<p>Outbrain, Inc. ((TEAD)) 举行了第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
<h3>认识您的 ETF AI 分析师</h3>
<ul>
<li>了解 TipRanks 的 <em>ETF</em> AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 的见解。</li>
</ul>
<p>Outbrain, Inc. 最近的财报电话会议呈现出复杂的情绪，增长领域的显著亮点被重大挑战所抵消。尽管公司在连接电视和人工智能方面展示了令人印象深刻的进展，但也面临收入下降和运营障碍，导致谨慎的前景。</p>
<h2>连接电视增长</h2>
<p>连接电视成为突出表现者，在第三季度实现了约 40% 的同比增长。该细分市场有望在年底前达到 1 亿美元，凸显其作为 Outbrain 增长驱动因素的重要性。</p>
<h2>跨屏和 CTV 表现</h2>
<p>跨屏策略的整合显示出良好的结果，超过 10% 的品牌广告客户现在在 CTV 和网络平台上均有活跃表现。与 Men’s Wearhouse 的一项显著活动导致超过 41,000 次网站访问和超过 50,000 次额外店铺访问，突显了跨屏广告的潜力。</p>
<h2>人工智能和算法进展</h2>
<p>此次合并显著增强了 Outbrain 的人工智能和算法能力，导致转化率、点击率和个性化广告选择的改善。这些进展为公司在 2026 年之前的增长设定了良好的轨迹。</p>
<h2>加强领导力</h2>
<p>Mollie Spilman 被任命为新的首席商业官，标志着加强领导力的战略举措。凭借其丰富的经验，Spilman 预计将领导公司内部的变革性举措。</p>
<h2>收入下降</h2>
<p>尽管某些领域实现了增长，Outbrain 在第三季度仍面临 15% 的同比收入下降。这一下降归因于美国、英国和法国等关键市场的波动，给公司的收入表现带来了挑战。</p>
<h2>页面浏览量下降</h2>
<p>观察到优质出版商的页面浏览量下降，部分原因是 AI 摘要的采用增加和程序化供应的波动，影响了整体参与度指标。</p>
<h2>运营挑战</h2>
<p>合并后运营整合的复杂性和执行挑战导致改善速度低于预期，特别是在美国、英国和法国等主要市场。</p>
<h2>DSP 业务客户流失</h2>
<p>Outbrain 在其 DSP 业务中经历了几位大型客户支出的显著减少，导致 Ex-TAC 收入同比下降 500 万美元，突显了客户保留策略的必要性。</p>
<h2>前瞻性指导</h2>
<p>展望未来，Outbrain 的指导反映了挑战和旨在改善的战略行动。尽管收入同比下降 15%，公司预计其连接电视细分市场将增长 40%，目标是在 2025 年底前达到 1 亿美元。重点仍然是投资组合优化、运营效率和成本优化，以推动未来的增长和盈利能力。</p>
<p>总之，Outbrain 的财报电话会议揭示了增长机会和挑战的复杂格局。尽管连接电视和人工智能的进展提供了良好的前景，但收入下降和运营障碍需要在未来保持战略关注和谨慎。</p>

<p>Outbrain, Inc. 举行了第三季度财报电话会议，公布了混合的业绩结果。连接电视实现了同比 40% 的增长，而由于市场波动，整体收入下降了 15%。公司在合并后面临运营挑战以及在其 DSP 业务中客户流失。尽管面临这些困难，Outbrain 预计到 2025 年连接电视将实现 40% 的增长，强调需要在投资组合优化和运营效率上进行战略性聚焦，以推动未来的增长</p>

<p>Outbrain, Inc. ((TEAD)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Outbrain, Inc. ((TEAD)) 举行了第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
</div><ul>
<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
</ul>
<div class="lb-trans"><ul>
<li>了解 TipRanks 的 <em>ETF</em> AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 的见解。</li>
</ul>
</div><p>The recent earnings call for Outbrain, Inc. presented a mixed sentiment, with notable highlights in growth areas tempered by significant challenges. While the company showcased impressive advancements in connected TV and AI, it also faced revenue declines and operational hurdles, leading to a cautious outlook.</p>
<div class="lb-trans"><p>Outbrain, Inc. 最近的财报电话会议呈现出复杂的情绪，增长领域的显著亮点被重大挑战所抵消。尽管公司在连接电视和人工智能方面展示了令人印象深刻的进展，但也面临收入下降和运营障碍，导致谨慎的前景。</p>
</div><h2>Connected TV Growth</h2>
<div class="lb-trans"><h2>连接电视增长</h2>
</div><p>Connected TV emerged as a standout performer, achieving approximately 40% year-over-year growth in Q3. This segment is on track to reach $100 million by the end of the year, underscoring its importance as a growth driver for Outbrain.</p>
<div class="lb-trans"><p>连接电视成为突出表现者，在第三季度实现了约 40% 的同比增长。该细分市场有望在年底前达到 1 亿美元，凸显其作为 Outbrain 增长驱动因素的重要性。</p>
</div><h2>Cross-Screen and CTV Performance</h2>
<div class="lb-trans"><h2>跨屏和 CTV 表现</h2>
</div><p>The integration of cross-screen strategies has shown promising results, with over 10% of branding advertisers now active across both CTV and web platforms. A notable campaign with Men’s Wearhouse resulted in over 41,000 site visits and more than 50,000 incremental store visits, highlighting the potential of cross-screen advertising.</p>
<div class="lb-trans"><p>跨屏策略的整合显示出良好的结果，超过 10% 的品牌广告客户现在在 CTV 和网络平台上均有活跃表现。与 Men’s Wearhouse 的一项显著活动导致超过 41,000 次网站访问和超过 50,000 次额外店铺访问，突显了跨屏广告的潜力。</p>
</div><h2>AI and Algorithmic Advancements</h2>
<div class="lb-trans"><h2>人工智能和算法进展</h2>
</div><p>The merger has significantly enhanced Outbrain’s AI and algorithmic capabilities, leading to improved conversion rates, click-through rates, and personalized ad selection. These advancements set a promising trajectory for the company’s growth through 2026.</p>
<div class="lb-trans"><p>此次合并显著增强了 Outbrain 的人工智能和算法能力，导致转化率、点击率和个性化广告选择的改善。这些进展为公司在 2026 年之前的增长设定了良好的轨迹。</p>
</div><h2>Leadership Strengthening</h2>
<div class="lb-trans"><h2>加强领导力</h2>
</div><p>The appointment of Mollie Spilman as the new Chief Commercial Officer marks a strategic move to strengthen leadership. With her extensive experience, Spilman is expected to spearhead transformative initiatives within the company.</p>
<div class="lb-trans"><p>Mollie Spilman 被任命为新的首席商业官，标志着加强领导力的战略举措。凭借其丰富的经验，Spilman 预计将领导公司内部的变革性举措。</p>
</div><h2>Revenue Decline</h2>
<div class="lb-trans"><h2>收入下降</h2>
</div><p>Despite growth in certain areas, Outbrain faced a 15% year-over-year decline in pro forma revenue for Q3. This decline is attributed to volatility in key markets such as the U.S., UK, and France, posing challenges to the company’s top-line performance.</p>
<div class="lb-trans"><p>尽管某些领域实现了增长，Outbrain 在第三季度仍面临 15% 的同比收入下降。这一下降归因于美国、英国和法国等关键市场的波动，给公司的收入表现带来了挑战。</p>
</div><h2>Page View Decline</h2>
<div class="lb-trans"><h2>页面浏览量下降</h2>
</div><p>A decline in page views on premium publishers has been observed, partly due to the increased adoption of AI summaries and volatility in programmatic supply, impacting overall engagement metrics.</p>
<div class="lb-trans"><p>观察到优质出版商的页面浏览量下降，部分原因是 AI 摘要的采用增加和程序化供应的波动，影响了整体参与度指标。</p>
</div><h2>Operational Challenges</h2>
<div class="lb-trans"><h2>运营挑战</h2>
</div><p>The complexities of integrating post-merger operations and execution challenges have resulted in slower-than-expected improvements, particularly in major markets like the U.S., UK, and France.</p>
<div class="lb-trans"><p>合并后运营整合的复杂性和执行挑战导致改善速度低于预期，特别是在美国、英国和法国等主要市场。</p>
</div><h2>Client Losses in DSP Business</h2>
<div class="lb-trans"><h2>DSP 业务客户流失</h2>
</div><p>Outbrain experienced a significant reduction in spending from a few large clients within its DSP business, leading to a $5 million decline in Ex-TAC revenue year-over-year, highlighting the need for client retention strategies.</p>
<div class="lb-trans"><p>Outbrain 在其 DSP 业务中经历了几位大型客户支出的显著减少，导致 Ex-TAC 收入同比下降 500 万美元，突显了客户保留策略的必要性。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Outbrain’s guidance reflects both challenges and strategic actions aimed at improvement. Despite a 15% year-over-year revenue decline, the company projects a 40% growth in its Connected TV segment, targeting $100 million by the end of 2025. The focus remains on portfolio optimization, operational efficiency, and cost optimization to drive future growth and profitability.</p>
<div class="lb-trans"><p>展望未来，Outbrain 的指导反映了挑战和旨在改善的战略行动。尽管收入同比下降 15%，公司预计其连接电视细分市场将增长 40%，目标是在 2025 年底前达到 1 亿美元。重点仍然是投资组合优化、运营效率和成本优化，以推动未来的增长和盈利能力。</p>
</div><p>In summary, Outbrain’s earnings call revealed a complex landscape of growth opportunities and challenges. While connected TV and AI advancements offer promising prospects, revenue declines and operational hurdles necessitate strategic focus and caution moving forward.</p>
<div class="lb-trans"><p>总之，Outbrain 的财报电话会议揭示了增长机会和挑战的复杂格局。尽管连接电视和人工智能的进展提供了良好的前景，但收入下降和运营障碍需要在未来保持战略关注和谨慎。</p>
</div>

Outbrain 的财报电话会议：在挑战中实现增长