earnings

When The Trade Desk sneezes, ad tech catches a cold.

The Trade Desk continued its shaky 2025 earnings schedule when it reported Q2 results on Thursday.

The pivot to AI has led to a gap in many SaaS and ad tech companies’ payment models; AppLovin bounces back in Q2; and Grok might be your newest media planner.

Total revenue for the quarter was $9.8 billion, up only 1% year-over-year from the last Q2 quarter total of $9.7 billion – which is modest, but at least in line with company expectations.

The New York Times’ growth rate blows other large news companies out of the water; Shopify’s shares leapt by 20% after an upbeat Q2 earnings report; and Google’s AI Overviews may or may not be causing web traffic to plummet, depending who you ask.

Roku’s video advertising business has really been booming lately, as CEO Anthony Wood shared on a call with investors Thursday evening.

NBCU’s streaming losses were down to $100 million in Q2 from $348 million year-over-year, representing significant progress as the platform nears break-even.

Criteo’s Q2 earnings report on Wednesday was marked by flatness.

The web is hurting. Google is doing splendidly. Q2 was a “standout,” Alphabet CEO Sundar Pichai told investors on Tuesday, with “robust growth across the company.”

Sing along, now: “Everything is an ad network!” Plus, Publicis is doing A-OK and Substack is changing its tune on advertising.