Uber

Nextdoor isn’t ruling out AI data licensing, but it has concerns; NBCU touts sports and streaming as drivers of its record Upfronts; and Scholastic follows kids and parents to YouTube.

Perplexity is thirsty for revenue streams; Marketecture’s media biz grows; and Duolingo goes dark on social after its AI pivot.

PayPal embraces off-site media but says no to data sales; Google pivoted on cookies again, but what about the Google Ad ID?; and gen AI bots are blowing up publisher server costs.

Uber ended 2024 with its strongest quarter ever, posting 20% year-over-year revenue growth of $12 billion in Q4 – due in no small part to Uber Advertising.

Criteo’s Brian Gleason shared how it is working with agencies to capitalize on curation and measurement opportunities in retail media and CTV.

After more than three years as SVP of retail media at Albertsons, Kristi Argyilan is taking a ride over to Uber to lead its advertising business.

Airbnb gets one step closer to launching a retail media biz; Google shakes up its ad tech executive team; and streamers struggle to balance ad and subscriber revenues.

Google isn’t perfect. But it offers convenient, cost-effective advertising tools that millions of small businesses use to find customers, grow and succeed. If the DOJ breaks up the company, it will also break those tools.

In today’s newsletter: How membership bundles are creating new forms of consumer-facing partnerships; typically unflappable platforms leap to action when billionaires are harmed by bad ads; and X’s GARM lawsuit helped politicize brand safety.

In today’s newsletter: SSPs lead the way on ad tech’s M&A resurgence; Disney rolls back CPMs to court more streaming ad demand; and why dating apps struggle to grow and monetize their audiences.