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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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Magnite Targets CTV, SMBs And Google’s SSP Market Share

Anthony Vargas — Thu, 07 Aug 2025 04:45:45 +0000

Advertisers want more curated inventory and programmatic deals, especially for CTV campaigns. And Magnite is reaping the benefits, but not to the extent that investors were hoping to see. The SSP beat its own Q2 revenue guidance thanks to growing demand for programmatic CTV activation and partnerships with big-name streamers, CEO Michael Barrett told investors […]

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Zillow Pilots Containerized RTB, As It Rethinks The Equation Of Quality And Cost

James Hercher — Wed, 06 Aug 2025 16:01:01 +0000

Zillow had a problem. The company, a large real estate listings platform, wanted to change its media mix to higher-quality online ad placements. “Environments where we are proud to show up,” as Zillow VP of media Ed Wild told AdExchanger. Zillow also wanted to increase its mix of programmatic ads. But the conventional wisdom is […]

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Shell Shutters Its Volta EV Charging And Media Division

James Hercher — Wed, 06 Aug 2025 14:00:44 +0000

Volta Charging, an electric vehicle charging station manufacturer, was an early entrant to the “everything is an ad network” trend when it started building an adjacent advertising and data business called Volta Media in 2016. Now, Volta is among the first in what will someday surely be a crowded graveyard of former retail media networks. […]

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People Inc. Has A New Name, But It Still Faces The Same Old Google Search Traffic Drought

Anthony Vargas — Tue, 05 Aug 2025 23:05:00 +0000

People Inc. – the former Dotdash Meredith – is fighting on multiple fronts to keep its business growing as Google Search declines precipitously as a source of referral traffic, and consumers move to agentic AI to find answers to their questions. People’s digital ad revenue increased 5% compared to Q2 2024. It’s a decent turnaround, […]

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More Like No Yield: A New Book Explores How Google Soaked Up The Web’s Ad Profits

James Hercher — Tue, 05 Aug 2025 10:37:02 +0000

The English word “yield,” derived from Old English, is a relic of a time when a ruling class might demand anything cultivated by those beneath them. So the word encapsulates two seemingly opposing definitions: There is “yield,” as in crops, and “yield,” to surrender or hand over. Which makes it an apt headline for Ari […]

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CleanTap Filters Out ‘Sorta CTV’ Placements Before Buyers Can Bid On Them

Anthony Vargas — Mon, 04 Aug 2025 14:15:37 +0000

Many CTV advertisers are buying a lot of inventory that might not fit their personal definitions of CTV. Streaming ads that play on smart TV sets in living rooms are just part of the overall CTV media mix. These placements are sold alongside “sorta CTV” inventory, like streaming apps on phones and tablets, digital out-of-home […]

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Ad Automation Powers Reddit’s Most Profitable Quarter Yet

Anthony Vargas — Fri, 01 Aug 2025 01:39:31 +0000

Reddit is giving advertisers what they want: more easy buttons. Thanks, in part, to its investments in campaign automation, new ad products and white glove service for top advertiser clients, Reddit netted $465 million in ad revenue in Q2, an 84% year-over-year increase. Advertising accounted for the vast majority of Reddit’s $500 million in revenue […]

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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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Meta Crushed Q2 Ad Revenue (Oh, And It’s Investing In AI That’s Way Smarter Than You)

Allison Schiff — Thu, 31 Jul 2025 00:09:14 +0000

Twenty years ago, Facebook came out with a new feature that let you poke your friends. (Remember pokes?) Now, Meta is investing hundreds of billions of dollars in AI to purportedly develop “personal superintelligence,” in CEO Mark Zuckerberg’s words, that teaches itself and outpaces human cognition. Quite the evolution. “AI that surpasses human intelligence in […]

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