reports
- Nicholas Cortellucci
- CFA
Ad-Tech Primer: Investing in the Future of Digital Advertising
What you need to know: • Public ad-tech equities are trading at historically low multiples, especially in Canada, despite consistent positive revenue growth and a pivot toward margin expansion. • Regulatory disruption and cookie deprecation are accelerating the shift to first-party data, contextual targeting, and AI-driven personalization. • Emerging channels like Connected TV and Retail Media are expanding monetization potential, creating asymmetric upside for nimble, vertically focused platfor...
- Sid Rajeev
Kidoz Inc. (TSXV: KDOZ / OTC: KDOZF) - Q3 Growth, Regulatory Tailwinds...
KDOZ is performing strongly, with shares up 36% since August and record Q3 revenue of $3.67M (+60% YoY), beating estimates and outpacing major platforms’ ad growth. Expenses rose 27% YoY due to higher R&D for AI integration, but stronger revenue helped reduce losses. While global digital ad spending is expected to slow in 2025 amid macro and privacy headwinds, growth should rebound in 2026. Regulatory pressure around children’s data and age-verified advertising continues to increase, supporting ...
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