Workflow
Digital Advertising
icon
搜索文档
Amazon's stock soars 12% on third-quarter beat and increased spending guidance
CNBC· 2025-10-31 21:33
Amazon CEO Andy Jassy speaks during an Amazon Devices launch event in New York City, U.S., February 26, 2025.Amazon shares soared 12% on Friday after the company reported an across-the-board beat for the third quarter and boosted its forecast for spending due to demand for artificial intelligence services.Cloud was a major driver of revenue and profit growth, with sales at Amazon Web Services climbing 20% from a year earlier to $33 billion, topping expectations.The unit generated operating income of $11.4 b ...
TotallyKidz Chooses Bright Mountain Media as Exclusive SSP Partner
Globenewswire· 2025-10-30 22:00
Partnership brings 3,000+ curated kids’ game apps, a custom-curated portfolio, premium inventory and audience intelligence to the forefront of COPPA-compliant advertising. Boca Raton, FL, Oct. 30, 2025 (GLOBE NEWSWIRE) -- TotallyKidz, the leading COPPA-compliant kids ad network, has selected Bright Mountain (OTCQB: BMTM) as its exclusive Supply-Side Platform (SSP) partner to power its premium kids’ ad campaigns. The partnership centers on Bright Mountain’s custom-curated portfolio of more than 3,000 kids’ g ...
Bernstein Raises Reddit (RDDT) PT to $190, Cites Digital Ad Space, AI’s Role
Yahoo Finance· 2025-10-30 21:57
Reddit Inc. (NYSE:RDDT) is one of the best up and coming stocks to buy right now. On October 22, Bernstein analyst Mark Shmulik raised the firm’s price target on Reddit to $190 from $185 and kept a Market Perform rating, as there are no shorts in the digital ad space that the firm sees in Reddit heading into Q3. Bernstein also noted that AI is now a critical determinant of corporate performance in the ad market. Earlier on October 15, Truist lifted the price target on Reddit to $260 from $225 and kept a B ...
Criteo Stock Pops on Strong Results -- and a Transatlantic Relocation Plan
Yahoo Finance· 2025-10-30 01:13
公司财务业绩 - 第三季度剔除流量获取成本的贡献额同比增长8%至2.88亿美元,超过华尔街分析师预期的2.813亿美元 [2] - 第三季度调整后每股摊薄收益为1.31美元,大幅增长36%,远超分析师预期的约0.93美元 [2] - 强劲的第三季度业绩推动公司股价在交易日开盘时上涨8.7% [1] 公司战略与架构调整 - 公司宣布一项分两步走的搬迁计划,计划于2026年将公司注册地从巴黎迁至卢森堡 [1][3] - 搬迁至卢森堡有助于公司将美国上市方式从美国存托凭证转换为纳斯达克直接上市,便于在美国股市交易 [4] - 未来可选择将公司总部进一步迁至美国,此举可能使公司有资格被纳入标普500指数 [3][4] - 管理层认为迁往美国可扩大公司获取被动资本的机会,并可能引发主动管理基金的基准对标,从而扩大股东基础 [6]
Stifel Maintains $47 PT, Buy Rating on Pinterest (PINS), Cites Platform Improvement Ahead of Q3 Earnings
Yahoo Finance· 2025-10-29 23:25
Pinterest Inc. (NYSE:PINS) is one of the stocks that should double in 3 years. On October 24, Stifel analyst Mark Kelley kept a Buy rating and $47 price target on Pinterest. The sentiment came as part of a broader research note previewing Q3 2025 results in Digital Ads. Based on the firm’s recent advertising checks, Q3 growth generally improved over Q2, with September being the strongest month of the quarter. Stifel Maintains $47 PT, Buy Rating on Pinterest (PINS), Cites Platform Improvement Ahead of Q3 E ...
Teads appoints Fernando Tassinari as Managing Director of LATAM to lead a new phase of regional growth and transformation
Globenewswire· 2025-10-29 20:00
SÃO PAULO, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Teads (NASDAQ: TEAD), the omnichannel outcomes platform for the Open Internet, today announced the appointment of Fernando Tassinari as Managing Director of LATAM, effective immediately. This strategic leadership addition reinforces Teads’ commitment to accelerating growth across key Latin American markets, expanding its branding and performance business, and strengthening its position as one of the world’s leading digital advertising platforms. With more than tw ...
APPLOVIN INVESTIGATION REMINDER: Bragar Eagel & Squire, P.C. Continues Investigation into AppLovin on Behalf of Long-Term Stockholders
Globenewswire· 2025-10-29 19:43
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In AppLovin (APP) To Contact Him Directly To Discuss Their Options If you purchased or acquired stock in AppLovin between May 10, 2023 to March 26, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. NEW YORK, Oct. 29, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C., a nationally recognize ...
Specificity Signs LOI with Blackpearl Group to Build the World's Only Fully Integrated Ad Tech Stack, Launching a Direct Attack on Big Tech Fraud
Accessnewswire· 2025-10-29 19:26
TAMPA, FLORIDA / ACCESS Newswire / October 29, 2025 / Specificity (OTCID:SPTY), the leader in precision digital marketing, today announced it has signed a Letter of Intent (LOI) with New Zealand-based Blackpearl Group (BPG) to build and host a proprietary Private Data Platform- creating what companies describe as the world's only fully integrated ad tech stack. This move cements Specificity's path to major market disruption and positions the company to tackle the estimated $250 billion fraud problem plaguin ...
Alphabet vs. Snap: Which Digital Advertising Stock Has an Edge?
ZACKS· 2025-10-29 02:45
行业背景 - 数字广告支出持续增长,预计到2030年将占广告总支出的82.2% [1] - 人工智能和机器学习的应用正驱动内容创作,并帮助广告商提供个性化用户体验和内容 [1] Alphabet (GOOGL) 投资要点 - 广告收入预计将受益于强劲的搜索和YouTube广告业务 [2] - 谷歌在搜索业务中占据主导地位,市场份额超过90% [2] - 公司积极将AI嵌入搜索以提升用户体验和广告效果,例如Circle to Search功能已在超过3亿台设备上激活 [3] - AI驱动的搜索功能推动更深层次互动,用户生成的查询长度是传统搜索的两倍,AI模式已扩展至超过200个国家和地区及35种以上语言 [4] - AI改善YouTube推荐和自动配音,Shorts日均观看量超过2000亿次,过去12个月YouTube在联网电视上的广告驱动了超过10亿次转化 [5] - 公司股价年初至今上涨61.5% [9] Snap (SNAP) 投资要点 - 商业驱动广告量在2025年第二季度同比增长39%,新广告形式如Sponsored Snaps带来更强转化效果 [6] - 广告平台改进带动活跃广告商增长,2025年第二季度商业广告商的购买量同比增长39%,购买相关广告收入同比增长超25% [6] - 全球用户基础持续扩张,2025年第二季度日活跃用户达4.69亿,同比增长8.6% [7] - Snapchat+订阅用户数在2025年第二季度接近1600万,AR工具如Camera Kit和Spectacles通过沉浸式体验使其区别于同行 [8] - 公司股价年初至今下跌26.1% [9] 竞争与挑战 - Snap面临激烈竞争,2025年6月美国用户在Snapchat上花费的时间同比骤降近14% [10] 盈利预期与估值 - Alphabet的2025年每股收益共识预期为9.92美元,较过去30天下调4美分,但预计较2024年增长23.4% [11] - Snap的2025年每股收益共识预期稳定在26美分,预计较2024年增长10.3% [12] - 按未来12个月市销率计算,Alphabet的估值为8.81倍,高于Snap的2.08倍 [17] - 两家公司估值均被认为偏高,Alphabet的价值评分为D,Snap为F [17]
Meta's Ad Business Is Booming, But One Analyst Says The Real Story Is A $100 Billion AI Bet
Benzinga· 2025-10-29 01:37
Meta Platforms Inc‘s (NASDAQ:META) robust advertising tech and artificial intelligence infrastructure will deliver another strong quarter, one analyst says.But it’s a pricey plan. The parent company of Facebook plans to spend $100 billion by 2026 to expand data centers and AI capabilities.Rosenblatt‘s Barton Crockett maintained a Buy rating on Meta with a price forecast of $1,086.  Also Read: Meta Bets Big On AI: Ad Revenue Set To Outpace GoogleCrockett cited strong advertising momentum and continued invest ...