TV Buyers And Sellers Are Still Haggling Over CPMs; Meta Is (Back) On The Hot Seat
Upfront negotiations might take longer than normal this year. Plus, Meta is already in hot water with the EU’s new digital regulations.
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The Point Of Being Relevant; Japan Sets Its Oversight On Apple And Google
In today’s newsletter: Amazon’s argument that advertisers should trust optimization algorithms over alternative IDs; Japan passes an app store antitrust law targeting Apple and Google; and Google Ads ends support for credit card payments.
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The Ad Spend Tea Lives; Can AI Generate A Good Idea?
MAGNA raised its global ad spend forecast, predicting 10% growth this year to $927 billion. Plus: TikTok homes in on AI-generated creative.
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Can’t Everyone Love The Amazon DSP Already?; A Big Year For US Ad Spend
In today’s newsletter: Amazon’s DSP doesn’t compare to Google’s and TTD’s; US ad spend looks strong this year; European Commission will investigate Google, Apple and Meta under the EU’s DMA.
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The DOJ Vs. Apple; Can Reddit Ride Google To Profitability?
In today’s newsletter: The DOJ publishes its antitrust suit against Apple; Reddit’s stock pops on its IPO day, but its long-term prospects depend on Google; and Amazon’s hollowing out Twitch.
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Will The Pretender PMaxes Play Out?; Google Fined For Nonconsensual Web Scrapes
In today’s newsletter: Performance Max has many imitators, but Google’s still ahead of the pack; France’s competition authority fines Google for using news content to train its Bard AI model without their knowledge of consent; and Apollo Global Management offers to acquire Paramount Global for $11 billion.
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The DMA Is Off To The Races; Brands Are Feeling The First-Party Squeeze
In today’s newsletter: Under DMA’s gatekeeper rules, Apple reinstates Epic Games’ developer account one day after it suspended it; brands are building first-party-data-based walled gardens to weather cookie deprecation; and Kevel raises $23 million.
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Microsoft Edge’s Answer To PAAPI; The DMA Is, Like, A Thing Now
In today’s newsletter: Microsoft Edge debuts its Ad Selection API, a PAAPI competitor; the EU’s DMA is live; and OhHello aims to help ad industry employees network.
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NYT Is Developing Generative AI Ad Tools; Can Meta Give SKAN The Boost It Needs?
In today’s newsletter: The New York Times is rolling out a generative AI ad product; the current state of adoption of Apple’s SKAdNetwork 4; Google seeks explicit consent for retargeting and personalization in the EU.
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How Facebook Profits From Overspending Errors; And, Speaking Of … (Hi, Google)
In today’s newsletter: Meta’s black box optimization features gobble ad budgets once again; Google’s DV360 also overcharges for impressions; and Apple disables progressive web apps in Europe.