Outbrain Stock Forum

$Outbrain (OB.US)$
Outbrain Deepens Collaboration with Microsoft – Integrates AI Solutions into Its Offerings

Companies announced heads cuts cuz they have to, the businesses are too difficult to keep going like before.
After the layoffs, it’s probably good news due to much lower fees and higher employee qualities, can recruit people back when Spring coming.  $Meta Platforms (META.US)$
-   $Twitter (Delisted) (TWTR.US)$ layoffs: 50% of workforce laid off (November, 2022)
-   $Zillow-C (Z.US)$  layoffs: 5% of workforce laid off (October, 2022)
-   $Peloton Therapeutics (PLTX.US)$  layoffs: 12% of workfor...

$Outbrain (OB.US)$ ✅✅✅

Upgrades
• $BLACKSTONE SECD LENDING FD (BXSL.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $26
• $Constellation Energy (CEG.US)$ : Guggenheim Upgrades to Buy from Neutral - PT $70 (from $51)
• $Copa Holdings (CPA.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $96
• $Krispy Kreme (DNUT.US)$ : HSBC Upgrades to Buy from Hold - PT $17
• $Duolingo (DUOL.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $98
• $Endeavor Group (EDR.US)$ : Barclay...

$Outbrain (OB.US)$ ✅

In a November 4th interview, the CEO of Bloomberg Media Justin Smith said that "There’s been this windfall of advertising spend that has really been unprecedented," and added that "I’ve never seen anything like it in my career."
"It started in 2020, the second half, particularly in the fourth quarter," he said. "It powered through 2021. Particularly digital advertising, but even some of the traditional platforms like TV and print have done extremely well."
His comments were corroborated by Q3 earnings results from ad tech stocks. $Alphabet-C (GOOG.US)$ is trading at an all-time high after reporting earnings. $The Trade Desk (TTD.US)$ jumped after analysts raised estimates for TradeDesk's full year earnings, leading to gains for other ad tech stocks, including $Pubmatic (PUBM.US)$ , $Criteo (CRTO.US)$ , $Magnite (MGNI.US)$ , $TechTarget (TTGT.US)$ ), and $Cardlytics (CDLX.US)$ .
$Taboola Com (TBLA.US)$ reported strong results today and raised full year guidance, suggesting the strength in ad spending has continued from Q3 into Q4.
Note that Taboola rival $Outbrain (OB.US)$ has yet to report results.

$Outbrain (OB.US)$ Just reported great ER. Its a new company you can still get cheap. Going to start hearing a lot about it now.