Archive - FundamentalBottom

Preview|META 2Q25:Product Innovation Driving Potential Revenue Acceleration-Part2

META AMM, Super Intelligence, Hyperion/Prometheus/Titan, TikTok, Model Update

Jul 17 •

FundamentalBottom

Preview|META 2Q25: Product Innovations Drive Potential Revenue Acceleration-Part1

Agency Survey, Tariffs, TEMU/SHEIN, Product Innovation, Recommendation System Progress

Jul 16 •

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Deep|The Scale AI Halo Effect Updates: INOD May Haved Raised Its Sales Target This Year

In our prior research, we've noted the rising demand in the data annotation sector and the potential for customer displacement from Meta's investment in…

Jul 14 •

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Research|Grok 4 Dominates Benchmarks Through the Power of Scaling Law, and the Potential ChatGPT Moment for Waymo

Two major stories have been making waves in the AI community over the past couple of days:

Jul 11 •

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Deep|DDOG: BitsAI, A Hidden AI Agent Play?

New Growth Driver could Drive Revenue Upside and Re-rating

Jul 9 •

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2Q25 Research Plan & Pre-Earnings Season Insights

And Our New Agent Product

Jul 8 •

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Notes|2Q25 Ad Interview Series: CN Agency B

Short Drama-New Advertisers, Tariff Impact, A+ Creative's New Feature, Kling.AI, META AMM, Google AI Interview, AppLovin, TikTok Improvement

Jul 7 •

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Research|ORCL:Stargate Progress and Oracle's $30Bn Deal

$30bn Deal Not Included in Current RPO, Customers are Stargate and OAI

Jul 3 •

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Notes|2Q25 Ad Interview Series: EU Agency A

WhatsApp, Advantage, GOOG Performance Max, TikTok

Jul 3 •

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Notes|2Q25 Ad Interview Series: NA Agency B

WhatsApp, META Business AI and Advantage+ Creative, GOOG AI Overview, GOOG Integrating CRM, Applovin

Jul 3 •

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Notes|2Q25 Ad Interview Series: NA Agency A

WhatsApp, New Features in Advantage+ Creative

Jul 2 •

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Notes|2Q25 Ad Interview Series: CN Agency A

META, META AMM, GOOG AI Overview, APP D28, Unity's New Algorithm

Jul 1 •

FundamentalBottom

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