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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Can Google Wriggle Out Of A Jury Trial?; Ads Are Saving Walmart’s Margins
In today’s newsletter: Google tries to buy its way out of a jury trial in the DOJ’s antitrust case against its ads business; Walmart sees some of its best margins on ad sales; and TikTok tests 60-minute videos.
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Life, Or Something Like It; Buyers Bet On Upfront Week
In today’s newsletter: Companies looking to sell data target the US market; which media companies to bet on at TV upfronts; and generative AI data licensing is the new publisher revenue stream.
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Roblox Says Ads Will Not Have A Notable Impact On Its Business This Year
Roblox CEO David Baszucki said advertising “will not be material this year” during the company’s Q1 earnings call on Thursday.
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Searching For The End; One Ad Spend Bubble Has Nearly Popped
In today’s newsletter: Closing arguments begin in the DOJ vs. Google Search antitrust trial; the sports betting ad bubble might be set to burst; and Etsy struggles to stand out among ecommerce competitors in audience scale and marketing spend.
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And The News Gets Nothing; Build It Blox By Blox
In today’s newsletter: Online news revenue is being throttled around the web; Roblox is on a mission to build a $1 billion ad business; and TikTok is circumventing the Apple App Store’s 30% fee by directing users off iOS to purchase TikTok coins.
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Ibotta Crosses The IPO Finish Line – Now The Real Work Begins
Ibotta’s evolution since it was founded 13 years ago – it went public last week – is emblematic of the industry’s overall transition from third-party data marketplaces to first-party and retail media data.
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Fintech’s On-Ramp To Retail Media; Does YouTube Count As CTV, Digital Or Both?
In today’s newsletter: The marketing data ecosystem is key for fin tech; media buyers acknowledge YouTube as part of their TV strategies; and Threads will launch ads later this year.
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Digital Ad Revenue Growth Decelerates Again in 2023, Per IAB Ad Revenue Report
US digital ad revenue grew at a slower rate in 2023 compared to 2022, hampered by inflation, climbing interest rates and advertising industry layoffs, according to the IAB/PwC Internet Advertising Revenue Report released Tuesday.
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Taco Bell’s New Secret Sauce; YouTube Is Ditching The Services Biz
In today’s newsletter: Yum Brands feasts on cross-brand customer data; YouTube’s focus has shifted away from services to software and APIs; and Walmart Connect announces updates to its DSP, including allowing conquesting in sponsored search listings.