More Q4 EarningsWarner Bros. Discovery (👎): Q4 revenue was down 7% to $10.28B, missing estimates. Linear TV advertising fell 14%, but WBD became the first Hollywood conglomerate to have a profitable streaming unit, with Max delivering $103M in 2023 profits.Streaming subscribers reached 97.7M....
After much speculation last week, Walmart has made its move on Vizio. The acquisition would give Walmart Vizio’s SmartCast operating system—which has grown 400% since 2018 to 18M active accounts—and all the data those accounts generate.
The recorded version of this event is available here. Big changes might be looming for digital media. TikTok faces a possible ban in the United States and Google is fighting off regulators who want to break it up. 😬 In the...
Get certified on data clean rooms and data collaboration in 90 minutes. Learn what data clean rooms are and how they work, and why data collaboration has emerged as a privacy-friendly solution across digital marketing, advertising, and media. This...
Mark Read will exit his role as WPP's chief executive by December, ending a seven-year run that saw the British agency holding company lose its crown as the industry's revenue leader.
The Trade Desk will buy programmatic metadata startup Sincera for an undisclosed price tag. Launched in 2022, Sincera will continue to operate independently, according to Sincera CEO Mike O’Sullivan, providing advertisers, publishers, and ad tech vendors with data from the...
Customers of The Trade Desk, the industry's largest independent demand-side platform (DSP), will be able to target Roku's audiences and buy Roku inventory through private deals.
TV has undergone rapid change in the last few years, with new platforms, new rules—and an entirely new language.
Criteo's testing of Google's Privacy Sandbox found that publishers would lose 60% of their revenue on average in Chrome if third-party cookies were deprecated today.
CES 2024 kicks off with the rapidly expanding impact of AI on media and marketing front and center - The 2024 conference season officially got underway this week with the Consumer Electronics Show (CES).
Meta (👍): Revenue was up 22% to $47.52B, beating estimates. Ad revenue was up 21% to $46.56B, driven by higher ad prices, strong demand, and AI-driven efficiency gains.
Yesterday was a crazy news day with 3 MAJOR STORIES, so we felt compelled to send a mid-week update. The common theme is industry consolidation → industry maturation.
Amazon has been all over the news in the past week, with developments related to its demand-side platform (DSP), streaming TV, and content. We’ll use the top slot this week to summarize it all.
View the recording from U of Digital's Live Learning Event on 4 October 2024 and download the deck that explains what might happen to ad budgets in event of disruptions to TikTok and Google.
Cadent, an addressable TV advertising company, will buy all outstanding shares of AdTheorent, a digital advertising demand-side platform (DSP), for $3.21 per share.
The demand-side platform (DSP) Viant is betting big on connected TV (CTV) contextual tech with a deal for IRIS.TV. The platform ingests and standardizes raw metadata from publishers' video libraries in order to make it “addressable” (e.g. targetable, measureable) across platforms...
The deal for Mars United—billed as the world's largest independent commerce marketing company—is reportedly worth $600M. Mars United, with more than 1,000 employees, offers extensive commerce media expertise, consulting services, and shopper intelligence data.
US retailers will soon be able to use Amazon’s ad tech tools to sell product ads in their online stores. The new offering called Amazon Retail Ad Service is built on AWS and in beta testing with smaller retailers iHerb, Oriental Trading...
There was a flood of announcements from last week's Cannes Lions International Festival of Creativity, and also a flood of photos on our social media feed of people drinking rosé on yachts on the French Riviera.
Google shocked the ad industry yet again Monday by throwing in the towel on its plan to deprecate third-party cookies in Chrome. The years-long effort to move beyond cookies will instead resemble Apple's controversial App Tracking Transparency (ATT).
Below is a roundup of last week’s notable industry news, with summaries and our opinions. The Trade Desk is pivoting from being the 'Open Web' company to being the "Premium Internet' company and PayPal is the latest entrant into the...
Google And The DOJ Recap Their Cases In The Countdown To Closing Arguments - The US Justice Department and Google filed their updated findings of fact in Google's landmark ad tech antitrust case. The case wrapped up in late September, lasting only three...
Alphabet (👎): Revenue was up nearly 12% to $96.47B, missing estimates. Google advertising, search, and YouTube ad revenue growth have all slowed year over year, and cloud revenue missed expectations.
WPP has acquired data clean room provider InfoSum, a move that was widely anticipated since current GroupM CEO Brian Lesser previously ran the company before joining WPP last July.
