Vibe.co Hits $410M Valuation with $50M Series B
AI-powered CTV ad platform emerges as a performance marketing powerhouse.
CTV is shaping up to be the next big battlefield for UA spend. With players like Vibe.co raising big and scaling fast, expect to see more mobile studios testing TV as a core channel, not just an experiment.
Vibe.co, CTV ad platform built for performance marketers, just closed a $50M Series B led by Hedosophia (early backer of Spotify, Uber, Airbnb). The round brings Vibe’s valuation to $410M, with participation from Elaia, Singular, Revolut CEO Nik Storonsky’s QuantumLight, Supercell CEO Ilkka Paananen, and Carolyn Everson (Disney, Coca-Cola board). Nextdoor’s CEO Nirav Tolia, also joins Vibe’s board.
Why it matters
CTV is no longer a branding channel. Vibe.co is turning TV into a performance engine, with hyper-targeting, AI-driven campaign optimization, and incrementality measurement. The company has hit a $100M revenue run rate in under two years, making it one of the fastest software companies to reach that milestone. Over 5,000 brands already run campaigns on Vibe, reaching 120M+ households across 500 apps and channels.
Streaming now accounts for 45% of U.S. TV viewership (overtaking cable + broadcast), while digital video ad spend is expected to hit $72B in 2025 — growing 3x faster than total media. Yet, fragmentation, opaque pricing, and weak measurement still plague CTV. Vibe.co is positioning itself as the Meta for TV advertising, bringing the performance playbook of social media into streaming.
AI Angle
Vibe Studio, its AI video editor, already powers 10% of creatives on the platform, with an expected growth to 30% by 2026. Beyond creative automation, Vibe is building agentic AI tools for media buying and yield optimization, giving marketers precision and publishers better returns.
Bigger Picture?
For mobile gaming UA teams and app publishers, this is where performance budgets may shift next. As CPIs rise on social and privacy limits throttle targeting, CTV is becoming a serious alternative — with measurable ROAS and access to mainstream audiences.
Arthur Querou, CEO of Vibe.co, summed it up:
“What we’re building is the Meta for TV advertising. Our ability to attract Instagram advertisers to TV is unlocking an entirely new channel for performance marketers.”
