stratechery

OpenAI will almost certainly launch an ads business; live sports broadcasts are opening up to programmatic; brands and publishers are not happy about Google’s AI overviews.

WPP’s GroupM is getting a new name; there’s no such thing as a TikTok ban at NewFronts; and Meta’s ad growth prospects might be plateauing.

In today’s newsletter: Buyers are relatively blasé about made-for-advertising sites; Meta is riding high, having fully adapted to ATT, while Google’s search dominance is under threat; and Publicis Groupe reports strong growth.

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Has Apple Fallen Far From The Tree? Apple is quietly pitching major agencies on ad opportunities for its Apple TV original content, Digiday reports.  Rumors have swirled for the past year that Apple is taking semi-tentative steps to develop its own DSP and […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. The Services Company What do Apple’s prices indicate about its Services revenue plans?  A lot, actually.  Apple’s MO has been to increase customer lifetime value by increasing devices and prices. Apple made a brief run at the lower market with the 5C, a phone […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Up Anchor Podcast advertising is in growth-stage purgatory. Consumption numbers are on the up-and-up … but monetization hasn’t followed. Most podcasts were originally distributed across platforms in a centralized way, so there was a strong proposition for ad tech that could serve campaigns across […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Roku On A Roll  Roku announced a beta program for dynamic linear ad insertion (DLA). Dynamic ad insertion (DAI) was one piece of Roku’s acquisition of Nielsen’s advanced video advertising business last year. Roku’s pitch for DLA is to increase linear addressability by targeting […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Working Their Retails Off Retail media is in growth-stage limbo. Retailers have flooded the category with no guarantee advertising will pay off.  The latest is the craft store Michaels, which launched a retail media platform on Wednesday in partnership with Criteo. Amazon sets the […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. An About-Face Six years ago, Google and Facebook had won the digital ad market, or so said Stratechery’s Ben Thompson. After Meta’s latest earnings, he reflects on that prediction: The duo did consolidate most online ad revenue. And Google has outgrown everyone else […]