Home Ad Exchange News DataXu Spreads Demand-Side Platform Gospel; Google Sings About Earnings; Search Budgets Moving To Display?

DataXu Spreads Demand-Side Platform Gospel; Google Sings About Earnings; Search Budgets Moving To Display?

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DataXuDataXu Hits Digital Airwaves, Print

DataXu’s President & CEO, Mike Baker, and Bruce Journey, CRO, were the subjects yesterday of ClickZ’s ongoing, free, interactive marketing and advertising Webcast series. To give a listen, click here (Sign-up gets you admission – available soon.). DataXu is also featured in an interview of Mike Baker by Forbes’ Laurie Burkitt. Baker takes note of the sell-side opportunity in the evolving media space in addition to the buy-side’s saying, “innovative publishers are buying auction media to more efficiently syndicate their content and extend their audience.” Read the interview.

Google Release Q3 Earnings

Google released their Q3 earnings yesterday and to quote Silicon Alley Insider’s Henry Blodget earnings were “strong.” According to Blodget “EPS of $5.89 beat street and whisper [predictions]. Net revenue of $4.4 billion was in line with whisper. Free cash flow was a positively enormous $2.5 billion.” According to Blodget’s notes from the call, “1/2 top 25 ad networks using the new Google Ad Exchange already. Pretty good uptake so far.” Read more on Silicon Alley Insider.

Laurie Sullivan of MediaPost says that Google CEO Eric Schmidt also reiterated on the call his company’s interest in acquiring small company’s that make sense to their current businesses and used display advertising as an example. Read Sullivan’s coverage.

Interesting to note that Google’s AdSense a.k.a. Google Network Revenues made $1.80 billion, or 30% of Google’s total revenues in Q3. According to the company this is a 7% increase over 2008. Considering the recession was in full tilt in Q3 last year, the recession has set some low year-over-year numbers for company’s to beat this Q3. No wonder the market is surging past 10,000. Download the Google earnings PDF.

From the transcript on Seeking Alpha, Google CFO Patrick Pichette responds to a question from UBS’ Brian Pitz on effects on the Google Content network pricing by the DoubleClick Ad Exchange: “[DoubleClick Ad Exchange] is already beginning to take away some pricing and efficiency from the market, because effectively you are able to collect inventory from various networks, which is unsold. And what we believe is roughly about 25% of inventory in aggregate, ends up being unsold because it doesn’t have a common exchange or a common place to get traded. So that’s what the ad exchange actually begins to enable.” Read the whole transcript.

Search Budgets Moving To Display

It’s true! – according to Rory Maher of Business Insider. Anecdotal evidence shows a shift in budget allocations from Google and Yahoo! search to Facebook self-serve display ads. Maher says he polled a few search agencies who noted the shift in client budgets. The reason? Performance. Read more.

The Three Steps of Optimization

From his blog, “Stream of Consciousness,” Pete Kim sets in stone what he sees as “the three levels of display optimization.” Bid, creative and landing page optimization make his list. Kim makes the point that ideally all three should be analyzed together, though landing page optimization may end up separate for structural reasons. (source: @dherman76) Read the details.

Automotive Meets Brand.net

Brand.net announced that it was entering the automotive category as it looks to leverage its “brand ROI measurement to OEMs and their agencies.” Presumably, if you can speak a brand’s language and provide them the engagement analytics they’re looking for in addition to the performance, the brand dollars should flow. Read the release.

Fetchback Announces Engagement Mapping

Retargeting firm Fetchback has launched its own version of engagement mapping similar to products offered by Atlas and Google AdWords which tracks view through conversions and assists on display campaigns. According to the company, Fetchback’s engagement mapping “is the first attribution management solution of its kind for Retargeting” – FetchBack’s core competency. Read the release.

NYC Tech

The Deal covers the thriving New York City tech community and its growing network of local journalists, entrepreneurs and venture capitalists to network. First Round Capital’s Charlie O’Donnell tells The Deal that many don’t understand the size of NYC’s tech community. Read more.

Fred Wilson On VC BS

Fred Wilson is calling “bullsh*t” on his fellow VC’s who think they “need to own” any percentage of a startup company as percentages are trailing upwards of 40% according to Wilson. His point is more about owning quality and partnering with a VC’s target investment rather than looking to make a payday by taking as much equity as possible. Read more.

Egg Carriers

BlueTie and Adventive CEO David Koretz challenges fellow chief executives who he calls “egg carriers” in MediaPost’s Publisher Insider column. Koretz writes about certain CE’s saying, “They spend their time at industry conferences debating how we got to this sad state,” and then adds, “If you spend all your time and energy trying to keep the world from changing, you prevent yourself from innovating.” Read the column.

Internet Radio Growth

Buying audience on radio is a reality. Jetcast announced that it’s ReplaceAds Internet radio ad network has consistently grown to 11.5 million unique users in the past three months. Read more.

Spots Publishers Gain

Ellen Marzell of ComScore looks at recent ComScore data related to the Sports category and pulls out quite a few interesting nuggets including a 25% year-over-year increase of time spent on sports sites globally; the APAC region equals 1/3 of the global sports content audience; and Sports sites reach 46% of the North American online population. Read the blog post.

7 In-Page Units And A Popunder

The CPM Advisors blog looks at a big brand news site and its potpourri of available ad space including a popunder. CPM Advisors wonders aloud for advertisers, if it is “better being on a legitimate site they may not have heard of with two other ads versus being on a brand-name site like [the news site example] with 6 or 7 other units stuck way below the fold at the same price. Or perhaps they shouldn’t care – both options are useful – at some price.” Read more.

Must Read

Omnicom Investors Cheer IPG Sell-Off, Despite Weak Ad Spend In Q2

Omnicom is halfway through a major sell-off of IPG agencies. Its future looks healthier as it prunes lower-growth firms, including eliminating certain specialist firms and overlapping agencies in certain countries.

Hundreds of emails, depositions and other documents have been unsealed in the lead-up to the Google antitrust trial, providing a fascinating look at how Google talked about its own products when no one else was watching – especially tools to counteract the rise of header bidding.

Why PubMatic Ditched Its Prebid Web Wrapper, But Never Its SDK

Earlier this month, PubMatic shelved its Prebid integration wrapper, known as OpenWrap Web, and announced it would begin recommending Playwire as an offloading-onboarding partner for the 250-odd publishers that use its wrapper.

Gareth Glaser, Co-Founder & CEO, Gamera

Google’s Buyer Direct Could Beat Agentic Ad Tech At Its Own Game

Agentic AI shows promise for direct deals. But if Google has its way, Buyer Direct could put an end to all sorts of agentic direct sales opportunities while they’re still in the cradle.

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How Warner Bros. Discovery Is Creating Value Out Of Dead Air With Pause Ads

Streaming publishers are banking on pause ads to bolster revenue with a more user-friendly ad experience. With programmatic standardization still pending, Warner Bros. Discovery is taking a stab at advancing the capabilities behind its own pause ad formats.

Peacock Hits Profitability As Comcast Prepares To Spin Off NBCU

Peacock hit what Comcast Co-CEO Mike Cavanagh called “meaningful profitability” for the first time in Q2, just as Comcast decided to let it leave the nest. 

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Programmatic Platforms Champion Transparency, But Not If It Means Giving Activists Access

A DSP refused to give ad industry watchdog Check My Ads a seat on its platform, even after both parties cosigned a master service agreement, citing concerns about “protections” for “vendor and supply partners.”