Genius Sports LTD
Genius Sports, a sports data and adtech provider, is pitched as a re-rating opportunity obscured by acquisition noise.
Sector
Advertising
Everything our editor has picked under this sector, best first.
58 stories
ROAS to Riches
Entravision’s Smadex AdTech segment grew Q1 2026 revenue 204% and generated over $34 million of EBIT, becoming 78% of sales and the core…
ToffCap on X
Whenever there's a very strong move on earnings, I always check it out and almost always add / buy. From experience I know that the market generally doesn't price strong news properly. At best, most often the share price will only reflect the earnings dynamics, but not any multiple rerating. And in case of VERY strong earnings (such as $EVC) the market will not even price those properly, leaving plenty to go for the price on both earnings and multiple rerating. People in it for a trade will sell down on the massive move. Those that made a bundle might also, as the position becomes too large. And others who missed it are biased in buying something that already ran so much. This often leads to a few days of 'pressure', and a good moment to add. And then the market does its work.
Fierce_beast on X
11 reasons for why i'm long $goog: https://t.co/2HTd3mVPKx
Will the real AI company please stand up?
Entravision’s Smadex and Adwake mobile ad platform generated $154 million in Q1 2026 revenue, up 204% year over year, using proprietary…
Meta: 1Q26 Business Update
Meta’s Q1 2026 revenue rose 33% as ad impressions gained 19%, while AI-driven ranking and targeting lifted engagement and conversion;…
Meta: 4Q25 Business Update
Meta’s 4Q25 revenue rose 24% as AI lifted ad performance, but 2026 costs are guided up about 41% and capex to $115–135 billion.
Programmatic DSPs
Entravision’s Smadex AdTech unit generated 104% revenue growth and 378% EBIT growth, becoming the main upside driver after Meta ended its…
Meta Platforms (META) 2Q25: SuperMetalligence
Meta’s 22% Q2 revenue growth and AI-driven ad engagement support its core business, while planned 2026 capex of roughly $100 billion…
Thinking aloud about Google remedies
Justice Department remedies could bar Google from using location data it cannot share, weakening targeted ads and traffic routing despite…
