GBA PRESENTS- the public games

Discussion in 'Stocks' started by stonedinvestor, Jul 22, 2024.

  1. RAMP IT UP-!

    Google Announces New Approach to Cookie Deprecation
    July 22, 2024

    RAMP Investors & Analysts -

    Today Google announced that it no longer intends to fully deprecate third-party cookies, subject to consultation with regulators. We have three initial observations about the announcement:

    1. Clarity is good for the entire industry. The uncertainty with Chrome’s third-party cookie deprecation timeline and the “will they or won’t they“ hand wringing has been a distraction for the digital advertising industry for several years now and, in many ways, has impeded the industry’s progress. Now that there is clarity on Chrome’s plan, the industry can move forward and embrace authenticated solutions — such as LiveRamp’s Data Collaboration Platform and Authenticated Traffic Solution (ATS) – that enhance the performance of addressable advertising.
    2. The direction of travel – toward authenticated addressability – remains the same.In lieu of deprecating third-party cookies, Chrome intends to make it easier for consumers to opt-out of tracking and will introduce IP Protection to prevent covert tracking by websites. Ultimately, these changes may have the same or similar effect as deprecating third-party cookies, if Apple's ATT is any indication. So the direction of travel for the digital advertising industry is unchanged: Addressable digital advertising is moving off third-party signals and onto authenticated, first-party data.
    3. Authenticated addressability delivers better performance for advertisers.
      LiveRamp will continue supporting both cookies and authenticated solutions. Our research demonstrates – time and time again – that the combination of our first-party solutions – RampID powered by ATS – and cookies generates materially better performance for advertisers. For example, our case study with Omni Hotels & Resorts showed that using ATS and PAIR on Display & Video 360 generated a 4X improvement in conversion rate over traditional cookie-based targeting (LINK). In another case study, Indeed, the leading online job site, saw 54% growth in its re-targeting audience and 20% improvement in response rates with RampID compared to cookies (LINK).


    As always, we’re available to answer any questions. Thank you.

    Regards,

    LiveRamp Investor Relations
     
    #1231     Aug 8, 2024
  2. DOWN FROM $32>

    GUMMY-!

    Ramp Holdings, Inc.

    $26.920.06(+0.22%)4:00 PM 08/07/24
    NYSE |$USD |Post-Market:$27.75+0.83(+3.08%)7:29 PM<-------------------

    THERE is a chance these earnings are beating a reduced estimate I am not sure.

    But we have had this Goog scare that seems somewhat receded and to me they did everything right here:

    LiveRamp raises FY25 revenue view to $715M-$735M from $710M-$730M » 16:59 RAMP Consensus $720.46M.
    Sees… LiveRamp sees Q2 revenue $176M, consensus $175.05M » 16:57 RAMP Sees Q2 operating income…

    LiveRamp reports Q1 EPS 35c, consensus 31c » 16:56 RAMP
     
    #1232     Aug 8, 2024
  3. Darc

    Darc

    Charlie's brown bread Stoney, Incase you weren't joking.
     
    #1233     Aug 8, 2024
  4. Disney price target lowered by $20 at Wells Fargo, » 07:17 DIS
     
    #1234     Aug 8, 2024
  5. Charlie is dead?
     
    #1235     Aug 8, 2024
  6. HUNGRY HUNGRY HIPPO

    GUMMY No 2
    HIPO Hippo Holdings Inc.


    $15.570.46(+3.04%)4:00 PM 08/07/24
    NYSE |$USD |Pre-Market:$16.89+1.32(+8.48%)7:23 AM<-- wait for 10:30 pull in. :caution:


    Hippo sees Q4 revenue $95M-$99M 07:20 HIPO
    Hippo sees Q3 revenue $92M-$94M, consensus $90.31M 07:20
    HIPO Hippo sees 2024 revenue $362M-$368M, consensus $357.13M 07:20 HIPO

    Hippo reports Q2 EPS ($1.64), consensus ($1.66) » 07:19 HIPO

    Company Profile
    [​IMG]
    Hippo Holdings Inc. provides property and casualty insurance products to individuals and business customers primarily in the United States. The company operates through three segments: Services, Insurance-as-a-Service, and Hippo Home Insurance Program. Its insurance products include homeowners’ insurance against risks of fire, wind, and theft, as well as other personal lines policies from third party carriers; and personal and commercial, as well as home, auto, cyber, small business, life, specialty lines, and other insurance products. The company distributes insurance products and services through its technology platform and website, as well as operates licensed insurance agencies. Hippo Holdings Inc. is headquartered in Palo Alto, California.
     
    #1236     Aug 8, 2024
  7. I was looking into Altria Group, Inc. (MO) that's still a maybe.

    I did go ahead with a few of the energy stocks,
    Delek Logistics Partners, LP (DKL)
    Hess Midstream LP (HESM)
    MPLX LP (MPLX)

    I'll ride this energy wave while it's hot, I figure go where the money is and these guys are making plenty of it. Q2 earnings all higher than expected.
     
    #1237     Aug 8, 2024
    stonedinvestor likes this.



  8. Watching:: I thought it might open down and go up// looks up first... I could have the move backwards...

    IONQ IonQ, Inc.

    $6.80-0.41(-5.69%)4:00 PM 08/07/24
    NYSE |$USD |Pre-Market:$7.23+0.43(+6.32%)7:28 AM
     
    #1238     Aug 8, 2024



  9. Good! I favor PM - but it's yield is only 4%<------

    PM Philip Morris International Inc.- UP 12% 1 month!

    $115.741.54(+1.35%)4:00 PM 08/07/24
    NYSE |$USD

    &

    BTI British American Tobacco p.l.c.- Up 8% 1 year


    $35.45 0.53(+1.52%)4:00 PM 08/07/24

    Yield- 8.3%
     
    #1239     Aug 8, 2024

  10. TY Stoney-!

    DDOG Datadog, Inc. :cool:

    $108.042.57(+2.44%)4:00 PM 08/07/24
    NASDAQ |$USD |Pre-Market:$110.77+2.73(+2.53%)7:33 AM

    Datadog beats top-line and bottom-line estimates; initiates Q3 and updates FY24 outlook
    NewsToday, 7:04 AM:strong:
     
    #1240     Aug 8, 2024