wall street

Pinterest is picking up supporters on Wall Street. Plus, what’s the deal with the search advertising, AI and data licensing deal between Google and Reddit?

Major acquirers love software-as-a-service companies. Recurring, predictable revenue makes their ears prick up. So, why doesn’t every business, ad tech or otherwise, go down the SaaS route? Because for some it “would be a disaster,” says Tolman Geffs, managing director of BrightTower.

A weekly comic strip from AdExchanger that highlights the digital advertising ecosystem…

Special purpose acquisition companies have fallen out of favor. But demand-side platform AdTheorent, which went public via SPAC late last year, has no regrets about the route it took to IPO.

Wall Street can’t get enough of ad tech – creating a hot market for stocks and making quarterly earnings a who’s who of ad tech companies. Not so long ago, the ad tech bellwethers were The Trade Desk and Magnite, but earnings season now features a parade of companies young and old: PubMatic, DoubleVerify, Viant, […]

Zeta Global has hoovered up a lot of ad tech over the last two years, acquiring Sizmek’s DSP, Rocket Fuel’s DMP, IgnitionOne’s DSPand PlaceIQ’s managed media business. The spree was a departure for the 12-year-old marketing cloud, traditionally known for its CRM and data solutions. How’s the rollup strategy working out? CEO David Steinberg joins […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Store Of Value Many direct-to-consumer brands haven’t been able to maintain growth rates or flip to profitability. It’s been more than three years since Unilever dropped $1 billion on the men’s grooming brand Dollar Shave Club, and that business is still losing money, The […]

Dan Salmon is an equity research analyst at BMO Capital Markets and covers advertising and marketing services. Salmon recently discussed with AdExchanger.com his latest analysis of the marketing ecosystem in a research piece titled, “The Race For The Digital Marketing Hub: Version 1.2.” Download it (PDF). AdExchanger.com: From your analyst point-of-view, what’s the biggest surprise […]