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LiveRamp’s Q4 Earnings Defy Wall Street’s SaaS Skeptics

An emerging consensus among Wall Street investors, based on the earnings reports of companies like Meta and Alphabet, is that subscription software is on the way out. AI may not replace Hollywood writers, electricians, nurses or many other professions. But it will replace SaaS software developers. Or so the story goes. LiveRamp, which reported its […]

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Marketers

Alphabet Can Outgrow Everything Else, But Can It Outgrow Ads?

Describing Google’s revenue growth has become a problem, as it so vastly outpaces the human capacity to understand large numbers and percentage growth rates. Since the company reported total revenue for Q4 of $113.8 billion on Thursday, perhaps a walk down memory lane of Alphabet Q4 earnings calls could provide some useful context. Nine years […]

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Marketers

How Valvoline Shifted Marketing Gears When It Became A Pure-Play Retail Brand

Believe it or not, car oil change service company Valvoline is in the midst of a fascinating retail marketing transformation. Valvoline is a 160-year-old brand that’s still best known for its off-the-shelf car oil and machine lubrication products. But did you know the company doesn’t even own that business line anymore? Valvoline sold it in […]

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Marketers

Albertsons Launches New Off-Site Click-to-Cart Tech

The grocery chain Albertsons is trying to reduce the time and number of clicks it takes to add an item to an online shopping cart. Its new click-to-cart product should help. On Monday, Albertsons Media Collective announced the new click-to-cart product, based on its “Add-It” technology for off-site media, which is to say that those […]

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AI

Criteo Lays Out Its AI Ambitions And How It Might Make Money From LLMs

Hopefully everyone feels good coming out of Thanksgiving and America’s November shopaganza, BFCM, the Cyber Five, or whatever you call it. May your Q5’s be merry and bright and full of attributable sales. Now back to business. Which is to say, Criteo’s entrance to the AI arena. On Tuesday, Criteo debuted new AI tech and […]

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AI

Google Rolls Out Chatbot Agents For Marketers

The long-awaited Googlebots are here. Which is to say, Google on Wednesday announced the full availability of its new agentic AI tools, called Ads Advisor and Analytics Advisor. Google debuted the two in-platform chatbot solutions at Google Marketing Live in May and is now rolling these bots out to all English-language accounts, Google VP of […]

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AdExchanger Talks

The Legal Analyst In Google’s Corner

Vidushi Dyall went from tracking cybercriminals at the Manhattan DA’s office to dissecting online ad empires. In this episode, she breaks down the DOJ’s antitrust battles with Google – and why she sometimes finds herself rooting for the so‑called evil empire.

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Marketers

The Ad Context Protocol Aims To Make Sense Of Agentic Ad Demand

The AI advertising agents will need their own trade group eventually. For now, though, a bunch of companies are forming the Ad Context Protocol, or AdCP. The consortium of ad tech and AI ad software vendors aims to establish standard protocols for agentic solutions across the advertising supply chain to negotiate, plan and execute media […]

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Online Advertising

DOJ v. Google: Judge Brinkema Calls For Less Ad Tech “Window Dressing” In The AdX And DFP Divestiture Debate

Is a divestiture of Google’s publisher ad server and ad exchange products is necessary – or impossible? During day two of the remedies phase of the DOJ’s ad tech antitrust trial, both sides went through a grueling back-and-forth about the fug=ture of Google Ad Manager.

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Marketers

Why Shipt, The Target-Owned Same-Day Delivery Service, Added Yahoo As Its DSP

For this week’s edition of the AdExchanger Commerce Media Newsletter, I caught up with Julio Loredo, senior director of media at Shipt, the same-day delivery service owned by Target. Loredo is in an interesting position – by which I mean the “senior director of media” title. Loredo is a marketer. He spends Shipt’s own budgets […]

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