earnings

In Q3, The Trade Desk beat the admittedly pessimistic revenue forecast it set for itself earlier this year. But growth has stalled.

Paramount Skydance’s acquisition of Warner Bros. Discovery (WBD) closed five weeks ago on October 4, just after the third quarter ended on September 30. So, investors who wanted Skydance co-CEOs David Ellison and Ynon Kreiz to pull back the curtain on the combined entity’s finances on Monday will have to wait another quarter for the full picture.

AppLovin is growing at a blistering pace, but Wall Street investors remain cautious about the business.

Criteo has weathered considerable storms in its day, including a painful moment in March 2020 when its market cap bottomed out below $500 million. Can it pull off yet another turnaround?  

A combo of Tubi, sports and political ads powered Fox’s growth this last quarter, even as Fox News lost viewers and the Roku deal awaits DOJ clearance.

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.

“Our revenue growth is below our expectations and below the standard we hold ourselves to,” The Trade Desk CEO Jeff Green told investors.

Fox Corp’s fiscal year closed at the end of June, and boy, was it lucrative.

“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.”

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.

Omnicom is halfway through a major sell-off of IPG agencies. Its future looks healthier as it prunes lower-growth firms, including eliminating certain specialist firms and overlapping agencies in certain countries.

Paramount+, unlike Netflix, announces a subscription-free option; Havas announces plans to go AI-first; and Faire’s Promoted Listings platform targets wholesalers, rather than individual customers.

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.

Viant’s modest growth story took a backseat to a far louder claim: that fed-up advertisers are finally ready to ditch the rigged economics of Big Tech’s walled gardens.

TTD CEO Jeff Green laid out the DSP’s plan for winning in a new world of advertising that – AI aside – necessitates major changes in how marketers behave.

Magnite posted strong Q1 numbers and is confident that it will prevail in its battles with both Google and The Trade Desk.

Criteo shares dropped by 20% Wednesday morning after the company reported shaky Q1 earnings and revised its guidance downward for the rest of the year.

Amazon is optimistic about agentic commerce; the costs of AI may soon outweigh profits; and AMC Global Media thinks old shows deserve new ads.

Alphabet earned $109.9 billion in Q1 this year, up from $90.2 billion a year ago. And that’s not even the truly gobsmacking number.

NBCUniversal successfully called its shot with the nickname “Legendary February.”

Viant reported its Q4 and full-year 2025 earnings on Wednesday evening and investors appeared pleased.

During Thursday’s earnings call, CEO Cindy Rose announced a new plan to reposition WPP as a single company, rather than an agency holdco.

The Trade Desk, once a Wall Street darling, now faces the challenge of rebuilding goodwill across the investor community and the ad tech industry.

Last year was a massive success for Warner Bros. Discovery’s content – but maybe not so much for its financials.

Display advertising is old and busted. Streaming CTV is the new hotness. Obviously, those aren’t the exact words Magnite CEO Michael Barrett used, but it’s pretty much what the numbers say.

“Fully a third of our profit in the most recent quarter was related to advertising and membership income,” Walmart CFO John David Rainey told investors on Thursday.

Omnicom just reported its first earnings since closing the IPG deal and, shocker, it’s saying AI is main growth driver for combined holdco.