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

The Big Story: Ad Tech Meets Wall Street

By

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

Google in the antitrust crosshairs (Law concept. Single line draw design. Full length animation illustration. High quality 4k footage)
antitrust

Google And The DOJ Recap Their Cases In The Countdown To Closing Arguments

If you’re trying to read more than 1,000 pages of legal documents about the US v. Google ad tech antitrust case on Election Day, you’ve come to the right place.

Publishers

NYT’s Ad And Subscription Revenue Surge As WaPo Flails

While WaPo recently lost 250,000 subscribers due to concerns over its journalistic independence, NYT added 260,000 subscriptions in Q3 thanks largely to the popularity of its non-news offerings.

Mark Proulx, global director of media quality & responsibility, Kenvue
Marketers

How Kenvue Avoided $3 Million In Wasted Media Spend

Stop thinking about brand safety verification as “insurance” – a way to avoid undesirable content – and start thinking about it as an opportunity to build positive brand associations, says Kenvue’s Mark Proulx.

Privacy! Commerce! Connected TV! Read all about it. Subscribe to AdExchanger Newsletters
Comic: Lunch Is Searched
alphabet

Based On Its Q3 Earnings, Maybe AIphabet Should Just Change Its Name To AI-phabet

Google hit some impressive revenue benchmarks in Q3. But investors seemed to only have eyes for AI.

Platforms

Reddit’s Ads Biz Exploded In Q3, Albeit From A Small Base

Ad revenue grew 56% YOY even without some of Reddit’s shiny new ad products, including generative AI creative tools and in-comment ads, being fully integrated into its platform.

Publishers

Freestar Is Taking The ‘Baby Carrot’ Approach To Curation

Freestar adopted a new approach to curation developed by Audigent that gives buyers a priority lane to publisher inventory with higher viewability and attention scores than most open-auction inventory.

Popular

  1. Mark Proulx, global director of media quality & responsibility, Kenvue
    Marketers

    How Kenvue Avoided $3 Million In Wasted Media Spend

    Stop thinking about brand safety verification as “insurance” – a way to avoid undesirable content – and start thinking about it as an opportunity to build positive brand associations, says Kenvue’s Mark Proulx.

  2. Publishers

    NYT’s Ad And Subscription Revenue Surge As WaPo Flails

    While WaPo recently lost 250,000 subscribers due to concerns over its journalistic independence, NYT added 260,000 subscriptions in Q3 thanks largely to the popularity of its non-news offerings.

  3. CTV Roundup

    Exploring The Trenches Of CTV Buying – It’s Still Messy In There – With A 20-Year Agency Vet

    Shelby Nichols was doing CTV before it was cool. And while CTV buying is a more complicated process than ever, it’s becoming easier for consumers to access more types of content – like live sports, for example.

  4. Forget about asking for permission to collect cookies. Google will have to ask for permission to not collect them.
    Data Privacy Roundup

    The Kids Aren’t Playing In The Privacy Sandbox

    Even when third-party cookie deprecation was ostensibly still in the offing last year, there was only modest publisher adoption of the Protected Audiences and Topics APIs, according to data from Sincera.

  5. PODCAST: The Big Story

    The Culture Clash Underneath Creative Ad Tech

    To explain Forrester’s latest creative ad tech wave, we bring on the report’s author, Senior Analyst Nikhil Lai. Then, the untold story of how Prebid.org became an independent industry organization.