Vibe

Vibe

Cost-per-view digital advertising for streaming TV

Overview

Vibe.co runs a digital advertising platform for streaming apps and TV channels, helping small and medium-sized businesses reach audiences across 500+ apps and channels and up to 120 million households. Advertisers run campaigns on the platform and pay on a cost-per-view basis, with targeting based on socio-demographic factors, interests, and purchase intent to show ads to likely customers. It differentiates itself with SMB-friendly campaigns, a large and varied inventory, and a pay-for-views model that links cost directly to actual views. The goal is to help brands increase visibility and efficiently connect with the right audiences through streaming media.

About Vibe

Simplify's Rating
Why Vibe is rated
B
Rated B on Competitive Edge
Rated A on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Consumer Software

Enterprise Software

Entertainment

Company Size

201-500

Company Stage

Series B

Total Funding

$78.9M

Headquarters

Chicago, Illinois

Founded

2021

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Simplify's Take

What believers are saying

  • Walmart completed Vibe acquisition August 4, 2026, validating the product and market.
  • Klaviyo and Fospha integrations expanded measurable CTV adoption for performance marketers in 2026.
  • Vibe reported 10,000 advertisers, and Walmart’s retail data can accelerate spend growth.

What critics are saying

  • Walmart can absorb Vibe into Connect, erasing standalone brand and product autonomy by 2027.
  • CTV measurement disputes persist; any attribution failure weakens Vibe’s performance-marketing pitch quickly.
  • Google, Amazon, and Roku already own scale, inventory, and first-party commerce data.

What makes Vibe unique

  • Vibe built self-serve CTV buying for SMBs lacking agency-style media teams.
  • Its API and MCP automate 250-account campaigns in minutes, not hours.
  • Walmart Connect bought Vibe in 2026 for commerce audiences and closed-loop measurement.

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Funding

Total Funding

$78.9M

Above

Industry Average

Funded Over

3 Rounds

Series B funding is typically for startups that have proven their business model and need more funding to expand rapidly—often by entering new markets or adding more products. Investors are usually venture capital firms that specialize in later-stage investments.
Series B Funding Comparison
Above Average

Industry standards

$35M
$45M
Linktree
$50M
Vibe
$65M
Substack
$100M
ClickUp

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Hybrid Work Options

Remote Work Options

Meal Benefits

Stock Options

Childcare Support

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

-5%

2 year growth

2%
Altman Solon
Aug 5th, 2026
Walmart invests in connected TV advertising platform Vibe.co

Walmart has made a strategic investment in Vibe.co, a connected TV advertising platform. The retail and e-commerce giant was advised on the transaction by Altman Solon, a strategy consulting firm specialising in telecommunications, media, and technology. The investment is described as positioning Walmart for its next stage of growth and strategic development. No financial details of the deal were disclosed. Vibe.co operates in the connected TV advertising sector, which has seen increasing activity as retailers expand their digital advertising capabilities. The transaction reflects continued momentum in strategic deals across the technology, media, and telecommunications sectors.

Digiday
Aug 4th, 2026
Ad Tech Briefing: Q2's Big Tech earnings, small-scale concessions, and frustrated dealmakers.

Ad Tech Briefing: Q2's Big Tech earnings, small-scale concessions, and frustrated dealmakers. This Ad Tech Briefing covers the latest in ad tech and platforms for Digiday+ members and is distributed over email every Tuesday at 10 a.m. ET. More from the series The second-quarter earnings call period is often seen as a reprieve from the traditional summer slowdown, for news junkies at least. If nothing else, it's an opportunity to pore over the books and try to anticipate what's ahead for the remainder of 2026. Digital media enthusiasts are currently digesting the eyewatering amounts of dollars flowing into the hands of Big Tech, while bracing themselves for the corresponding returns of their ad tech peers on public markets and using those results as an indicator of how to hedge their bets in the second half of the year. Shifting sands Last week saw Amazon and Meta issue their earnings for the period, with the social media giant breathing down the neck of market-leader Google, generating $61 billion in Q2 revenue (up 28% year-on-year), while the e-commerce giants saw a similar growth rate (26%) with ad revenues nearing $20 billion during the period. For context, Google's advertising growth rate (14.5%) trailed the above duo during the same period, but its overall ad revenue ($81.6 billion) underscores its place at the top. In normal times, such figures would wow the markets, but in an era of AI disruption, Wall Street investors judged the numbers harshly, predominantly due to the trio's AI-related capital expenditures, a sign of the shifting dynamics between Madison Avenue and Wall Street. Transparency concessions Further evidence of this point was on display when Digiday revealed how Google is making a (rare) concession to Madison Avenue's calls for transparency amid its haste to interweave AI into every aspect of its operations, with a limited pilot feature for Performance Max, a.k.a. PMax, campaigns that lets media buyers opt out of third-party search partners and the Google Display Network. The move is likely to have been in the asking for some time, after earlier high-profile studies demonstrated the brand safety liabilities involved in blindly trusting AI-powered platforms such as PMax. As a sidebar, Digiday also recently covered OpenAI's continued efforts to build a $100 billion ad empire by the close of the decade by offering promotional credits - such as $50 or $100 matching incentives - to new advertisers. It's a common tactic used by platforms like TikTok, Google, and Meta to encourage initial spending and habit formation. However, as sources noted, there is continued concern about proving ROAS with ChatGPT, with media buyers evidently concerned about measurement options, platform accessibility, and high minimum spend requirements, which are likely fueling eMarketer's estimate that OpenAI will fall significantly short of its projected ad spend goal. PE looms over ad tech Doubtless, independent ad tech outfits seek to exploit such concerns, with a proxy of the success of such appeals on the horizon with the publicly-listed entities in this cohort subsequently due to issue their Q2 earnings: AppLovin, Criteo, Magnite and Taboola all on Aug. 5; PubMatic and The Trade Desk on Aug. 6; and Viant Technology on Aug. 10. Of course, the mixed fortunes of such players are well noted, with one discernible trend among this cohort being the recent spate of take-private deals over the last 12 months, with Criteo the latest subject of speculation. That came just weeks after the announcement of LiveRamp's intended sale to Publicis Groupe. Meanwhile, Integral Ad Science's sale to private equity firm Novacap, taking it off the public markets, was completed earlier this year. LiveRamp aside, a common theme connecting the above deals is PE's willingness to see value where the public markets are skeptical, with sources telling Digiday that whispers of similar transactions in the space are currently doing the rounds - presently, evidence is too scant to publicly name names. Which way is the exit? A recently published study from SI Global, which interrogated more than 80 PE firms and 266 portfolio companies, noted a marked shift in investment priorities. Investment in business services is entering a more mature phase rather than retreating. Per the report, AI is increasingly viewed as a value-creation opportunity rather than a disruption risk, provided management teams can demonstrate a credible strategy for embedding it into their commercial model. However, a report by investment bank LUMA Partners, which surveilled market activity in the second quarter of this year, noted that, despite high-profile deals such as the above-listed transactions - not to mention strategic buys such as Comcast's acquisition of Vibe.co for more than $1 billion - overall deal volume is down. Indeed, M&A activity declined modestly in Q2 2026 amid persistent geopolitical and macroeconomic uncertainty, but strategic buyers continued pursuing larger acquisitions to strengthen competitive positioning. LUMA notes that strategic dialogue has increased following recent deals and expects transaction activity to accelerate during the second half of 2026 as buyers pursue inorganic growth, particularly around AI capabilities and CTV. To this end, Zeta Global, itself a publicly listed entity, recently announced the closure of a $1 billion M&A credit facility, with the company's CEO, David Steinberg, articulating the pace of his appetite for inorganic growth. "As Zeta Global continues to grow, so does our capacity to invest behind it. We've closed a new $1 billion credit facility, so that as opportunities for M&A come available we have the dry powder we need," he wrote on his July 28 post. "We can buy back more shares faster, and have greater corporate liquidity... there's a lot of opportunity ahead for Zeta, and this positions us to capitalize on it." Numbers to know. Findings from LUMA Partners' Q2 report: * 16%: the amount ad tech total deal activity fell annually in Q2 * 1%: the amount ad tech deal activity fell sequentially in Q2 What Digiday has covered. Holding companies are offering to absorb AI infrastructure expenses in exchange for clients committing a fixed share of their media spend to principal inventory Google's Performance Max product has frustrated and bemused media buyers since its launch four years ago. In recent weeks, however, the tech giant has chosen to yield a little ground to marketers and buyers asking for more control. What Digiday heard. "You can 'rent' an AppLovin ad account for 4% of spend." Vivek Girotra, vp of growth marketing at Times Internet, recalls a recent Telegram Messenger exchange, where someone asks for an account, and receives a reply, "I rent them for 4% of ad spend, if your product/campaign is eligible to run." Someone else offers to buy one outright. "I don't sell them." What Digiday is reading. Court proceedings that chased the term brand safety from public discourse has now been settled. I/O Fund's lead tech analyst, Beth Kindig, notes the consequences of Big Tech's growing momentum in AI monetization, but capex continues to far outpace operating cash flow. The screwup shows how tricky it can be to stop web crawlers from making ostensibly private conversations with AI chatbots entirely too public. Netflix's first Chief Sustainability Officer departs after nearly six years Netflix Chief Sustainability Officer Emma Stewart has announced she is leaving the streaming giant after nearly six years in the role to join climate storytelling organization Climate Spring - will she be replaced?

Vibe
Jul 29th, 2026
Klaviyo x Vibe.co: Turning customer data into measurable TV.

Klaviyo x Vibe.co: Turning customer data into measurable TV. Klaviyo and Vibe now connect directly, so B2C brands can push their Klaviyo audiences into Vibe, run acquisition and suppression on premium CTV, and measure the result in the same tools they already trust. It's the missing link between the data that powers every other channel and the one screen it never reached. Boston Proper put it to work first and drove 3.25x ROAS on 8M+ impressions. Why this integration matters. Performance marketers hold every channel to the same standard: built on real customer data, judged on measured outcomes. CTV has been the exception - not for any lack of reach or impact, but because the customer data that powers precise campaigns everywhere else rarely reached the TV screen, and the results rarely made it back into the tools marketers use to judge spend. Klaviyo sits on exactly that data. Klaviyo's autonomous B2C CRM captures what customers do online and offline so brands can personalize how they reach them. The Vibe integration takes that intelligence and puts it to work on CTV, then closes the loop on measurement. How it works. Brands connect Klaviyo to Vibe and use their CRM audiences to: * Acquire. Reach net-new prospects by layering Klaviyo audience data over Vibe's premium inventory. * Suppress. Apply suppression lists to keep existing customers out of acquisition spend, so budget goes to incremental reach. * Measure. Tie CTV exposure back to attributable outcomes through Vibe's native measurement integrations, including Northbeam. Because Vibe is self-serve, brands set this up themselves. No managed-service middle layer, no new reporting infrastructure, no waiting on an insertion order. Boston Proper: the proof. Boston Proper, a women's fashion brand with a loyal base and an aggressive net-new acquisition goal, runs Klaviyo for CRM and email, and Northbeam for attribution. Both had to integrate cleanly with any CTV partner, and Vibe connected to both without friction. The team built separate acquisition and retention programs, layered Klaviyo's CRM data onto Vibe's premium inventory to find the right new customers, and used suppression lists to protect their existing base. The result: 3.25x ROAS measured by Northbeam's deterministic view-through attribution, 8M+ impressions, and a year-over-year lift in new prospect audiences. Part of a measurable-by-default stack. Klaviyo joins Northbeam, Triple Whale, and Prescient in a growing set of data and measurement integrations that make CTV on Vibe accountable to revenue, not impressions. Bring the audiences you already own and the measurement you already trust; Vibe puts them on the big screen and reads the results back. Already run Klaviyo? Connect it to Vibe and turn your CRM audiences into measurable TV. Jul 29, 2026 Last updated: Aug 03, 2026

Vibe
Jul 22nd, 2026
How Vibe's growth team launched 250 personalized campaigns in less than 15 minutes.

How Vibe's growth team launched 250 personalized campaigns in less than 15 minutes. First in the Vibe for Vibe series, tied to the Vibe AI product suite. Every growth team runs into the same tradeoff. Personalize a campaign for each account, and setup time multiplies with every account you add. Automate to save time, and the personalization disappears. Vibe's team had faced this challenge, until Vibe, Inc. launched the full suite of Vibe Public APIs. Vibe's VP of Growth & Marketing, Romain Marsal, leveraged the API to launch 250 personalized ABM campaigns - one per target account, in a matter of minutes. What 250 personalized campaigns entailed before. Romain leads growth marketing at Vibe. The team works across every platform a performance marketer touches. Before AI entered the workflow, that meant one specialist mastering the configuration quirks of each one: launch a campaign, check performance, tweak the audience, iterate on creative, then do it again for the next platform. That became a real bottleneck when Romain's team set out to run true account-based marketing: a dedicated CTV campaign for each of 250 target accounts, each with its own matched audience and matched creative. Configured manually, a campaign like this takes roughly 10 to 30 minutes: targeting, audience, creative assignment, review. Multiply that across 250 accounts and you get 40-125 hours of manual setup before a single impression airs. Per Demand Gen Report's 2026 ABM Benchmark Survey, marketers now rank personalization at scale as AI's single biggest impact on ABM, ahead of targeting or content creation. Romain's team ran into that exact wall. How the Vibe API turned 125 hours into 15 minutes. The old way of working meant a campaign this personalized either wasn't possible, or it was too costly to justify. Romain tested a different approach. He opened Claude, dropped in his list of 250 target accounts from Clay, and manually briefed the LLM on one of the campaigns. Once he saw Claude got it right, he let the Vibe API take it from there. How did he do it? * He started with a list of 250 target accounts and used Clay to enrich account data per company. * That data fed into the API, which built a dedicated campaign per account: one audience, one budget, one set of targeting parameters, all matched to the specific business. * Vibe's agency had delivered the 250 creatives in a spreadsheet, one per account. * The API read the spreadsheet and matched each creative to its campaign automatically, with a 98% match rate on the first pass. The campaign builder was never opened. No one manually uploaded or matched anything. The entire workflow ran out of a single chat interface. What this means for you (if you're not running Vibe's growth team). Romain's team didn't need to hire more people to pull off their dream ABM scenario. They used capabilities that are available to any advertiser on the platform today. * Full API and MCP coverage: everything available in the Vibe UI is also available to automate. You don't have to click through campaign setup, targeting, or creative assignment one screen at a time. * Vibe fits inside the tools you already use: the API and MCP plug into whatever your team already runs on, spreadsheets, CRMs, enrichment tools, so campaigns get built from data you already have, not a new system you have to learn. * No engineering team required: MCP wraps that same API power as a chat interface. If your team isn't writing code, you get the same speed and scale without a developer handoff. If you're running one campaign at a time today, this is how you get to ten, or two hundred fifty, without hiring to match. Why this matters. The heaviest lifting, enriching and fetching data on hundreds of employees, ran unattended in the background for about 8 hours while Romain and his team worked on something else entirely. Romain explains, "It took time, but it wasn't my time. I could work on other things while it ran in the background." And running hands-off didn't cost accuracy: the campaigns still matched creative to account at a 98% rate. That time went to the agency brief: sharpening the creative, deciding how each account should be positioned, thinking through strategy instead of mechanics. That's the shift. Not less work, different work. The team's time moved from clicking through configuration screens to the creative and strategy that actually moved performance. Marketers get to focus on marketing. Want to see what the Vibe API can automate for your team? Book a demo. Jul 22, 2026 Last updated: Jul 23, 2026

Maddyness
Jun 23rd, 2026
Walmart buys Vibe, an adtech launched by two Frenchmen.

Walmart buys Vibe, an adtech launched by two Frenchmen. This acquisition is a lever for Walmart to accelerate its development in retail media. It is also a great deal for the French founders and investors like Elaia and Singular. Prestigious exit for Vibe. The company, behind a video streaming advertising platform, is about to be acquired by Walmart, the American retail giant. The terms of the operation have not been disclosed, but it should be finalized by the end of fiscal year 2027. Once the transaction is concluded, Arthur Querou, co-founder and CEO of Vibe, and Franck Tetzlaff, co-founder and CTO, as well as the entire Vibe team, will join Walmart Connect, the retail media division of the American group. For Walmart, this acquisition represents a lever to accelerate its development in retail media. The American giant sees it as an opportunity to boost its commercial audiences in the TV advertising market. "Vibe has created a platform specially designed to simplify streaming TV advertising. Together, we will be able to help more businesses connect with their customers in streaming environments while measuring the impact of these campaigns thanks to Walmart's commercial capabilities," says Ryan Mayward, general manager and senior vice president of Walmart Connect in the United States. If Walmart is so interested in this market, it's because of its thriving potential. And for good reason, streaming now accounts for 45% of TV audience in the US, surpassing the combined share of cable and traditional television. In this context, digital video advertising spending, including connected TV, is growing nearly three times faster than the overall advertising market. "This next-generation TV advertising market should surpass that of social media by 2035, thanks to the massive arrival of direct-to-consumer brands and Instagram advertisers," Arthur Querou had even predicted last year. An acquisition 6 months after the Series B. Last October, Vibe closed a $50 million Series B led by the discreet British fund Hedosophia (Spotify, Uber, Airbnb, Qonto...). Also present were Elaia and Singular, which are achieving a nice exit with the acquisition of the company by Walmart. It took five years for Franck Tetzlaff, one of the founders of Doctolib and former CTO of Frichti, and Arthur Querou, founder of Appinest and MotionLead before becoming Chief Mobile Officer of the French adtech Adikteev, to achieve this deal. Another exit for the two entrepreneurs, who had already sold an adtech (KMTX, semantic targeting specialist) to Seedtag in 2022. Vibe's acquisition by Walmart comes as the adtech records $227 million in annual recurring revenue (ARR), compared to $100 million last year and $46 million in 2024. A few months ago, the company hoped to cross the $1 billion revenue mark by 2028. An ambition that is likely to accelerate considerably now that the company is about to join the fold of the world's largest retail group, which generates more than $700 billion in revenue.

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