Financial Performance - Total revenue for Q2 2025 reached $189 million, representing a 21% year-over-year growth[8, 43] - Adjusted EBITDA for Q2 2025 was $57 million, resulting in a 30% margin[43] - The company has no long-term debt[43] Revenue Growth Drivers - Scaling new advertisers contributed to approximately one-third of the first half of 2025 revenue growth, with 1 percentage point of the 19% revenue growth coming from 2024 Moat advertiser wins[8] - Activation revenue grew by 25% year-over-year in Q2 2025[33] - Measurement revenue increased by 15% year-over-year in Q2 2025[33] - Supply-side revenue experienced a 26% year-over-year growth in Q2 2025[33] Strategic Initiatives - The company is focused on an "Attach, Stack and Scale" revenue strategy, emphasizing verification measurement expansion and activation product upsells[9, 10] - The company is expanding coverage across Retail Media Networks, with total supply-side revenue growth of 26% and retail media supply-side growth of 39% in Q2 2025[26, 28, 29] Market Expansion - Social measurement revenue grew 14% year-over-year in Q2 2025[19] - CTV measurement impressions grew 45% year-over-year in Q2 2025[21]

Group 1 - The Trade Desk (TTD) has recently crossed above the 200-day moving average, indicating a long-term bullish trend [1] - TTD has gained 22% over the past four weeks, suggesting strong market performance [2] - The company is currently ranked Zacks Rank 3 (Hold), indicating potential for further stock price increases [2] Group 2 - Positive earnings estimate revisions support the bullish case for TTD, with no estimates decreasing in the past two months and two estimates increasing [3] - The consensus estimate for TTD has also increased, reinforcing the positive outlook for the company [3] - Investors are encouraged to monitor TTD for potential gains due to its key technical level and favorable earnings revisions [3]

NEW YORK, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Mobiquity Technologies, Inc. (OTCQB: MOBQ), a leading provider of next-generation data intelligence and advertising technology solutions, today announced the launch of CMOne, a first-of-its-kind fully agentic AI marketing platform. CMOne unifies organic content, paid media, and conversational engagement into one autonomous system—streamlining brand execution and campaign performance across digital touchpoints. Short for “CMO + One,” CMOne is designed to operate as ...

Core Viewpoint - The Trade Desk Inc. has experienced significant volatility, with a decline of over 60% earlier this year, but has since rebounded nearly 100% from its April lows, resulting in a year-to-date performance of -27% [1]. Company Performance - The Trade Desk Inc. is categorized as a global technology company focused on empowering advertising buyers [1]. - The stock has shown resilience, recovering from significant losses earlier in the year [1]. Market Context - The performance of The Trade Desk Inc. is contrasted with 61 other stocks, indicating a broader market context for its recovery [1].

Key Takeaways Zeta Global is set to report 2Q25 results on Aug. 5, with 30.1% y/y revenue growth expected.ZETA has a -8.26% Earnings ESP and a weak record, missing estimates in 3 of 4 quarters.Shares have dropped 34.8% in a year and trade below peers on a trailing P/E basis.Zeta Global (ZETA) will report second-quarter 2025 results on Aug. 5, after market close.The Zacks Consensus Estimate for revenues in the to-be-reported quarter is set at $296.4 million, suggesting 30.1% growth from the year-ago quarter’ ...

Core Viewpoint - Nexxen International Ltd. has repurchased 880,000 Ordinary Shares at an average price of $10.41 during July 2025, indicating a commitment to returning value to shareholders [1]. Company Summary - As of July 31, 2025, Nexxen had 58,061,174 Ordinary Shares outstanding, excluding treasury shares, and approximately $7.2 million remaining under its current share repurchase program authorization [2]. - Nexxen operates as a global advertising technology platform, specializing in data and advanced TV, providing a flexible and unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [3]. - The company's capabilities encompass discovery, planning, activation, monetization, measurement, and optimization, designed to meet the diverse needs of advertisers, agencies, publishers, and broadcasters [3]. - Nexxen is headquartered in Israel and has offices across the United States, Canada, Europe, and Asia-Pacific, and is publicly traded on Nasdaq under the ticker NEXN [4].

Financial Data and Key Metrics Changes - Revenue for Q2 2025 was $483 million, with contribution ex TAC increasing to $292 million, reflecting a year-over-year tailwind from foreign currencies of $6 million [28] - At constant currency, Q2 contribution ex TAC grew by 7% year-over-year, representing growth of 21% on a two-year stack basis [28] - Adjusted EBITDA for Q2 2025 was $89 million, reflecting strong operational leverage from top-line growth and cost discipline [33] - Net income for Q2 2025 was $23 million, resulting in diluted earnings per share of $0.39 and adjusted diluted EPS of $0.92 [34] Business Line Data and Key Metrics Changes - In Performance Media, revenue was $422 million, with contribution ex TAC up 6% at constant currency or 17% on a two-year stack basis [29] - Retail Media revenue was $61 million, with contribution ex TAC growing 11% at constant currency, representing a 35% increase on a two-year stack [31] - Campaign volume for Commerce Go grew 200% quarter-over-quarter, driven by increasing adoption from SMB advertisers and lower churn [18] Market Data and Key Metrics Changes - Travel vertical grew by 28% in Q2 2025, with notable strength in APAC driven by full funnel activation [20] - Retail spending, particularly in fashion, was down 6%, indicating challenges in certain sectors [30] - Media spend in Q2 grew 20% year-over-year, demonstrating share gains across a diversified client base [32] Company Strategy and Development Direction - The company is focused on delivering full funnel, cross-channel, self-service advertising, leveraging unique commerce data and AI [6] - A renewed focus on performance media and accelerated AI innovation is expected to drive the next phase of growth [15] - The company is expanding its partnerships with agencies, including a significant partnership with Dentsu, to enhance its commerce media platform [10] Management's Comments on Operating Environment and Future Outlook - Management noted a slow start to the quarter but observed better macro trends in May, with a relatively stable environment since then [28] - The company anticipates positive free cash flow generation in the second half of the year, with a free cash flow conversion rate above 45% of adjusted EBITDA [35] - For 2025, the company expects contribution ex TAC to grow 3% to 4% year-over-year at constant currency, with growth in each segment [37] Other Important Information - The company has a strong financial position with $746 million in total liquidity and no long-term debt [36] - The company is committed to disciplined capital allocation, including investments in high ROI organic investments and share buyback programs [36] Q&A Session Summary Question: What is the monetization strategy for the AgenTic AI product? - The monetization strategies for AgenTic AI are still being determined, with options ranging from affiliate programs to sponsored citations [43][46] Question: Are clients actively spending on AgenTic AI? - It is early days in discussions, with retailers focusing on controlling data flows and ensuring relevance in the shopper journey [53][55] Question: Can you elaborate on the agency relationships and their impact on financials? - The agency relationships are structured around shared economics, data integration, and co-development strategies, with strong traction in agency spending [58][63] Question: What is the outlook for CTV and its value to advertisers? - CTV is seen as a promising channel for performance-based advertising, with the ability to tie advertising to sales lift [81][84] Question: How is the Miracle partnership expected to impact market penetration? - The Miracle partnership is aimed at unlocking demand from third-party sellers in the mid to long tail, enhancing Criteo's value proposition [74][75] Question: What is the current retailer count and outlook for retention? - The company now partners with over 230 retailers, with a strong base in the US and Europe, feeling confident about retaining its retailer base [77]

Q2 2025 Earnings Investor Presentation July 30, 2025 Safe Harbor Statement This presentation contains "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on our management's beliefs and assumptions and on information currently available to them. All statements other than present and historical facts and conditions contained in this presentation, including statements regard ...

Core Viewpoint - Nexxen International Ltd. is set to release its financial results for the second quarter and first half of 2025 on August 13, 2025, before the U.S. market opens, indicating a focus on transparency and communication with investors [1]. Company Overview - Nexxen operates as a global advertising technology platform, specializing in data and advanced TV, providing a flexible and unified technology stack that includes both demand-side and supply-side platforms [3]. - The company's offerings encompass a wide range of capabilities such as discovery, planning, activation, monetization, measurement, and optimization, tailored to meet the diverse needs of advertisers, agencies, publishers, and broadcasters [3]. - Nexxen is headquartered in Israel and has a global presence with offices in the United States, Canada, Europe, and Asia-Pacific, and is publicly traded on Nasdaq under the ticker NEXN [4].

Core Viewpoint - AppLovin has experienced significant growth, with its stock rising nearly 1,200% over the past two years, driven by impressive revenue growth and increased investor confidence in the business [1][2]. Group 1: Financial Performance - AppLovin's revenue has increased by over 250% in the last five years, reflecting a compound annual growth rate (CAGR) of more than 20% [1]. - In Q1 2025, the company's revenue surged 40% year over year to $1.5 billion, while gross margin improved to 82% from 72% in the prior year [6]. - Operating expenses decreased, with sales and marketing expenses down 19% and research and development spending down 21% compared to Q1 2024 [7]. Group 2: Market Position and Expansion - AppLovin is expanding its market focus from mobile video games to web-based advertising, including connected TV and e-commerce [11]. - The company has successfully addressed a segment of the advertising market and is now targeting a larger opportunity, which could enhance its growth potential [10][12]. - If successful in its expansion, AppLovin could outperform the S&P 500, given its strong growth rates and profitability [12]. Group 3: Investor Sentiment - AppLovin's stock valuation has increased from about 10 times sales five years ago to over 20 times sales currently, indicating improved investor sentiment [2]. - Investors are advised to monitor the company's performance as it expands its strategy, especially with upcoming financial results expected on August 6, 2025 [14].