Perion Stock And Digital Ad Platforms Gaining From The Shift Away From TV News

Traditional TV news is wrestling with court fights and shrinking White House access, while bloggers and social platforms find new openings with the administration. That shift in attention and ad budgets creates a potential opening for investors who follow how audiences move, not just what headlines say. This article walks through three stocks exposed to that news shock and explains how each might fit, or not fit, in your watchlist.

The three stocks below are just a starting sample, and the full screen surfaced 7 more U.S. listed digital and social platforms with equally compelling narratives that are not covered here.

To identify your own highest conviction angles on this shift away from traditional TV news, head straight into the Digital & Social Media Platforms Benefiting from Shift Away from Traditional News Networks screener

Perion Network (PERI)

Overview: Perion Network runs digital advertising and retail media platforms that help brands and agencies move budgets from traditional TV into targeted online channels.

Operations: Perion Network currently generates its entire reported revenue of about $436 million from High Impact Advertising Solutions across digital formats.

Market Cap: $341 million

Perion Network matters for this theme because its adtech stack is built for the online channels where audience attention is drifting as traditional TV news coverage becomes less central for advertisers.

"If this works: • Clients trust the system • Budgets grow • Margins expand • Switching costs rise"

What happens to Perion Network’s margins and growth will hinge on one unresolved factor in how advertisers respond to its expanding AI layer.

That unresolved piece is exactly where the opportunity could be hiding, and the full narrative for Perion Network explains how Perion Network’s AI layer might influence pricing power and support stickier demand.

DoubleVerify Holdings (DV)

Overview: DoubleVerify Holdings runs media effectiveness tools that help advertisers check if online and social ads are fraud free, brand safe and actually viewed.

Operations: DoubleVerify currently reports about $769 million in revenue from Data Processing services tied to its digital ad verification and analytics platforms.

Market Cap: $2.1 billion

DoubleVerify matters for this theme because more political noise around TV news often nudges budgets into digital channels where advertisers want proof their spend is safe and working.

"The rapid expansion and adoption of DoubleVerify's solutions in emerging digital ad formats, particularly in Connected TV (CTV), social media, and retail media, are fueling sustained double-digit revenue growth, with CTV measurement impressions up 45% year-over-year and product innovation pipelines (such as new CTV and Meta solutions) expected to unlock further revenue streams in 2026 and beyond."

What happens when one pressure point in how platforms share data with DoubleVerify shifts will matter a lot for both demand and pricing power.

That data sharing pivot is exactly where the story gets interesting, and the full narrative for DoubleVerify Holdings unpacks how it could accelerate revenue mix and re-rate the stock.

Stagwell (STGW)

Overview: Stagwell runs digital first marketing, media, and communications services that help brands shift campaigns from traditional TV toward online and social platforms.

Operations: Stagwell reports about $1.1b from Marketing Services, $721 million from Media & Commerce, $659 million from Communications, and $424 million from Digital Transformation, largely in the United States.

Market Cap: $2.0b

Stagwell matters for this theme because it sits where brands are rethinking TV heavy ad plans and rebuilding campaigns around data rich digital channels instead.

"While Stagwell is rolling out its proprietary Marketing Cloud platform and expects substantial margin improvements through SaaS adoption and tech-driven efficiency (including AI deployment and cost reductions of up to 15 percent), the company could struggle to maintain margins and recurring revenue if the ongoing automation of marketing tasks via advanced AI erodes the differentiation and pricing power of agency-led services faster than Stagwell can upgrade its offering."

What happens if a single pressure point in how clients value those high touch services shifts will do a lot to shape the outcome.

If that value perception shifts again, the full narrative for Stagwell shows how Stagwell could turn AI disruption into accelerating margins, stickier client spend, and a different pricing story.

Seeking Alternatives Before Momentum Flies

Fresh ideas move first. Late money often gets caught chasing momentum while the best entry points are dropping under the radar for now, so consider researching opportunities early.

• Identify resilient cash generators by scanning the list of solid balance sheet and fundamentals (23 results) before the broader market fully reflects their financial strength.
• Follow structural demand for AI infrastructure by tracking the curated list of 88 AI infrastructure stocks while capacity build outs may still be underfollowed.
• Review the focused group of 95 robotics and automation stocks that could be positioned to participate if robotics momentum builds.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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