Advertiser agency reviews took center stage during Omnicom’s Q2 call. Chief John Wren claimed the holding company is well positioned to weather the storm of media reviews, which have spurred the reevaluation of nearly $30 billion in media billings, according to estimates from Pivotal Research, because of Omnicom’s investments in its data-management platform, Annalect, and its programmatic […]
Acquisitions and earnings – Sizmek likes to multitask. On Thursday, the company announced its Q1 2015 results and its intention to buy mobile DSP StrikeAd for $11.7 million. Excluding StrikeAd, revenue from mobile formats, in other words HTML5-related revenue, was up 103% YoY in Q1 2015, while in-stream video revenue increased 10% in the same timeframe. […]
In its first earnings call since going public in March, MaxPoint reported revenue growth of 87% to $28.7 million. Its revenue ex-TAC, which excludes the cost of programmatically buying impressions through real-time bidding, rose 90% to $16.8 million. [Read the earnings release.] The total number of enterprise customers rose 62% to 529. In the first quarter of […]
AOL reported revenue growth of 7% YoY in the first quarter, for a total of $625 million. Global advertising revenue, which includes AOL’s own properties, search and third-party platforms, climbed 12% YoY to $483 million. Read the earnings release. CEO Tim Armstrong said the company continues to make updates “placing AOL at the center of […]
Tremor Video’s growth continued in Q1 2015 as the company netted $40.6 million in revenue (16.4% YoY growth), above analysts’ predictions. Read the release. Eighteen percent of that revenue came from programmatic, which has been growing at a steady pace. Last quarter, programmatic was 14% of Tremor’s revenue; it was 4% this time last year. […]
Digital advertising revenue at Time Inc. rose 20% to $73 million in the first quarter. But overall advertising revenue declined 9% to $353 million, and total revenue declined 9% to $680 million. Those declines were still slightly better than Wall Street’s expectations. “We’re in a turnaround, and turnarounds are bumpy,” said CEO and Chairman Joe Ripp. […]
Despite a revenue dip in Q1 2015, it appears that Millennial Media is beginning to make good on its turnaround story. Although Millennial saw its year-over-year revenues fall off from $72.6 million to $63.2 million in Q1 – revenue was also down quarter over quarter, from $86.4 in Q4 – the mobile ad tech platform beat […]
Rubicon Project’s Q1 revenue grew 62% year over year to $37.2 million, thanks to increases in its mobile and orders business, as well as international expansion. As CEO Frank Addante stated in previous quarters, Rubicon will benefit from the network effect, as an influx of buyers and sellers on the platform will cause growth to snowball. […]
Twitter is taking cross-device retargeting under its wing with the acquisition of digital ad platform TellApart. “Direct response advertising has been a major growth engine for our ads business over the last several quarters. … TellApart will accelerate that trajectory further,” said Kevin Weill, Twitter’s SVP of product, in a blog post Tuesday. According to […]
Nielsen is chomping at the bit to start measuring total audience, but it also needs advertisers and publishers to figure out what exactly they want, especially in video. In its Q1 2015 earnings call, Nielsen reiterated last quarter’s commitment to push forward on “Total Audience Measurement” as its top 2015 priority. Total Audience Measurement, as described by CEO […]
Although Yahoo continues to plow ahead on mobile, the company’s Q1 2015 disappointed. Yahoo’s revenue clocked in at $1.04 billion, missing analysts’ estimate of $1.06 billion. During the company’s investor call with analysts, CEO Marissa Mayer suggested programmatic has lowered the prices that Yahoo can command for its inventory. “We see a lot of advertising […]
For Acxiom’s 2015 Q3 earnings, it was the best of times, it was the worst of times. Or, in the words of CEO Scott Howe, “Spectacular growth in AOS and LiveRamp has been mirrored by declines in our core business.” Read the press release. Howe, speaking during the company’s earnings call Wednesday, was referring to the data connectivity […]
Sizmek had another disappointing quarter, with Q3 revenues increasing only 3% YoY to $39.5 million – results that “were lower than we had expected,” according to company CEO Neil Nguyen. The decline was driven by the company’s faltering rich media business, which decreased 35% YoY. The ad management company found a silver lining in its […]
CEO Tim Armstrong thinks AOL’s bets on programmatic are paying off. Programmatic grew to 37% of non-search ad revenue, compared to 12%. Forty seven percent of revenue from AOL’s network Advertising.com was programmatic, compared to 18% during the same period last year. Advertising revenue grew 18% YoY to $473.4 million. Armstrong attributed the increase to larger shifts in the […]
It’s been one year since Criteo went public and the overall growth experienced by the company last quarter is holding steady. The French retargeting firm announced a 71.9% year-over-year uptick in revenue in Q3 2014 to roughly $243 million. (Full earnings release.) Part of that sustained growth is thanks to Criteo’s expanding client base, which […]
In recent quarters, Acxiom’s financial narrative has focused on its struggle to redefine itself. Whereas Acxiom was once – and still is – known as a provider of data for marketers, it’s seeking to become a neutral provider of data infrastructure via its Audience Operating System (AOS) platform and LiveRamp, the data onboarder it acquired in July. This […]
Rubicon Project’s stock rose over 20% in after hours trading following the announcement that the company posted a record quarter. That’s good news for a supply side platform that has struggled to educate Wall Street of its value. Rubicon Project hoped its IPO would give it a market cap of $671 million. The current market cap is […]
Yahoo says its investments in mobile have paid off. The company announced its mobile revenue in Q3 exceeded $200 million, or 20% of its $1.1 billion in GAAP revenue. Mobile revenue doubled year over year, including both search and display. Revenue growth on mobile far outpaced user growth. 550 million people are mobile monthly active […]
Dentsu reported steady quarterly earnings Tuesday both in Japan and abroad. The Japanese holding company saw Q2 revenue rise to $1.3 billion, a 9.8% increase YoY. The company saw 10.6% organic growth in Europe, the Middle East and Africa, 4.7% in the Americas and 14.8% in Asia-Pacific. The modest growth was driven by new client […]
You can’t blame Acxiom for trying, but the data management firm still has a ways to go before it achieves its goal of becoming the data management company to end all data management companies. Revenue for the first quarter of 2015 (Acxiom’s fiscal year ends in March) was $242.2 million, down roughly 6% year-over-year from $257.2 […]
Analysts’ high expectations for Expedia’s Q2 2014 earnings were justified when the travel-booking company reported YoY revenue growth of 24% to $1.49 billion. Though driven predominately by strong hotel room night and air ticket growth, Q2 advertising and media revenue played a notable role in causing the revenue hike, growing 54% YoY to $123 million. […]
Mobile ad revenue was up significantly for Pandora during Q2 2014, jumping 59% from last quarter to $167.5 million, a 51% year-over-year increase. Total revenue for the Internet radio streaming company came in at $218.9 million, 76% of which was made up by mobile ad revenue. While it represented a 38% year-over-year growth for the […]
TripAdvisor painted a muddled picture during its Q2 2014 earnings call. The travel booking site’s overall profits came in far below estimates. But ad revenue was a bright spot for TripAdvisor, which saw an increase in both click-based and display ad revenue this quarter. Click-based ad revenue increased year over year to $235 million, up […]
Facebook reported second-quarter earnings on Thursday amid generally high expectations for the company’s advertising business, especially as it pertains to mobile and video. Investors were not disappointed. Facebook posted Q2 advertising revenue of $2.68 billion, a 67% increase from Q2 2013. Of that, mobile advertising is becoming increasingly important – it constituted 62% of Facebook’s total advertising […]
In its Q4 earnings call Wednesday, mobile ad network Millennial Media revealed it had netted $109.5 million in the fourth quarter, up from $75.9 million in Q4 2012 (a 44% increase). Total revenue for 2013 increased 41.6% from $241.3 million in 2012 to $341.8 million last year. Despite a strong end to the year, however, […]
Twitter’s first quarter as a public company was hot and cold. Ad performance was the hot part. Q4 2013 ad revenue on the Twitter platform grew 121% to $220 million, of which mobile advertising accounted for more than 75%. The MoPub mobile ad exchange, acquired during the quarter, delivered $8 million in revenue. Audience trends […]
As throngs of conference-goers flocked to downtown San Francisco for this week’s Dreamforce show, enterprise platform company Salesforce.com posted its Q3 earnings, citing 36% growth year-over-year to $1.08 billion in revenue. Of that total, $81 million was attributed to the Salesforce.com ExactTarget Marketing Cloud, according to Salesforce.com CFO Graham Smith, a figure that was “stronger” […]
In its first earnings disclosure since going public, French retargeter Criteo cited vertical expansion beyond its heritage of retail and travel retargeting client base. CEO Jean-Baptiste “JB” Rudelle noted “major” US client wins in the financial and auto verticals helped the company post revenue growth of 57.8%, increasing from 72.1 million euros in the third […]
After the stock market closed today, Google reported its results for the second quarter ending June 30, 2013. The revenue numbers: “Google Revenues (advertising and other) – Google revenues were $13.11 billion, or 93% of consolidated revenues, in the second quarter of 2013, representing a 20% increase over second quarter 2012 revenues of $10.96 billion.” […]
And the results are in! According to its Q1 2013 results, the GOOG made about $3.5 billion in profits, depending on your accounting principles. Get the release here. From the release: “Google Revenues (advertising and other) – Google revenues were $12.95 billion, or 93% of consolidated revenues, in the first quarter of 2013, representing a 22% […]
