* . *
  • About
  • Advertise
  • Privacy & Policy
  • Contact
Friday, September 12, 2025
Earth-News
  • Home
  • Business
  • Entertainment
    Behind the turntables: DJ Johnny Kage’s story of perseverance – yahoo.com

    Behind the Turntables: DJ Johnny Kage’s Inspiring Journey of Perseverance

    The other WWE star James Gunn wanted for Peacemaker instead of John Cena – yahoo.com

    The WWE Star James Gunn Originally Wanted for Peacemaker Instead of John Cena

    Quinta Brunson, John Stamos Join Entertainment and Technology Summit – Variety

    Quinta Brunson and John Stamos to Headline Thrilling Entertainment and Technology Summit

    ‘Breaking Bad’ star arrested for incident with neighbor. Here’s the latest – PennLive.com

    Breaking Bad’ Star Arrested Following Neighbor Dispute: Latest Updates

    Palmetto Sports & Entertainment to air Columbia Fireflies playoff games – WIS News 10

    Catch Every Thrilling Moment: Palmetto Sports & Entertainment to Broadcast Columbia Fireflies Playoff Games!

    Jobs roundup: September 2025 | Blizzard Entertainment appoints Walter Kong SVP of live games/mobile development – GamesIndustry.biz

    Blizzard Entertainment Names Walter Kong as SVP of Live Games and Mobile Development in September 2025 Jobs Update

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    Figure Technology’s stock sizzles after IPO, as investors stay hungry for crypto deals – MarketWatch

    Figure Technology’s Stock Skyrockets After IPO Amid Surging Crypto Investor Excitement

    AI is the ‘most transformational technology’ in our lifetime, AMD CEO argues – Fox Business

    AMD CEO Declares AI the Most Transformative Technology of Our Era

    PAR Technology (PAR) Unveils AI-Powered Assistant Enhancing Restaurant Operations and Customer Engagement – simplywall.st

    PAR Technology Unveils AI-Powered Assistant to Revolutionize Restaurant Operations and Boost Customer Engagement

    Lincoln Laboratory technologies win seven R&D 100 Awards for 2025 – MIT News

    Lincoln Laboratory Technologies Secure Seven Prestigious R&D 100 Awards for 2025

    ASE Technology (ASX) Hits Record High on AI Fuel – uk.finance.yahoo.com

    ASE Technology Rockets to New Heights Driven by Game-Changing AI Breakthroughs

    Tri-Counties Bank marks 50 years of growth with focus on technology and personal service – thebusinessjournal.com

    Tri-Counties Bank Celebrates 50 Years of Growth Driven by Technology and Personal Service

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
  • Home
  • Business
  • Entertainment
    Behind the turntables: DJ Johnny Kage’s story of perseverance – yahoo.com

    Behind the Turntables: DJ Johnny Kage’s Inspiring Journey of Perseverance

    The other WWE star James Gunn wanted for Peacemaker instead of John Cena – yahoo.com

    The WWE Star James Gunn Originally Wanted for Peacemaker Instead of John Cena

    Quinta Brunson, John Stamos Join Entertainment and Technology Summit – Variety

    Quinta Brunson and John Stamos to Headline Thrilling Entertainment and Technology Summit

    ‘Breaking Bad’ star arrested for incident with neighbor. Here’s the latest – PennLive.com

    Breaking Bad’ Star Arrested Following Neighbor Dispute: Latest Updates

    Palmetto Sports & Entertainment to air Columbia Fireflies playoff games – WIS News 10

    Catch Every Thrilling Moment: Palmetto Sports & Entertainment to Broadcast Columbia Fireflies Playoff Games!

    Jobs roundup: September 2025 | Blizzard Entertainment appoints Walter Kong SVP of live games/mobile development – GamesIndustry.biz

    Blizzard Entertainment Names Walter Kong as SVP of Live Games and Mobile Development in September 2025 Jobs Update

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    Figure Technology’s stock sizzles after IPO, as investors stay hungry for crypto deals – MarketWatch

    Figure Technology’s Stock Skyrockets After IPO Amid Surging Crypto Investor Excitement

    AI is the ‘most transformational technology’ in our lifetime, AMD CEO argues – Fox Business

    AMD CEO Declares AI the Most Transformative Technology of Our Era

    PAR Technology (PAR) Unveils AI-Powered Assistant Enhancing Restaurant Operations and Customer Engagement – simplywall.st

    PAR Technology Unveils AI-Powered Assistant to Revolutionize Restaurant Operations and Boost Customer Engagement

    Lincoln Laboratory technologies win seven R&D 100 Awards for 2025 – MIT News

    Lincoln Laboratory Technologies Secure Seven Prestigious R&D 100 Awards for 2025

    ASE Technology (ASX) Hits Record High on AI Fuel – uk.finance.yahoo.com

    ASE Technology Rockets to New Heights Driven by Game-Changing AI Breakthroughs

    Tri-Counties Bank marks 50 years of growth with focus on technology and personal service – thebusinessjournal.com

    Tri-Counties Bank Celebrates 50 Years of Growth Driven by Technology and Personal Service

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
Earth-News
No Result
View All Result
Home General

Here is why Wall Street’s reception to the CTV narrative is cooling

August 12, 2023
in General
Here is why Wall Street’s reception to the CTV narrative is cooling
Share on FacebookShare on Twitter

The Q2 earnings season is typically a serving of ‘hard facts’ in the middle of the midsummer lull in the news cycle, and if you connect the dots, some real nuggets of insight can be gleaned.

This week saw the three-largest independent, publicly-traded, ad platforms – The Trade Desk, Magnite, and PubMatic – make their market disclosures. And while all continue to grow, it would appear that investors’ enthusiasm for the CTV narrative that has served this trio so well for the last 18 months is starting to plateau.

Firstly, it’s important to caveat such an observation by also pointing out there is an overall cooling of the market, for instance, the previous week saw WPP, the industry’s largest agency holding company reducing its 2023 revenue-growth forecast.

Additionally, CTV demand is still on the growth trajectory, just look at the $600 million price tag Cadent was able to command when private equity firm Novacap came knocking on its door earlier this week.

Now, let’s examine the individual results from this week’s ad tech trio with The Trade Desk, a demand-side platform with a $38 billion market cap as of this week, reporting revenues of $464 million in revenues, up 23% year-on-year for the period.

Of course, CTV continues to play a strong part in the demand-side platform’s narrative with The Trade Desk CEO Jeff Green relaying some insights on the company’s subsequent call with equities analysts, namely that advertisers are still happy to pay a premium.

“So, whatever incremental tax, as you put it comes, which is usually, in our case, the 20%-ish take rate, that take-rate is more than justified by the power of decisioning that comes to the table,” he said, according to a transcript of the call published by Motley Fool.

In his assessment of the earnings, Dan Salmon, an equities analyst at NewStreet Research, observed that CTV was a highlight of The Trade Desk’s earnings “by a wide margin” and that a soft upfront market may prove an upswing for this sector of its business in the second half of the year.

However, despite such positive-looking numbers, The Trade Desk’s stock price dipped (albeit gently) in the immediate aftermath of its August 9 disclosure, a sign that Wall Street is craving something more, especially as the countdown to cookie-deletion is underway.

Elsewhere, Magnite – a company that rebranded itself from Rubicon to underline its CTV rebirth –  posted revenues of $152.5 million for the quarter, up 11% year on year, but similarly, it saw its stock price decline in the aftermath of its disclosure.

The decline is most likely down to Magnite’s flat revenue guidance when it comes to CTV’s contribution in Q3 with Seeking Alpha analyst Michael Wiggins De Oliveira claiming that even though its CTV revenues were up 8% year on year during the quarter “this figure is hardly commensurate with a new and exciting growth opportunity.”

Meanwhile, PubMatic claimed that CTV was a highlight of a quarter when revenues were largely flat –  $63.3 million, compared to $63.0 million in the same period of 2022. Even though revenue from CTV grew over 30% during the period, this is compared to the same period last year when it grew over 140%.

“CTV continued to be a high-growth channel for us, driven by an increase in monetized impressions, partially offset by lower CPMs,” noted PubMatic CEO Rajeev Goel, according to a Motley Fool transcript of the company’s Q2 2023 earnings call, adding that overall video ad revenues (including CTV) declined 4% year over year.

Similarly, the markets punished these results with the company’s stock price down by more than 30% in the five days to August 10 – PubMatic’s market cap hovered around the $690 million range during the same period.

So, while growth in the sector is still apparent, a new narrative is required if ad tech stocks are to recover the verve they displayed in the halcyon days of 2021.

https://digiday.com/?p=514257

>>> Read full article>>>
Copyright for syndicated content belongs to the linked Source : DigiDay – https://digiday.com/future-of-tv/here-is-why-wall-streets-reception-to-the-ctv-narrative-is-cooling/?utm_campaign=digidaydis&utm_medium=rss&utm_source=general-rss

Previous Post

Accelerate Your August with Irresistible Offers at W Abu Dhabi – Yas Island

Next Post

WTF is Digital Twinning? 

Six Olympians on U.S. Men’s Roster for 2025 World Championship – USA Volleyball

Six Olympians Headline U.S. Men’s Roster for 2025 World Championship

September 12, 2025
Behind the turntables: DJ Johnny Kage’s story of perseverance – yahoo.com

Behind the Turntables: DJ Johnny Kage’s Inspiring Journey of Perseverance

September 12, 2025
AdvaMed in Action: Building Alliances That Redefine Health Care at The MedTech Conference 2025 – AdvaMed® – Advanced Medical Technology Association®

Building Powerful Alliances That Are Transforming Health Care at The MedTech Conference 2025

September 12, 2025
Political experts weigh in on rising violence in the digital age – WSLS

Political experts weigh in on rising violence in the digital age – WSLS

September 12, 2025
From Marx’s Ecology to China’s Vision of Socialist Eco-Civilization

From Marx’s Ecology to China’s Vision of Socialist Eco-Civilization

September 11, 2025
Opinion: It’s Time to Rethink the Academic Tenure Process – Undark Magazine

It’s Time to Rethink the Academic Tenure Process

September 12, 2025
Octopuses prefer to use different arms for different tasks, scientists find – The Guardian

Octopuses Showcase Amazing Skill by Using Different Arms for Unique Tasks

September 12, 2025
Andrew Burnstine featured on lifestyle podcast and WalletHub article – Lynn University

Andrew Burnstine Reveals Top Lifestyle Trends and Smart Financial Tips

September 12, 2025
Figure Technology’s stock sizzles after IPO, as investors stay hungry for crypto deals – MarketWatch

Figure Technology’s Stock Skyrockets After IPO Amid Surging Crypto Investor Excitement

September 11, 2025
Screenshot 2025-09-11 at 10.21.26 AM – North Allegheny Sports Network

North Allegheny Sports Network: Highlights from September 11, 2025

September 11, 2025

Categories

Archives

September 2025
MTWTFSS
1234567
891011121314
15161718192021
22232425262728
2930 
« Aug    
Earth-News.info

The Earth News is an independent English-language daily published Website from all around the World News

Browse by Category

  • Business (20,132)
  • Ecology (817)
  • Economy (836)
  • Entertainment (21,714)
  • General (16,991)
  • Health (9,879)
  • Lifestyle (850)
  • News (22,149)
  • People (839)
  • Politics (844)
  • Science (16,045)
  • Sports (21,336)
  • Technology (15,817)
  • World (819)

Recent News

Six Olympians on U.S. Men’s Roster for 2025 World Championship – USA Volleyball

Six Olympians Headline U.S. Men’s Roster for 2025 World Championship

September 12, 2025
Behind the turntables: DJ Johnny Kage’s story of perseverance – yahoo.com

Behind the Turntables: DJ Johnny Kage’s Inspiring Journey of Perseverance

September 12, 2025
  • About
  • Advertise
  • Privacy & Policy
  • Contact

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

Go to mobile version