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Digital Advertising News 21 September 2025 - 11 November 2025

PubMatic (PUBM) Soars on Q3 Beat as Analysts Hike Targets to $20; AI & CTV Momentum in Focus — Nov. 11, 2025

PubMatic (PUBM) Soars on Q3 Beat as Analysts Hike Targets to $20; AI & CTV Momentum in Focus — Nov. 11, 2025

As of 15:42 UTC on Nov. 11, PubMatic shares last traded around $10.40, up sharply intraday following last night’s earnings and a flurry of analyst target increases. Why PUBM is moving today Key numbers & operating highlights Third quarter (ended Sept. 30, 2025): Growth drivers called out by management: Q4 2025 outlook (company guidance) PubMatic guided Q4 revenue to $73M–$77M and adjusted EBITDA to $19M–$21M (~27% margin at the midpoint). Guidance factors in FX headwinds and notes an impact from one top DSP buyer. Nasdaq What Wall Street said today Strategy check: CTV, SPO, and AI Management emphasized three pillars:
11 November 2025
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Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta’s Q3 Showdown: Can AI Spend and Ad Growth Drive Another Rally?

Meta’s Q3 Preview: Riding the AI Wave Meta will release its Q3 2025 earnings Wednesday after the close. Wall Street’s consensus sees ~$49.5 billion revenue and ~$6.7 EPS businessinsider.com ig.com. That implies roughly 22% organic growth – fueled by a rebound in ad spending and AI-driven ad targeting. (By comparison, in Q2 Meta reported $47.52B revenue, +22% YoY ig.com.) Management guided Q3 revenue at $47.5–50.5B ts2.tech, so analysts’ estimates are near the top end of that range. Investors will scrutinize advertising trends in the quarter. Meta’s business is still 98% ads, and AI-powered recommendation models drove 5% more conversions on
29 October 2025
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Amazon’s Finance Teams Unleash AI for Complex Tasks – Transforming Corporate Finance

Will Amazon’s AI and Ads Push Help It Bounce Back? A 2025 Investor’s Guide

Amazon’s 2025 Year‑to‑Date Performance Amazon’s share price surged to a record high around $242 in early February 2025 before sinking nearly 10 % in a summer sell‑off, leaving it up only 0.41 % year‑to‑date and roughly 18.7 % above its level a year earlier 247wallst.com. The volatility stemmed from a mix of strong earnings and external headwinds: News Headlines and Expert Commentary (Sept 30 – Oct 1 2025) FTC settlement and worker investment (Sept 30). The Street reported that Amazon unexpectedly agreed to pay a $2.5 billion fine to settle the FTC’s case. According to the article, the settlement includes $1.5 billion in reimbursements to about 35 million Prime members
1 October 2025
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You Won’t Believe What Google Did This Month: July 2025’s Biggest Stories

Alphabet’s 2025 Surge: How Google’s AI, Ads & Cloud Are Powering a 30% Rally

2025 Stock Performance & Financial Highlights Alphabet’s stock skyrocketed in 2025. By mid-September, Alphabet became the best-performing Magnificent 7” tech stock, up ~32% YTD reuters.com vs. S&P500’s ~12% gain. The rally lifted its market cap briefly above $3 trillion (joining Apple and Microsoft) reuters.com. Regulatory news helped: a U.S. judge in early Sept 2025 ruled against breaking up Google’s core businesses, which removes a significant legal overhang” reuters.com. More recently, EU regulators are again targeting Google under the EU Digital Markets Act; reports indicate Google may face a fine (up to 10% of sales) for favoring its own vertical search engines
1 October 2025
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Alphabet vs Meta 2025: AI Arms Race, Ad Revival, and Wall Street’s Verdict

Alphabet vs Meta 2025: AI Arms Race, Ad Revival, and Wall Street’s Verdict

Alphabet vs. Meta – The 2025 Tech Stock Showdown Which tech titan will triumph in the AI era? Alphabet (Google) and Meta (Facebook) are battling for ad dollars and innovation dominance. Here’s an in-depth look at their 2025 investment prospects. Key Takeaways Stock Performance in 2025: A Record-Setting Rally After a volatile 2022–23, Alphabet and Meta entered 2025 with renewed momentum. So far in 2025, both stocks have delivered strong gains, although Meta has led the way. Alphabet’s share price hit an all-time high in early September 2025 investopedia.com after a U.S. court decision eased breakup fears. The Google parent’s
21 September 2025
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