The cohort of public ad tech companies published their Q3 earnings during the last two weeks. While results are mixed with the arrows (largely) pointing in the right direction, an air of caution permeates the sector.
Among investors’ concerns are: signal-loss (read, “the death of the cookie“), disruption in the dynamics of the ad tech supply chain (i.e. intensifying competition), plus an overall softening of the media market — albeit this issue faces the entire industry.
Now, let’s look at the report cards of the leading media-trading platforms among them to gauge the pulse of the marketplace.