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Kidoz Welcomes CloudX Innovation Driving Fairer Mobile Advertising Auctions
Accessnewswire· 2026-02-05 20:00
Emerging AI-driven initiatives highlight long-term benefits of optimisation and automation VANCOUVER, BRITISH COLUMBIA / ACCESS Newswire / February 5, 2026 / Kidoz Inc. (TSXV:KDOZ)(OTCQB:KDOZF) (the "Company"), a global AdTech platform delivering safe mobile gamer engagement at scale, today commented on recent industry developments related to AI-driven advertising infrastructure and their potential implications for the mobile advertising ecosystem. Recent announcements around early-stage AI-native platforms ...
Ciscom Announces A Revenue Rebound, An Enhanced Digital Offering And A Positive Outlook for 2026
TMX Newsfile· 2026-01-20 22:30
Toronto, Ontario--(Newsfile Corp. - January 20, 2026) - CISCOM Corp. (CSE: CISC) (OTCQB: CISCF) ("Ciscom" or "the Company"), which actively invests in, acquires, and manages companies within the Information and Communication Technology ("ICT") sector with a specialty in AdTech and MarTech, is pleased to provide a positive business update heading into 2026, underscoring a strong revenue rebound, the launch of a new proprietary digital platform, leading to improved profitability. Revenue Rebound UnderwayCisc ...
Specificity Achieves Positive Cash Flow and Unveils Strategic Growth Initiatives for 2026
Accessnewswire· 2026-01-20 13:10
SARASOTA, FLORIDA / ACCESS Newswire / January 20, 2026 / Specificity (OTCID:SPTY), a leading hybrid AdTech company specializing in bot-free, intent-based digital marketing solutions, today announced a series of milestones that underscore its robust financial health and positioning for accelerated growth in the coming year. These developments highlight the company's commitment to delivering superior value to clients and shareholders alike, amid a rapidly evolving digital advertising landscape plagued by frau ...
Analysts Maintain Hold Ratings on The Trade Desk, Inc. (TTD) on Broader Macroeconomic Concerns
Yahoo Finance· 2025-12-28 17:28
Group 1 - The Trade Desk, Inc. (NASDAQ:TTD) is viewed as a promising investment opportunity by analysts despite recent declines, with price targets set at $40 by Jefferies and $60 by Needham [1][4] - Analysts maintain a cautious stance on the stock due to broader macroeconomic concerns and communication missteps, but downplay the impact of decreased traffic in the AdTech sector, noting minimal exposure to search traffic [2][4] - Recent data indicates growth in desktop search queries, and analysts express confidence in Trade Desk's ability to adapt to AI-driven changes in advertising, supported by resilient search traffic and strategic positioning [3][4] Group 2 - Multiple analysts, including those from Citi and Wedbush, have reiterated a Hold rating on Trade Desk, with price targets of $50 and $40 respectively, reflecting a consensus on the stock's current valuation [4] - The Trade Desk operates a self-service, cloud-based platform that enables advertisers to manage data-driven digital ads across various channels, facilitating complex omnichannel campaigns [4]
APPS vs. PUBM: Which Stock Has an Edge in the AdTech Market?
ZACKS· 2025-12-12 16:46
Core Insights - Digital Turbine (APPS) and PubMatic (PUBM) operate in the digital advertisement market, focusing on different segments: APPS as an on-device advertising platform and PUBM as a sell-side platform for ad publishers [1][2] Digital Turbine (APPS) - APPS' App Growth Platform (AGP) is gaining traction, connecting demand-side platforms (DSPs) with publishers, driven by an expanding SDK footprint and strong performance in the APAC region [3] - In Q2 of fiscal 2026, APPS' AGP supply volumes saw a 30% year-over-year increase in impressions, with improvements in targeting and return on ad spend through AI and machine learning [4][5] - The On Device Solutions segment is experiencing over 30% year-over-year revenue growth per device, supported by strong advertiser demand and improved pricing and fill rates [6] - APPS' AGP segment generated $44.7 million in revenue, reflecting a 20% year-over-year growth [5] PubMatic (PUBM) - PUBM is focusing on CTV, AI-driven automation, and sell-side data intelligence to mitigate macro pressures and reduced spending from legacy DSP customers [7] - Mid-tier DSP partners are driving growth, with ad spend from these partners increasing over 25% year-over-year, aided by the adoption of PUBM's AI-enabled tools [8] - PUBM launched Programmatic Guaranteed with a top-three DSP, enhancing efficiency in CTV and premium video deals, with Supply Path Optimization (SPO) accounting for over 55% of platform activity in Q3 2025 [9] - The company has invested heavily in AI, achieving a five times faster bid response speed and serving three times more ad requests per server [10] Performance Comparison - Over the past year, APPS shares increased by 246.2%, while PUBM shares declined by 42.7% [11] - APPS is experiencing strong growth in impressions and revenues, while PUBM is adapting through AI innovation and a diversified DSP mix [12] Earnings Estimates - The Zacks Consensus Estimate for APPS' fiscal 2026 earnings indicates a 5.7% year-over-year decline, with recent downward revisions [13] - PUBM's 2025 earnings estimate is 19 cents per share, reflecting a 75.6% year-over-year decline, but has been revised upward recently [13] Conclusion - APPS benefits from strong on-device demand and rapid revenue growth, while PUBM leverages CTV and AI to strengthen its market position [14] - In terms of valuation, APPS has a trailing P/B multiple of 3.75X, compared to PUBM's 1.76X [15] - APPS holds a Zacks Rank 1 (Strong Buy), indicating a stronger investment potential compared to PUBM, which has a Zacks Rank 3 (Hold) [17]
Inuvo Launches Ranger: AI Tool for Ad Quality and Compliance
Globenewswire· 2025-12-03 13:15
Core Insights - Inuvo, Inc. has launched Ranger, an advanced quality assurance and compliance feature within its Campsight system, aimed at enhancing the accuracy and relevance of ad creatives [1][6]. Product Features - Ranger verifies that every ad creative is accurate, relevant, and consistent with the landing page, ensuring higher-quality engagement and trust in the advertising ecosystem [2]. - The tool addresses the complexity of dynamic and fragmented ads across various networks by utilizing direct network integrations and AI-based analysis [5]. - Ranger reviews video and multimedia ads, automatically transcribing and analyzing visual and audio content to ensure consistency in claims and messages [5]. Strategic Importance - The launch follows a recent webinar emphasizing the importance of regulatory compliance in search-based advertising, showcasing Inuvo's leadership in promoting transparency and responsible advertising practices [3]. - By integrating Ranger within Campsight, Inuvo aims to connect content, campaigns, and compliance efforts, allowing advertisers to reach the right users with accurate messages [6]. - Ranger is currently deployed internally and will be made available to other advertisers, agencies, and ad-buying platforms, enhancing automated creative verification in marketing workflows [6]. Commitment to Advertising Standards - Ranger strengthens Inuvo's commitment to responsible monetization, transparent advertising, and improving user experience [7]. - The company’s IntentKey® AI solution is designed to identify consumer interests rather than demographics, positioning Inuvo as a market leader in AI for advertising [8].
Why Applovin Stock Might Drop Soon?
Forbes· 2025-12-01 14:50
Core Viewpoint - AppLovin's stock has surged over 75% this year, raising questions about its valuation and sustainability in the context of the AI AdTech revolution, with a current valuation around $200 billion [1][13]. Group 1: Customer Base and Revenue Model - AppLovin's revenue model heavily relies on two high-risk customer groups: mobile game developers and aggressive e-commerce brands [5][11]. - Mobile game developers, referred to as "Whales," depend on user acquisition strategies, paying AppLovin to attract users willing to spend on in-game purchases [11]. - E-commerce brands, termed "Arbitrageurs," utilize AppLovin for cost-effective advertising as alternatives like Meta have become too expensive [11]. Group 2: Competitive Landscape and Technology - AppLovin's competitive edge lies in its ability to track user behavior within apps, leveraging its MAX mediation platform to optimize ad inventory across over 100,000 games [12]. - The AXON 2.0 AI engine enhances targeting precision, allowing AppLovin to identify high-value users more effectively than competitors like Meta, which faces limitations due to privacy changes [12]. Group 3: Valuation Concerns - AppLovin's current price-to-sales ratio is approximately 35x, necessitating over 50% growth annually for the next five years to justify this valuation [9][12]. - The mobile gaming market, which is AppLovin's core focus, is growing at a modest rate of 5-8%, raising concerns about the sustainability of its high valuation [12]. Group 4: Insider Activity and Market Sentiment - Recent insider selling, including over $350 million by Director Herald Chen, signals potential concerns about the company's future prospects [17]. - The leadership's exit raises questions about the company's long-term growth potential, especially given its current valuation compared to established tech giants [13][17]. Group 5: Future Risks and Market Dynamics - AppLovin's reliance on user data tracking poses risks, particularly if major players like Apple and Google tighten privacy regulations, which could impair its operational capabilities [17]. - The potential for a market correction is highlighted by the disparity between AppLovin's valuation and the actual growth of its core markets, suggesting that the "AI Ad" bubble may burst as investor sentiment shifts [14][17].
Kidoz Inc. Announces Results of 2025 AGM
Accessnewswire· 2025-11-26 21:00
VANCOUVER, BRITISH COLUMBIA / ACCESS Newswire / November 26, 2025 / Kidoz Inc. (TSXV:KDOZ)(OTCQB:KDOZF) (the "Company"), developer of the global AdTech platform delivering safe privacy-first, mobile gamer engagement at scale, is pleased to announce theresults of its 2025 Annual General Meeting. ANNUAL GENERAL MEETING At the Annual General Meeting of the Shareholders held on November 25, 2025, in Vancouver, Canada, the shareholders of the Company: (a) Elected to set the number of directors to be 6. ...
Ciscom Reports Q3 2025 Earnings - Positive Operating Cash-Flows
Newsfile· 2025-11-20 22:30
Core Insights - Ciscom Corp. reported Q3 2025 earnings with positive operating cash flows despite sales pressure, achieving cash flows from operating activities of $1.369 million [1][7] - The company experienced a significant decline in sales and gross profit compared to the same period in 2024, with sales dropping to $16.1 million from $25.9 million, a decrease of 37.9% [3] - The net loss for the nine-month period was $0.781 million, compared to a net loss of $0.337 million in 2024, primarily due to one-time non-recurring charges totaling $0.657 million [6] Financial Performance - Sales for the nine months ended September 30, 2025, were $16.1 million, down from $25.9 million in 2024, reflecting a decrease of $9.8 million or 37.9% [3] - Gross profit decreased to $3.8 million from $4.7 million, a reduction of $0.9 million or 20.1% [3] - Cash-based operating expenses were reduced from $3.6 million in 2024 to $2.8 million in 2025, representing a cost reduction of $0.8 million or 21.8% [4] - EBITDA from continuing operations was $0.961 million, down from $1.121 million in the same period in 2024, a decrease of $0.159 million [5] Operational Challenges - The Canada Post Corporation labor dispute disrupted business operations and sales, affecting direct mail distribution and leading to some clients limiting or stopping their activities [2] - A significant client of a Ciscom subsidiary filed for bankruptcy protection, resulting in a loss of revenue and an account receivable impairment charge [2] - The company faced one-time restructuring charges related to workforce downsizing and was impacted by US tariffs, leading to an uncertain economic climate and reduced consumer spending [2] Strategic Initiatives - The company is actively signing new clients and diversifying its product offerings, including the recent launch of the Engage+ digital flyer solution [9] - Management has taken steps to restructure the cost base in response to the challenges faced in 2025 [8]
Kidoz Inc. Announces Record Q3 Revenue of USD $3,666,521 (CAD $5,128,715) an Increase of 60% YoY
Accessnewswire· 2025-11-20 21:00
Kidoz delivers record results, reinvests in technologyto support scale up growth phase. VANCOUVER, BC / ACCESS Newswire / November 20, 2025 / Kidoz Inc. (TSXV:KDOZ)(OTCQB:KDOZF) (the "Company"), developer of the global AdTech platform delivering safe privacy-first, mobile gamer engagement at scale, announced today its unaudited condensed interim financial results for the quarter ended September 30, 2025. ...