Trade Desk Sees 23% Q4 Revenue Increase, Stock Spikes 20%

The Trade Desk attributes continued growth from increasing shifting media budgets to CTV and increased use of retail media platforms and retail media data usage for its strong performance.

Roku Q4: Revenues Up 14%, ARPU Down, Stock Trading Slammed

Roku’s quarterly revenue grew 14% to $984.4 million year-over-year. The company says it “outperformed” the overall ad market and the U.S. linear TV ad marketplace.

Warning: One In Three Republicans Won’t Believe This Week’s Analysis

The campaign news cycle went into overtime following Super Bowl LVIII, including a lingering conspiracy about a government PsyOp involving Taylor Swift. Remarkably, a Monmouth University poll found
32% of Republicans believe it.

AI-Driven Affiliate Marketing And Ads? Brands Leap Into A New Era

Wildfire Systems created a Google Chrome browser extension built on generative AI to take affiliates into the next phase of marketing and advertising.

The Trade Desk’s Revenue Is High – But Its Opinion Of The Privacy Sandbox Remains Low

The Trade Desk reported its eighth consecutive quarter of more than 20% annual revenue growth on Thursday. Its Q4 revenue jumped from $491 million in 2022 to $606 million last year, and its net profit over the same period increased from $71 million to $97 million. The company’s shares increased almost 20%% on Friday. A […]

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A (Tiny) Peek Inside The Black-Box Algorithm Driving AppLovin’s Business

During AppLovin’s Q4 earnings call earlier this week, an investor asked CEO Adam Foroughi to explain how Axon 2.0 differs from the original Axon. Axon 2.0 is an updated version of AppLovin’s AI-powered ad tech software. It was released last year and relies on predictive machine learning to target app-install ads to the users most […]

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Walmart-Vizio Deal: The Next Iteration Of Streaming, Performance Marketing?

“By diversifying off site inventory, Walmart could open opportunities to leverage their customer data via Walmart Connect to reach potential purchasers in Vizio OS,” says Amy Rumpler, SVP/search &
social media services for Basis Technologies, which uses Walmart’s Retail Media Network.

Disney, Activist Investors Take Proxy Fight To Shareholders’ Homes

Competing direct-mail packages arrived at our home earlier this week from Disney and the activist investment firm trying to win seats on the Disney board.