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Q1 2025 Reports
AMAZON
While their growth may not have been as prominent as other platforms during quarter one, Amazon had a 9% increase in their revenue growth. Their online and physical stores, subscription services, third-party seller services, and advertising services all experienced an increase as well ranging from 8-11%. Other statistical information includes Amazon’s CPM averaging $8.00 and their return on advertising spend (ROAS) averaging $2.94. Furthermore, Amazon’s launch of a newer personal assistant called Alexa will outdate the old one and become a more advanced and sophisticated product for customers to use. This item will result in further helping curate product lists. While the CEO of Amazon has stated that there isn’t a certain way to see the future impact of tariffs and when they will settle, as of now there seems to be no direct impacts from the tariffs. In short, while Amazon’s growth in quarter one may have not been as significant as other quarters, Amazon has experienced only positive factors to their platform which is a great start for the rest of 2025.
ROKU
Quarter one was a period of time for mostly positive aspects in Roku’s performance. Roku experienced a 16% (year over year) increase in their revenue growth and their streaming households and hours number has also increased by 12%. Within quarter one, Roku planned to add a new feature called FRNDLY where a customer can purchase a premium membership consisting of Lifetime, Hallmark, A&E which will allow for more versatile content to be viewed by a customer and an extensive increase in customers. This is a large advantage for their company as customers can become more attracted to the platform due to the larger variety of content that can be viewed and more options for customers. Furthermore, Roku has utilized programmatic advertising and improved measurement tools to capture advertising spend which has been a key step in their improvement. Overall, while Roku experienced some great improvements and benefits, investors are also concerned about the 5% slip in after-hours trading which can affect ad budgets and challenges in Roku’s devices segment. While there was a slip in Roku trading, Roku has also experienced many positive benefits for their company and is hoping to continue and expand that throughout the next quarters.
SNAPCHAT
Snapchat has seen a very expansive and growth orientated experience in quarter one. Snapchat has stated they have seen a 14% (year over year) increase in their revenue growth and their net income has seen an immense rise along with their net worth having a 12% increase. Snapchat’s direct response solutions including dynamic ads, shoppable AR lenses, and optimized ad formats, were a main component of their advertising revenue and majority of increases. Additionally, Sponsored Snaps was newly added to Snapchat where it is a biddable feature that leverages pixel purchase optimization. This essentially means that analysts use a website pixel to track a user’s purchases on a website and can use that data for advertising campaigns. Sponsored AI lenses were also added where users were able to generate personalized images at the center of brand moments. In quarter one, Snapchat had an average of $6.58 and $8.85 in ROAS and CPMs respectively. However, despite the positive aspects Snapchat has been experiencing, analysts are also uncertain about their macroeconomic environment as starting into quarter two they experienced a slowdown in revenue growth specifically in their revenue advertising department. It is safe to say that according to our data, Snapchat has had a successful quarter one, but it is still unsure if that will continue throughout quarter two as well.
After a thorough analysis and breakdown for Pinterest’s quarter one statistics, it seems Pinterest has had a beneficial and expansive success in this quarter. Throughout quarter one, Pinterest has seen a 16% (year over year) increase in their revenue expectation versus reality. With that statistic in mind, Pinterest announced their plan to include AI models to ease a user’s experience by recommending content and allowing more visual resources for users. A possible benefit of this new tool is increasing Pinterest’s performance level as our statistics show “80% of campaigns using the (AI - visual) tool outperform traditional campaigns.” This new AI - tool plus their revenue growth is a large part of their success during this past quarter and is reaching further horizons and attracting new customers. While Pinterest has lightly been affected by tariffs from Asian brands and companies, overall the platform has experienced a lot of positive aspects with their spend becoming more diverse, a more crucial partner for advertisers, and improved user personalization. We are monitoring to see if Pinterest’s high performance level will continue throughout quarter two and the rest of 2025.
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