  Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of DoubleVerify Holdings, Inc. (NYSE: DV) common stock between November 10, 2023 and February 27, 2025, all dates inclusive (the “Class Period”), have until July 21, 2025 to seek appointment as lead plaintiff of the DoubleVerify class action lawsuit. Captioned Electrical Workers Pension Fund, Local 103, I.B.E.W. v. DoubleVerify Holdings, Inc., No. 25-cv-04332 (S.D.N.Y.), the DoubleVerify cla ...

Core Insights - Equativ has successfully integrated Sharethrough, doubling its scale within three years and enhancing its global reach, particularly in North America [1][2] - The merger has established Equativ as a leading independent media platform, trusted by thousands of brands and major advertising agencies [2][3] - The newly unified Equativ aims to provide a comprehensive media platform, Maestro by Equativ, which integrates planning, promotion, and optimization into a single solution [2][3] Company Developments - The integration of Sharethrough marks the culmination of a year-long process following Equativ's acquisition in June 2024 [1] - Equativ has formed strategic partnerships with key players like Deutsche Telekom and Titan OS, and acquired Kamino Retail, reinforcing its commitment to innovation and global impact [2] - The company emphasizes a user-centric approach, aiming to simplify the advertising technology stack while delivering quality media and performance [2][4] Industry Impact - The merger is seen as a critical step in enhancing sustainability, transparency, and creativity in advertising, addressing the fragmented ad tech landscape [3] - Industry leaders express optimism about the combined entity's potential to influence the future of programmatic media and deliver sustainable results [3] - Equativ's platform is designed to meet the evolving needs of advertisers and agencies, providing clarity and efficiency in execution [3][4]

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PhotoRoom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广告公司AdCreative.ai； 2025年初，AI生成广告Icon.com拿到了Founders Fund等顶投的融资； AI生成式广告产品的核心就是利用AI技术批量制造广告素材， ...

Core Viewpoint - Beijing Deep AI Technology Co., Ltd. (Deep AI) has submitted an application for listing on the Hong Kong Stock Exchange, facing challenges due to past failed IPO attempts and declining financial performance [1][2] Financial Performance - Deep AI reported revenues of approximately 543 million RMB, 611 million RMB, and 538 million RMB for the years 2022, 2023, and 2024 respectively, with net profits of about 59.36 million RMB, 60.66 million RMB, and 21.52 million RMB during the same periods [2][3] - The company experienced a significant profit decline of 64.5% in 2024, attributed to macroeconomic challenges and reduced marketing budgets from clients [2][3] Business Segments - The company's AI marketing solutions include two flagship platforms: AlphaDesk for intelligent advertising and AlphaData for intelligent data management, with the advertising segment contributing 82.1%, 80.5%, and 85.5% of total revenue from 2022 to 2024 [4][5] - The gross profit margins for both business segments have decreased, with advertising gross profit margins at 27.4% in 2024 compared to 27.7% in 2022 [5][6] Client Dependency - Deep AI relies heavily on a few major clients, with revenue from the top five clients accounting for 51.1%, 50.2%, and 54.6% of total revenue from 2022 to 2024, indicating a risk in client concentration [6][7] Cash Flow and Liquidity - The company has a high proportion of accounts receivable, with trade receivables and notes reaching 218 million RMB by the end of 2024, representing about 40% of total revenue and total assets [6][7] - Cash reserves were reported at only 72.07 million RMB at the end of 2024, which is insufficient to cover more than a year of R&D expenditures [6][7] Industry Context - The global smart advertising services market is projected to reach 520 billion USD in 2024, with expectations to exceed 1 trillion USD by 2029, indicating a rapidly expanding market [7][8] - The Chinese decision AI application market is expected to grow from 34.5 billion RMB in 2024 to 161.5 billion RMB by 2029, with a compound annual growth rate of 36.2% [8][9] Competitive Landscape - Deep AI faces intense competition in the advertising sector, with major players like Publicis Groupe and Liou Co. developing advanced AI marketing platforms [9][10] - The company's reliance on media supplier relationships for its automated marketing platforms poses a risk if suppliers withdraw [10]

Core Viewpoint - The market is recovering, but Roku's stock is significantly down, trading 84% below its peak from July 2021, raising questions about its long-term investment potential [1] Group 1: Industry Trends - The internet is reshaping industries, particularly in streaming entertainment and digital advertising [3] - Roku benefits from these trends by providing a platform that aggregates content, holding a top market share among smart TV operating systems in North America [4] Group 2: Company Performance - Roku reported a 16% revenue increase in Q1 2025, following an 18% growth in 2024, with 89.8 million memberships at the end of last year [5][6] - 86% of Roku's Q1 2025 sales came from its platform segment, which includes advertising revenue [6] Group 3: Financial Situation - Roku generated $242 million in net income in 2021, but has reported cumulative net losses of $866 million over the past nine quarters [8] - The company has a strong balance sheet with $2.3 billion in cash and no debt, reducing financial risk [9] Group 4: Valuation and Competitive Landscape - Roku's stock trades at a price-to-sales ratio of 2.7, which is 69% below its historical average, indicating a compelling valuation [10] - The competitive landscape includes major players like Alphabet, Amazon, and Apple, which poses challenges for Roku [11] Group 5: Long-term Outlook - Roku has the potential for significant growth due to its valuation, industry position, and growth prospects, making it a candidate for long-term investment [12]