Core Viewpoint - 01 Communique Laboratory Inc. has engaged Winning Media LLC for digital marketing services to enhance market and brand awareness, particularly within the investment community [1][2]. Group 1: Engagement with Winning Media - Winning Media will provide services including online advertising, SMS and email marketing, and digital podcasts, effective from July 16, 2025, for an initial term of three months [2]. - The Company will pay Winning Media $33,000 USD per month plus applicable taxes during the agreement [2]. - The agreement allows either party to terminate at any time without further amounts due, and Winning Media will comply with all applicable securities laws [2]. Group 2: Stock Options Granted - The Company granted stock options to directors and executives to purchase up to 720,000 common shares at a price of $0.42 per share, exercisable for four years from July 17, 2025 [4]. - The options will vest over two years, with 50% vesting on July 17, 2026, and the remaining 50% on July 17, 2027 [4]. - After this grant, there will be a total of 7,345,000 options outstanding under the stock option plan [4]. Group 3: Rebranding Efforts - The Company is in the process of rebranding to 01 Quantum Inc., with more information available on their blog [5]. Group 4: Company Background - Established in 1992, 01 Communique focuses on post-quantum cybersecurity with its IronCAP™ product line, which is patent-protected in the U.S.A. [6]. - The Company also offers secure remote access services under the I'm InTouch and I'm OnCall product lines, protected by various patents in the U.S.A., Canada, and Japan [6].

Core Points - Taboola will release its second quarter 2025 financial results on August 6, 2025, at 8:30 a.m. ET [1] - A conference call and webcast will be held to discuss the financial results, accessible via a provided link [1] Company Overview - Taboola is a leader in performance advertising technology, focusing on measurable outcomes beyond traditional search and social media [2] - The company collaborates with thousands of businesses, reaching approximately 600 million daily active users through its ad platform, Realize [3] - Major publishers like NBC News and Yahoo, as well as OEMs such as Samsung and Xiaomi, utilize Taboola's technology to enhance audience engagement and revenue [3]

Core Insights - The technology sector is highly profitable, with many companies generating reliable recurring revenues through subscriptions and strong demand for products [1] Company Summaries Apple - Apple generated $167 billion in sales from its products and $53 billion from subscription services in the first half of the year [3] - The company produced $24 billion in operating cash flow in Q2 and returned $29 billion to shareholders through dividends and share repurchases [4] - Apple has over $132 billion in cash and equivalents, recently increasing its dividend by 4% and launching a $100 billion share repurchase program [4] Alphabet - Alphabet generated over $90 billion in revenue in Q1 from online advertising, subscriptions, and cloud services [5] - The company produced nearly $19 billion in free cash flow in Q1 and $75 billion over the last 12 months, returning $1.2 billion in dividends and repurchasing over $15 billion in stock [6] - Alphabet's cash and equivalents rose to nearly $134 billion, with a recent 5% dividend increase and a $70 billion share repurchase program [6] Microsoft - Microsoft reported over $70 billion in revenue in Q3 of fiscal 2025 from various services including Azure and AI [8] - The company generated nearly $94 billion in net cash from operations in the first nine months of fiscal 2025, returning about $18 billion in dividends and $14 billion in stock repurchases [9] - Microsoft ended the period with almost $80 billion in cash and equivalents, having increased its dividend by 10% and approved a $60 billion share repurchase program [9] Meta Platforms - Meta generated over $41 billion in advertising revenue in Q1, along with additional revenue from its apps and Reality Labs [10] - The company produced more than $10 billion in free cash flow and returned almost $15 billion to shareholders through stock repurchases and dividends [11] - Meta's cash balance stood at $70 billion, indicating strong financial health [11] Nvidia - Nvidia generated $44.1 billion in revenue in Q1, a 69% increase year-over-year, driven by a 73% surge in sales to data center customers [12] - The company produced over $27 billion in cash flow from operations, a 79% increase from the previous year, returning $14.3 billion to shareholders [13] - Nvidia's cash balance increased to $53.7 billion, with a 150% dividend hike last year and a $50 billion increase in its stock repurchase program [13] Industry Overview - Large technology companies are generating substantial recurring revenues from subscriptions and advertising, allowing them to return significant cash to shareholders through growing dividends and share repurchase programs [14]

Core Insights - Meta Platforms is increasingly relying on artificial intelligence to enhance its advertising business, which generated approximately $166 billion in revenue over the last 12 months, with a growth rate of 22% in 2024 compared to 16% in 2023 [2][3]. Group 1: AI and Advertising - Meta aims to allow users to fully automate ad creation and targeting using AI by the end of 2026, which could significantly streamline the ad campaign process [3][4]. - The costs associated with traditional ad campaigns can be high, with estimates indicating that basic video ads cost around $3,500 per minute and full-fledged campaigns for medium-sized businesses range from $10,000 to $20,000 per month [5][6]. - By utilizing Meta's AI tools, these costs could be dramatically reduced, making it more attractive for smaller businesses to shift their ad spending towards Meta [6][7]. Group 2: Competitive Advantage - Meta's AI advancements are expected to enhance the efficiency of ad campaigns, leading to increased revenue growth and improved margins, which are crucial for boosting the company's stock price [7][11]. - Meta ads have achieved an average return on ad spending (ROAS) of six-to-one, outperforming Google Ads, which has a four-to-one ROAS [9]. - In the U.S., Meta has the highest average revenue per user (ARPU) among social media platforms, with Instagram and Facebook generating around $223 and $191 per user, respectively, indicating strong advertiser value [10]. Group 3: Market Outlook - Analysts have a 12-month stock price forecast for Meta at $729.38, suggesting a potential upside of 1.65% from the current price of $717.51 [8]. - Despite a Moderate Buy rating, some top analysts believe there are better investment opportunities available compared to Meta [12].

Regulatory Scrutiny - France's antitrust regulator notified Meta of a potential violation of competition rules [1] Industry Impact - The potential violation relates to the online advertising sector [1]

Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies within it [10]. Core Insights - The agency has visibility into approximately $1 billion of ad spend, with around $650 million allocated for gaming user acquisition, which is expected to grow by 25% year-over-year in FY25 compared to a 30% growth in FY24 [2][5]. - In Q2, gaming user acquisition (UA) growth exceeded expectations, while e-commerce growth moderated compared to previous discussions [2]. - Unity's contribution to the ad spend has increased, now accounting for about 6% of the expert's wallet, up from 5% in FY24 [5]. - The report highlights that APP's e-commerce budget grew in the mid-single to high-single digits quarter-over-quarter in Q2, with expectations for similar growth in Q3 and acceleration in Q4 [5]. Summary by Sections Gaming Spend - APP's Q2 gaming UA budget growth accelerated to 27%, up 2 percentage points from Q1 [5]. - Unity's share of the expert's wallet increased to approximately 6% [5]. - The report notes that the return on ad spend (ROAS) improvement for Vector has been less than during the beta phase, but significant performance improvements are anticipated in Q4 FY25 to Q1 FY26 [5]. E-commerce Spend - APP's e-commerce budget grew in the mid to high single digits quarter-over-quarter in Q2, with a high-20% share of e-commerce brands now onboarded to APP [5]. - Some of the largest advertisers reduced their spending in Q1 and Q2, but their daily spend levels stabilized in June [5]. - New advertisers on the platform reported strong first-purchase rates and efficient customer acquisition costs (CAC) [5]. Vertical Performance - The best-performing verticals include cosmetics, select electronics, and cooking products, while CPG and Food & Beverage were noted as "surprise" winners [5]. - Some retail and clothing brands have struggled to effectively utilize APP as a channel [5]. APP Ad Manager Updates - APP introduced creative-level reporting, allowing advertisers to assess performance by specific ad formats, which supports better optimization [5]. - Interactive creative formats, such as drag-and-drop and carousel units, are gaining traction, with early adopters observing ROAS gains of 5-15% [5]. Market Sentiment - Advertiser enthusiasm at Cannes was primarily focused on Meta and Google, viewed as the most reliable performance channels [5]. - There is a noted shift towards performance-driven spending, with ROAS and incrementality being top priorities [5]. Competitive Landscape - Google is becoming more aggressive in targeting APP's mediation share, offering incentives such as exclusive inventory deals and upfront payments [5].

Safe Harbor FORWARD-LOOKING STATEMENTS These slides and the accompanying oral presentation contain forward-looking statements. All statements other than statements of historical facts contained in these slides and the accompanying oral presentation, including statements regarding Yelp Inc.'s ("Yelp" or the "Company") future operations, expected financial results and future financial position, future revenue, long-term target margins, projected growth and expenses, trends, opportunities, prospects, estimates ...

Market Opportunity & Growth - The U S local ad spend is projected to be approximately $149 billion in 2017[12] - Yelp claimed 3 4 million local business locations[12] - Yelp has 138 thousand local advertising accounts[12] - Cumulative reviews grew by 27% from 95 million in Q4 2015 to over 121 million in Q4 2016[22] Mobile Engagement - App unique devices increased by 20% from 20 million in Q4 2015 to 24 million in Q4 2016[24] - App users view approximately 10 times as many pages as website users[24] Financial Performance & Targets - Total net revenue increased from $550 million in 2015 to $713 million in 2016[52] - Adjusted EBITDA increased from $69 million in 2015 to $120 million in 2016[52] - The company projects total net revenue between $880 million and $900 million in 2017[52] - The long-term target adjusted EBITDA margin is 35%-40%[55]

Combined Company to Operate as Teads and Trade on Nasdaq under the New Ticker "TEAD" NEW YORK, June 09, 2025 (GLOBE NEWSWIRE) -- Outbrain Inc. (NASDAQ: OB), which is operating under the new Teads brand following Outbrain's acquisition of Teads in February 2025, announced today that the combined company has completed its corporate renaming from "Outbrain Inc." to "Teads Holding Co." The combined company will begin trading under the new ticker symbol "TEAD" on the Nasdaq effective June 10, 2025. "The name cha ...

Summary of Yelp (YELP) Conference Call - May 29, 2025 Company Overview - **Company**: Yelp (YELP) - **Industry**: Online review and local services platform Key Points Evolution of Business Model - Transition from a sales headcount-driven growth model to a product-driven growth model, focusing on product delivery and leveraging emerging technologies like AI and large language models [4][5] - Approximately two-thirds of revenue now comes from services, marking a significant shift from the traditional focus on restaurant and retail reviews [5] Services Business Performance - Services grew at approximately 11% each quarter in 2024, with a 14% growth in Q1 2025, partly due to the acquisition of RepairPal [6][7] - Home services have been a major driver of growth, with enhancements in the "Request Quote" feature allowing better matching of consumers with service providers [7][8] - Expansion into other service categories, including auto services through the RepairPal acquisition, is expected to drive further growth [8][20] Multi-Location Services Strategy - Focus on mid-market and enterprise customers to increase advertising revenue from services [12][13] - Development of APIs and lead management systems to support enterprise customers across multiple locations [13][14] Challenges in Restaurant and Retail Sector - The restaurant and retail segment has faced challenges due to rising input costs and inability to pass these costs onto consumers, resulting in a 3% decline in Q1 2025 [24][25] - Competition from food delivery platforms and retail ad networks has increased, impacting advertising budgets [28][29] - Yelp is enhancing consumer experience and ad matching technology to retain advertiser interest [26][30] Traffic and Engagement Insights - Experimentation with paid traffic acquisition led to increased project generation but did not result in higher ad budgets from advertisers, prompting a pullback in spending [31][33] - Focus on ROI-driven strategies to ensure that advertising budgets are effectively utilized [34] AI Integration and Future Outlook - AI is viewed as a significant opportunity, with investments in Yelp Assistant and other AI-driven features to enhance user experience and service matching [35][36] - Plans to leverage AI for improving call handling and customer engagement [37][38] Macroeconomic Sensitivity - The restaurant and retail business is more cyclical and sensitive to economic downturns, while the services business has a significant non-discretionary component [41][42] - Service professionals tend to increase advertising during economic slowdowns to maintain business [42] Revenue Guidance and Margin Outlook - Revenue guidance for Q2 2025 indicates a slowdown, with expectations for acceleration in the second half of the year [44] - Factors contributing to margin pressure include increased data spending for AI products, the lower gross margin from RepairPal, and fluctuations in employee-related expenses [48][51] Conclusion - Yelp is focused on delivering value to both consumers and advertisers, with a strong emphasis on enhancing product offerings and leveraging AI technologies to drive future growth [43][52]