#ad-revenue-growth tag

Going Into Earnings, Is Meta Stock a Buy, a Sell, or Fairly Valued?

Meta's AI-driven ad improvements and new ad inventory should drive double-digit growth, while rising 2026 capital expenditures and AI monetization limits create investor uncertainty.

#netflix-advertising

fromMarketing Dive

Marketing tech

Netflix's ad biz accelerates - what's next as AI, M&A opportunities loom

fromAdExchanger

Marketing tech

Netflix Boasts Its Best Ad Sales Quarter Ever (Again) | AdExchanger

fromMarketing Dive

Marketing tech

Netflix's ad biz accelerates - what's next as AI, M&A opportunities loom

fromAdExchanger

Marketing tech

Netflix Boasts Its Best Ad Sales Quarter Ever (Again) | AdExchanger

more#netflix-advertising

Business

from24/7 Wall St.

Netflix Tumbles After Q3 Earnings Miss. Is This Your Chance to Buy?

Netflix reported 17% revenue growth but missed EPS due to a one-time $360 million Brazilian tax charge, prompting a sharp stock decline despite strong ad momentum.

2 weeks ago

Brand advertisers find awareness-boosting niche for interactive and shoppable CTV formats

According to Matt Felder, vp of ad sales at streamer Fubo (strictly speaking, a vMVPD network), the number of campaigns using interactive and shoppable formats has grown fivefold and that revenue from the units had increased 217%, year-on-year. "That fourth-quarter holiday is certainly a peak time for Fubo," said Felder. In 2024, the business drew over 31% of its annual ad revenue, just over $110 million, from the year's final quarter. He added: "It's the highest [period of] demand for interactive formats."

Marketing tech

E-Commerce

fromThe Motley Fool

Understanding This Quiet Yet Powerful Catalyst for Amazon Stock Is Key to the Bull Thesis (Hint: It's Not AWS) | The Motley Fool

Amazon's advertising business is a rapidly growing, influential revenue source that leverages shopping intent, data, and expanding CTV partnerships to drive performance-driven ad revenue.

Marketing tech

fromTipRanks Financial

AppLovin initiated with an Accumulate at Phillip Securities - TipRanks.com

AppLovin rated Accumulate with a $725 target; ad revenue expected to grow 55% in 2025, driven by AI improvements and a 76% operating margin.

#retail-media

Marketing

'The easy dollars are gone': Retail media faces new tests as it nears maturity

fromModern Retail

Marketing

'The easy dollars are gone': Retail media faces new tests as it nears maturity

Marketing

'The easy dollars are gone': Retail media faces new tests as it nears maturity

fromModern Retail

Marketing

'The easy dollars are gone': Retail media faces new tests as it nears maturity

more#retail-media

Artificial intelligence

fromAol

2 months ago

1 No-Brainer AI Stock to Buy Right Now

Meta's standalone AI app plus AI-driven ad improvements position the company to monetize AI across vast user networks and drive significant revenue growth.

Podcast