Latest news with #JeffGreen
Yahoo
3 hours ago
- Business
- Yahoo
Q1 Earnings Roundup: PubMatic (NASDAQ:PUBM) And The Rest Of The Advertising Software Segment
As the Q1 earnings season comes to a close, it's time to take stock of this quarter's best and worst performers in the advertising software industry, including PubMatic (NASDAQ:PUBM) and its peers. The digital advertising market is large, growing, and becoming more diverse, both in terms of audiences and media. As a result, there is a growing need for software that enables advertisers to use data to automate and optimize ad placements. The 7 advertising software stocks we track reported a strong Q1. As a group, revenues beat analysts' consensus estimates by 4.8% while next quarter's revenue guidance was 1.3% below. Luckily, advertising software stocks have performed well with share prices up 10.5% on average since the latest earnings results. Founded in 2006 as an online ad platform helping ad sellers, Pubmatic (NASDAQ: PUBM) is a fully integrated cloud-based programmatic advertising platform. PubMatic reported revenues of $63.83 million, down 4.3% year on year. This print exceeded analysts' expectations by 2.8%. Despite the top-line beat, it was still a mixed quarter for the company with an impressive beat of analysts' EBITDA estimates. 'We are pleased with our Q1 performance, exceeding guidance on both the top and bottom line driven by the secular growth areas in our business. Ongoing investments in product innovation and go to market teams drove 21% year over year growth in our underlying business, with momentum carrying into April,' said Rajeev Goel, co-founder and CEO at PubMatic. PubMatic delivered the slowest revenue growth of the whole group. The stock is up 10.5% since reporting and currently trades at $12.14. Is now the time to buy PubMatic? Access our full analysis of the earnings results here, it's free. Founded by former Microsoft engineers Jeff Green and Dave Pickles, The Trade Desk (NASDAQ:TTD) offers cloud-based software that uses data to help advertisers better plan, place, and target their online ads. The Trade Desk reported revenues of $616 million, up 25.4% year on year, outperforming analysts' expectations by 7%. The business had a very strong quarter with a solid beat of analysts' EBITDA estimates and an impressive beat of analysts' billings estimates. The market seems happy with the results as the stock is up 24.5% since reporting. It currently trades at $74.70. Is now the time to buy The Trade Desk? Access our full analysis of the earnings results here, it's free. Started in 2011 as a spin-out of RapLeaf, LiveRamp (NYSE:RAMP) is a software-as-a-service provider that helps companies better target their marketing by merging offline and online data about their customers. LiveRamp reported revenues of $188.7 million, up 9.8% year on year, exceeding analysts' expectations by 1.3%. Still, it was a mixed quarter as it posted full-year guidance of slowing revenue growth. LiveRamp delivered the weakest performance against analyst estimates in the group. The company added 3 enterprise customers paying more than $1 million annually to reach a total of 128. Interestingly, the stock is up 15.3% since the results and currently trades at $32.37. Read our full analysis of LiveRamp's results here. Founded in 2009, Integral Ad Science (NASDAQ:IAS) provides digital advertising verification and optimization solutions, ensuring that ads are viewable by real people in brand-safe environments across various platforms and devices. Integral Ad Science reported revenues of $134.1 million, up 17.1% year on year. This print topped analysts' expectations by 3.2%. More broadly, it was a mixed quarter as it also produced a solid beat of analysts' EBITDA estimates. Integral Ad Science had the weakest full-year guidance update among its peers. The stock is flat since reporting and currently trades at $8.15. Read our full, actionable report on Integral Ad Science here, it's free. Co-founded by former Apple CEO John Sculley, Zeta Global (NYSE:ZETA) provides software and data analytics tools that help companies market their products to billions of customers. Zeta reported revenues of $264.4 million, up 35.6% year on year. This number surpassed analysts' expectations by 4.1%. Overall, it was a strong quarter as it also recorded an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' billings estimates. Zeta achieved the highest full-year guidance raise among its peers. The stock is down 5.1% since reporting and currently trades at $12.85. Read our full, actionable report on Zeta here, it's free. The Fed's interest rate hikes throughout 2022 and 2023 have successfully cooled post-pandemic inflation, bringing it closer to the 2% target. Inflationary pressures have eased without tipping the economy into a recession, suggesting a soft landing. This stability, paired with recent rate cuts (0.5% in September 2024 and 0.25% in November 2024), fueled a strong year for the stock market in 2024. The markets surged further after Donald Trump's presidential victory in November, with major indices reaching record highs in the days following the election. Still, questions remain about the direction of economic policy, as potential tariffs and corporate tax changes add uncertainty for 2025. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
3 Reasons This Artificial Intelligence Stock Could Have the Biggest Comeback in 2025
The Trade Desk is capitalizing on strong demand for its AI-powered advertising technology solutions. An ongoing international expansion and entry into new industry verticals support a strong growth outlook. The stock is down sharply from its highs, but could be poised to rebound as earnings accelerate. 10 stocks we like better than The Trade Desk › Following a dismal start to the year for The Trade Desk (NASDAQ: TTD), shareholders are hoping the second half of 2025 reprograms the narrative. The stock is down 47% from its 52-week-high amid the broader market turbulence, even as the advertising technology (adtech) pioneer continues to generate impressive growth. This recent weakness could be a buying opportunity for investors as The Trade Desk's long-term outlook remains as strong as ever. The company's effort to integrate more artificial intelligence (AI) technology is positioning it to capture a larger share of an estimated $1 trillion advertising market. Here are three reasons why The Trade Desk stock could stage a big comeback. With people increasingly connected to media content, every digital interaction holds the potential to be monetized. The Trade Desk is capitalizing on this evolving industry landscape through its leading demand-side platform (DSP) that empowers advertisers to manage data-driven advertising campaigns across various formats and devices, including mobile devices and connected TVs (CTV). By processing over 13 million impressions per second, the AI-driven Kokai ecosystem allows ad buyers to target audiences, leveraging real-time data to optimize ad spend based on consumer behavior patterns, identifying high-value marketing opportunities. The ease of use and system effectiveness have made The Trade Desk a go-to solution for major brands and agencies. While CTV remains a high-growth market, with streaming video services offering more ad-funded options, Trade Desk is also expanding into new verticals, including retail media. The ability to leverage its AI capabilities with first-party data has positioned The Trade Desk as a leader in delivering innovative, high-impact advertising solutions. In the first quarter, The Trade Desk reported revenue of $616 million, a 25% year-over-year increase, well above the Wall Street estimate of $574 million. Its $0.33 in adjusted earnings per share (EPS) was 27% higher than the prior-year quarter, also beating expectations. The Trade Desk founder and CEO Jeff Green called the new AI tools and features a "game changer" for advertising performance metrics, suggesting the company is just getting started with broad-based operating momentum and growth across all geographies and channels. The result helped brush aside concerns raised after a rare fourth-quarter earnings miss, blamed on some setbacks as the company upgraded its CTV interface technology, which led to the stock's poor performance from its highs in 2024. Despite those stumbling blocks, The Trade Desk is poised for robust growth and increasing profitability. For 2025, Wall Street analysts project a 17% revenue increase and a 6% rise in earnings per share (EPS). Expectations are for even stronger trends next year, with anticipated revenue growth of 18.3% and EPS growth of 20.5%. Company fundamentals are further supported by a solid balance sheet with $1.7 billion in cash against zero financial debt. A resilient macroeconomic environment should be supportive for advertising demand as a tailwind for The Trade Desk stock through the second half of the year. Metric 2025 Estimate 2026 Estimate Revenue (in billions) $2.86 $3.39 Revenue growth (YOY) 17% 18.3% Earnings per share (EPS) $1.76 $2.12 EPS growth (YOY) 6% 20.5% Data source: Yahoo Finance. YOY = year-over-year. The silver lining to the plunge in shares of The Trade Desk since the start of the year is that its valuation has been reset to a more reasonable level. The stock is trading at 42 times its consensus 2025 EPS as a forward price-to-earnings (P/E) ratio, well below the earnings multiple that averaged nearly 200 in 2024. The valuation looks even more compelling into 2026, with a one-year forward P/E ratio down to 35. This shift reflects the company's expanding scale, alongside a more efficient cost structure, generating more sustainable, profitable growth. Now could be an ideal time for investors to buy shares of The Trade Desk, a leader that's well-positioned to exceed a lowered bar of expectations as it expands into new international markets and broadens its adtech reach. I predict The Trade Desk stock can rebound sharply as upcoming quarterly results confirm both its operational excellence and financial strength. For investors seeking exposure to high-level themes in AI and next-generation advertising technology, this stock represents an excellent choice for diversified portfolios. Before you buy stock in The Trade Desk, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and The Trade Desk wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $638,985!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $853,108!* Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Dan Victor has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy. 3 Reasons This Artificial Intelligence Stock Could Have the Biggest Comeback in 2025 was originally published by The Motley Fool
Yahoo
3 days ago
- Business
- Yahoo
3 Reasons This Artificial Intelligence Stock Could Have the Biggest Comeback in 2025
The Trade Desk is capitalizing on strong demand for its AI-powered advertising technology solutions. An ongoing international expansion and entry into new industry verticals support a strong growth outlook. The stock is down sharply from its highs, but could be poised to rebound as earnings accelerate. 10 stocks we like better than The Trade Desk › Following a dismal start to the year for The Trade Desk (NASDAQ: TTD), shareholders are hoping the second half of 2025 reprograms the narrative. The stock is down 47% from its 52-week-high amid the broader market turbulence, even as the advertising technology (adtech) pioneer continues to generate impressive growth. This recent weakness could be a buying opportunity for investors as The Trade Desk's long-term outlook remains as strong as ever. The company's effort to integrate more artificial intelligence (AI) technology is positioning it to capture a larger share of an estimated $1 trillion advertising market. Here are three reasons why The Trade Desk stock could stage a big comeback. With people increasingly connected to media content, every digital interaction holds the potential to be monetized. The Trade Desk is capitalizing on this evolving industry landscape through its leading demand-side platform (DSP) that empowers advertisers to manage data-driven advertising campaigns across various formats and devices, including mobile devices and connected TVs (CTV). By processing over 13 million impressions per second, the AI-driven Kokai ecosystem allows ad buyers to target audiences, leveraging real-time data to optimize ad spend based on consumer behavior patterns, identifying high-value marketing opportunities. The ease of use and system effectiveness have made The Trade Desk a go-to solution for major brands and agencies. While CTV remains a high-growth market, with streaming video services offering more ad-funded options, Trade Desk is also expanding into new verticals, including retail media. The ability to leverage its AI capabilities with first-party data has positioned The Trade Desk as a leader in delivering innovative, high-impact advertising solutions. In the first quarter, The Trade Desk reported revenue of $616 million, a 25% year-over-year increase, well above the Wall Street estimate of $574 million. Its $0.33 in adjusted earnings per share (EPS) was 27% higher than the prior-year quarter, also beating expectations. The Trade Desk founder and CEO Jeff Green called the new AI tools and features a "game changer" for advertising performance metrics, suggesting the company is just getting started with broad-based operating momentum and growth across all geographies and channels. The result helped brush aside concerns raised after a rare fourth-quarter earnings miss, blamed on some setbacks as the company upgraded its CTV interface technology, which led to the stock's poor performance from its highs in 2024. Despite those stumbling blocks, The Trade Desk is poised for robust growth and increasing profitability. For 2025, Wall Street analysts project a 17% revenue increase and a 6% rise in earnings per share (EPS). Expectations are for even stronger trends next year, with anticipated revenue growth of 18.3% and EPS growth of 20.5%. Company fundamentals are further supported by a solid balance sheet with $1.7 billion in cash against zero financial debt. A resilient macroeconomic environment should be supportive for advertising demand as a tailwind for The Trade Desk stock through the second half of the year. Metric 2025 Estimate 2026 Estimate Revenue (in billions) $2.86 $3.39 Revenue growth (YOY) 17% 18.3% Earnings per share (EPS) $1.76 $2.12 EPS growth (YOY) 6% 20.5% Data source: Yahoo Finance. YOY = year-over-year. The silver lining to the plunge in shares of The Trade Desk since the start of the year is that its valuation has been reset to a more reasonable level. The stock is trading at 42 times its consensus 2025 EPS as a forward price-to-earnings (P/E) ratio, well below the earnings multiple that averaged nearly 200 in 2024. The valuation looks even more compelling into 2026, with a one-year forward P/E ratio down to 35. This shift reflects the company's expanding scale, alongside a more efficient cost structure, generating more sustainable, profitable growth. Now could be an ideal time for investors to buy shares of The Trade Desk, a leader that's well-positioned to exceed a lowered bar of expectations as it expands into new international markets and broadens its adtech reach. I predict The Trade Desk stock can rebound sharply as upcoming quarterly results confirm both its operational excellence and financial strength. For investors seeking exposure to high-level themes in AI and next-generation advertising technology, this stock represents an excellent choice for diversified portfolios. Before you buy stock in The Trade Desk, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and The Trade Desk wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $638,985!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $853,108!* Now, it's worth noting Stock Advisor's total average return is 978% — a market-crushing outperformance compared to 171% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Dan Victor has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends The Trade Desk. The Motley Fool has a disclosure policy. 3 Reasons This Artificial Intelligence Stock Could Have the Biggest Comeback in 2025 was originally published by The Motley Fool
CNBC
4 days ago
- Business
- CNBC
Cramer's Lightning Round: QXO can go higher
QXO: "I think this stock actually is going to go higher. Why? Because it's Brad Jacobs. He will not let it stay down here." Gentex: "I cannot believe how low its gotten. It's a very good company." Energy Transfer: "ET is an absolutely terrific company...I do prefer ONEOK more." Trade Desk: "I should have told people to pull the trigger after that one unfortunate quarter that Jeff Green had." Click here to download Jim Cramer's Guide to Investing at no cost to help you build long-term wealth and invest
Bloomberg
23-05-2025
- Business
- Bloomberg
A 60-Year-Old DEI Measure Lives on, With a Trumpian Twist
This is the last issue of Bloomberg Equality. Thank you for reading. Going forward, you'll receive our Working Capital newsletter weekly, analyzing trends in leadership, management and the art of career building, including continuing coverage of equality issues. Read all of our equality coverage here and see all of the subscriber-only newsletters included in your Bloomberg subscription here. Jeff Green is a reporter for Bloomberg News' Equality team. He covers topics ranging from diversity in the workplace to the battle over corporate policies. You can share feedback with us here.
