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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.

The company’s total revenue was down 1% YOY due to a decline in ad revenue across its News Media and Dow Jones publishing groups.

Dotdash Meredith previewed plans for how its OpenAI partnership could provide incremental traffic and scale its contextual targeting capabilities across a wider network of sites and media types.

Advertising accounted for $222.7 million, up 39% YOY. CEO Steve Huffman attributed this growth to a boost in search traffic from Google.

Google Search, the web’s largest traffic and revenue generator for two decades, is in the midst of sweeping overhauls that have already altered how users are funneled around the internet.

Google has said publicly that it will eventually (“soon”) adopt a national approach to privacy compliance in the US. That’s a big deal – but only if Google actually does it.

In today’s newsletter: Ad blocking is getting integrated into web browsers; why Reddit needs to diversify its advertiser base; and how big media’s affiliate marketing tactics crowd specialist publishers out of search.

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.

Gannett experienced its fourth consecutive quarter of growth in Q1 2024. It pointed to recent partnerships with non-news publishers as instrumental to growing its audience and ad revenue.

There are other motivating factors for crossing the LUMAscape, besides increased efficiency and less ad fraud. These businesses are trying to position themselves to win in a transformative era that will make or break many ad tech companies.