As the Q2 win season ends, it’s time to take stock of the best and worst artists of this quarter in the advertising software industry, including the Trade Desk (Nasdaq: TTD) and his colleagues.
The digital advertising market is large, grows and becomes more diverse, both in terms of the public and in media. As a result, there is a growing need for software with which advertisers can use data to automate and optimize advertising placements.
The 7 advertising software that we follow reported a satisfactory Q2. As a group, beat the income of the consensus of analysts by 2.6%, while the income guidance of the next quarter was in line.
In the light of this news, the stock prices of the companies have kept steadily because they have risen 2.2% on average since the last win results.
The Trade Desity (Nasdaq: TTD) is built as an alternative to “Walled Garden” advertising ecosystems and offers a cloud -based platform that helps advertisers and agencies to plan, manage and optimize digital advertising campaigns via multiple channels and devices.
The Handelsdesk reported a turnover of $ 694 million, an increase of 18.7% year after year. This print exceeded the expectations of analysts by 1.2%. Despite the Top-Line Beat, it was still a mixed quarter for the company with a solid beat from the EBITDA estimates of analysts, but a miss from the estimates of analysts.
“Q2 was a strong quarter for the trade desk, with the turnover that grew to $ 694 million, an increase of 19% on an annual basis, while we continue to surpass the digital advertising market,” said Jeff Green, CEO and co-founder of the Trade Desk.
The Trade Desk Total income
It is not surprising that the share has risen 42.3% since reporting and is currently being traded at $ 50.95.
Is it time to buy the desk now? Access to our complete analysis of the win results here, this is free.
Driven by an AI-engine that processes more than one trillion consumer report per month, Zeta Global (NYSE: Zeta) has a data-driven cloud platform that helps companies to focus and make contact with consumers via personalized marketing via channels such as e-mail, social media and video.
Zeta Global reported a turnover of $ 308.4 million, an increase of 35.4% after year, which exceeds the expectations of analysts by 3.9%. The company had a very strong quarter with an impressive battle of the EBITDA estimates of analysts and the EBITDA guidelines for the entire year that the expectations of analysts exceed.
Zeta global total income
Zeta Global pulled the fastest sales growth and the highest guidelines for the entire year with his colleagues. The market seems happy with the results, because the shares have risen by 20.9% since the report. It currently trades at $ 19.20.
Is it time now to buy Zeta Global? Access to our complete analysis of the win results here, this is free.
Sitting at the intersection of the mobile advertising ecosystem with more than 200 free games to be played in its portfolio, Applevin (Nasdaq: App) offers software solutions that help the market for mobile app developers in the market, applies in money and grow through AI-driven advertisements and analysis tools.
Applovin reported a turnover of $ 1.26 billion, an increase of 16.5% year on year, which means that the expectations of analysts fail by 1.2%. It was a slower quarter, because it showed the turnover guidance for the next quarter the expectations of the analysts.
Applovin delivered the weakest performance against estimates of analysts in the group. Interestingly, the share has risen by 74.9% since the results and currently acts at $ 684.12.
Read our complete analysis of the results of Applovin here.
With the help of advanced analyzes to evaluate more than 17 billion digital advertising transactions daily, DoubleVeIFY (NYSE: DV) offers AI-driven technology that verifies digital advertisements, visible, fraud-free, brand-suitable and displayed at the intended geographical location.
DoubleVeIFY reported a turnover of $ 189 million, an increase of 21.3% year after year. This result was on the expectations of analysts with 4.5%. It was a strong quarter because it also resulted in a solid blow to the EBITDA estimates by analysts.
DoubleVeIFY supplied the greatest estimates of the analysts who are defeated among his colleagues. The share has fallen by 26.7% since the report and is currently being traded at $ 11.34.
Read our full, usable report on DoubleVeverify here, it’s free.
Integral Ad Science (Nasdaq: IAS) process more than 280 billion digital AD interactions daily through its AI-driven technology, offers a cloud-based platform that measures and verifies digital advertisements over devices, channels and sizes to ensure that advertisements are visible, fraud-free and brand-up.
Integral Ad Science reported a turnover of $ 149.2 million, an increase of 15.7% year after year. This number defeated the expectations of analysts by 3.8%. In general it was a strong quarter, because it also registered an impressive beat of the EBITDA estimates of analysts and the expectations of the EBITDA guidance of the EBITDA guidance of analyst analysts.
The share has risen by 27.9% since reporting and is currently being traded at $ 10.16.
Read our full, usable report on integral advertising science here, it is free.
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