earnings Archives | AdExchanger

The Trade Desk Lays Out Its Case To Beat Walled Gardens. Does Wall Street Buy It?

James Hercher — Fri, 08 Aug 2025 04:35:57 +0000

The Trade Desk continued its shaky 2025 earnings schedule when it reported Q2 results on Thursday. The company made a total of $694 million in Q2, up from $585 million a year ago. Its net profit in the quarter rose from $85 million to $90 million in the same time. However, investors were unmoved by […]

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Who Pays The Cloud Compute Bill?; AppLovin Bounces Back On Ads

AdExchanger — Fri, 08 Aug 2025 04:03:13 +0000

Your SaaS Is Grass The great AI pivot happening across business sectors right now – particularly in data-driven marketing – has led to a sudden, strange gap in the payment models of many SaaS and ad tech companies. The Information has some insider details on software companies, such as Replit and Anysphere, that cranked up […]

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WBD Had A Modestly Successful Q2 As It Prepares To Un-Merge Itself

Victoria McNally — Thu, 07 Aug 2025 15:29:20 +0000

Total revenue for the quarter was $9.8 billion, up only 1% year-over-year from the last Q2 quarter total of $9.7 billion – which is modest, but at least in line with company expectations.

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The Old York Times; Shopify’s Taste Of Shopper Marketing

AdExchanger — Thu, 07 Aug 2025 04:03:48 +0000

Big Times The New York Times is lapping the competition in ad revenue growth. Its digital advertising grew 18.7% YOY to $94.4 million, per its Q2 earnings report yesterday. That growth rate blows other large news companies out of the water. Fox Corp reported 7% ad revenue growth, whereas News Corp saw 2% growth in […]

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For Roku, Upfronts Have Become A ‘Full Yearlong Marketplace’

Victoria McNally — Thu, 31 Jul 2025 23:11:23 +0000

Roku's video advertising business has really been booming lately, as CEO Anthony Wood shared on a call with investors Thursday evening.

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Comcast’s Q2 Earnings Show Streaming Momentum, But Legacy Pressures Persist

Allison Schiff — Thu, 31 Jul 2025 16:00:26 +0000

Investors rewarded Meta on Wednesday for reporting stronger-than-expected Q2 earnings, driven by robust ad revenue growth and promising user engagement metrics. The company’s stock rose more than 11% in after-hours trading. The following morning, investors rewarded Comcast for losing fewer broadband and video subscribers than expected in Q2, with a roughly 5% bump in share […]

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Criteo Reports Flattish Q2 Earnings And Looks To Improve Its Total ‘Activated Media Spend’

James Hercher — Thu, 31 Jul 2025 04:39:27 +0000

Criteo’s Q2 earnings report on Wednesday was marked by flatness. Total revenue for the quarter inched up to $483 million, a 2% bump from the same time last year. At the same time, Criteo’s net income in Q2 – as in, real profit – dropped from $28 million to $23 million. The company’s share price, […]

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Alphabet’s Revenue Skyrockets, And AI Overviews Gobble More Of The Search Pie

James Hercher — Wed, 23 Jul 2025 22:50:57 +0000

The web is hurting. Google is doing splendidly. The second quarter was a “standout,” Alphabet CEO Sundar Pichai told investors on Tuesday, with “robust growth across the company.” Pichai’s use of the word “the company” is notable, though. Google’s total revenue grew by 14% to $96.4 billion in the quarter, and its net profit was […]

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Even HP Has A Media Network Now; Publicis Sees The Sunny Side

AdExchanger — Fri, 18 Jul 2025 04:03:25 +0000

Sing along, now: "Everything is an ad network!" Plus, Publicis is doing A-OK and Substack is changing its tune on advertising.

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Netflix Is Still (Demon) Hunting To Double Its Ad Sales By The End Of 2025

Victoria McNally — Thu, 17 Jul 2025 23:09:36 +0000

Like the now No. 1 hit song from Netflix’s animated musical film “KPop Demon Hunters,” everything seems golden for the streaming platform. Its member base is growing despite Netflix increasing its subscription pricing, and ad revenue is also on the rise. Netflix, which reported its Q2 earnings on Thursday, generated more than $11 billion in […]

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