Core Insights - Lamar Advertising (LAMR) shares have increased by 18.4% over the past three months, outperforming the industry growth of 10.1% [1][8] - The company has a strong presence in outdoor advertising across the U.S. and Canada, supported by a diversified tenant base, which contributes to stable revenues [1][3] - The focus on expanding digital capabilities and acquisitions positions the company for long-term growth [2][4][5] Company Performance - Lamar completed 10 acquisitions worth $22.1 million in the first quarter of 2025, enhancing its market position [4] - The company operates approximately 5,100 digital billboards, making it the largest network of digital displays in the U.S. [5] - Lamar has raised its dividend eight times in the last five years, with a five-year annualized dividend growth rate of 24.17% [6][8] Shareholder Value - The company has repurchased common stock worth $150 million year to date, with an additional $150 million approved for repurchase, totaling $250 million remaining under the program [9] - These share repurchase efforts are aimed at enhancing shareholder value and boosting investor confidence [9] Industry Trends - Out-of-home (OOH) advertising is experiencing rapid growth and increasing market share compared to other media forms [4] - Higher technology investments are expected to further support the growth of OOH advertising in the coming years [4]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased DoubleVerify Holdings, Inc. common stock during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought DoubleVerify common stock between November 10, 2023, and February 27, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by July 21, 2025 [3]. - Investors can join the class action by visiting the provided link or contacting the law firm directly for more information [6]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting their own success in recovering significant amounts for investors [4]. - The firm has been recognized for its leadership in securities class action settlements, achieving the largest settlement against a Chinese company at the time and securing over $438 million for investors in 2019 alone [4]. Group 3: Allegations Against DoubleVerify - The lawsuit alleges that DoubleVerify made false and misleading statements regarding its business operations, including the shift of customer ad spending to closed platforms where its capabilities were limited [5]. - It is claimed that DoubleVerify's high-margin advertising optimization services faced significant challenges in monetization due to the high costs and time required for technology development on closed platforms [5]. - The lawsuit also points out that DoubleVerify overbilled customers for ad impressions served to bots and that its risk disclosures were misleading, leading to investor damages when the true situation was revealed [5].

NEW YORK, July 03, 2025 (GLOBE NEWSWIRE) -- 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: ...

Core Viewpoint - Criteo S.A. (CRTO) has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system emphasizes the importance of earnings estimate revisions, which have shown a strong correlation with near-term stock price movements [4][6]. - For the fiscal year ending December 2025, Criteo is expected to earn $4.39 per share, with a 12% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Criteo's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10].

Key Takeaways TBLA stock has jumped 36.5% in 3 months, outperforming its industry, sector and the market. TBLA is expanding into display and commerce formats via its Realize platform to tap a $55B market. Revenues were $1.8B in 2024 and are expected to be $1.89B in 2025, with growing profit and strong cash flow.Shares of Taboola.com Ltd. (TBLA) have rallied 36.5% in the past three months, zooming past its industry, sector and the Zacks S&P 500 composite in the same time frame.TBLA is now trending above i ...

Group 1 - Shares of PubMatic, Inc. have rebounded approximately 70% from their all-time low of $7.46 set on April 7, 2025, which marked a 90% decline from their all-time high [1] - The digital advertising landscape is evolving, potentially favoring supply-side platforms like PubMatic [1] - The Busted IPO Forum, led by Bret Jensen, focuses on stocks that have been public for 18 months to 6 years and are significantly under their offering price [1]

Core Insights - Assembly Control is a customized platform developed in partnership with a leading ad verification and measurement platform, aimed at enhancing programmatic advertising for clients [1] - The platform addresses inherent risks in programmatic advertising, such as ad misplacement and fraud, while improving campaign performance and accountability [2][3] Company Overview - Assembly is a global omnichannel media agency that integrates data, talent, and technology to drive growth for top brands, supported by a proprietary operating system called STAGE [4] - The agency employs a global team of 2,300 experts across 35 offices, focusing on impactful work and redefining marketing as part of the Stagwell network [4] Programmatic Advertising Insights - Programmatic advertising accounts for over 90% of US digital display ad spend, highlighting its significance and complexity in the digital media landscape [2] - The agency aims for a 75% client adoption rate of Assembly Control globally by the end of 2025, indicating a strong commitment to programmatic leadership [3] Key Features of Assembly Control - The platform offers improved campaign outcomes through strategic inventory selection and reduces brand safety risks across various publishers and environments [5] - It includes tiered controls based on advertisers' safety and suitability approaches, along with a proprietary inclusion list of compliant publishers and sellers [5]

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 ...