可当你看到它的财报数据时，又会觉得这一切并非虚火：年利润超过40亿美元，净收入同比增长超过300%。在盈利能力面前，这家公司的股价表现反而显 得理所当然。 这家叫AppLovin的公司，不是我们熟悉的那种明星公司：没有轰动性的产品发布会，没有热搜上"炸裂""变天"的AI奇迹，也没有创始人一夜成名的神话。 但在全球广告市场上，它已是一台强悍且低调的盈利机器。 AppLovin没有做大模型，却凭借自研的广告引擎系统Axon，撑起了全球头部的移动广告投放平台。它不是内容平台，却比社交网络更懂用户偏好和行为； 它的客户不是C端用户，而是全球数百万App开发者和广告主；而它销售的，也不是流量，而是让每一分钱带来真实回报的能力。 相比在广告市场深耕的互联网巨头，AppLovin更像是一家深嵌系统、默默运转的商业基础设施：冷静的技术信仰、极致的工程执行，以及对广告系统中每 一个环节的持续更新，最后重构了广告主、开发者和平台之间的协作方式。 它的底色只有一句话："Challenge the status quo。" 撕开裂缝： 为广告主构建信任的基石 在平台规则已经固化的行业里，"重写"能力是最稀缺的，也是最能改变行业身位的 ...

与此同时，围绕聚合广告平台SDK机制，还衍生出一整条逆向灰产路径：有人反过来利用这些SDK规则，"埋伏进韭菜园做庄"，批量搭建空壳App，靠养 机、渠道分发和广告分成获利。他们号称只需花费5万以内的启动资金，每天花费两个小时就能坐拥数十万乃至几百万收益。 无论是聚合广告联盟平台与APP合谋，亦或是灰产，都是流量变现压力衍生出的变形操作，它们寄生在互联网广告投放的链条中，扭曲了市场规则，也制造 着互联网广告的泡沫。 21世纪经济报道记者 王俊 尤一炜 章驰 北京报道 打开APP随即弹出广告，想关闭却找不到"×"按钮，甚至瞬间自动跳转购物平台，这些细微的烦扰渗透在使用手机的每一天。 而在屏幕的另一端，声称只需花费5万元成本坐拥百万收益，"一个月提一辆帕拉梅拉"的造富神话，也同时上演。 两种反差感极强的画面背后，都有着一条共同的主线：互联网广告投放产业链。 在以往认知中，APP是花样广告问题的靶心，但实际上开屏跳转、摇一摇跳转广告的控制权把持在聚合广告联盟平台的手中。头部腾讯优量汇、百度百青藤 等聚合广告联盟"打包"来自各方的广告资源 ，通过SDK工具包，嵌入进APP，操盘着APP的广告推送。 为了提升广告曝光与点 ...

Core Insights - A five-year collaboration between Clear Channel Outdoor and Kantar demonstrates that out-of-home (OOH) advertising outperforms connected TV (CTV) and digital channels in key metrics such as ad awareness, brand favorability, and purchase intent [1][3][4] - OOH advertising shows a significant 13.3% increase in ad awareness compared to digital media, TV, and CTV, highlighting its effectiveness in capturing audience attention [2][6] - The partnership provides actionable insights into how OOH drives brand impact, reinforcing its role as a high-performing channel essential for a balanced media strategy [3][4] OOH's Unique Value - OOH serves as a vital medium for addressing gaps that other channels cannot fill, especially as digital ad performance plateaus [5][6] - It bridges the gap between performance marketing and brand building, making it a high-performing media channel for driving awareness and improving brand affinity [5][6] - OOH consistently delivers higher brand awareness and engagement compared to digital media and matches linear TV in driving favorability and purchase intent, showcasing its efficiency [3][6] Industry Context - The findings come at a critical time as marketers face increasing economic uncertainty and fragmentation in the media landscape, making OOH an essential component for optimizing marketing spend [4][5] - The collaboration emphasizes the importance of leveraging OOH as part of a balanced media mix to unlock powerful channels that drive both immediate results and long-term brand growth [4][5][6] - OOH's ability to reach incremental audiences and drive consumer action positions it as a crucial channel for achieving impactful marketing strategies in today's evolving media landscape [7][8]

SAN FRANCISCO, July 8, 2025 /PRNewswire/ -- Sojern, the leading marketing platform built for hospitality, is joining forces with PubMatic (Nasdaq: PUBM), an independent technology company shaping the future of digital advertising's supply chain. This new relationship enables agencies and advertisers to access and activate Sojern's extensive real-time travel data insights, with PubMatic's premium inventory, to target travelers more accurately and in a privacy-compliant way. PubMatic and Sojern Creating ...

Core Viewpoint - A class action lawsuit has been filed against DoubleVerify Holdings, Inc. for allegedly misleading investors regarding the company's performance and competitive position during the class period from November 10, 2023, to February 27, 2025 [1][3]. Group 1: Allegations Against DoubleVerify - The lawsuit claims that DoubleVerify misrepresented the shift of its customers' ad spending from open exchanges to closed platforms, where the company's capabilities were limited and faced competition from platforms like Meta and Amazon [3]. - It is alleged that developing technology for closed platforms was more costly and time-consuming than communicated to investors [3]. - The monetization of Activation Services on closed platforms was expected to take several years, contrary to the company's claims [3]. - Competitors were reportedly better positioned to implement AI solutions on closed platforms, affecting DoubleVerify's competitiveness and profitability [3]. - The company allegedly overbilled customers for ad impressions served to known bots, impacting its financial integrity [3]. - Risk disclosures from DoubleVerify were claimed to be misleading, presenting ongoing issues as hypothetical risks [3]. Group 2: Impact on Stock Price - On February 28, 2024, DoubleVerify issued lower-than-expected Q1 2024 revenue growth guidance, leading to a stock drop of over 21% [4]. - On May 7, 2024, the company cut its full-year 2024 revenue outlook due to reduced ad spending, resulting in a nearly 39% decline in stock price [5]. - On February 27, 2025, disappointing Q4 2024 earnings were reported, revealing the negative impact of the shift to closed platforms, causing shares to fall more than 36% [5].

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of DoubleVerify Holdings, Inc. regarding a class action lawsuit due to alleged misleading statements and failure to disclose critical information during the class period from November 10, 2023, to February 27, 2025 [1][3]. Allegations - The complaint alleges that DoubleVerify's customers shifted ad spending from open exchanges to closed platforms, where the company's technological capabilities were limited, impacting its competitive position against platforms like Meta and Amazon [3]. - It is claimed that DoubleVerify's ability to monetize its Activation Services was constrained due to the high costs and time required for technology development for closed platforms, which were not adequately disclosed to investors [3]. - The lawsuit states that monetization of DoubleVerify's Activation Services on certain closed platforms would take several years, contrary to what was communicated to shareholders [3]. - Competitors of DoubleVerify were reportedly better positioned to integrate AI into their offerings on closed platforms, negatively affecting DoubleVerify's competitiveness and profitability [3]. - The company allegedly overbilled customers for ad impressions served to bots operating from known data center server farms, raising concerns about its billing practices [3]. - The risk disclosures provided by DoubleVerify were claimed to be materially false and misleading, as they downplayed already materialized adverse facts [3]. - As a result of these issues, the positive statements made by the defendants regarding the company's business and prospects were deemed materially false or misleading [3]. Next Steps for Shareholders - Shareholders who purchased shares of DoubleVerify during the specified class period are encouraged to register for the class action by July 21, 2025, to participate in potential recovery efforts [4]. - Once registered, shareholders will receive updates through a portfolio monitoring software regarding the status of the case [4].

Core Viewpoint - Thumzup Media Corporation has successfully completed a registered direct offering of Series C Convertible Preferred Stock, raising approximately $6.04 million for general corporate purposes and potential cryptocurrency accumulation [1][2]. Group 1: Offering Details - The offering involved the sale of 108,333 shares of Series C Convertible Preferred Stock, convertible into a total of 1,083,333 shares of common stock at a price of $60.00 per share of Series C, equivalent to $6.00 per share of common stock [1]. - Each share of Series C converts into 10 shares of common stock, and the Series C is non-voting with conversion limitations of 4.99% or 9.99% beneficial ownership [1]. - Dominari Securities LLC acted as the sole placement agent for the offering, which was conducted under an effective shelf registration statement [3]. Group 2: Use of Proceeds - The net proceeds from the offering, approximately $6.04 million, will be utilized for general corporate purposes and to explore the accumulation of other cryptocurrencies [2]. Group 3: Company Overview - Thumzup Media Corporation is focused on democratizing the social media branding and marketing industry, offering a platform that allows users to earn cash for posting about participating advertisers [5]. - The Thumzup platform features a programmatic advertiser dashboard and a consumer-facing app, facilitating cash payments to users through digital payment systems [5].

Core Insights - Lamar Advertising Company has completed its first-ever UPREIT transaction in the billboard industry by acquiring Verde Outdoor's assets [1][5] - The acquisition adds over 1,500 billboard faces, including 80 digital displays, across 10 states, enhancing Lamar's market presence in the Midwest, Southeast, and Mid-Atlantic regions [2] Company Overview - Verde Outdoor was established in 2021 and has rapidly expanded through strategic acquisitions and organic development, particularly in Sioux City, Charleston, Savannah, Hudson Valley, and the Mid-Atlantic [3] - The transaction involved Verde contributing its assets to Lamar Advertising Limited Partnership, with Verde's owners receiving common units of Lamar LP that track the value of Lamar's Class A common stock [4] Transaction Structure - The UPREIT structure allows Lamar to issue partnership units to billboard owners on a tax-deferred basis, facilitating acquisitions [5] - The CEO of Lamar highlighted the significance of this deal and expressed optimism about using the UPREIT structure for future acquisitions [6]

Core Viewpoint - The Gross Law Firm has issued a notice to shareholders of DoubleVerify Holdings, Inc. regarding a class action lawsuit alleging that the company made materially false and misleading statements during the class period from November 10, 2023, to February 27, 2025 [1]. Allegations - Allegations include that DoubleVerify's customers shifted ad spending to closed platforms, limiting the company's technological capabilities and competition with platforms like Meta and Amazon [1]. - The complaint states that the monetization of DoubleVerify's Activation Services was hindered due to the high costs and time required for technology development for closed platforms [1]. - It is claimed that monetization of these services would take several years, impacting the company's profitability [1]. - Competitors were reportedly better positioned to integrate AI into their offerings, further impairing DoubleVerify's competitive edge [1]. - The company allegedly overbilled customers for ad impressions served to bots, raising concerns about its billing practices [1]. - Risk disclosures from DoubleVerify were characterized as misleading, presenting adverse facts as mere possibilities [1]. - As a result of these issues, the positive statements made by the defendants regarding the company's business and prospects were deemed materially false or misleading [1]. Next Steps for Shareholders - Shareholders are encouraged to register for the class action by July 21, 2025, to participate in the case without any cost or obligation [2]. - Registered shareholders will receive updates through a portfolio monitoring software throughout the lifecycle of the case [2]. About the Law Firm - The Gross Law Firm is a nationally recognized class action law firm focused on protecting investors' rights against deceit and fraud [3]. - The firm aims to ensure companies adhere to responsible business practices and seeks recovery for investors who suffered losses due to misleading statements [3].

Core Insights - President Donald Trump's announcement of a U.S.-Vietnam trade deal and a solid June jobs report positively impacted stock markets, presenting investment opportunities for investors seeking stocks with strong fundamentals and growth potential [1] Dell Technologies - Dell Technologies (DELL) is highlighted as a stock pick, with Evercore analyst Amit Daryanani maintaining a buy rating and a price target of $150, while TipRanks' AI analyst has an "outperform" rating with a price target of $128 [3][4] - Daryanani expressed optimism about Dell's potential for high-single-digit revenue growth and double-digit increases in earnings per share (EPS) and free cash flow (FCF), supported by cost optimization initiatives and AI investments [4][6] - The analyst noted that Dell's AI server margins are exceeding expectations, allowing the company to earn a premium compared to competitors, and emphasized innovations in infrastructure offerings, particularly in liquid cooling capabilities [5][6] Trade Desk - Trade Desk (TTD) is another stock recommendation, with Evercore analyst Mark Mahaney upgrading the stock to Buy from Hold, setting a price forecast of $90, while TipRanks' AI analyst has an "outperform" rating with a lower target of $83 [7][8] - Mahaney views the recent pullback in TTD stock as a buying opportunity, citing improved online ad demand sentiment and execution since April/May, despite uncertainties for the second half of the year [8][11] - The analyst highlighted that Trade Desk's product announcements have alleviated concerns regarding the transition to the AI-powered Kokai platform, and he anticipates achievable growth setups for fiscal 2025 [10][12] Amazon - Amazon (AMZN) is the third stock pick, with Jefferies analyst Brent Thill reaffirming a buy rating and raising the price target to $255 from $250, while TipRanks' AI analyst has an "outperform" rating with a target of $233 [14][15] - Thill's price target increase follows a survey indicating that Amazon remains resilient despite tariff-related price increases, with 62% of respondents spending the same or more in the past three months [15][16] - The survey revealed that Amazon Prime is a significant loyalty driver, with 73% of respondents holding a Prime membership, and Thill expects the upcoming Prime Day event to be more impactful due to its extended duration [16][17]