Q4 & Full Year 2025 Earnings Investor Presentation February 11, 2026 Michael Komasinski Chief Executive Officer Safe Harbor Statement This presentation contains "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on our management's beliefs and assumptions and on information currently available to them. All statements other than present and historical facts and conditions ...

Experienced kids advertising executive strengthens direct-to-brand strategy as Company provides business update VANCOUVER, BC / ACCESS Newswire / February 10, 2026 / Kidoz Inc. (TSXV:KDOZ)(OTCQB:KDOZF) (the "Company"), a global AdTech platform delivering safe mobile gamer engagement at scale, today announced the appointment of John Nolie as Vice President of Sales, North America, as part of its continued focus on accelerating direct-to-brand revenue across the region. Mr. Nolie brings deep experience across ...

-- A Big AppLovin Critic Walked Back Some Of Its Claims. The Stock Jumped. [Major Indexes Rise as Tech Stocks Surge][There Was an 'Unmistakeable' Flight to Value Last Week][What's Next for Crypto After a Rough Week?][How Much Coca-Cola Stock is Expected to Move After Earnings]- Top StoriesEven with Monday's gains, shares of AppLovin have lost about 37% from December's highs amid heightened scrutiny of its practices and investors.Gabby Jones / Bloomberg / Getty ImagesClose### Key Takeaways- CapitalWatch said ...

Emerging AI-driven initiatives highlight long-term benefits of optimisation and automation VANCOUVER, BRITISH COLUMBIA / ACCESS Newswire / February 5, 2026 / Kidoz Inc. (TSXV:KDOZ)(OTCQB:KDOZF) (the "Company"), a global AdTech platform delivering safe mobile gamer engagement at scale, today commented on recent industry developments related to AI-driven advertising infrastructure and their potential implications for the mobile advertising ecosystem. Recent announcements around early-stage AI-native platforms ...

Core Insights - Ciscom Corp. is experiencing a strong revenue rebound and has launched a new proprietary digital platform, indicating improved profitability as it heads into 2026 [1][2][7] Revenue Recovery - The company has seen a year-over-year improvement in revenue following an agreement between Canada Post Corporation and its unions, which alleviated a significant bottleneck in the direct mail industry [2] - Direct mail sales sharply recovered by the end of 2025 as clients resumed previously deferred campaigns, with campaign planning for 2026 already underway [2][3] Digital Growth Initiatives - Engage+, a new programmatic digital flyer platform launched by Prospect Media, is already being utilized by several clients and is designed to outperform existing offerings in terms of reach, engagement, cost efficiency, and return on investment [4][5] - The early market response to Engage+ has been positive, positioning it as a scalable engine that diversifies Ciscom's revenue mix beyond traditional channels [5] Operational Positioning - The company proactively reduced costs and improved efficiency in 2025, which has positioned it to convert revenue growth into improved profitability as demand returns [6] - EBITDA before one-time charges is expected to be positive in 2025, with a lean cost structure and new digital products enhancing the company's financial strength as it enters 2026 [7] Strategic Focus - Ciscom continues to evaluate additional tuck-in opportunities and initiatives aimed at further revenue diversification and growth, enhancing shareholder value through strategic acquisitions [5][8]

SARASOTA, FLORIDA / ACCESS Newswire / January 20, 2026 / Specificity (OTCID:SPTY), a leading hybrid AdTech company specializing in bot-free, intent-based digital marketing solutions, today announced a series of milestones that underscore its robust financial health and positioning for accelerated growth in the coming year. These developments highlight the company's commitment to delivering superior value to clients and shareholders alike, amid a rapidly evolving digital advertising landscape plagued by frau ...

Group 1 - The Trade Desk, Inc. (NASDAQ:TTD) is viewed as a promising investment opportunity by analysts despite recent declines, with price targets set at $40 by Jefferies and $60 by Needham [1][4] - Analysts maintain a cautious stance on the stock due to broader macroeconomic concerns and communication missteps, but downplay the impact of decreased traffic in the AdTech sector, noting minimal exposure to search traffic [2][4] - Recent data indicates growth in desktop search queries, and analysts express confidence in Trade Desk's ability to adapt to AI-driven changes in advertising, supported by resilient search traffic and strategic positioning [3][4] Group 2 - Multiple analysts, including those from Citi and Wedbush, have reiterated a Hold rating on Trade Desk, with price targets of $50 and $40 respectively, reflecting a consensus on the stock's current valuation [4] - The Trade Desk operates a self-service, cloud-based platform that enables advertisers to manage data-driven digital ads across various channels, facilitating complex omnichannel campaigns [4]

Core Insights - Digital Turbine (APPS) and PubMatic (PUBM) operate in the digital advertisement market, focusing on different segments: APPS as an on-device advertising platform and PUBM as a sell-side platform for ad publishers [1][2] Digital Turbine (APPS) - APPS' App Growth Platform (AGP) is gaining traction, connecting demand-side platforms (DSPs) with publishers, driven by an expanding SDK footprint and strong performance in the APAC region [3] - In Q2 of fiscal 2026, APPS' AGP supply volumes saw a 30% year-over-year increase in impressions, with improvements in targeting and return on ad spend through AI and machine learning [4][5] - The On Device Solutions segment is experiencing over 30% year-over-year revenue growth per device, supported by strong advertiser demand and improved pricing and fill rates [6] - APPS' AGP segment generated $44.7 million in revenue, reflecting a 20% year-over-year growth [5] PubMatic (PUBM) - PUBM is focusing on CTV, AI-driven automation, and sell-side data intelligence to mitigate macro pressures and reduced spending from legacy DSP customers [7] - Mid-tier DSP partners are driving growth, with ad spend from these partners increasing over 25% year-over-year, aided by the adoption of PUBM's AI-enabled tools [8] - PUBM launched Programmatic Guaranteed with a top-three DSP, enhancing efficiency in CTV and premium video deals, with Supply Path Optimization (SPO) accounting for over 55% of platform activity in Q3 2025 [9] - The company has invested heavily in AI, achieving a five times faster bid response speed and serving three times more ad requests per server [10] Performance Comparison - Over the past year, APPS shares increased by 246.2%, while PUBM shares declined by 42.7% [11] - APPS is experiencing strong growth in impressions and revenues, while PUBM is adapting through AI innovation and a diversified DSP mix [12] Earnings Estimates - The Zacks Consensus Estimate for APPS' fiscal 2026 earnings indicates a 5.7% year-over-year decline, with recent downward revisions [13] - PUBM's 2025 earnings estimate is 19 cents per share, reflecting a 75.6% year-over-year decline, but has been revised upward recently [13] Conclusion - APPS benefits from strong on-device demand and rapid revenue growth, while PUBM leverages CTV and AI to strengthen its market position [14] - In terms of valuation, APPS has a trailing P/B multiple of 3.75X, compared to PUBM's 1.76X [15] - APPS holds a Zacks Rank 1 (Strong Buy), indicating a stronger investment potential compared to PUBM, which has a Zacks Rank 3 (Hold) [17]

Core Insights - Inuvo, Inc. has launched Ranger, an advanced quality assurance and compliance feature within its Campsight system, aimed at enhancing the accuracy and relevance of ad creatives [1][6]. Product Features - Ranger verifies that every ad creative is accurate, relevant, and consistent with the landing page, ensuring higher-quality engagement and trust in the advertising ecosystem [2]. - The tool addresses the complexity of dynamic and fragmented ads across various networks by utilizing direct network integrations and AI-based analysis [5]. - Ranger reviews video and multimedia ads, automatically transcribing and analyzing visual and audio content to ensure consistency in claims and messages [5]. Strategic Importance - The launch follows a recent webinar emphasizing the importance of regulatory compliance in search-based advertising, showcasing Inuvo's leadership in promoting transparency and responsible advertising practices [3]. - By integrating Ranger within Campsight, Inuvo aims to connect content, campaigns, and compliance efforts, allowing advertisers to reach the right users with accurate messages [6]. - Ranger is currently deployed internally and will be made available to other advertisers, agencies, and ad-buying platforms, enhancing automated creative verification in marketing workflows [6]. Commitment to Advertising Standards - Ranger strengthens Inuvo's commitment to responsible monetization, transparent advertising, and improving user experience [7]. - The company’s IntentKey® AI solution is designed to identify consumer interests rather than demographics, positioning Inuvo as a market leader in AI for advertising [8].

Core Viewpoint - AppLovin's stock has surged over 75% this year, raising questions about its valuation and sustainability in the context of the AI AdTech revolution, with a current valuation around $200 billion [1][13]. Group 1: Customer Base and Revenue Model - AppLovin's revenue model heavily relies on two high-risk customer groups: mobile game developers and aggressive e-commerce brands [5][11]. - Mobile game developers, referred to as "Whales," depend on user acquisition strategies, paying AppLovin to attract users willing to spend on in-game purchases [11]. - E-commerce brands, termed "Arbitrageurs," utilize AppLovin for cost-effective advertising as alternatives like Meta have become too expensive [11]. Group 2: Competitive Landscape and Technology - AppLovin's competitive edge lies in its ability to track user behavior within apps, leveraging its MAX mediation platform to optimize ad inventory across over 100,000 games [12]. - The AXON 2.0 AI engine enhances targeting precision, allowing AppLovin to identify high-value users more effectively than competitors like Meta, which faces limitations due to privacy changes [12]. Group 3: Valuation Concerns - AppLovin's current price-to-sales ratio is approximately 35x, necessitating over 50% growth annually for the next five years to justify this valuation [9][12]. - The mobile gaming market, which is AppLovin's core focus, is growing at a modest rate of 5-8%, raising concerns about the sustainability of its high valuation [12]. Group 4: Insider Activity and Market Sentiment - Recent insider selling, including over $350 million by Director Herald Chen, signals potential concerns about the company's future prospects [17]. - The leadership's exit raises questions about the company's long-term growth potential, especially given its current valuation compared to established tech giants [13][17]. Group 5: Future Risks and Market Dynamics - AppLovin's reliance on user data tracking poses risks, particularly if major players like Apple and Google tighten privacy regulations, which could impair its operational capabilities [17]. - The potential for a market correction is highlighted by the disparity between AppLovin's valuation and the actual growth of its core markets, suggesting that the "AI Ad" bubble may burst as investor sentiment shifts [14][17].