The latest quarterly earnings calls for the ad tech sector are largely over for the latest reporting period, with bluster over yet more senior departures at The Trade Desk, and AppLovin’s continued rise (generating nearly $2 billion in Q1) dominating Q1 headlines.
Such numbers pale in comparison to the AI-fueled earnings increases of Big Tech, arguably the top tier of the media jungle, but upon initial inspection, the majority of this 12-strong cohort of companies, all of which issued their earnings over the last 14 days, posted increases.
However, three posted annual revenue declines — see chart below — with executives’ effusive soundings on the prospects of making their businesses agentic, equally prompting queries about whether AI will erode the stickiness of their company’s platform?
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