tipsheet.ai retweeted
📈 𝗩𝗶𝗮𝗻𝘁’𝘀 𝗤𝟯 ‘𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀: 𝗥𝗲𝗰𝗼𝗿𝗱 𝗤𝘂𝗮𝗿𝘁𝗲𝗿, 𝗖𝗧𝗩 𝗮𝘀 𝘁𝗵𝗲 𝗗𝗿𝗶𝘃𝗲𝗿
Viant posted record third quarter results, exceeding the high end of our guidance range across revenue, contribution ex-TAC and adjusted EBITDA.
◆Revenue up 𝟮𝟵% ution ex-TAC up 𝟮𝟳%
◆Adjusted EBITDA up 𝟮𝟰%
◆ CTV advertiser spend up 𝗻𝗲𝗮𝗿𝗹𝘆 𝟰𝟬%
Tim Vanderhook, Viant’s CEO & Co-Founder, articulated it best:
“Our ongoing momentum can be directly attributed to our recent evolution into a comprehensive advertising intelligence company. Viant is more differentiated than ever before, equipped to empower advertisers of all sizes through proprietary data, independent measurement, efficient supply paths, and advanced AI solutions that work in concert to optimize campaign execution.”
Read the full earnings press release: viantinc.com/company/news/p…
#Viant #Q3Earnings #ConnectedTV #AdTech
Viant posted record third quarter results, exceeding the high end of our guidance range across revenue, contribution ex-TAC and adjusted EBITDA.
◆Revenue up 𝟮𝟵% ution ex-TAC up 𝟮𝟳%
◆Adjusted EBITDA up 𝟮𝟰%
◆ CTV advertiser spend up 𝗻𝗲𝗮𝗿𝗹𝘆 𝟰𝟬%
Tim Vanderhook, Viant’s CEO & Co-Founder, articulated it best:
“Our ongoing momentum can be directly attributed to our recent evolution into a comprehensive advertising intelligence company. Viant is more differentiated than ever before, equipped to empower advertisers of all sizes through proprietary data, independent measurement, efficient supply paths, and advanced AI solutions that work in concert to optimize campaign execution.”
Read the full earnings press release: viantinc.com/company/news/p…
#Viant #Q3Earnings #ConnectedTV #AdTech
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tipsheet.ai retweeted
Our 3Q performance reflects strong execution and growing momentum as an intelligent AI infrastructure company. Highlights include:
✅ Our 21st consecutive “beat and raise”
✅ Revenue growth up 46% Y/Y, 30% excluding Marigold & Political Candidate
✅ Achieved the Rule of 71
✅ GAAPlion in GAAP net income
✅ Full-year GAAP EPS guidance raised to $0.23 at the midpoint, up $0.37 Y/Y
With AthenaOS and our expanding partnership ecosystem, we are extending our proprietary data and native AI into a broader enterprise intelligence opportunity. We have more than enough free cash flow to fund this next chapter and will continue to grow our free cash flow rapidly at the same time.
Thank you to our customers and partners for continuing to grow with us. We're more confident than ever in the opportunity ahead for Zeta and, as always, we're incredibly proud of Team Zeta.
Learn more about our Q3 2026 results here: zetaglobal.com/news/zeta-glob…
$ZETA
✅ Our 21st consecutive “beat and raise”
✅ Revenue growth up 46% Y/Y, 30% excluding Marigold & Political Candidate
✅ Achieved the Rule of 71
✅ GAAPlion in GAAP net income
✅ Full-year GAAP EPS guidance raised to $0.23 at the midpoint, up $0.37 Y/Y
With AthenaOS and our expanding partnership ecosystem, we are extending our proprietary data and native AI into a broader enterprise intelligence opportunity. We have more than enough free cash flow to fund this next chapter and will continue to grow our free cash flow rapidly at the same time.
Thank you to our customers and partners for continuing to grow with us. We're more confident than ever in the opportunity ahead for Zeta and, as always, we're incredibly proud of Team Zeta.
Learn more about our Q3 2026 results here: zetaglobal.com/news/zeta-glob…
$ZETA
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PubMatic reports 17% yoy revenue growth led by CTV: "Strength in CTV was led by the Americas, where revenue grew over 40% year-over-year. Global CTV revenue grew over 30% year-over-year and represented approximately 21% of total revenue."
investors.pubmatic.com/news-releases/…
investors.pubmatic.com/news-releases/…
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tipsheet.ai retweeted
👀 People Inc. blocks tens of millions of AI bot attempts a day from companies outside its deals with Microsoft, OpenAI and Meta, innovation chief John Roberts said at an IAB roundtable.
"The amount of people stealing is going up 10x year over year," he said.
"The amount of people stealing is going up 10x year over year," he said.
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Today's tips for Monday, November 9.
* ChatGPT may be moving into GEO tools.
* Fox takes control of Roku.
* Yahoo seller agent goes live.
* Swivel’s CTV agent push.
* Mixed marks for chatbot ads in Wired.
* AI needs a ‘cart rail’.
* Earnings this week: PubMatic, Viant and The opments: Meta’s specialized models, Gemini Omni 1.2 Flash and the agentic web.
* More tips: Amazon’s retail connector, shopping by text, YouTube for AI search and Journify’s funding.
Get tipsheet: tipsheet.ai/news/openai-ae…
* ChatGPT may be moving into GEO tools.
* Fox takes control of Roku.
* Yahoo seller agent goes live.
* Swivel’s CTV agent push.
* Mixed marks for chatbot ads in Wired.
* AI needs a ‘cart rail’.
* Earnings this week: PubMatic, Viant and The opments: Meta’s specialized models, Gemini Omni 1.2 Flash and the agentic web.
* More tips: Amazon’s retail connector, shopping by text, YouTube for AI search and Journify’s funding.
Get tipsheet: tipsheet.ai/news/openai-ae…
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.@sethdal featured as Walmart ad business expands
As the company’s chief growth officer, Seth Dallaire has to balance Walmart’s low-cost ethos with its quickly evolving future. on.wsj.com/4eiATVd
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Fox’s acquisition of Roku is complete as of today. Let the integration begin.
foxcorporation.com/news/corp-pres…
foxcorporation.com/news/corp-pres…
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Today's tips for Friday, November 6.
* FTC: Amazon blamed competition for ad prices.
* ChatGPT Ads takes over bidding.
* Agents make deals. Bidders buy impressions.
* Perplexity touts agents for ad campaigns.
* Replacing the agency pitch: Publicis responds to WPP.
* Debates: Meta?
* What’s a one-day copy test worth?
* Earnings: Unity reports; MNTN and the next ad tech tuck-in.
* Podcasts are life: Martin Kihn returns to Gartner.
* Cannes Lions adds a GEO award category.
* LLM developments: Claude adds personal finance, OpenAI intros Images 2.6 and Dropbox buys data company.
* More: PebblePost becomes Verastance, Anthropic licenses AP election coverage, Eric Seufert on AppLovin and a study of ads in Google’s AI answers.
Get tipsheet: tipsheet.ai/news/amazon-ft…
* FTC: Amazon blamed competition for ad prices.
* ChatGPT Ads takes over bidding.
* Agents make deals. Bidders buy impressions.
* Perplexity touts agents for ad campaigns.
* Replacing the agency pitch: Publicis responds to WPP.
* Debates: Meta?
* What’s a one-day copy test worth?
* Earnings: Unity reports; MNTN and the next ad tech tuck-in.
* Podcasts are life: Martin Kihn returns to Gartner.
* Cannes Lions adds a GEO award category.
* LLM developments: Claude adds personal finance, OpenAI intros Images 2.6 and Dropbox buys data company.
* More: PebblePost becomes Verastance, Anthropic licenses AP election coverage, Eric Seufert on AppLovin and a study of ads in Google’s AI answers.
Get tipsheet: tipsheet.ai/news/amazon-ft…
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Today's tips for Thursday, November 5.
* Taboola’s headless pitch to agency agents.
* Criteo: ChatGPT advertisers are still testing.
* Fresh content, new licensing opportunity, People Inc. reports.
* Amazon looks beyond its own shoppers’ purchases.
* Earnings reports: AppLovin lopments: OpenAI’s Pierre acquisition, Siri opens to developers and Salesforce’s Cresta deal.
* More: Shopping agents and retail media, Reddit search ads, agency strategists’ opportunity, Google AI Mode’s booking links and LiveRamp neutrality debate.
Get tipsheet: tipsheet.ai/news/taboola-h…
* Taboola’s headless pitch to agency agents.
* Criteo: ChatGPT advertisers are still testing.
* Fresh content, new licensing opportunity, People Inc. reports.
* Amazon looks beyond its own shoppers’ purchases.
* Earnings reports: AppLovin lopments: OpenAI’s Pierre acquisition, Siri opens to developers and Salesforce’s Cresta deal.
* More: Shopping agents and retail media, Reddit search ads, agency strategists’ opportunity, Google AI Mode’s booking links and LiveRamp neutrality debate.
Get tipsheet: tipsheet.ai/news/taboola-h…
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SSP Magnite sees continued momentum from CTV growing 39% year-over-year in Q3. investor.magnite.com/news-releases/…
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.@AppLovin Q3: Revenue exceeded the $2.085 billion upper end of its prior guidance by roughly $100 million, or 4.8%. Growth also improved from Q2’s 53%. investors.applovin.com
The board added $3.2 billion to its repurchase authorization, bringing the remaining authorization to ’s end.
The results supportA a recovery from last quarter’s execution problems. The call still needs to establish how much came from better AI models, gaming demand and ecommerce expansion—the release doesn’t separate those drivers.
The board added $3.2 billion to its repurchase authorization, bringing the remaining authorization to ’s end.
The results supportA a recovery from last quarter’s execution problems. The call still needs to establish how much came from better AI models, gaming demand and ecommerce expansion—the release doesn’t separate those drivers.
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Today's tips for Wednesday, November 4.
* OpenAI reaches out to SSPs for demand.
* Shopify’s agentic story beneath the miss.
* Traasdahl brings retail AI inside a brand’s cloud.
* Fox-Roku moves closer.
* Rembrand’s merger looks beyond ads.
* Food fight: All-In Podcast, Google s.
* Agent-assisted transactions.
* People Moves: Former The Trade Desk CTO returns.
* LLM developments: ChatGPT’s growth and agent plans; AI browsers; tracking corporate AI spending.
* More: Apple ads; agentic M&A; AI & the brand; Walmart + CTV; creative production.
Get tipsheet: tipsheet.ai/news/chatgpt-m…
* OpenAI reaches out to SSPs for demand.
* Shopify’s agentic story beneath the miss.
* Traasdahl brings retail AI inside a brand’s cloud.
* Fox-Roku moves closer.
* Rembrand’s merger looks beyond ads.
* Food fight: All-In Podcast, Google s.
* Agent-assisted transactions.
* People Moves: Former The Trade Desk CTO returns.
* LLM developments: ChatGPT’s growth and agent plans; AI browsers; tracking corporate AI spending.
* More: Apple ads; agentic M&A; AI & the brand; Walmart + CTV; creative production.
Get tipsheet: tipsheet.ai/news/chatgpt-m…
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Today's tipsheet interview for Tuesday, November 3.
“If we can actually be the thing that decides and then takes action, it puts us in a very powerful position moving forward.”
@smartlyio chief innovation officer Oli Marlow-Thomas sees an opportunity for AI to give the larger role in campaign decisions.
Tipsheet spoke with him about Smartly's new Intelligence Pro offering, how INCRMNTAL’s measurement capabilities fit into a tighter campaign feedback loop and what it will take for customers to trust AI agents with more control.
Topics covered include:
* From measurement to decisions and Intelligence Pro
* Building the feedback loop
* What AI does today
* Earning confidence in AI decisions
* Keeping intelligence inside Smartly
* Choosing where to compete
* The next few years
* Social teams taking on CTV
* Intelligence for agentic campaigns
Read: tipsheet.ai/technology/sma…
“If we can actually be the thing that decides and then takes action, it puts us in a very powerful position moving forward.”
@smartlyio chief innovation officer Oli Marlow-Thomas sees an opportunity for AI to give the larger role in campaign decisions.
Tipsheet spoke with him about Smartly's new Intelligence Pro offering, how INCRMNTAL’s measurement capabilities fit into a tighter campaign feedback loop and what it will take for customers to trust AI agents with more control.
Topics covered include:
* From measurement to decisions and Intelligence Pro
* Building the feedback loop
* What AI does today
* Earning confidence in AI decisions
* Keeping intelligence inside Smartly
* Choosing where to compete
* The next few years
* Social teams taking on CTV
* Intelligence for agentic campaigns
Read: tipsheet.ai/technology/sma…
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tipsheet.ai retweeted
Today's tips for Monday, November 2.
* Walmart shopper data meets Vibe self-serve.
* Affle buys Perion and its AI ambitions.
* Amazon VP: New name. Still a DSP.
* DoorDash-Instacart: A third force in retail media?
* BCG analysis: Is CPG ready for agentic commerce?
* A shared AI robots[dot]txt.
* Debates: Product feeds are the ad, says Yext CEO Mike Walrath.
* Earnings reports this week include AppLovin and Unity.
* LLM developments: OpenAI’s fair-use defense; recursive self-improvement; AI museum guides.
* More: Tatari’s CTV feedback loop; rethinking agency staffing; Sorrell on who controls the media dollar; CloudX update.
Get tipsheet: tipsheet.ai/news/walmart-v…
* Walmart shopper data meets Vibe self-serve.
* Affle buys Perion and its AI ambitions.
* Amazon VP: New name. Still a DSP.
* DoorDash-Instacart: A third force in retail media?
* BCG analysis: Is CPG ready for agentic commerce?
* A shared AI robots[dot]txt.
* Debates: Product feeds are the ad, says Yext CEO Mike Walrath.
* Earnings reports this week include AppLovin and Unity.
* LLM developments: OpenAI’s fair-use defense; recursive self-improvement; AI museum guides.
* More: Tatari’s CTV feedback loop; rethinking agency staffing; Sorrell on who controls the media dollar; CloudX update.
Get tipsheet: tipsheet.ai/news/walmart-v…
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tipsheet.ai retweeted
Roku Delivers Another Stellar Quarter: Q3 Sales Soar 24% as Media and Entertainment Ad Spending Sees Biggest Growth in Four Years
variety.com/2026/tv/news/r…
variety.com/2026/tv/news/r…
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tipsheet.ai retweeted
Another ad tech merger where I hadn't heard of the acquirer. Buzzy @GetRembrand founded by Omar Tawakol is merging with Whisper World, a similar company with traction in APAC. They both use AI to put ads into pre-existing videos and billboards.
adweek.com/media/ai-ad-pl…
adweek.com/media/ai-ad-pl…
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Today's tips for Monday, November 2.
* Walmart shopper data meets Vibe self-serve.
* Affle buys Perion and its AI ambitions.
* Amazon VP: New name. Still a DSP.
* DoorDash-Instacart: A third force in retail media?
* BCG analysis: Is CPG ready for agentic commerce?
* A shared AI robots[dot]txt.
* Debates: Product feeds are the ad, says Yext CEO Mike Walrath.
* Earnings reports this week include AppLovin and Unity.
* LLM developments: OpenAI’s fair-use defense; recursive self-improvement; AI museum guides.
* More: Tatari’s CTV feedback loop; rethinking agency staffing; Sorrell on who controls the media dollar; CloudX update.
Get tipsheet: tipsheet.ai/news/walmart-v…
* Walmart shopper data meets Vibe self-serve.
* Affle buys Perion and its AI ambitions.
* Amazon VP: New name. Still a DSP.
* DoorDash-Instacart: A third force in retail media?
* BCG analysis: Is CPG ready for agentic commerce?
* A shared AI robots[dot]txt.
* Debates: Product feeds are the ad, says Yext CEO Mike Walrath.
* Earnings reports this week include AppLovin and Unity.
* LLM developments: OpenAI’s fair-use defense; recursive self-improvement; AI museum guides.
* More: Tatari’s CTV feedback loop; rethinking agency staffing; Sorrell on who controls the media dollar; CloudX update.
Get tipsheet: tipsheet.ai/news/walmart-v…
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Today's tips for Friday, October 30.
* Earnings: ‘AI is eating Google Search’ narrative is back.
* AI traffic projected to rise and rise, says Adobe.
* ‘Shop smarter with ChatGPT’ — the shopping partner pitch.
* More earnings: Amazon and Reddit.
* The move toward headless DSPs.
V’s missing content signals.
* Microsoft ties agent revenue to usage.
* Developments: OpenAI on beneficial AI; AI breakthrough and CompSci; Mistral’s Le Chonk momentum.
* More: DoorDash’s $17 billion Instacart deal; AI creative versioning; Meta’s new AI apps; and ShopMy’s CRO hire.
Get tipsheet: tipsheet.ai/news/earnings-…
* Earnings: ‘AI is eating Google Search’ narrative is back.
* AI traffic projected to rise and rise, says Adobe.
* ‘Shop smarter with ChatGPT’ — the shopping partner pitch.
* More earnings: Amazon and Reddit.
* The move toward headless DSPs.
V’s missing content signals.
* Microsoft ties agent revenue to usage.
* Developments: OpenAI on beneficial AI; AI breakthrough and CompSci; Mistral’s Le Chonk momentum.
* More: DoorDash’s $17 billion Instacart deal; AI creative versioning; Meta’s new AI apps; and ShopMy’s CRO hire.
Get tipsheet: tipsheet.ai/news/earnings-…
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Today's tipsheet interview for Thursday, October 29.
What can Meta’s advertising system do today that it couldn’t a year ago?
I spoke with Matt Steiner, Meta’s VP of Ads Infrastructure, Ranking & AI Foundations, about a year of advances in how Meta understands products, selects ads e will respond to.
Topics covered include:
* Learning about products beyond their IDs
* Reducing the cold-start problem for new ads
* Making more use of existing GPU capacity
* How GEM teaches models serving ads in real time
* Muse’s role in content understanding
* What marketers should automate and what they should decide
* Why detailed product and purchase data matter
Read: tipsheet.ai/technology/gen…
What can Meta’s advertising system do today that it couldn’t a year ago?
I spoke with Matt Steiner, Meta’s VP of Ads Infrastructure, Ranking & AI Foundations, about a year of advances in how Meta understands products, selects ads e will respond to.
Topics covered include:
* Learning about products beyond their IDs
* Reducing the cold-start problem for new ads
* Making more use of existing GPU capacity
* How GEM teaches models serving ads in real time
* Muse’s role in content understanding
* What marketers should automate and what they should decide
* Why detailed product and purchase data matter
Read: tipsheet.ai/technology/gen…
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Google Q3 2026 earnings: Network revenue rose 1.4% YoY... its first year-over-year increase since Q2 2022 (according to Google Gemini).
Is Buyer Direct starting to contribute?
release: s206.q4cdn.com/479360582/file…
Is Buyer Direct starting to contribute?
release: s206.q4cdn.com/479360582/file…
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