Criteo (NasdaqGS:CRTO) Q4 2025 Earnings call February 11, 2026 08:00 AM ET Speaker2Note: this event is being recorded. I would now like to turn the conference over to Melanie Dambre, Senior Vice President, Investor Relations and Corporate Communications. Please go ahead.Speaker0Good morning, everyone, and welcome to Criteo's fourth quarter and fiscal year 2025 earnings call. Joining us on the call today, Chief Executive Officer Michael Komasinski and Chief Financial Officer Sarah Glickman are going to share ...

CRITEO REPORTS FOURTH QUARTER 2025 RESULTS [Accessibility Statement] Skip NavigationDeployed $152 Million to Repurchase Shares in 2025Remaining Share Buyback Authorization Increased up to $200 MillionNEW YORK, Feb. 11, 2026 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO) ("Criteo" or the "Company"), the global platform connecting the commerce ecosystem, today announced financial results for the fourth quarter and fiscal year ended December 31, 2025.Fourth Quarter and Fiscal Year 2025 Financial Highlights:The fol ...

Wall Street analysts expect these artificial intelligence (AI) stocks to soar in the next year.Countless analysts and business leaders believe artificial intelligence (AI) will be the most transformative technology of the next decade, if not the next several decades. Its economic impact will likely rival that of the internet, but AI is being adopted much more quickly.Interest in AI exploded following the introduction of ChatGPT in late 2022. Less than four years later, 55% of Americans use generative AI on ...

Core Thesis - JOYY Inc. is viewed as an undervalued investment opportunity due to its strong financial position and operational model, despite market concerns regarding China's regulatory environment [3][4]. Financial Performance - JOYY has a market capitalization of $3.6 billion and nearly $2 billion in annual revenue, with a trailing P/E of 8.92 and a forward P/E of 9.78 [2][3]. - The company holds $3.3 billion in net cash as of Q3 2025, providing flexibility for capital returns and growth initiatives [2]. Market Valuation - The current stock price of JOYY is $62.13, but it is suggested that under a more typical global valuation multiple, the stock could approach $100 per share [3]. - The market continues to undervalue JOYY, treating it as a high-risk asset due to regulatory concerns, leading to a disconnect between its fundamentals and stock price [3][4]. Investment Opportunity - JOYY's asset-light, high-margin business model and robust cash position make it a low-risk investment with substantial upside potential [4]. - The company plans to return $89 million to shareholders through buybacks in 2025 under a $900 million authorization, indicating a commitment to enhancing shareholder value [2][4].

Core Viewpoint - AppLovin's stock has seen a significant decline of nearly 40% since January, primarily due to concerns over Google's Project Genie, which is perceived as a potential disruptor in the mobile gaming industry [1][1]. Group 1: Impact of Project Genie - Google Project Genie is a generative game engine that allows users to create interactive 3D environments from simple prompts, raising fears that it could undermine traditional game development processes [1][1]. - The potential for users to create high-quality gaming experiences with minimal effort could threaten AppLovin's core business model, which focuses on helping developers scale and monetize complex software [1][1]. - The market's reaction has been a sharp sell-off in AppLovin shares, with a 15% drop noted on the day of the news [1][1]. Group 2: Contrarian Perspective from Deutsche Bank - Deutsche Bank analysts argue that the sell-off in AppLovin shares is overdone and that it is too early to determine the true impact of Project Genie [1][1]. - They believe that Project Genie will not replace traditional game development or disrupt the mobile game discovery ecosystem, viewing it instead as a potential productivity booster for developers [1][1]. - The analysts suggest that an increase in game content could actually enhance the demand for AppLovin's monetization and user acquisition tools, making the current weakness in the stock a buying opportunity [1][1]. Group 3: Investment Outlook - Deutsche Bank maintains that the fundamental demand for game discovery remains intact, and the sell-off has improved the risk-reward profile for AppLovin as a long-term investment [1][1]. - Options traders are pricing in a potential 25% rally in AppLovin's stock by mid-April, indicating optimism about its future performance [1][1].

Core Viewpoint - The Trade Desk (NASDAQ: TTD) is identified as a potential stock that could double in value by the end of 2026 due to its current undervaluation and growth prospects [2]. Company Performance - The Trade Desk's stock has declined nearly 80% from its all-time high in late 2024, continuing to fall throughout 2025 and into 2026, reaching a valuation of 15 times forward earnings, which is considered a bargain [5]. - Despite the stock's decline, The Trade Desk reported an 18% revenue increase in Q3 2025, indicating healthy growth, although it was impacted by a lack of political spending [7]. - Wall Street analysts project a 16% growth for The Trade Desk in the upcoming year, with earnings per share (EPS) expected to be $2.09, potentially reaching $2.40 at the high end of projections [8]. Market Context - The Trade Desk operates a buy-side ad platform, benefiting from political spending during election years, which was absent in Q3 2025 but contributed to its performance in Q3 2024 [7]. - The company is expected to grow faster than the market, as measured by the S&P 500, which trades at 22.2 times forward earnings; thus, The Trade Desk should have a similar or higher valuation [8].

LONDON, Feb. 03, 2026 (GLOBE NEWSWIRE) -- SeenThis, the video advertising partner transforming how brands distribute video across the open web, today announced the next phase of its partnership with Lumen Research, the leading attention measurement company. The collaboration introduces a proprietary SeenThis attention model, supported by a custom Lumen attention measurement tag, delivering independently verified, real-time attention insights for agencies and brands. Through extensive in-market testing, Seen ...

Some companies like The Trade Desk (NASDAQ: TTD), had a terrible 2025. Its stock fell nearly 70% in 2025, making it among the worst performers in the S&P 500. While many expected a rebound in 2026, that hasn't occurred yet. The stock is also down an additional 16% to start 2026. Shares of the adtech platform are now down nearly 80% from their all-time high. The biggest question surrounding The Trade Desk's stock is whether it's a value play or a value trap. The former can provide a great investment opport ...

Core Viewpoint - Inuvo, Inc. has received $6.2 million from a class action lawsuit settlement, enhancing its liquidity and supporting strategic priorities moving forward [1][2][3] Financial Impact - The settlement represents a significant financial development for Inuvo, strengthening its liquidity position [2] - The funds will provide additional financial flexibility for ongoing investments in product innovation, market expansion, and operational initiatives aimed at driving long-term shareholder value [3] Company Overview - Inuvo, Inc. is a provider of AI-driven data and advertising technology solutions, specifically designed for modeling media audiences [4] - The company's patented IntentKey® AI technology identifies customer engagement based on real-time media consumption, predicting purchase intent ahead of traditional systems [4]

Core Viewpoint - Nexxen International Ltd. has announced a share repurchase of 412,088 shares at an average price of $6.18, with a remaining authorization of approximately $5.0 million under its current program [1] Share Repurchase Program - The company has received authorization for a new share repurchase program of up to $40 million, which will begin after the completion of the current program [2] - Under the new program, Nexxen is not obligated to repurchase a specific number of shares, and the program can be suspended, modified, or discontinued at any time [2] Company Overview - Nexxen is a global advertising technology platform that empowers advertisers, agencies, publishers, and broadcasters to utilize data and advanced TV [4] - The company's technology stack includes a demand-side platform (DSP) and supply-side platform (SSP), with a focus on streaming capabilities [4] - Nexxen is headquartered in Israel and has offices in the United States, Canada, Europe, and Asia-Pacific, and is traded on Nasdaq under the ticker NEXN [5]