Amazon is using artificial intelligence and robotics to create new revenue streams and improve profit margins across its three businessesAmazon (AMZN -0.23%) stock returned 910% during the last decade, growing at a pace that would have turned $50,000 into more than $500,000. Wall Street remains overwhelmingly bullish on the company. Among 71 analysts, 97% have a buy rating on the stock, and the median 12-month target price of $240 per share implies 9% upside from its current share price of $220.Can Amazon s ...

Core Insights - Amazon is expanding its advertising business, which has become its fastest-growing segment, potentially competing directly with The Trade Desk in programmatic advertising [2][11] - A recent partnership between Amazon and Roku aims to enhance advertising reach, providing access to 80 million connected TV households in the U.S., which could attract advertisers away from The Trade Desk [9][10] - Despite Amazon's growth in advertising sales by 18% year over year, The Trade Desk's revenue grew at a faster rate of 25%, indicating a competitive landscape rather than a zero-sum game [13] Company Developments - Amazon has been actively poaching customers from The Trade Desk, with reports indicating that marketers are shifting millions in ad spending to Amazon due to competitive pricing and exclusive content [7][12] - The Trade Desk is recognized as a leading independent provider of programmatic advertising services, with a strong demand-side platform that offers extensive data and analytics [5][6] - The Trade Desk has launched its Kokai platform, integrating AI into the ad buying process, which enhances transparency and user outcomes [14] Industry Context - The digital advertising market is experiencing significant growth, with total ad spending expected to surpass $1 trillion by 2025, and digital advertising accounting for approximately $764 billion in 2023 [11] - Analysts have mixed opinions on the competitive dynamics, with some suggesting Amazon is encroaching on The Trade Desk's market share, while others affirm The Trade Desk's position as a market leader [12] - The Trade Desk's stock is currently trading at a discount compared to its three-year average, presenting a potential investment opportunity [15]

AI专题·从海外C端应用看AI进展 订阅服务迎来价值增量， 广告平台有望持续增长 西南证券研究院 海外研究团队 2025年7月 核心观点 目 录 一、C端应用：订阅平台表现相对领先，广告平台基本面持续改善 三、广告平台：AI助力广告转化效率增强，平台收入增长加速 2.1 Duolingo：AI功能打造Max订阅层级，高级订阅持续渗透 2.2 Spotify：AI功能支撑订阅服务涨价，带动用户付费水平提升 二、订阅平台：AI带来订阅产品价值提升，业绩贡献逐渐清晰 3.1 Snapchat：广告收入同比增速由负转正，Snapchat+贡献订阅增量 3.2 Pinterest：广告工具Performance+效果增强，广告投资回报表现强劲 1.1 平台业务对比：产品内容形式各异，收入及成本类型差异明显 1.2 AI进展对比：AI功能持续迭代，降本增效及收入贡献日益显现 2 1 C端应用：订阅平台表现相对领先，广告平台基本面持续改善 -50% 0% 50% 100% 150% 200% 250% 2022-11-30 2022-12-31 2023-01-31 2023-02-28 2023-03-31 2023-0 ...

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 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, which were known to operate from data center server farms [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 [4]. - Once registered, shareholders will receive updates through a portfolio monitoring software regarding the status of the case [4].

Equities Americas Internet Services Chris Kuntarich 29 June 2025 ab Global Research US Internet App Install/Ecom Advertising Expert Call Takeaways Key Takeaway We spoke to an agency with visibility into ~$1B of ad spend which includes ~$650M of gaming user acquisition spend that is expected to grow 25% YoY in FY25 vs FY24 30% YoY. Regarding APP, 2Q gaming UA growth was better than expected while ecom related growth for the channel moderated and tone downticked vs our last conversation in March. Regarding Un ...

Key Takeaways OUT's diversified billboard portfolio fuels steady revenues despite market shifts. The shift to digital displays and transit assets boosts new ad relationships and digital sales. Recent $5.7M asset buyouts aim to enhance OUT's portfolio and long-term growth potential.OUTFRONT Media (OUT) shares have gained 11.2% in the past three months, outperforming the industry’s growth of 1.2%.This New York-based advertising real estate investment trust (REIT) enjoys a diversified portfolio of advertisin ...

Core Viewpoint - A class action lawsuit has been filed against DoubleVerify Holdings, Inc. for alleged securities fraud and unlawful business practices [2][3]. Company Performance - On February 28, 2024, DoubleVerify lowered its revenue growth expectations for Q1 2024, leading to a stock price drop of $8.35 per share, or 21.3%, closing at $30.89 on February 29, 2024 [3]. - On May 7, 2024, the company cut its full-year 2024 revenue outlook due to reduced ad spending from customers, resulting in a stock price decline of $11.79 per share, or 38.6%, closing at $18.78 on May 8, 2024 [4]. - On February 27, 2025, DoubleVerify reported lower-than-expected Q4 2024 sales and earnings, with a stock price drop of approximately 36%, closing at $13.90 on February 28, 2025 [5]. Market Research Findings - On March 28, 2025, Adalytics Research, LLC released a report claiming that DoubleVerify's advertisement verification services are ineffective, stating that customers are billed for ad impressions served to bots [6]. - The Wall Street Journal reported that DoubleVerify frequently fails to detect nonhuman traffic, contradicting the company's claims of helping brands avoid serving ads to bot accounts [6].

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]. Group 1: Class Action Details - Investors who purchased DoubleVerify common stock between November 10, 2023, and February 27, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by July 21, 2025 [3]. - Investors can join the class action by visiting the provided link or contacting the law firm for more information [6]. Group 2: Case Allegations - 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 competitors were better positioned to incorporate AI into their offerings, adversely impacting DoubleVerify's profits and competitive standing [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]. - Founding partner Laurence Rosen has been recognized as a Titan of Plaintiffs' Bar by Law360, highlighting the firm's expertise in this area [4].

NEW YORK, July 1, 2025 /PRNewswire/ -- 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:https:/ ...

Group 1 - Clear Channel Outdoor (CCO) has launched a summer campaign to address childhood hunger in the U.S., partnering with No Kid Hungry to encourage public donations [1][3] - An estimated 1 in 5 children in the U.S., nearly 14 million, are living with hunger, highlighting the critical need for summer meal programs [1][3] - CCO's digital billboards will also promote NoKidHungry.org/Help, providing resources for families to access free summer meals [2] Group 2 - CCO is collaborating with the National Summer Learning Association (NSLA) to promote affordable summer learning opportunities for children, as nearly half of U.S. children lack such opportunities [3][4] - The campaign will coincide with National Summer Learning Week, emphasizing the importance of summer learning in closing the opportunity gap [4] - CCO's efforts aim to connect families with vital resources that support children's health and education during the summer months [5] Group 3 - Clear Channel Outdoor Holdings, Inc. is a leader in the out-of-home advertising industry, focusing on innovation through digital billboards and data analytics [6]