AppLovin Is Back To Smashing Earnings, But Investors Are Slow To Buy
AppLovin is growing at a blistering pace, but Wall Street investors remain cautious about the business.
AppLovin is growing at a blistering pace, but Wall Street investors remain cautious about the business.
If you ask the executive leadership of Affle and Perion why the two companies are merging, the answer you’ll get is “synergies.”
Starting in Q4, Reddit will test logged-in-only mode to protect its user engagement, improve ad targeting and keep AI from scraping its content.
Amazon is building new AI features into its ads business, and humans are still the ones making the purchases – for now.
Google earned $127.6 billion in Q3, up 25% year over year, practically all of which came from ads. Yet advertising hardly came up during its earnings call on Wednesday evening.
Despite spending billions in lawsuits and high Muse operating costs, Meta’s third quarter earnings still showed significant growth.
Apple is coming for identity resolution. WebKit’s latest tracking crackdown targets the infrastructure behind post-cookie IDs – and switching to a first-party setup won’t necessarily spare vendors.
Prime time is coming to the feed. On Thursday, Meta announced a new feature, called Ads Super Burst, that lets advertisers lock in a window of between three and 24 hours on a single day across Facebook and Instagram.
Against the backdrop of Advertising Week New York this week, the programmatic ecosystem has been buzzing madly like the inhabitants of an overturned beehive after the release of Apple’s iOS 27.
The Trade Desk is unable to serve ads to the Safari browser for Apple device owners that have downloaded iOS 27. Apple has been investigating the issue since last week.
Amazon Ads has overhauled its DSP and the sponsored product and search-based ad console for on-platform ads, the company announced at its unBoxed event in San Francisco on Tuesday.
The agentification of Amazon Ads is underway. At its unBoxed ads industry event in San Francisco on Tuesday, Amazon announced a major ad tech overhaul, with its DSP turning into a default agentic chatbot experience.
A week ago, HBO MAX had its verified Reddit account overrun by a hacker group, which eluded notice for two days while it ran 108 different ad permutations targeting an unknown number of Redditors.
The court has unsealed Judge Leonie Brinkema’s full remedies opinion in US v. Google (ad tech edition). So, what’s in there?
After Judge Brinkema declined to order a Google breakup, ad tech leaders weigh in on how the FTC should approach its case against Amazon.
The Trade Desk is less than a third as valuable as it was a year ago. It retains about one-tenth of its high-water market cap from December 2024, when the company was worth almost $70 billion. Why did investors lose the faith?
Buy-side experts said it’s another example of a Big Tech platform taking advantage of the lack of transparency built into programmatic ad auctions. And they’re not optimistic change is coming.
Google will not be required to break up its ad tech business, despite a federal court ruling last April that found the company operated a monopoly.
Workweek, a social networking platform for industry professionals, launched a newsletter platform powered by its proprietary ad network.
Meta alumni are on the move – and they’re bringing the world’s most successful ad playbook with them to the next generation of would-be ad platform greats, with OpenAI at the top of the list.
Pinterest expanded tvScientific CEO and Co-Founder Jason Fairchild’s title to general manager of programmatic and affiliate. The title upgrade comes less than a year after Pinterest acquired the performance-focused CTV ad startup.
“We’re deemed a new bucket, so a testing category,” AppLovin CEO told investors regarding its nascent consumer and ecommerce ads business. “And to graduate up takes time. This stuff compounds over quarters and years.”
On Wednesday, Magnite CEO Michael Barrett painted a picture of a company that’s edging into the buy side by adding more DSP-style capabilities for planning and activation.
Cuisinart’s marketing team has been eager to take advantage of generative AI-based creative.
Amazon’s advertising businesses earned a total $19.8 billion in Q2, the company reported in its quarterly earnings on Thursday. That’s up from $15.7 billion in Q2 2025, and good for a 26% year over year growth rate.
Guess there’s no pleasing investors. Despite Reddit delivering an objectively solid Q2, its stock cratered, in part because of search-related headwinds and low referral traffic.
A combination of layoffs, lawsuits and AI operating costs set back Meta’s Q2 earnings, despite increased revenue.
Investors didn’t bring up Google’s advertising business or ads in general once during the Q&A portion of Alphabet’s earnings report call on Wednesday.
By partnering with GrowthLoop, GoPuff has beefed up its retail media offering with more specific audience targeting.
There’s a lot of healthcare data out there. The challenge is knowing how to access and make use of it while complying with privacy regulations.