Comscore and Yahoo DSP Partner to Launch Proximic Political Audiences
Comscore and Yahoo DSP announced a first-to-market partnership to enhance political advertising effectiveness across Connected TV, CTV, with the launch of Proximic Political Audiences. The partnership is designed to support leading political activation partners, including MiQ's dedicated political division, enabling agencies and campaigns to operationalize Proximic Political Audiences at scale across premium CTV inventory. "Political campaigns can't afford to treat linear and streaming as separate worlds," said Rachel Gantz, Managing Director, Proximic by Comscore. "By bringing linear exposure data into streaming, Proximic and Yahoo are helping advertisers connect the dots across screens, turning fragmented impressions into coordinated, more effective voter reach that makes every ad dollar work harder."
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- Historic Low Pre-Sales: According to Comscore, 'Star Wars: The Mandalorian and Grogu' achieved only $12 million in Thursday night preview sales, marking the lowest in franchise history, with the previous low held by 'Solo: A Star Wars Story' at $14.1 million.
- Opening Weekend Projections: Analysts predict the film will generate around $80 million for its three-day opening weekend and approximately $95 million for the four-day Memorial Day holiday, indicating a decline in the franchise's box office appeal compared to previous releases.
- Lower Production Costs: With an estimated production budget of $165 million, which is significantly lower than the typical $250 million or more for other Star Wars films, this film has a reduced profitability threshold, although marketing expenses remain a critical factor.
- Merchandising Opportunities: Despite potential box office struggles, Disney aims to leverage the film's release through a robust consumer products launch and theme park tie-ins, particularly capitalizing on the popularity of Grogu, which could significantly boost retail sales.
- Significant User Growth: In March 2026, major consumer AI chatbot platforms in the U.S. reached a total of 44.4 million unique visitors, representing a 21.3% increase from February, indicating sustained consumer interest and demand for AI assistants, which is driving market activity.
- ChatGPT Maintains Leadership: OpenAI's ChatGPT attracted 33.86 million unique visitors in March, up 18.9% month-over-month, solidifying its leadership position in the AI chatbot market and demonstrating its strong appeal and brand influence among users.
- Claude's Rapid Rise: Anthropic's Claude emerged as the fastest-growing platform with a month-over-month increase of 130.1%, reaching 2.66 million unique visitors, showcasing the potential of emerging competitors and consumers' exploration of a broader range of AI tools.
- Importance of Resource Allocation: Comscore's analysis underscores the need for brands and advertisers to prioritize the growth of AI assistant usage when allocating resources, as while ChatGPT remains dominant, the rise of platforms like Claude, Copilot, and Gemini indicates increasing market competition, necessitating timely strategy adjustments to maintain market influence.
- Earnings Report Preview: Major companies including Skillz (SKLZ), Flexible Solutions International (FSI), Nuvve Holding Corp. (NVVE), and Comscore (SCOR) are set to release their earnings on Friday, drawing significant market attention and potentially impacting stock performance in the short term.
- Market Reaction Expectations: The market's response to these earnings reports could influence overall investor sentiment, particularly in the current economic climate where results are viewed as critical indicators of corporate health.
- Industry Dynamics Insight: The performance of companies like Skillz and Nuvve Holding Corp. will provide investors with insights into emerging market trends, especially in the digital entertainment and electric vehicle charging solution sectors.
- Earnings Season Schedule: This earnings release is a key part of the earnings season, and investors can access more information through Seeking Alpha's full earnings calendar, aiding them in making more informed investment decisions.
- Earnings Announcement Date: Comscore (SCOR) is set to release its Q1 2023 earnings on May 15 after market close, with a consensus EPS estimate of $0.29, reflecting a significant year-over-year increase of 117.5%, indicating improved profitability.
- Revenue Expectations: Despite strong EPS projections, the revenue estimate stands at $85.44 million, showing a slight decline of 0.3% year-over-year, which suggests challenges in revenue growth that could impact investor confidence.
- Historical Performance Review: Over the past year, Comscore has not beaten any EPS estimates and has only surpassed revenue estimates 25% of the time, indicating a lack of accuracy in performance forecasting that may affect market expectations for future results.
- Estimate Revision Status: In the last three months, there have been no upward revisions for EPS or revenue estimates, with one downward revision each, reflecting analysts' cautious outlook on Comscore's future performance and potentially raising concerns about its growth potential.
- Release Commitment: Paramount CEO David Ellison promised at CinemaCon to release 30 films annually, although this ambitious goal has raised skepticism within the industry, especially post-merger with Warner Bros., which is expected to present greater production and distribution challenges.
- Merger Impact Analysis: Ellison's plan hinges on regulatory approval for the merger with Warner Bros., yet historical data indicates that past mergers often lead to fewer releases, prompting industry experts to express concerns that the 30-film target is overly ambitious.
- Market Response and Challenges: While theater operators are skeptical about the feasibility of such a high output due to insufficient quality IP support, AMC CEO Adam Aron has expressed support for the merger, believing it will help expand film distribution.
- Industry Status and Future: Post-pandemic, theaters are struggling with a lack of new titles; although 2023 has seen an increase in film releases, the anticipated reduction in output following a merger could further impact box office revenues, leaving the industry's outlook pessimistic.
- Market Decline: Hollywood's box office revenue in China has significantly decreased, with nine U.S. films surpassing $100 million in 2019, while only ten films have achieved this milestone in the past five years, indicating a waning market appeal.
- Policy Restrictions: The U.S.-China film agreement ended in 2017, leading to strict scrutiny and limitations on the distribution of American films in China, particularly when local films perform well, which restricts foreign film access.
- Cultural Differences: Popular U.S. intellectual properties do not guarantee success in China; for instance, the Star Wars franchise failed to resonate due to a lack of audience familiarity, highlighting the absence of cultural connection.
- Future Outlook: Despite challenges, several Hollywood films are set for release in China, including The Super Mario Galaxy Movie and Toy Story 5, demonstrating Hollywood's commitment to the Chinese market and the potential for significant revenue.










