Programmatic Fuels Integral Ad Science’s Q2 Growth

Ad verification and measurement provider Integral Ad Science held its first earnings call after going public just over a month ago. Revenue increased 55% to $75.1 million year-over-year. That growth was largely fueled by programmatic revenue, which jumped 94% to $31.8 million compared to the same period last year. Programmatic accounts for 42% of total Q2 revenue, as Integral Ad Science handles a higher volume of impressions and average CPMs rise. The New York-based company – whose clients include Verizon, Disney and Coca-Cola – held its earnings call two days after it acquired…

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YouTube Gaining More National Brand Advertising; A Missed Opportunity For Machine Learning

<!– –> Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Video Killed The TV Star Comcast’s and Google’s earnings calls last week mark two converging trends in brand advertising and the decline of linear TV. NBC is haggling with advertisers of the Olympics because ratings are down – 42% down – at the halfway point, Bloomberg reports. On the one hand, NBC was dealt a crappy hand with an off-year, plague-ridden event. But the Olympics’ ratings decline track with cable TV overall since 2016, writes Ben Thompson…

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DoubleVerify’s Growth Buoyed By Programmatic

Fresh off its IPO in April, ad verification provider DoubleVerify saw its revenue increase 44% to $76.5 million year-over-year in Q2, fueled by the growth of programmatic. DoubleVerify took in $37.9 million in programmatic revenue in Q2 – a 57% increase from the same period last year – largely driven by its Authentic Brand Safety (ABS) premium solution, a prebid targeting tool launched for buyers in 2018. It also reported 89% growth in CTV, which now accounts for 30% of revenue in its direct-side video business. Social transactions grew 100%,…

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Facebook Warns Of Q3 Slowdown Due To Apple Tracking Restrictions

Facebook’s Q2 advertising revenue soared 56% to $28.5 billion year-over-year, though the company warned investors it expects a revenue slowdown beginning in Q3 – the same time it will feel the full impact of Apple’s recent AppTrackingTransparency changes. The total number of ad impressions served across Facebook increased 6%, while the average price per ad jumped 47%. The social media giant also saw the number of daily active users increase 7% YoY to 1.91 billion. Monthly active users also climbed 7% to reach 2.9 billion. Facebook COO Sheryl Sandberg cited…

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Amazon’s Ad Business Grows 73% To $6.9B In Q1

Amazon’s “other” segment, which houses its advertising business, grew 73% YoY to $6.9 billion in Q1. “The advertising team has done a great job turning clicks into productive sales, and the advertising that results is valuable to us as well,” said Amazon CFO Brian Olsavsky. While Amazon’s ads business grew due to traffic increases, its ad products have also improved. Video product listings were called out as an area of creativity and growth. Amazon is also using deep learning to make ads more relevant to users. Amazon says its ad…

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Snap’s Got A Plan To Juice ARPU, Which Is Growing But Still Lags Its Peers

Snap is super focused on improving its average revenue per user (ARPU) this year. Snap’s ARPU for North America is growing – up 31% year over year (YoY) in the fourth quarter of 2019 – but at $4.42, it still significantly lags Facebook’s, which topped $41 in Q4. On Tuesday, chief business officer Jeremi Gorman outlined Snap’s three-pronged plan to improve its ARPU during the company’s Q4 2019 earnings call. First, Snap will improve its measurement, ranking and optimization capabilities for advertisers. Second, it will focus on building out its sales…

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Alphabet Reveals YouTube Revenue – $15B in 2019 – And More Granular Data

YouTube drove $15 billion in ad revenue in fiscal 2019, according to Alphabet’s Q4 and FY results, released Monday. Read the release. This is the first time Google has disclosed YouTube’s revenues, which have grown briskly over the past three years – from $8.2 billion in 2017 and $11.2 billion in 2018. Alphabet will now report revenue “on a more granular basis,” said CFO Ruth Porat. That means breaking out search ad revenue, YouTube’s yearly benchmark and the annual run rate for the cloud business – an inexact metric since…

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Facebook’s ARPU Tops $41 In North America, But Ad Targeting ‘Headwinds’ Haven’t Dissipated

Remember those “ad targeting-related headwinds” Facebook keeps talking about every quarter? They’re finally going to hit this year. Facebook experienced some effects in 2019 from global privacy regulations, privacy-focused changes made by mobile operating systems and browsers (Google did a thing) and its own privacy product rollouts. However, “the majority of the impact lies in front of us,” Facebook CFO Dave Wehner told investors Wednesday on the company’s 2019 earnings call. But that’s not why Facebook’s stock tumbled more than 7% in after-hours trading. Although Facebook handily beat Wall Street’s…

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Reed Hastings Explains Why Netflix Won’t Ever Sell Ads

Seriously, folks, Netflix has no intention of monetizing with ads, ever. Netflix CEO Reed Hastings even referred to advertising as a form of exploitation on the company’s full year 2019 earnings call on Tuesday. “We want to be the safe respite where you can explore, you can get stimulated, have fun and enjoy – and have none of the controversy around exploiting users with advertising,” Hastings said. Hastings was just as emphatic back in July, when he first put to rest rumors that Netflix might introduce ads as another revenue…

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