industry intelligence Measured conclusion Latest qualified tape

Industry Sentiment Dossier

Advertising Agencies sentiment intelligence

Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.

Balanced and selective 52/100 narrative breadth 68/100 evidence confidence 152 qualified equities from 288 latest records
Peer rank136 of 157weighted group score
Qualified coverage53%136 records withheld
Direct evidence100%1804 company matches
Story dispersion4.1cross-company score spread
Relative to context-0.5versus Communication Services
Latest refresh12 Aug 2026931 publisher signals

Executive Evidence Brief

A balanced headline masks a selective company tape

Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.

Directional score51.3weighted polarity, separate from reliability
Breadth52constructive minus cautious participation
Confidence68depth, directness, freshness and agreement

Evidence that supports the read

Direct company coverage supplies 100% of the measured article set.

Conditions that limit conviction

Evidence confidence is 68/100 and should limit conviction in the aggregate read.

Only 51% of measured equities have a positive one-week response.

Narrative Breadth

How widely tone is shared

152 equities
52Breadth
Constructive106.6%
Balanced13991.4%
Cautious32.0%

Score Distribution

Shape of the company tape

Neutral range 43 to 57
0Strong caution
3Cautious
139Balanced
9Constructive
1Strongly constructive

Evidence Quality

Reliability of the read

Confidence is not polarity
68/100 group confidence
High confidence57
Usable evidence27
Developing68

1805 relevant story observations across 931 publisher signals. 100% is direct company evidence.

13-Week Trajectory

Weighted tone and participation

Completed observations only
15 Jun: tone 51.5, breadth 53.0, 151 observations22 Jun: tone 51.3, breadth 52.5, 142 observations29 Jun: tone 51.0, breadth 51.4, 147 observations06 Jul: tone 51.3, breadth 52.4, 145 observations13 Jul: tone 51.7, breadth 53.6, 151 observations20 Jul: tone 51.5, breadth 52.6, 152 observations27 Jul: tone 51.3, breadth 52.0, 150 observations03 Aug: tone 51.6, breadth 54.7, 64 observations10 Aug: tone 50.8, breadth 48.4, 31 observations 100500
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50

The path uses a fixed quality sample of up to 152 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.

Market Confirmation

How price is responding to the news tape

152 securities measured

Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.

Confirmed by price85% of qualified equities
News-price disagreement7147% of qualified equities
Cautious news absorbed11% of qualified equities
No decisive price test7247% of qualified equities
Median 1W return+0.20%
Median 4W return+0.80%
Positive 1W response51%
Active trend signal37%
Above Fair Value40%
Median Fair Value gap-12.90%

Internal Leadership

Country map

7 qualified groups

18 thin groups are withheld because they contain fewer than 5 qualified securities.

Peer Comparison

Where this read sits in the ranked tape

Rank 136 of 157

Catalyst Lens

What is moving the narrative

Latest company observations
Market update8153.3% of equities · tone 51.1
Earnings6140.1% of equities · tone 51.3
Capital return53.3% of equities · tone 52.5
Deals and strategy32.0% of equities · tone 54.5
Guidance10.7% of equities · tone 58.0
Regulatory and legal10.7% of equities · tone 54.0

Publisher Lens

Where the latest observations came from

Not an independence count
TradingView6240.8% of equities · tone 50.9
TradingKey127.9% of equities · tone 50.3
TipRanks106.6% of equities · tone 51.9
simplywall.st106.6% of equities · tone 49.2
marketscreener.com95.9% of equities · tone 51.4
MarketBeat53.3% of equities · tone 55.0
GuruFocus42.6% of equities · tone 49.8
MT Newswires21.3% of equities · tone 52.5

Positioning Lens

What deserves attention

Score rank#136among 157 measured industries
Parent spread-0.5versus Communication Services
Cross-company dispersion4.1higher values mean a less uniform tape

Security Evidence

The equities behind the read

Open any ticker for its complete dossier

Constructive leaders

Septeni Holdings Co., Ltd.

News confirmed by price · +4.0% 1W

Earnings · 45/100 confidence · 4 direct stories
QuinStreet Inc

News confirmed by price · +36.0% 1W

Earnings · 90/100 confidence · 29 direct stories
XGL63
Xamble Group Limited

News confirmed by price · +11.1% 1W

Market update · 73/100 confidence · 8 direct stories
Otello Corporation ASA

News confirmed by price · +3.4% 1W

Capital return · 24/100 confidence · 2 direct stories
Iconic Labs Plc

Positive news being faded · -3.6% 1W

Earnings · 61/100 confidence · 4 direct stories
DEC60
JCDecaux SE

Balanced read · +3.8% 1W

Market update · 62/100 confidence · 6 direct stories
Adtraction Group AB

News confirmed by price · +2.0% 1W

Earnings · 52/100 confidence · 3 direct stories
Magnite Inc

News confirmed by price · +28.1% 1W

Earnings · 90/100 confidence · 33 direct stories

Cautious laggards

ValueCommerce Co., Ltd.

Bad news being absorbed · +4.2% 1W

Earnings · 75/100 confidence · 9 direct stories
TTD38
The Trade Desk, Inc.

Caution confirmed by price · -24.2% 1W

Market update · 89/100 confidence · 14 direct stories
TTD41
Trade Desk Inc

Caution confirmed by price · -23.5% 1W

Earnings · 88/100 confidence · 48 direct stories
Criteo Sa

Price moving ahead of tone · -15.8% 1W

Earnings · 85/100 confidence · 26 direct stories
Cardlytics Inc

Balanced read · -2.4% 1W

Earnings · 84/100 confidence · 29 direct stories
Baosheng Media Group Holdings Ltd

Price moving ahead of tone · -48.7% 1W

Market update · 75/100 confidence · 42 direct stories
TC45
TuanChe ADR

Price moving ahead of tone · +21.7% 1W

Market update · 72/100 confidence · 18 direct stories
Hakuhodo DY Holdings Inc

Price moving ahead of tone · -4.6% 1W

Earnings · 63/100 confidence · 4 direct stories

Attention leaders

Fluent Inc

Balanced read · -0.3% 1W

Market update · 75/100 confidence · 60 direct stories
TSQ51
Townsquare Media Inc

Price moving ahead of tone · -4.5% 1W

Market update · 75/100 confidence · 60 direct stories
Stagwell Inc

Balanced read · -1.2% 1W

Market update · 75/100 confidence · 58 direct stories
EVC50
Entravision Communications

Price moving ahead of tone · +5.1% 1W

Market update · 77/100 confidence · 58 direct stories
Marchex Inc

Balanced read · +0.0% 1W

Deals and strategy · 75/100 confidence · 54 direct stories
National CineMedia Inc

Price moving ahead of tone · +6.4% 1W

Market update · 75/100 confidence · 52 direct stories
ADV55
Advantage Solutions Inc

Price moving ahead of tone · +7.7% 1W

Market update · 75/100 confidence · 50 direct stories
Nexxen International Ltd

Price moving ahead of tone · +4.7% 1W

Market update · 75/100 confidence · 49 direct stories

Latest Evidence Ledger

Recent company-level observations

18 displayed
TTD41

Trade Desk (TTD) Is Down 29.9% After Margin Squeeze and $2.49 Billion Buyback Finale - Has The Bull Case Changed?

simplywall.st · Earnings · Caution confirmed by price

88/100 confidence · 100% direct evidence

Mobvista Schedules Board Meeting to Review 2026 Interim Results and Dividend

TipRanks · Earnings · Balanced read

58/100 confidence · 100% direct evidence

QuinStreet, Inc. (NASDAQ:QNST) Receives Average Recommendation of "Moderate Buy" from Analysts

MarketBeat · Earnings · News confirmed by price

90/100 confidence · 100% direct evidence

Stran & Company (SWAG) Releases Q2 2026 Earnings: Revenue Growth but EPS Down

Quiver Quantitative · Earnings · Balanced read

85/100 confidence · 100% direct evidence
APP46

AppLovin Stock Drops After BofA Downgrades Rating

Benzinga · Earnings · Price moving ahead of tone

85/100 confidence · 100% direct evidence
WPP54

AI LIVE: The London Summit seeks top AI leaders to share expertise

finance.yahoo.com · Earnings · Price moving ahead of tone

77/100 confidence · 100% direct evidence
OMC56

Omnicom Group Inc. $OMC Stake Lessened by PensionDanmark Pensionsforsikringsaktieselskab

MarketBeat · Market update · Price moving ahead of tone

90/100 confidence · 100% direct evidence

CyberAgent, Inc. (TSE:4751) Third-Quarter Results: Here's What Analysts Are Forecasting For Next Year

simplywall.st · Earnings · Balanced read

53/100 confidence · 100% direct evidence

Havas N.V. (HAVAS.AS) Stock Price, News, Quote & History

Yahoo! Finance Canada · Market update · Balanced read

50/100 confidence · 100% direct evidence

Q4 2025 Omnicom Group Inc Earnings Call Transcript

GuruFocus · Earnings · Price moving ahead of tone

48/100 confidence · 100% direct evidence

Criteo: No Light At The End Of The Tunnel As Top Line Deteriorates (Rating Downgrade)

Seeking Alpha · Earnings · Price moving ahead of tone

85/100 confidence · 100% direct evidence
ZD52

RBC Adjusts Price Target on Ziff Davis to $65 From $48, Maintains Outperform Rating

MT Newswires · Earnings · Balanced read

89/100 confidence · 100% direct evidence
TTD38

116,051 Shares in The Trade Desk $TTD Purchased by Deane Retirement Strategies Inc.

marketbeat.com · Market update · Caution confirmed by price

89/100 confidence · 100% direct evidence
APP50

3 Reasons FTV is Risky and 1 Stock to Buy Instead

finance.yahoo.com · Earnings · Price moving ahead of tone

88/100 confidence · 100% direct evidence
CCO54

Clear Channel Outdoor Holdings (CCO) Could Be 40% Undervalued After Q2 Results

simplywall.st · Market update · Balanced read

89/100 confidence · 100% direct evidence

What to Know When a Magnite Director Sells Into a 36% Growth Quarter

nasdaq.com · Earnings · News confirmed by price

90/100 confidence · 100% direct evidence
DV57

Key deals this week: Bending Spoons, Advanced Micro Devices, Visa, Prologis, and more

seekingalpha.com · Deals and strategy · Price moving ahead of tone

90/100 confidence · 100% direct evidence

Enterprise value to EBITDA forward of ITmedia Inc. – TSE:2148

TradingView · Earnings · Balanced read

65/100 confidence · 100% direct evidence

Reproducible Method

How to read this dossier

Direction

The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.

Breadth

Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.

Confidence

Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.

Market confirmation

Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.

Coverage controls

Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.

Interpretation

This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.

Evidence context