Rokt drives post-purchase ad revenue
Rokt
Rokt matters to on demand apps because it turns the receipt screen into a high margin profit layer without forcing them to build a full ads stack themselves. In practice, Uber, Lyft, and Gopuff can drop Rokt into the post purchase flow, show a sponsored offer when the user has already finished paying, and split the advertiser dollars, which is much more profitable than earning a thin take rate on a ride or delivery order.
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Rokt’s core product is a checkout SDK and revenue share model. Large commerce apps plug it into the transaction flow, Rokt matches the customer with a third party offer, and keeps roughly half of advertiser spend. That makes it easy for marketplaces to add ad revenue without building targeting, measurement, and advertiser demand from scratch.
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On demand apps are a particularly good fit because their core business is operationally heavy and lower margin. Uber said its ad business was already running above $650M in 2023, then reached a $900M run rate by Q4 2023, showing how quickly ads can become a meaningful profit pool beside rides and delivery.
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This also explains why Rokt is different from networks like Cardlytics and Taboola. Those sell ads in bank apps or publisher pages. Rokt shows offers at the moment of purchase, where intent is highest. That transaction moment helped drive Rokt from about $480M of revenue in 2023 to about $600M in 2024, with advertising still about 90% of revenue.
The next step is deeper ownership of the whole transaction data layer. With mParticle added in 2025, Rokt can move from selling one post checkout placement to using first party customer data across browse, checkout, and retention flows, which should make it more valuable to marketplace apps that want ads to become a larger share of total profit.