Gamma’s latest funding round lands with a certain clarity amid a crowded AI market. A $68 million Series B at a $2.1 billion valuation could easily read as just another inflated headline, except the fundamentals here tell a different story. Crossing $100 million in annual recurring revenue with only $23 million of prior funding, all while remaining profitable for over two … [Read more...] about Visual Storytelling and the Rise of Gamma in the AI Productivity Stack
The Trade Desk: Durable Growth, Wider Moats, and a Faster Flywheel on the Open Internet
The Trade Desk turned in another clean beat-and-raise style quarter without the “raise” in formal guidance, but the message between the lines was hard to miss: product velocity and channel mix are pulling the company ahead of broader digital ad growth. Revenue rose 18% year over year to $739 million, a solid reacceleration in a market that is still digesting signal loss, … [Read more...] about The Trade Desk: Durable Growth, Wider Moats, and a Faster Flywheel on the Open Internet
Expedia Group: Reacceleration in Core Travel Demand and Strong B2B Tailwinds Push Results Above Expectations
Expedia stepped into this quarter with something more than just healthy numbers—it showed momentum. The company reported 12% year-on-year growth in gross bookings and 9% revenue growth, both ahead of prior guidance. What stands out is how broad-based the demand recovery appears, especially in the U.S., where room night growth reached its fastest pace in more than three years. … [Read more...] about Expedia Group: Reacceleration in Core Travel Demand and Strong B2B Tailwinds Push Results Above Expectations
BuzzFeed, Inc. – Q3 2025 Analytical Report
BuzzFeed’s results for the third quarter of 2025 reflect a company still navigating a difficult transition away from platform dependency toward a more controlled, direct-audience strategy. While management continues to emphasize progress in audience relationships and first-party traffic, the financial metrics underscore ongoing structural challenges across digital media: … [Read more...] about BuzzFeed, Inc. – Q3 2025 Analytical Report
The Rise of the Micro-Series Phenomenon
Few revolutions in media arrive with such stealth. While the Western world obsessed over the decline of cinema attendance and the streaming wars between Netflix, Disney+, and Amazon, something very different was incubating in China’s digital underground. It didn’t come from filmmakers or Silicon Valley, but from mobile app developers who had spent years mastering the art of … [Read more...] about The Rise of the Micro-Series Phenomenon
