Ad Exchange News Links for Friday, February 6

Advertising Exchanges Links Here’s a recap of recent ad exchange-related news:

Mediaweek’s Mike Shields finds evidence that ad networks and exchanges are doing better than expected in Q1 2009. Traffiq ad exchange CEO Mark Kahn adds that ad agencies appear to be planning a month ahead of time as opposed to a year ahead of time.

In a press release, Traffiq announced that its “premium display advertising inventory averaged at $4.53 CPM – more than 17 times higher than the CPMs secured through many 3rd party resellers.”

Lynda Clarizio was canned at Platform-A (owners of ad exchange, BidPlace) in favor of former Yahoo! display ad executive, Greg Coleman according to AOL CEO Randy Falco. SAI covers AOL’s Q4 results which showed strength in premium inventory and weakness in remnant.

Former Vice President, Publisher Development at TACODA (now owned by AOL), Scott Portugal, has taken over at Traffiq to lead “the sales, marketing and business development practices at TRAFFIQ” according to Adotas.

In spite of the recent negative news regarding display ad CPMs, TechCrunch sees good news for display in recent quarterly reports by Yahoo!, AOL, Google and Microsoft.

Burst Media, a network or vertical ad network depending on who you ask, covers the WSJ article on improved targeting in web advertising. Burst seems to be wary of behavioral targeting which is understandable in that they are selling a contextual, vertical industry, targeting solution.

WPP invests in Omniture and makes its play in the analytics game.

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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.

ad tech earnings

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.

Identity

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.

Artificial Intelligence

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.

CTV

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%.

Publishers

People Inc. Looks Inward For Growth As Its Search Traffic Downsizes

People Inc. previewed plans to downsize by focusing mainly on its key properties. The strategy makes sense considering its publishing portfolio has lost about two-thirds of its Google traffic.

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