Ad-Supported Digital Media / Social

Digital consumer media businesses whose primary monetization is the sale of advertising impressions delivered against an owned-and-operated user surface (Facebook/Instagram, YouTube, Snapchat, Pinterest, Reddit) or against third-party inventory intermediated through an exchange/DSP/SSP (The Trade Desk, Magnite, AppLovin). The disclosure pattern is dominated by an MD&A "Key Metrics" or "Key Operati

Each company on its own headline number

TickerCompanyTheir metricPeriodYoYA year ago
OUTOutfront Media Inc.Digital Billboard DisplaysFY2026-Q2+6.1%-1.9%
GOOGLAlphabet Inc.Number of employeesFY2026-Q2+6.3%+4.2%
PINSPinterest, Inc.Europe Monthly Active UsersFY2026-Q2+7.5%+7.4%
RDDTReddit, Inc.Daily Active Users, Quarterly AverageFY2026-Q2+18.0%+21.1%
SNAPSnap Inc.Daily Active UsersFY2026-Q2+5.1%+8.6%
NCMINational CineMedia, Inc.Total attendanceFY2026-Q2+19.3%+24.2%
IBTAIbotta, Inc.RedeemersFY2026-Q2+20.8%+26.3%
METAMeta Platforms, Inc.EmployeesFY2026-Q2-0.6%+7.3%
TDAYUSA TODAY Co., Inc.Global average monthly unique visitorsFY2026-Q2-12.7%-2.2%
ANGIAngi Inc.Transacting Service ProfessionalsFY2025-Q1-18.8%-6.8%
ZDZiff Davis, Inc.Gaming and Entertainment Subscription and Licensing CustomersFY2026-Q2-0.2%+12.4%
THRYThryv Holdings, Inc.Seasoned Net Revenue RetentionFY2026-Q2-13.0 pts+9.0 pts
RUMRumble Inc.Average Global Monthly Active UsersFY2026-Q1-5.1%+18.0%

Where they use the same metric

  • Free cash flow — reported by 6 of 74
  • Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization — reported by 5 of 74
  • Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization Margin — reported by 5 of 74
  • Digital revenue — reported by 3 of 74
  • Global Monthly Active Users — reported by 3 of 74

A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.

All inflections · Stock screener