Ad Tech
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Data-Driven Thinking
The AI Chat Ad Frontier: What LLMs Change About Brand Safety And Control
ChatGPT ads are here, and brands are testing the waters. This marks the true start of LLMs as a new advertising channel, reshaping the customer journey and introducing a new surface for brand safety and suitability. It’s a real inflection point for advertising. Impressions, searches and even transactions that once traveled through websites will increasingly […]
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AdExchanger Talks
Zoom’s Next Act
Zoom CMO Kim Storin has one of the rarer jobs in marketing: She’s responsible for promoting and evolving a brand that’s also become a verb.
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Marketers
Viant Sees A Growth Wave Coming, But First Marketers Must Really Ditch Walled Garden Ad Tech
Viant reported Q1 2026 earnings on Monday, with its DSP revenue growing by 18% to $50.3 million. The company’s total net loss in the quarter shrank from $3.3 million a year ago to $2.2 million. Viant prefers a metric for net income that excludes some costs, such as stock-based compensation, and which would count the […]
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Marketers
Are Ad Networks Cool Again?; Oil Costs Are Seeping Into Grocery Aisles
Agents of Confusion Marketers and publishers are testing agentic solutions for media buying. But it’s unclear whether agents will simplify or further obscure the programmatic supply chain. Omnicom CEO John Wren told investors last week that the holdco is testing agent-to-agent campaigns without ad tech fees, Digiday reports. Stagwell, Butler/Till and others are pursuing similar […]
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Data-Driven Thinking
On Neutral Ground: Why Content Licensing Needs Independent Settlement And Verifiable Payments
The content licensing economy has arrived faster than anyone expected. Microsoft and Amazon have both entered the marketplace business. Venture-backed startups like TollBit and ProRata have built infrastructure for publishers to license their content to LLMs. And, in 2025, AI companies committed an estimated $2.9 billion in licensing fees to a relatively small number of […]
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Marketers
Is Agentic Commerce An Oasis Or Mirage?
This week, I’m ruminating on the word mirage. It is a useful term for the ongoing debate over if and when agentic shopping – as in, people assigning agents the latitude and payment info to make purchases on their behalf – will actually happen. Unlike “illusion,” say, or a term like “potential” or “promise,” the […]
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The Big Story
Identity Without Oversight
If a tree falls in a forest, does it make a sound? And if a UID2 doesn’t work — does anyone notice? Inside a UID2 mix-up that has a publisher questioning the value of alt IDs. Then, what Kochava’s settlement with the FTC means for any ad tech company that handles location data.
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Marketers
The Trade Desk Has A Grand Vision, But Needs A New Breed Of CMO To Make It A Reality
The Trade Desk made $689 million in Q1 2026, up 12% from the period last year, while its net income and profit margin dipped slightly to $40 million and 6%, respectively, according to its quarterly earnings report on Thursday. The Trade Desk CEO Jeff Green warned of difficult macroeconomic headwinds that make for cautious marketers. […]
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View on Demand
Beyond the Roadmap: What Agencies That Ship AI Actually Do Differently
AI Digital Labs surveyed independent agencies and brand-side teams on AI adoption — not aspirations, not intentions, but operational reality. The results were blunt: 66% are stuck in experimentation purgatory. More than half can’t articulate a differentiated AI story. Almost none have production-grade tools built around their actual workflows, yet nearly half say that’s the […]
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Marketers
Criteo Faces Tough Headwinds Until Agentic AI Ad Revenue Materializes
Criteo shares dropped by 20% Wednesday morning after the company reported shaky Q1 earnings and revised its guidance downward for the rest of the year. The amount spent by advertisers on Criteo was up, and exceeded $1 billion for the first time in Q1 (generally the lowest ebb of the year for advertising overall). But […]