The Big Story
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The Big Story
Will The Blue Wave Midterms Put A Damper On Ad Tech M&A?
Why the midterms may not spell doom for ad tech consolidation. Plus, how sports leagues are putting ad revenue before player safety.
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The Big Story
Smart Acquisition Or Frankenstack? Stagwell-Freestar And DoorDash-Instacart
It’s fall, M&A is in the air. Two acquisitions happened this week: Stagwell bought Freestar and DoorDash bought Instacart.
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The Big Story
Identity Resolution Goes The Way Of The Cookie
Safari is tracking the trackers. Apple officially blocked identity resolution providers this week. Our guest, Zach Edwards, a cybersecurity researcher and the co-founder of DecryptAds, puts the decision into context. Plus: Edwards discusses his research into how programmatic channels are monetizing AI slop.
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The Big Story
The Auction Flip: Prebid’s Plan To Swap Places With Google
Google won’t have to break up its SSP and ad server. So this week, Prebid unveiled its plan to help Google fulfill the court’s requirements at its annual Prebid Summit. Then: how brands are using their data in an agentic world, and why there’s a rise of AI “employees.”
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The Big Story
The Apple Bites Back
Apple has a new block list for data brokers and ad tech vendors that do cross-site user tracking – which could expand to include a much broader slate of ad tech and martech vendors across the entire ecosystem. Plus: a few thoughts on Advertising Week New York.
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The Big Story
Apple Takes A Bite Out Of Programmatic
Is the open web growing, dying or transforming? Plus: Apple’s iOS update is blocking The Trade Desk from serving ads on Safari browsers, and how that fits into programmatic’s next chapter.
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The Big Story
Buying CTV In The WarnerMount World
Let’s talk acquisitions! The WarnerMount merger is close to being in the clear, after California and 11 other states settled their antitrust lawsuit against the merger. Plus: Taboola bought Dianomi. Infillion bought Foursquare. We get into what all three of these companies will look like post-acquisition.
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The Big Story
The Trade Desk’s Bumpy Ride Down
The Trade Desk’s recent reduction of 15% of its workforce comes after nearly two years of challenges on Wall Street, leadership turnover and bumpy product decisions. Independent analyst Richard Kramer comes on to dissect how Wall Street views TTD – and what it got wrong in the first place.
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The Big Story
Auctions In The Crosshairs
Two Big Tech moments capped the summer: The FTC sued Amazon over its kinda-sorta second-price auctions, alleging deceptive practices. And Judge Brinkema declared that Google will not have to spin off its ad server.
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The Big Story
Google Had Its Day In Court. Now, It’s Amazon’s Turn
Google won’t have to break up its ads business after being declared an online monopolist. Meanwhile, Amazon faces a lawsuit from the FTC alleging that it charged advertisers more than necessary for ecommerce ads.
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