Home The Big Story The Big Story: Ad Tech Meets Wall Street

The Big Story: Ad Tech Meets Wall Street

SHARE:
The Big Story podcast

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, Integral Ad Science, to name just a handful of recent entrants.

The market’s hunger for connected TV also led two of these public companies – Magnite and Integral Ad Science – to snap up SpringServe and Publica, respectively. Why? These small companies operate CTV ad servers, giving their acquirers a stronger foothold in the CTV market.

In this week’s Big Story, we contrast Big Tech and independent ad tech earnings, talk through the recent Publica acquisition and other highlights from the Q2 earnings so far.

 

Must Read

Why Major UK Publishers Are Finally Joining Forces To Curate Ad Inventory

Atria’s collective approach is a response to growing monetization challenges and the need to protect the value of human journalism in the AI era.

Toronto Canada pride parade includes a crowd waving pride flags

Ad Performance And Politics Steered Brand Dollars Away From LGBTQ+ Communities – But The Pendulum Will Swing Back

The current administration has discouraged many marketers and organizations from showing support for the LGBTQ+ community, including during Pride month.

How AI Can Enhance Content Without Generating It

As much as consumers complain about AI-generated content, advertising experts say AI still has an important place in video creation and production, including for ads. But using AI in content without turning off consumers is a tricky dance.

Privacy! Commerce! Connected TV! Read all about it. Subscribe to AdExchanger Newsletters

How Tovala Banks On Subscriptions And Incrementality – But Not Ads – To Profit From Its Oven

Smart TVs, refrigerators and other home appliances may pester you with marketing, but at least the hardware is cheap. Another startup taking a different approach to the same theory is Tovala, which was founded in 2015 and combines a standalone countertop oven with a weekly meal kit subscription.

Shopify Wades Deeper Into Advertising, But Not Ad Tech

Shopify is slowly but surely making its way into the ads business. But the ecommerce leader maintains its laissez-faire approach to ad monetization.

Advertisers Say They Need More Data From Netflix

Netflix touts sharper targeting, but buyers say its black-box approach – especially the lack of usable IP data – is blunting measurement and quietly pushing performance-driven spend elsewhere.