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ad-tech: Archive

Vaishali Doshi

Does TTD's Solid Liquidity Profile Strengthen Its Strategic Position?

TTD's strong liquidity, zero debt and solid cash flow position it to fund AI innovation, global expansion and share buybacks amid rising competition.

AMZNPositive Net Change TTDNegative Net Change MGNIPositive Net Change

Vaishali Doshi

TTD Stock Looks Cheap: Should Investors Hold or Exit Now?

TTD trades at a steep P/E discount, but slowing growth, rising costs and competition cloud the outlook -should investors hold or wait for clarity?

AMZNPositive Net Change TTDNegative Net Change MGNIPositive Net Change PUBMNegative Net Change

Subhasish Mukherjee

ROKU Slumps 12% YTD: Here's Why It Is Time to Buy the Stock

Roku stock drops 12% YTD due to competition and device losses, but strong platform growth, 90M+ users and global expansion point to upside ahead.

AMZNPositive Net Change AAPLPositive Net Change GOOGLPositive Net Change ROKUPositive Net Change

Subhasish Mukherjee

Is Roku's Advertising Platform Scale Driving Monetization Growth?

ROKU's expanding ad platform, AI-driven targeting and programmatic growth are accelerating monetization as its vast streaming reach fuels demand.

AMZNPositive Net Change DISPositive Net Change ROKUPositive Net Change

Kashvi Chandgothia

Can AI-Driven Advertising Growth Unlock Further Upside for MELI?

MercadoLibre's AI-powered ad tools are accelerating advertising growth and boosting spend, but intensifying competition may challenge how far this momentum can run.

AMZNPositive Net Change MELIPositive Net Change METAPositive Net Change

Subhasish Mukherjee

Can NFLX's Content Strength Sustain User Engagement & Revenue Growth?

Netflix's content engine drives 96B hours viewed, boosts retention and pricing power, and supports 2026 revenue growth as ads and new formats scale.

AMZNPositive Net Change NFLXPositive Net Change DISPositive Net Change