earnings

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.

Netflix, which reported its Q2 earnings on Thursday, generated more than $11 billion in overall revenue last quarter, up 15.9% year-over-year.

If you felt a strange gust around 5 p.m. ET on Thursday, it was probably just the cumulative sighs of relief across Wall Street as The Trade Desk shook off its Q4 blues with a better-than-expected first quarter earnings report.

When it comes to third-party cookies on Chrome, Google’s plan to reverse course is neither here nor there, says Magnite CEO Michael Barrett. “Forget Privacy Sandbox,” Barrett said. “That thing was dead upon arrival.”

Happy first IPO-aversary, Reddit. (And happy 20th birthday.) The market got you a present. Reddit’s stock soared nearly 18% in after-hours trading on Thursday thanks to a revenue beat in the first quarter.

Alphabet had another stellar earnings report. But neither its leadership nor investors ever mentioned the two landmark ongoing antitrust suits. Chrome’s reversal on third-party cookies also never came up.

Target reported $649 million in revenue from its Roundel advertising business in 2024, up about 25% from 2023, during its Q4 and full-year earnings report on Tuesday.

Viant announced that it acquired Lockr, a consumer and business service for managing email inboxes and data opt-ins, during its Q4 earnings call Monday.

Integral Ad Science broke a streak of punishing quarterly earnings reports for public ad tech companies when it announced better-than-expected Q4 results on Friday morning.

Magnite ended up with a scrappy 4% year-over-year growth rate in Q4 2024, after a sudden, unexpected drop in display and online video CPMs during November and December, which caused the company to miss its revenue guidance.

Like Kendrick Lamar during the Super Bowl halftime show, Interpublic Group CEO Philippe Krakowsky had a message for all the haters out there: the impending Omnicom merger won’t affect IPG’s ability to do business in the meantime.

Criteo’s shares leapt more than 20% Wednesday morning after the company reported continued profitability growth and a strong financial footing.

Alphabet is beset by challenges on all sides. But the company’s revenue growth remains unchecked.

Slap on your Ray-Ban smart glasses, ask Meta AI to remind you to post on Threads and then hop into Horizon Worlds. Welcome to the near future, according to Meta.

Woe is linear. Paramount is writing down its cable TV business by $6 billion and laying off 15% of its US workforce in advance of the Skydance merger.

There was so much growth across nearly every area of Meta’s business (with the exception of Reality Labs, its R&D division for the metaverse, which lost $3.7 billion in Q2) that Q2 was actually rather boring. And so, instead of ratting off more stats, here are five takeaways from Meta’s Q2 call in case you missed it.

The ad agency holding company WPP is on the up and up and remains confident in its clients’ continued investment in marketing projects despite a challenging macroeconomic environment. WPP is “well positioned to deliver sustainable, long-term growth” after seeing broad-based growth in 2022, said CEO Mark Read during the company’s earnings report on Thursday.

AppLovin is looking at software as its main cash cow. Going forward, the company told investors that plans to prioritize its software platform and focus less on its apps business. Software is now responsible for 40% of AppLovin’s revenue compared with 14% when the company went public in April of last year.

On its Q4 earning call this week, Criteo announced the start of a three-year global partnership with GroupM, shared an update on the IPONWEB deal, got frank about the privacy impacts of ATT and made the case for moving away from a focus on take rate.

Shortchanging YouTube? Are advertisers caught up in the CTV hype? Mike Shields thinks so. In a recent Substack post, he suggests advertisers ditch the various CTV walled gardens and head over to YouTube instead. There are thousands of streaming services, but YouTube and Netflix still corner about 47% of the market and haven’t lost share […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. The InfoSum Of Its Parts The data onboarding startup InfoSum raised $65 million at a valuation of $300 million, up from a $100 million tag a year ago when the company landed a $15 million investment. Ad tech companies have been capitalizing in investor […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Booming Biz The DSP Viant reported a year-over-year revenue increase of 66% to $50.4 million. Viant IPOed in February, part of a recent boom in programmatic companies on the public market. As with most of those companies, Viant is going big on CTV, which […]