Margin Pressure From InvestmentsAnalyst highlights that prioritizing investments in sales transformation and AI talent, along with rising compute and ad stack costs, is pressuring near-term profitability margins.
Scaling And Sales ExecutionAnalyst reports larger-than-expected challenges scaling and diversifying the advertiser base and warns that rebuilding the go-to-market sales organization will limit near-term revenue visibility.
Tariff-driven Ad Demand WeaknessAnalyst warns that tariff-related pressures are prompting large retail advertisers to pull back, reducing ad demand and weighing on revenue growth.