Vibe Acquisition, Valuation, Funding & Investors

Baidu is the largest internet search engine in China with over 50% share of the search engine market in 2024 per web analytics firm, Statcounter. The firm generated 70% of core revenue from online marketing services from its search engine in 2024. Outside its search engine, Baidu is a technology-driven company and its other major growth initiatives are artificial intelligence cloud, video streaming services, voice recognition technology, and autonomous driving.

Alphabet is a holding company that wholly owns internet giant Google. The California-based company derives slightly less than 90% of its revenue from Google services, the vast majority of which is advertising sales. Alongside online ads, Google services houses sales stemming from Google’s subscription services (YouTube TV and YouTube Music, among others), platforms (sales and in-app purchases on Play Store), and devices (Chromebooks, Pixel smartphones, and smart home products such as Chromecast). Google’s cloud computing platform accounts for roughly 10% of Alphabet’s revenue. The firm’s investments in up-and-coming technologies such as self-driving cars (Waymo), health (Verily), and internet access (Google Fiber) make up the rest.

Substack is a San Francisco-headquartered platform empowering writers to publish subscription newsletters, podcasts, and videos. It handles payments, email delivery, and analytics, allowing creators to retain 90 percent of revenue while building direct audience relationships. Popular among journalists from The Free Press and economists like Noah Smith, Substack supports over 3 million paid subscriptions across politics, tech, and culture topics.

iSpot.tv is a Bellevue, Washington-headquartered company that measures the brand and business impact of TV and streaming ads from planning through conversion. Its real-time attribution platform analyzes creative effectiveness, optimizes media plans, and benchmarks performance against competitors for cross-platform campaigns. Purpose-built for linear and connected TV, iSpot.tv delivers granular insights to advertisers worldwide, founded in 2012.

InMobi is a Bangalore-headquartered mobile advertising technology company that operates the Miip platform connecting advertisers with publishers through programmatic buying and audience insights. The company powers personalized ad experiences across apps and mobile web in over 20 markets worldwide. InMobi also runs Glance, a lockscreen content platform available on Android devices in India and Southeast Asia delivering news, sports, and entertainment feeds. Discovery, another InMobi service, enables marketers to build mobile-first consumer relationships via contextual data signals. The firm partners with brands like Unilever and Procter & Gamble for performance-driven campaigns.

StackAdapt is a Toronto-headquartered programmatic advertising DSP handling native, display, video, CTV, audio, DOOH, and in-game formats via self-serve interface. Ranked number one on G2 for six years through 2023, it processes billions of impressions daily using ML for audience targeting across 30+ countries. Advertisers access premium inventory from publishers like The New York Times and Paramount with transparent bidding analytics.

Septeni Holdings Co Ltd is a Japanese Internet marketing company, providing marketing support services based primarily on Internet ads. Its business activities are divided into two segments including Internet marketing business and Media content business. The Internet marketing business segment includes a social media business that provides marketing services for customers on various global social media networks. The company's media content segment plans, develops and operates media and content specializing in Manga art for mobile phone advertisements. Septeni's primary revenue source geographically is Japan and it also operates subsidiaries in the United Kingdom, South Korea, and the United States.

Magnite is a supply-side advertising platform that provides technology and yield management solutions to content publishers, enabling them to monetize their digital advertising inventory. Magnite receives a percentage of all advertising inventory that it sells. 43% of Magnite’s revenue is derived from connected television, or CTV, streaming platforms, 40% from mobile applications, and the remainder from general websites. Beyond the typical monetization responsibilities inherent to an SSP, Magnite also provides upstream advertising servers to CTV publishers, allowing them to have granular control over direct-sold, programmatic guaranteed, and open-auction logic. Magnite competes with other independent SSPs, supply path optimization solutions, and closed ecosystems like Meta.

Nexxen International Ltd is a globalized and flexible advertising technology platform with deep expertise in data and advanced TV that helps empower advertisers, agencies, digital publishers and broadcasters to achieve desired outcomes, including increased efficiency and returns, across the media supply chain. It is a demand-side platform (DSP), supply-side platform (SSP), ad server, and data management platform (DMP) and also delivers a flexible and unified technology stack with and exclusive data at its core. Company operates in America, APAC, EMEA, regions, with majority revenue from America.

Amdocs Ltd is a provider of software and services to communications, entertainment, and media service providers. The Company operates in a single segment and designs, develops, markets, supports, implements, and operates open and modular cloud offerings. Its portfolio includes solutions across digital business systems and legacy business and operational support systems, supporting multiple lines of business such as wireless, broadband, cable, fiber, satellite, and digital services. The Company leverages artificial intelligence to support digital transformation, cloud adoption, and intelligent network automation. Geographically, it derives a majority of its revenue from North America and also operates in Europe and the rest of the world.

VideoAmp is an adtech company headquartered in Los Angeles and New York. It provides media measurement, data, and software that help advertisers and media owners plan and value ad spend across TV, streaming, and digital video, positioning its tools as an alternative media currency to incumbents like Nielsen. Its platform is used by major media holding companies, publishers, independent agencies, and advertisers to optimize campaigns based on audience and performance data.

Digital Turbine Inc is an independent mobile growth platform. It offers end-to-end products and solutions to all participants in the mobile application ecosystem, enabling brand discovery and advertising, user acquisition and engagement, and operational efficiency for advertisers. Its operating segments are On Device Solutions and App Growth Platform.

Atmosphere is an Austin-based streaming TV service for bars, restaurants, and gyms, delivering 21 ad-supported channels with sports, lifestyle, and entertainment content. Spun out from Chive Media Group in 2019, it includes digital signage overlays for venue promotions and viewer interaction via QR codes. The platform reaches thousands of U.S. locations through proprietary data analytics.

CHEQ is a New York-based cybersecurity company protecting brands from bots, AI agents, and online threats using a triple-layer intelligence engine analyzing over six trillion signals daily from one million domains. Trusted by more than 15,000 enterprises including Fortune 50 firms, CHEQ integrates with marketing and security tools, achieving a false positive rate below 0.009 percent. The Tel Aviv-headquartered firm operates globally to secure customer journeys.

Minute Media is a sports and culture content platform owning brands like The Players' Tribune, FanSided, 90min, and STN Video. Tel Aviv-headquartered with offices in New York, London, São Paulo, and Tokyo, it powers creation and distribution for 1,500 creators across 14 markets in 10 languages.

Swiftly is a vertical SaaS platform transforming grocery retail into digital media businesses. Its Swiftly Stack unifies POS, loyalty, e-commerce, and mobile data for identity resolution, audience targeting, and attribution. Retailers including independents and chains monetize inventory through self-serve campaigns for CPG brands like Procter & Gamble and Unilever.

Taboola is a performance-based native advertising network designed to improve click-through rates and increase monetizable events for advertisers while generating yield for publisher websites. Taboola competes with Google, Amazon, and other advertising networks that display stories and products on websites. The company was founded in 2007 in Israel. It acquired Connexity, a retail advertising network, in 2021, and entered a partnership with Yahoo in 2022, in which it acquired exclusive native advertising rights over Yahoo digital properties in exchange for a 25% equity stake in the company.