The only self-serve Connected TV (CTV) ad platform in the U.S. surpasses a $400M valuation and $100M revenue run rate in under two years, ranking among the fastest software companies to achieve this milestone
Vibe.co, the ad platform bringing hyper-targeting to connected TV (CTV) for performance marketers, announced it has closed $50 million in Series B financing led by Hedosophia, an early investor in Spotify, Uber, and Airbnb. The round also included participation from previous backers Elaia and Singular; Revolut CEO Nik Storonsky’s fund QuantumLight; Supercell CEO Ilkka Paananen with Illusian; and prominent angel investors including Carolyn Everson, Board Member of The Walt Disney Company and Coca-Cola. In addition, Nirav Tolia, CEO of Nextdoor, has joined Vibe.co’s board of directors. This brings Vibe.co’s total valuation to $410 million.
“The performance TV advertising market is on track to surpass social media advertising by 2035, driven by an influx of DTC brands and Instagram advertisers. It’s a trillion-dollar market and we are leading the industry forward,” said Vibe.co CEO and Co-Founder Arthur Querou. “What we’re building is the Meta for TV advertising, powered by transactional data, hyper-targeting, and incrementality measurement. Our ability to attract Instagram advertisers to TV is unlocking an entirely new channel for performance marketers. As a result, we’re experiencing tremendous company momentum—reaching a $100M revenue run rate in less than two years, which makes Vibe.co one of the top ten fastest software companies to achieve this milestone.”
Growth and Market Opportunity
Vibe.co is already the most widely used CTV ad buying platform, trusted by over 5,000 brands, and expects to be profitable by the end of the year. The company reaches more than 120 million households across 500 apps and channels. Concurrently, the TV landscape is undergoing a massive transformation. Streaming now accounts for 45 percent of all U.S. TV viewership, surpassing the combined share of cable and broadcast for the first time. Digital video ad spend, including CTV, is growing nearly three times faster than total media overall, projected to hit $72 billion in 2025.
While the opportunity for brands is massive, the path to success in CTV remains fragmented, with ad inventory spread across dozens of platforms, opaque pricing models, and outdated measurement methods that fail to capture true sales lift.
“We believe Vibe.co is building the infrastructure for the next generation of advertising on TV, where campaigns are created and optimized by AI, measured with real outcomes, and accessible to brands of all sizes,” said Tolia. “Vibe.co is uniquely positioned to lead the transformation of CTV into a true performance channel, and we’re proud to back them in defining this new standard for the industry.”
AI-Powered Creative and Campaigns
Vibe.co empowers brands to generate ad creative with Vibe Studio, its AI-powered video editor. Today, more than 10 percent of the ad creative that runs on Vibe.co is AI-generated, making it one of the largest AI content distributors on TV. By the end of 2026, more than 30 percent of ads on the platform are expected to be AI-generated.
The new funding will be used to accelerate Vibe.co’s proprietary AI roadmap—enhancing generative and agentic AI capabilities for media buying and creative production, while expanding yield management tools for publishers. The company also plans to deepen integrations with streaming partners and measurement providers as it scales its platform across the U.S.
Transforming TV Into a Precision Performance Channel
Vibe.co is the only self-serve CTV ad platform that unifies ad creative, targeting, media buying, and AI-powered optimization in a single solution. Integrated with all major measurement partners and directly connected to inventory from leading streaming publishers, Vibe.co transforms TV into a precision tool for performance marketers.
Its proprietary technology is powered by millions of consumer profiles and monthly purchase signals, enabling hyper-personalized targeting based on real purchase intent and behavioral data. Vibe.co’s recommendation engine matches the right product to the right viewer, outperforming traditional TV segments by four times. As last-click attribution fades and marketers face growing pressure to prove ROI, Vibe.co sets a new standard for measurement rooted in incrementality—delivering campaigns that drive actual sales lift for customers.
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