earnings

Competitive tensions and ad tech drama have flared all year. And this drama has rippled out into the investor circle, as evident from a slew of recent ad tech company earnings reports.

Is it just me, or do third-quarter earnings always seem especially strange?

We break down some of the most interesting financial trends coming out of Q3 earnings reports, and what rises to the level of being worth covering in the first place.

Paramount Skydance, which officially turns 100 days old this week, released its first post-merger quarterly earnings report on Monday.

The Trade Desk posted solid Q3 results on Thursday, with $739 million in revenue, up 18% year over year. But the main narrative for TTD this year is less about the numbers and more about optics and competitive dynamics.

AppLovin may be facing heat over its data privacy practices, but soaring profits and big AI ad bets have investors cheering anyway.

Before Warner Bros. Discovery’s Q3 earnings call even began on Thursday, the investor relations team made it clear that leadership did not want to talk about the company currently trying to sell parts of itself to potential bidders.

Magnite says it’s not mad at The Trade Desk for prioritizing OpenPath or labeling all supply-side platforms as “resellers.”

Two quarterly reports might not be enough to confirm a pattern. But it is enough information to draw a line – and so far, that line is going up for MNTN.

If Roku’s third quarter earnings call could be distilled into a single phrase, it would be “early days.” (With “bullish” as a runner-up, perhaps.)