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We Went To Eight Upfronts This Week. Here’s What We Learned

Upfront week is officially over. In case you missed any of the dog-and-pony shows — including Chappell Roan belting out “Pink Pony Club” during YouTube’s Broadcast — don’t worry; we’ve got you covered.




EDITOR’S CHOICE

Upfronts Day Three: Ad Tech Jargon And Brand Awareness 

Another TV upfronts season is in the books. Please send your condolences to Senior Editor Alyssa Boyle and Associate Editor Victoria McNally as they reluctantly return to reality and their overstuffed inboxes.

Must Read

Is Agentic Commerce An Oasis Or Mirage?

For companies like Shopify, Criteo and Instacart – and even for giants like Amazon and Walmart – figuring out if the agentic oasis is real or a mirage is their priority No. 1.

PubMatic’s Agentic AI Is Going Beyond Direct Deals

PubMatic has run more than 30 fully autonomous, end-to-end agentic campaigns through the SSP’s AgenticOS platform, in addition to more than 1,000 direct publisher deals.

Privacy! Commerce! Connected TV! Read all about it. Subscribe to AdExchanger Newsletters

The Trade Desk Has A Grand Vision, But Needs A New Breed Of CMO To Make It A Reality

TTD CEO Jeff Green laid out the DSP’s plan for winning in a new world of advertising that – AI aside – necessitates major changes in how marketers behave.

A Publisher Didn’t Get Its UID2 Setup Right. The Trade Desk Didn’t Notice. What Went Wrong?

TTD confirmed that this CTV publisher’s errors would have made its UID2s useless for ad targeting. But TTD also said it wouldn’t have had enough information to flag the issue.

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.

Disney’s New CEO Is Focused On Two E’s: Engagement And ESPN

On Wednesday, Josh D’Amaro led his first earnings call as the new CEO of Disney. The company closed last quarter with $25.2 billion in revenue, a 7% year-over-year increase. Disney Entertainment advertising revenue rose 5% YOY, but ESPN ad revenue was down 2% YOY, although subscription and affiliate revenue was up 6%.

Podcasts

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.

The Big Story

To Sell TV, The New ‘Premium’ Is ‘Fandom’

This year’s TV Upfronts buzzwords are in: performance, dynamic, AI and fandom We explain why this quartet of phrases wove their way through the presentations.