Chart of the Week: Jeff Green talks LLM advertising strategy, buyers look to Agentic AI for video campaigns, and the determinants of quality inventory

This week’s chart

Strong reach and brand safety are among the best indicators of inventory quality

Brands and agencies often talk about the need to purchase “quality inventory,” but it can be difficult to define what that inventory actually looks like. Most media buyers associate the term with strong reach in appropriate environments (60.5 percent) and brand-safe environments (53.8 percent), according to new research from EMarketer and Verve. However, the survey found that there is low agreement on the technical or operational definition of high-quality inventory, with only 16 percent associating the term with inventory that performs well without relying solely on identifiers, and only 18.5 percent considering direct supply chain as a defining factor.

Audience demand for WBD and Paramount programming overtakes Disney

According to Parrot Analytics, the combined share of U.S. viewer demand for series from Warner Bros. Discovery (WBD) and Paramount-owned channels and streaming services will reach 27% if the companies combine, compared with Disney’s 18%. “By bringing DC together in terms of cultural footprint and franchise power, harry potterHBO’s Prestige Pipeline; star trek,and yellowstone “Space is creating entities that can dominate the attention economy for decades,” analysts said in the study.

First-quarter profits send Magnite and Pubmatic shares soaring as Trade Desk declines

The Trade Desk, Magnite, and Pubmatic reported first-quarter earnings last week, and all reported higher-than-expected earnings for the quarter. But the stock market reaction was less positive, and The Trade Desk’s second-half forecast surprised investors. Magnite and Pubmatic also rose quickly after the results, but both stocks fell on Monday, pointing to growing concerns weighing on the ad tech industry.

Roku’s advertising and subscription business offsets squeezed device revenue

Growth in Roku’s advertising and subscription business, which the company calls its platform business, led to a 22% year-over-year increase in total revenue in the first quarter, offsetting a 16% decline in revenue from device sales. The company expects device revenue to decline further in the second quarter, and that “rising memory costs will weigh on device margins in the second half.”

stock week

agency

S4 Capital stock rose 9% following the marketing and technology services company’s first-quarter results, even as macroeconomic and geopolitical fluctuations continue to weigh on the company’s earnings.

tv set

Comcast stock hit a 52-week low Friday as the company grapples with competition in the broadband space and the impending merger of Paramount Skydance and Warner Bros. Discovery (WBD).

Publisher

Reach’s stock price took a hit after the publishing group posted a 6.9% year-over-year revenue decline in the first quarter. Meanwhile, News Corp posted 9% year-over-year revenue growth, rising 5%.

ad tech

Teads is the only ad tech stock on our list to rise over the past week. The company posted an increase in profit in the first quarter, even as revenue fell 7% year over year.

technology

Nvidia stock is trading at record highs ahead of the semiconductor giant’s earnings report next week.