AppLovin Beats Earnings, Bark Revenue Falls, Omnicom Joins RMX

From The Digital Commerce Daily · 6:25

Show by Marco & Klara

AppLovin is challenging Meta for DTC ad budgets and the numbers are hard to ignore. Plus, BarkBox reveals a warning sign hiding inside a recovery story — and Omnicom just made retail media standardisation in Europe real. In this episode: AppLovin came in just under a major revenue milestone with exceptional growth rates this quarter, yet Wall Street remains cautious — a signal for ecommerce brands to test it as a Meta alternative, not replace Meta outright. Bark's total net revenue fell in fiscal Q2 ended September 30 despite direct-to-consumer commerce resuming growth, exposing a dangerous gap between order volume and overall business health that subscription DTC brands heading into Q4 should heed. Omnicom Media has been named beta agency partner for SMG's RMX retail media exchange, committing real budget to a single cross-retailer buying interface and turning years of standardisation talk in Europe into live infrastructure. The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day. Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us. Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

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