Latest news with #LiveRamp
Yahoo
10 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
4 days ago
- Business
- Yahoo
Is Amplitude (AMPL) Stock Outpacing Its Business Services Peers This Year?
Investors interested in Business Services stocks should always be looking to find the best-performing companies in the group. Amplitude, Inc. (AMPL) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Business Services peers, we might be able to answer that question. Amplitude, Inc. is one of 270 companies in the Business Services group. The Business Services group currently sits at #3 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst. The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Amplitude, Inc. is currently sporting a Zacks Rank of #2 (Buy). Within the past quarter, the Zacks Consensus Estimate for AMPL's full-year earnings has moved 14.7% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive. Our latest available data shows that AMPL has returned about 17.4% since the start of the calendar year. Meanwhile, the Business Services sector has returned an average of 3.5% on a year-to-date basis. This means that Amplitude, Inc. is outperforming the sector as a whole this year. Another Business Services stock, which has outperformed the sector so far this year, is LiveRamp (RAMP). The stock has returned 7.4% year-to-date. For LiveRamp, the consensus EPS estimate for the current year has increased 27.1% over the past three months. The stock currently has a Zacks Rank #2 (Buy). Looking more specifically, Amplitude, Inc. belongs to the Technology Services industry, a group that includes 129 individual stocks and currently sits at #48 in the Zacks Industry Rank. On average, this group has gained an average of 5.2% so far this year, meaning that AMPL is performing better in terms of year-to-date returns. LiveRamp is also part of the same industry. Investors with an interest in Business Services stocks should continue to track Amplitude, Inc. and LiveRamp. These stocks will be looking to continue their solid performance. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amplitude, Inc. (AMPL) : Free Stock Analysis Report LiveRamp Holdings, Inc. (RAMP) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
27-05-2025
- Business
- Yahoo
Environics Analytics and Caddle Expand Partnership
EA and Caddle power data collaboration options for brands, including shopper insights, audience augmentation and advertising attribution TORONTO, May 27, 2025 (GLOBE NEWSWIRE) -- Environics Analytics (EA) is thrilled to announce an expanded partnership with Caddle, one of Canada's largest and most diverse consumer panels. Known for its app-based surveys, receipt capture and consumer review capabilities, Caddle helps brands (particularly Consumer Packaged Goods organizations, or CPGs) collect valuable data at every step of the consumer journey. EA and Caddle have worked together previously to leverage Caddle's PRIZM® segment-based panel surveys to inform several of EA's data products. Under the terms of this expanded partnership, EA will add Caddle data – including transaction-level detail through uploaded receipts – to its suite of data collaboration services, helping brands make better decisions, faster. Adding Caddle's capabilities and panel data to EA's solutions expands the options available to clients for quick, cost-effective insights. These options include: Identifying purchase-based audiences: With over 10,000 receipts uploaded daily to the Caddle app across retail banners and thousand of retail locations, EA can identify and profile these audiences by SKU, by geography, by PRIZM® segment, and more. Augmenting seed audiences for scale: EA can use its extensive third-party consumer data to provide more detailed insight on Caddle's seed audiences and scale the addressable reach to lookalike audiences across traditional and digital channels. Activating digital campaigns: EA can also seamlessly activate these audiences to brands' preferred digital destinations leveraging our exclusive Canadian partnership with LiveRamp. Using LiveRamp's secure platform and pseudonymous identifier, RampID, these audiences can be activated at scale either through EA's managed service or by brands themselves as a self-serve option. Measurement and attribution: Caddle's receipt-based data can be used to quickly gauge the effectiveness of a brand's ad campaign. Brands can measure the impact of ad exposure across consumer types, retail banners and geographies either at an aggregate or individual level. EA's Data Collaboration Services are powered by the EAVault clean room and enhanced with LiveRamp technology. Using technology that is fully interoperable across cloud providers, governed by EA's stringent privacy and governance processes, and available as a managed or self-serve option, EA's Data Collaboration Services help brands optimize their media spend through better consumer insights, audience targeting, campaign activation and cross-media measurement. 'The addition of Caddle's receipt-based data and the speed with which they are able to respond to brands' needs are excellent additions to EA's existing data collaboration services in Canada,' says Jan Kestle, President of Environics Analytics. 'They have been a fantastic partner to-date, and they continue to help us move the needle when it comes to campaign and media optimization for clients.' Ransom Hawley, Founder and CEO at Caddle, adds 'We are excited to build on the strong partnership we have with Environics Analytics. Canada is not a big market, and great partnerships are critical for success. The combination of EA's clean room technology, third-party data, and collaboration expertise, together with Caddle's rapid-response panel and receipt data, will enable organizations to really take their marketing and media initiatives to the next level.' For additional information on the Environics Analytics partnership with Caddle, please contact us at inquiries@ PRIZM is a registered trademark of Claritas, LLC. Used by Environics Analytics with permission. About Environics Analytics Environics Analytics (EA) is the premier marketing, information, and analytical services company in Canada, helping thousands of customers across every industry sector turn data and analytics into strategy, insights, and results. Established in 2003, we specialize in developing and using best-in-class data, analytics expertise, and purpose-built software (including software-as-a-service platforms ENVISION and SPOTLIGHT) to address key challenges in areas such as consumer profiling and segmentation, multichannel media planning and execution, trade area analysis, merchandising and fundraising strategies, government services planning, and site location decision-making. Environics Analytics is also the exclusive provider of LiveRamp technology and services in Canada, helping organizations with a variety of data collaboration use cases. Environics Analytics is ISO 31700 Privacy-By-Design certified and is an affiliate of Bell Canada. Learn more at About Caddle Caddle is the Voice of the Consumer, boasting one of Canada's largest and most diverse 1st party panels, rewarding consumers for sharing data in the form of receipts, surveys, reviews and more. This data enables companies unprecedented access to consumer purchase behaviour and sentiment, Caddle offers state-of-the-art solutions for driving growth. To learn more, please visit or follow us on LinkedIn, X (Twitter), and Facebook. Contact: in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-05-2025
- Business
- Yahoo
Closing Bell Movers: Snowflake jumps 7% on earnings
In the opening hour of the evening session, U.S. equity futures are down modestly, extending Wednesday's broader declines. S&P 500 is down 0.1% at 5,855, Nasdaq 100 is off by 0.1% at 21,139, and Dow Industrials are slipping 0.2% below 41,900 level. In commodities, WTI Crude Oil is down 0.4% at $61.31 as rumors of escalation in the Middle East are replaced by worries over global growth, while Gold is up another 0.2% at $3,321 per ounce. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Fiscal debt and deficit worries amid Congressional budget deliberations took center stage in U.S. hours today, punctuated by weak demand in the 20-year U.S. Treasury auction mid-day. The yield on the 10-year rose to three-month highs of 4.6% and that of the 30-year eclipsed the 5% threshold. Stocks were likewise spooked by the Treasury selloff as higher rates contributed to Real Estate being the worst performing sector on the S&P 500, followed by Health Care and Financials. Communication Services sector outperformed however thanks to strength in shares of Alphabet. Check out this evening's top movers from around Wall Street, compiled by The Fly. HIGHER AFTER EARNINGS – Urban Outfitters (URBN) up 14.3% LiveRamp Holdings (RAMP) up 7.3% Snowflake (SNOW) up 6.9% American Superconductor (AMSC) up 4.2% Domo (DOMO) up 3.5% Zoom Communications (ZM) up 0.3% ALSO HIGHER – Lumen Technologies (LUMN) up 11.0% after selling its Mass Markets fiber business to AT&T for $5.75B Pitney Bowes (PBI) up 9.9% after naming new CEO, announcing strategic actions DOWN AFTER EARNINGS – EnerSys (ENS) down 2.9% ALSO LOWER – Eastman Kodak (KODK) down 4.1% after equity offering Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders' Hot Stocks on TipRanks >> Read More on URBN: Disclaimer & DisclosureReport an Issue Urban Outfitters reports Q1 EPS $1.16, consensus 83c Urban Outfitters options imply 8.6% move in share price post-earnings Gap price target raised to $29 from $26 at Jefferies Urban Outfitters price target raised to $46 from $42 at Jefferies Urban Outfitters price target raised to $73 from $59 at Barclays
Yahoo
22-05-2025
- Business
- Yahoo
Why LiveRamp (RAMP) Stock Is Up Today
Shares of advertising data platform LiveRamp (NYSE:RAMP) jumped 21.3% in the afternoon session after the company reported strong first quarter 2025 results, which beat analysts' sales, operating income, and earnings estimates. Its annual recurring revenue also narrowly outperformed Wall Street's estimates. The company recorded a steady growth in both its subscription and marketplace revenue, which together pushed up margins and gave earnings a noticeable lift. On the other hand, its revenue guidance for next year suggested a significant slowdown in demand and its net revenue retention fell. Zooming out, we think this was a mixed yet decent quarter. Is now the time to buy LiveRamp? Access our full analysis report here, it's free. LiveRamp's shares are somewhat volatile and have had 12 moves greater than 5% over the last year. But moves this big are rare even for LiveRamp and indicate this news significantly impacted the market's perception of the business. The biggest move we wrote about over the last year was about 2 months ago when the stock dropped 15% on the news that President Trump announced "reciprocal tariffs" on all US imports, set at a minimum rate of 10% or more. Markets reacted negatively to the announcement, reflecting deep concerns among investors about the broader economic implications. The tariffs were likely seen as a significant threat to global trade flows, with the potential to slow economic growth, drive up consumer prices, and spark retaliatory measures. Wedbush analyst Dan Ives captured the prevailing market anxiety, stating, "We would characterize this slate of tariffs as 'worse than the worst case scenario' the Street was fearing." His comment highlighted how the scope and severity of the tariffs far exceeded Wall Street's expectations, adding a new layer of uncertainty for businesses and investors. LiveRamp is up 12% since the beginning of the year, and at $33.90 per share, it is trading close to its 52-week high of $35.61 from February 2025. Investors who bought $1,000 worth of LiveRamp's shares 5 years ago would now be looking at an investment worth $703.34. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. Sign in to access your portfolio
