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AppLovin Total Revenue <\/p>\nAs the Q1 earnings season wraps, let\u2019s dig into this quarter\u2019s best and worst performers in the advertising software industry, including AppLovin (NASDAQ:APP) and its peers.<\/p>\n
The digital advertising market is large, growing, and becoming more diverse, both in terms of audiences and media. As a result, there is a growing need for software that enables advertisers to use data to automate and optimize ad placements.<\/p>\n
The 5 advertising software stocks we track reported a strong Q1. As a group, revenues beat analysts\u2019 consensus estimates by 3.4% while next quarter\u2019s revenue guidance was in line.<\/p>\n
Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.9% since the latest earnings results.<\/p>\n
AppLovin (NASDAQ:APP) <\/p>\n
Sitting at the crossroads of the mobile advertising ecosystem with over 200 free-to-play games in its portfolio, AppLovin (NASDAQ:APP) provides software solutions that help mobile app developers market, monetize, and grow their apps through AI-powered advertising and analytics tools.<\/p>\n
AppLovin reported revenues of $1.84 billion, up 59% year on year. This print exceeded analysts\u2019 expectations by 3.9%. Overall, it was a very strong quarter for the company with a solid beat of analysts\u2019 EBITDA estimates and EBITDA guidance for next quarter topping analysts\u2019 expectations.<\/p>\n
AppLovin Total Revenue <\/p>\n
AppLovin scored the fastest revenue growth of the whole group. Unsurprisingly, the stock is up 6.2% since reporting and currently trades at $497.75.<\/p>\n
Read why we think that AppLovin is one of the best advertising software stocks, our full report is free. <\/a><\/p>\n Best Q1: PubMatic (NASDAQ:PUBM) <\/p>\n Powering billions of daily ad impressions across the open internet, PubMatic (NASDAQ:PUBM) operates a technology platform that helps publishers maximize revenue from their digital advertising inventory while giving advertisers more control and transparency.<\/p>\n PubMatic reported revenues of $62.57 million, down 2% year on year, outperforming analysts\u2019 expectations by 4.4%. The business had an exceptional quarter with EBITDA guidance for next quarter exceeding analysts\u2019 expectations.<\/p>\n Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 5% since reporting. It currently trades at $9.73.<\/p>\n Is now the time to buy PubMatic? Access our full analysis of the earnings results here, it\u2019s free<\/a>.<\/p>\n Weakest Q1: The Trade Desk (NASDAQ:TTD) <\/p>\n Built as an alternative to “walled garden” advertising ecosystems, The Trade Desk (NASDAQ:TTD) provides a cloud-based platform that helps advertisers and agencies plan, manage, and optimize digital advertising campaigns across multiple channels and devices.<\/p>\n Story Continues <\/p>\n The Trade Desk reported revenues of $688.9 million, up 11.8% year on year, exceeding analysts\u2019 expectations by 1.4%. Still, it was a slower quarter as it posted revenue and EBITDA guidance for next quarter missing analysts\u2019 expectations.<\/p>\n As expected, the stock is down 10.2% since the results and currently trades at $21.10.<\/p>\n Read our full analysis of The Trade Desk\u2019s results here. <\/a><\/p>\n DoubleVerify (NYSE:DV) <\/p>\n Using advanced analytics to evaluate over 17 billion digital ad transactions daily, DoubleVerify (NYSE:DV) provides AI-powered technology that verifies digital ads are viewable, fraud-free, brand-suitable, and displayed in the intended geographic location.<\/p>\n DoubleVerify reported revenues of $180.8 million, up 9.6% year on year. This result met analysts\u2019 expectations. More broadly, it was a satisfactory quarter as it also produced an impressive beat of analysts\u2019 EBITDA estimates but revenue guidance for next quarter meeting analysts\u2019 expectations.<\/p>\n DoubleVerify pulled off the highest full-year guidance raise but had the weakest performance against analyst estimates among its peers. The stock is down 18.7% since reporting and currently trades at $9.07.<\/p>\n Read our full, actionable report on DoubleVerify here, it\u2019s free.<\/a><\/p>\n Zeta Global (NYSE:ZETA) <\/p>\n Powered by an AI engine that processes over one trillion consumer signals monthly, Zeta Global (NYSE:ZETA) operates a data-driven cloud platform that helps companies target, connect, and engage with consumers through personalized marketing across channels like email, social media, and video.<\/p>\n Zeta Global reported revenues of $396.3 million, up 49.9% year on year. This print beat analysts\u2019 expectations by 7%. Overall, it was a very strong quarter as it also logged a solid beat of analysts\u2019 billings estimates and an impressive beat of analysts\u2019 EBITDA estimates.<\/p>\n Zeta Global achieved the biggest analyst estimates beat but had the weakest full-year guidance update among its peers. The stock is down 6.9% since reporting and currently trades at $17.15.<\/p>\n PubMatic Total Revenue <\/p>\n