earnings call

Water is wet, the sun sets in the west and Omnicom still says it expects to close its merger with IPG in the second half of this year.

Meta’s capex in 2024 will clock in somewhere between $38 billion and $40 billion, roughly $1 billion more than previously anticipated. Where’s most of that money going? AI, of course.

Netflix’s ad business is scaling its audience and inventory faster than its ability to monetize it, according to a recent earnings call.

What happens when a Big Tech CEO gets on an earnings call these days? They talk about AI. AI will be Meta’s “biggest investment area” in 2024, CEO Mark Zuckerberg told investors during the company’s Q3 earnings call.

Is it possible to get through an earnings call in 2023 without talking about AI? Apparently not! AppLovin spent most of its Q2 earnings call on Wednesday hyping Axon 2.0, the latest version of its AI-based ad tech platform, which the company released last quarter. Axon uses predictive machine learning to target app-install ads to […]

Omnicom saw 5.2% organic revenue growth, or $178.7 million YoY, in the first quarter of 2023. The agency holding company reported total revenues of $3.44 billion, with net income up by 30.9% to $227.5 million, according to the company’s earnings call Tuesday.

If revenue falls in the metaverse, does it make a sound? For the first time in Meta’s history, it reported a year-over-year decline in total revenue, down 1% in the second quarter, to $28.8 billion – missing analyst estimates of $28.94 billion.

As Mark Zuckerberg extolled the virtues of Facebook’s TikTok clone, Reels, on the company’s earnings call Wednesday afternoon, (apparently it’s the fastest-growing content format in terms of engagement on Instagram) Meta’s share price was experiencing an alarming and precipitous slide.

Snapchat is growing up. Well, its ad tech is, at any rate. The youthful makeup of Snapchat’s user base is still one of its biggest selling points for advertisers. But competing against Facebook, Google and even Twitter for direct response dollars requires a big investment. DR spending was up during the pandemic across most large […]

PubMatic, in its first earnings call since going public, reported Q4 revenue of $56.2 million, a 64% increase from the year before. The company was also profitable, with a 72% gross margin. The exchange’s stock rose 10% in after-hours trading. Despite the pandemic, PubMatic grew revenue 31% for the full year, totaling $148.7 million. That […]

There was a time when Netflix CEO Reed Hastings was glib when people asked about the competition. He’d point to sleep and video games like Fortnite as the streaming giant’s main rivals for attention. But on Netflix’s third quarter earnings call on Wednesday, Hastings was a lot less flip. “Disney will be a great competitor […]

Facebook is mostly an app company now. Desktop monetization of Facebook’s owned and operated properties keeps shrinking both in actual numbers and as a percentage of the overall business. In the second quarter of 2015, desktop revenue shrank 8% and contributed less than one-fourth of Facebook’s total ad revenue, the company said in its earnings disclosure […]

Twitter finally appears to be catching the worm. Or at least its Q2 isn’t a can of worms à la last quarter’s earnings leak. The company reported a solid Q2, beating Wall Street’s expectations with a 61% year-over-year increase in revenue to $502 million for the quarter, 25% of which came from direct-response – the “fastest-growing […]

Measurement mogul Nielsen is bullish on its evolving digital measurement capabilities – but panels aren’t going anywhere, said CEO Mitch Barns. “The future of measurement is not about choosing between panels and big data,” Barns told investors on an earnings call Thursday. “It’s about combining high-quality panels with granular data sets for the best of both […]

The majority of TripAdvisor’s revenue came from advertising in Q4 2014. Of TripAdvisor’s reported $288 million in fourth-quarter revenue – up 35% from Q3 – $181 million came from click-based advertising (63% of total revenue) and $36 million from display (13% of total revenue). Display CPMs were up for more than 2,000 advertisers in TripAdvisor’s network, President […]

Like last quarter, Millennial Media’s revenue is up – and profits are down. The mobile ad tech platform, which has been vocal about it’s desire to expand its programmatic capabilities, is clearly still in a period of transition. Though Millennial Media clocked a 24.4% YoY increase in revenue in Q3 2014 to $69.8 million, the […]

Pandora’s Q3 mobile ad revenue had president and CEO Brian McAndrews singing from the rooftops – but the singing stopped when he got to the verse about monthly active users (MAUs). Total revenue for the quarter clocked in at nearly $240 million, a 42% YoY increase. A whopping $188 million of that sum is mobile ad […]

We live in a world of media fragmentation, said Nielsen CEO Mitch Barnes during the company’s Q3 earnings call. And Nielsen, which reported Q3 revenue of $1.6 billion, a YoY increase of 13.3% (excluding its recent acquisitions of consumer research company Arbitron and market research firm Harris Interactive), wants to help measure it. Net profits, however, continued their slump from last […]

Google’s Q3 revenue rose 20% year over year to $16.52 billion, though it continued to see click volume rise (17% YoY) and cost per clicks fall (2% YoY). Google sites comprised about two-thirds of revenue, for a total of $11.25 billion. Partner sites contributed $3.43 billion, or about 20%. Google’s O&O paid clicks (which include […]

It ain’t easy being a standalone mobile ad network/exchange these days, especially with Facebook, Google and Twitter breathing down your neck — and Millennial Media is feeling the burn. While Millennial reported $67.3 million in revenue in Q2, up 18% from the same time last year, the number needs to be taken with a grain of […]

“Programmatic ads grew at over 100% year-over-year, and we’re growing faster than the programmatic field overall,” AOL CEO Tim Armstrong told investors looking over the company’s second-quarter results. “Programmatic [ad revenue] has grown from 5% to 34% of our business in a year, which is part of a large industry shift and the biggest shift […]

France-based ad tech company Criteo crossed into the black in the second quarter, recording net income of $3.2 million. During the same time period last year, the company lost $7.5 million. The retargeting-focused display advertising company charges on a CPC model for performance-focused clients. (Earnings release) The solid momentum comes as President Greg Coleman exits to join BuzzFeed as […]

Rubicon Project posted a Q2 revenue YoY increase of 49%, for a total of $28.3 million. Managed revenue was $153.5 million, an increase of 36% from the same period last year. RTB managed revenue grew 75% YoY. Rubicon lost more money than last year, however, with a net loss of $9.4 million, compared to $2.1 […]

Nielsen’s revenue soared in the second quarter. The company on Tuesday reported a nearly 16% revenue growth spurt in the second quarter of 2014 to $1.6 billion, up from $1.4 billion at this time last year, minus the recent acquisitions of Arbitron and Harris Interactive. Although revenue was up, net profits were nothing to write […]

The New York Times’ overall revenue declined .6% in Q2 year over year to $388.7 million; its adjusted operating profit declined drastically from $70.7 million in Q2 2013 to 55.7 million in Q2 2014. Advertising revenues were down 4.1% to $156.3 million year over year, fulfilling a Q1 prediction by CFO James Follo that such […]