Investor Presentation Forward Looking Statements This presentation contains historical information and forward-looking statements within the meaning of the Securities Act of 1933, as amended, the Securities Exchange Act of 1934, as amended, and the safe- harbor provisions of the Private Securities Litigation Reform Act of 1995 with respect to the business, financial condition and results of operations of Perion. The words "will," "believe," "expect," "intend," "plan," "should," "estimate" and similar expres ...

Group 1 - Criteo S.A. will present at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026, at 5:35 PM Eastern Time [1] - The presentation will be made by Michael Komasinski, CEO, and Sarah Glickman, CFO, and a live audio webcast will be available on the company's investor relations website [1] - Criteo's AI-powered advertising platform has access to over $1 trillion in annual commerce sales, connecting brands, agencies, retailers, and media owners [1] Group 2 - Criteo delivers technology, tools, and insights necessary for businesses to drive performance and growth, with thousands of clients and partnerships in global retail and digital commerce [1] - The company is focused on creating highly personalized experiences for shoppers, inspiring discovery through its platform [1]

Core Insights - The study conducted by Stagwell, in partnership with Axel Springer, Teads, and The Trade Desk, reveals that Germany has the highest proportion of 'news junkies' among all surveyed markets [1] Group 1: Study Overview - The survey involved 11,282 adults in Germany, contributing to the latest installment of the News Advertising Study [1] - This study builds on previous News Advertising studies conducted in regions including Asia Pacific, Canada, the U.S., and the UK [1]

SARASOTA, FL / ACCESS Newswire / February 17, 2026 / Specificity (OTCID:SPTY), a full-service advertising agency powered by proprietary AI-driven fraud prevention and real-time intent technology, today announced its strategic expansion into the U.S. home services sector - a market exceeding $600 billion annually. The initiative marks a focused vertical rollout of the company's hybrid AdTech + MarTech model designed to eliminate invalid traffic, remove bot-driven ad waste, and deliver verified, high-intent h ...

StackAdapt Partners With Experian to Supercharge First-party Data Activation for AdvertisersFeb 17, 2026 9:30 AM Eastern Standard Time# StackAdapt Partners With Experian to Supercharge First-party Data Activation for AdvertisersShare---Partnership to connect UK brands with customers through smarter targeting and measurementLONDON--([BUSINESS WIRE])-- [StackAdapt], the leading AI advertising and orchestration platform, has announced a strategic partnership with global data and technology company, [Experian]. ...

Market Overview - U.S. stock markets are closed on February 16, 2026, for Presidents' Day, providing a breather after a volatile week marked by record highs in blue-chip stocks and a correction in the technology sector [1] - Major indexes showed mixed performance before the long weekend, with the Dow Jones Industrial Average (DJIA) gaining 51 points (0.10%) to close at 49,500.93, while the S&P 500 (SPX) rose 0.05% to 6,836.17, and the Nasdaq Composite (IXIC) fell 0.22% to 22,546.67 [2] Sector Performance - Defensive sectors and financials are gaining interest as investors rotate out of high-valuation technology stocks, with Nike (NKE) and UnitedHealth (UNH) leading the rally, rising 3.18% and 3.16% respectively [3] - The technology sector is experiencing challenges, particularly due to "AI fatigue," with Nvidia (NVDA) and Apple (AAPL) seeing declines of 2.21% and 2.27% respectively, contributing to a nearly 8% weekly decline for some megacap companies [3] Corporate News and AI Sentiment - The market narrative is shifting regarding Artificial Intelligence, with skepticism growing over the immediate returns on significant capital expenditures, affecting companies like Microsoft (MSFT) and Google (GOOGL) [4] - Despite the volatility, AppLovin (APP) saw a surge of 6.4% as analysts noted its potential in leveraging AI for advertising disruption, while Tesla (TSLA) is under scrutiny due to changing consumer demand and global competition [5] Upcoming Market Events - The week ahead is filled with significant events, including the Federal Reserve's release of January policy meeting minutes, which may provide insights into the pause in the rate-cutting cycle despite a drop in the Consumer Price Index (CPI) to 2.4% [6] - Corporate earnings reports are set to dominate headlines, with Walmart (WMT), Palo Alto Networks (PANW), Deere & Company (DE), and Booking Holdings (BKNG) expected to report, which will be crucial for assessing the sustainability of the recent sector rotation into "value" stocks [7] - The advance estimate of fourth-quarter 2025 GDP and the Core PCE Price Index will be released on Friday, with analysts predicting GDP growth around 3.0%, a decrease from the previous quarter's 4.4% [8]

在谷歌与Meta双头垄断的数字广告领域，一家公司撕开市场裂缝，两年时间股价暴涨25倍，跻身千亿美元俱乐部。这家公司就是AppLovin。然而，市场与空头机构对AppLovin的质疑没有停止过。近来，随着华尔街由于AI审判而抛售SaaS板块、广告行业竞争加剧，即使AppLovin在2月11日交出了非常亮眼的财报，公司股价依然遭遇暴跌。 但对于提倡“Underdog”精神的AppLovin来说，或许他们对外界的质疑已经习以为常。 我们在2025年12月底独家专访了AppLovin首席产品及工程官葛小川（Giovanni Ge），他负责如今AppLovin最核心的Axon算法模型。在这次访谈中，我们回顾了AppLovin崛起的1000天，如何通过现代算法之战击穿巨头的市场裂缝；面对多轮做空机构的连环狙击，AppLovin如何回应？外界信息和AppLovin实际情况有哪些冲突？决定“去游戏化”进军电商、竞购TikTok、甚至自建社交媒体，每一步押注背后是什么逻辑？同时我们也和中科大少年班毕业、留学意大利、一度落入人生低谷的葛小川聊聊，他 如何看待硅谷的晋升天花板、招人哲学与成功归因。 你会看到： 00:00 AppL ...

Group 1 - A negative research report against AppLovin has been fully retracted, alleviating shareholder concerns [1] - The independent research firm Capitalwatch previously accused AppLovin of being a "money laundering machine" for Southeast Asian criminal groups, but has now withdrawn all allegations [1] - Capitalwatch will no longer publish any updates regarding AppLovin, despite earlier indications of releasing more "explosive" reports [1] Group 2 - AppLovin's stock rose by 6.44% to $390.55 after a significant drop of 20% despite strong quarterly earnings [2] - Morgan Stanley noted a 14% quarter-over-quarter growth in AppLovin's advertising revenue for Q4, exceeding the company's previous target of 12% [2] - Morgan Stanley maintains an "overweight" rating on the stock, lowering the target price from $800 to $720, citing innovation in advertising targeting technology [2] Group 3 - Bank of America has also reduced its forecast for AppLovin's e-commerce advertising channel for Q1 but sees potential upside if daily ad spending growth exceeds current assumptions [2] - Bank of America maintains a "buy" rating and lowers the target price from $780 to $705, emphasizing AppLovin's strong position in the gaming advertising sector [2]

Financial Data and Key Metrics Changes - The company reported a Gross Transaction Value (GTV) of $9.85 billion for Q4 2025, representing a 14% year-over-year increase, marking the strongest growth in three years [20] - Orders reached 89.5 million, up 16% year-over-year, while the average order value decreased by 1% year-over-year [20] - GAAP net income was $81 million, down 46% year-over-year, primarily due to higher G&A expenses related to non-recurring legal matters [22] - Adjusted EBITDA grew 20% year-over-year to $303 million, with operating cash flow of $184 million, also up 20% year-over-year [22] Business Line Data and Key Metrics Changes - Advertising and other revenue grew 10% year-over-year, driven by strong GTV performance and an increase in active brand partners to over 9,000 [21] - The enterprise segment powered more than 380 grocery e-commerce sites, with significant growth opportunities identified for both new and existing partners [8][31] Market Data and Key Metrics Changes - The company operates in a highly fragmented grocery market that is still early in its online journey, presenting substantial growth opportunities [5] - The competitive landscape includes major players like Amazon and DoorDash, but the company maintains a leading share among digital-first players, particularly in large basket transactions [36][38] Company Strategy and Development Direction - The company's strategy focuses on being the trusted platform for grocery needs, enhancing technology for grocers, and expanding its advertising ecosystem [6] - Generative AI is being leveraged to increase operational efficiency and enhance the value of first-party data [6][13] - The company aims to accelerate its growth and capitalize on the omnichannel transformation of grocery [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to drive durable, profitable growth, citing strong momentum and a favorable operating environment [4][18] - The outlook for Q1 2026 anticipates GTV growth between 11%-13%, with advertising revenue expected to grow 11%-14% year-over-year [24] Other Important Information - The company plans to shift to an annual shareholder letter starting Q1 2026 to better reflect long-term strategy [2] - A significant share repurchase program was executed, totaling $1.4 billion in 2025, including $1.1 billion in Q4 alone [23] Q&A Session Summary Question: How should we think about the scope of the opportunity in marketplace and enterprise adoption? - Management emphasized that both marketplace and enterprise segments are growing, with enterprise providing deeper strategic conversations and technical integrations with retailers [29][30] Question: What has driven the acceleration in business metrics? - The acceleration is attributed to strong user growth, engagement, and multiple growth initiatives working together, including enhancements in product selection and partnerships [34][35] Question: How is advertising performing in the fourth quarter? - Advertising revenue grew 10%, driven by GTV strength and diversification across supply and demand, with over 9,000 brands now advertising on the platform [41][43] Question: What are the plans for international growth? - The company is excited about international opportunities, leveraging existing technology and partnerships to expand into underdeveloped markets [48][49] Question: What is the status of Instacart Plus adoption? - Instacart Plus continues to grow, representing the majority of GTV and orders, with members showing higher engagement and retention [64][66]

Group 1: Life in Taiwan - Taiwan is characterized as a highly convenient place to live, with a mix of commercial and residential areas that enhance accessibility [7][8] - The food culture in Taiwan is highlighted, particularly the popularity of night markets and the convenience of food delivery services like Uber Eats [10][11] - Despite its rich culture and proximity to natural beauty, Taiwan is described as having an unattractive urban landscape, with many dilapidated buildings [9] Group 2: Ads and AI - The discussion emphasizes the importance of advertising as an efficient monetization strategy, contrasting it with skepticism prevalent in the tech industry [22][23] - The effectiveness of ads is noted, particularly in how they can enhance consumer experiences by introducing products that users may not have been aware of [30][31] - The conversation critiques the current ad models in AI applications, suggesting that they should focus on user profiling rather than context-based targeting to avoid user suspicion [35][36] Group 3: Meta's Platform Dynamics - Meta's struggle with its identity as a platform versus an advertising company is discussed, indicating that its focus on being a platform has hindered its advertising potential [51][58] - The conversation points out that Meta's success is largely due to its feed and targeted advertising, which has proven to be effective in engaging users [53][56] - The need for Meta to embrace its role as an entertainment company rather than solely a social media platform is emphasized, suggesting that this shift could improve its long-term viability [58][60] Group 4: TikTok and ByteDance - The complexities surrounding TikTok's ownership and the control of its algorithm by ByteDance are highlighted, indicating that the U.S. political process has failed to address this critical issue [66][68] - The discussion reflects on the implications of having a major information source controlled by a geopolitical adversary, raising concerns about national security and information integrity [67][68] - The conversation concludes that the outcome of the TikTok situation has resulted in a failure to secure control over the algorithm, which is seen as a significant oversight [68][70] Group 5: Agentic Commerce - The potential for AI to transform e-commerce through agentic commerce is explored, suggesting that AI could streamline the purchasing process and enhance user experience [90][91] - The conversation outlines a multi-level approach to improving e-commerce, starting with better user interfaces and progressing to personalized recommendations based on user preferences [92][93] - The discussion acknowledges the existing power of advertising in driving consumer behavior, suggesting that AI could further enhance this by anticipating user needs [96][97]