Home Ad Exchange News Oracle Advertising Misread The Crystal Ball; Streaming Takes TV’s Crown

Oracle Advertising Misread The Crystal Ball; Streaming Takes TV’s Crown

SHARE:

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here.

Did The Oracle Get It Wrong?

Is it time to call it on Oracle Advertising? 

The group had painful layoffs this summer and has fallen behind rivals, Insider reports. 

Oracle spent $4 billion to package BlueKai, Datalogix, Moat and more into what’s now Oracle Advertising (formerly Oracle Marketing Cloud, which became Oracle Data Cloud before taking the current form). 

The rival ad suites by Salesforce, Adobe and Braze offered steep discounts that Oracle simply would not match, sources tell Insider. 

The Salesforce Marketing and Commerce Cloud made $3.9 billion last year. Oracle Advertising reportedly brought in $2 billion. 

On the other hand, the ad group is not a critical component for Oracle.

Oracle’s share value doubled between when it acquired Moat in 2017 and November last year, before the market crash. Salesforce shares tripled during that span.

But after Facebook and … uhh … Europe kicked out third-party audience sellers, key pieces of the Oracle Advertising business went defunct. (AddThis, we hardly knew ye.)

Moat, the former leader in verification, now trails DoubleVerify and Integral Ad Science. Both rivals IPO’d last year, and with market caps right now of $4.4 billion and $1.4 billion, respectively, both are heavy hitters in programmatic. 

Go With The Stream

Nielsen’s July TV viewership report confirmed that streaming has surpassed linear television in terms of its share of TV attention time, Ad Age reports. The share of attention for streaming was a 34.8% plurality. That’s up 3% since June and 22.6% from the previous year. Finally, a fact that American TV watchers knew to be true has been stamped as true by TV’s official stamper of things as true. 

Netflix may be struggling in the marketplace, but it’s dominant in the share of eyeballs, according to Nielsen. The streaming leader has an 8% share of all consumption (not just streaming). YouTube and YouTube TV combined boast 7.3% of viewing, while Hulu (3.6%), Prime (3%), Disney+ (1.8%) and HBO (1%) are the only others with a point or more to their name. 

The rest of the entire streaming and AVOD market takes up 10.2%, according to Nielsen numbers. 

Although, holding just 10.2% of the market isn’t necessarily terrible news for the long tail of streaming and CTV. There aren’t nearly as many players competing as within the long tail of the internet. And the value of the data and advertising means even a sliver of toehold has real value. 

The DPA Dings The TCF, Round Two

Back in February, the Belgian Data Protection Authority (DPA) slapped the IAB with a 250,000-Euro-per-day fine for GDPR violations related to the IAB’s Transparency and Consent Framework (TCF).

The TCF allows publishers to convey consent data for advertising purposes in real-time bid requests on the open web. But the GDPR requires companies to have a valid legal basis for processing user-level personal data. The TCF allows too many players in the open web to process personal data without legal standing, according to the DPA.

The DPA also charges the IAB with not educating consumers on how their data is processed or the data security measures.

The IAB is appealing the decision and looking at ways to bring the TCF into GDPR compliance. But the IAB’s attempt to uphold the open web’s status quo is likely to fall short of the DPA’s demands, according to Digital Context Next’s Chris Pedigo.

So what are the implications if the IAB doesn’t win its appeal? Programmatic companies will likely have to deploy safeguards to mask user data and limit access to partners. And premium publishers, who tend to have more trust from users when it comes to their data, could stand to benefit.

But Wait, There’s More!

Spotify extends podcast tools to Megaphone podcast publishers. [Adweek]

PubMatic partnership with Havas Media Group makes it a preferred SSP. [release]

Google workers press company to stop collecting abortion data. [WSJ] Relatedly, a Mozilla review of pregnancy and period trackers sheds light on data privacy concerns. [Digiday]

Google: More content by people, for people in Search. [blog]

Big Tech has a message for Schumer. We come bearing gifts. [Bloomberg]

You’re Hired!

Extreme Reach expands its digital team with two UK hires. [release]

Must Read

Single continuous line drawing robot riding pencil rocket flying in the sky. Tech education and creativity. Future technology development. Artificial intelligence. One line design vector illustration

Q3: Omnicom’s Media Business Is Growing, But Is It Agent-Proof?

If AI agents can plan and buy media, who needs a holding company? Good question. It came up during Omnicom’s Q3 earnings on Thursday.

Netflix Touts New Measurement Capabilities As It Struggles With “Modest” Engagement Growth

Netflix’s revenue grew 12% YOY to $12.9 billion in Q3, which it maintains is in line with its forecast. Its ads business, however, is lagging slightly compared with expectations, causing Netflix to tweak its forecast for the rest of the year.

Apple Publishes Its Plan To Wipe Out Web Tracking

Apple is coming for identity resolution. WebKit’s latest tracking crackdown targets the infrastructure behind post-cookie IDs – and switching to a first-party setup won’t necessarily spare vendors.

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

AI Slop Sites Are On The Rise. Is Ad Tech Ready For Its New MFA Challenge?

Advertising supply chain intelligence company DecryptAds uncovered more than 2,100 AI-generated recipe sites that are monetized with programmatic ads and feature fabricated author profiles.

How Australian Home Lender Lendi Measures The Invisible Work Of AI

Most brands and businesses are trying to figure out how to improve their metrics when it comes to AI – and also what those metrics even are.

AI Startup Minerva Built An Agentic CDP, But Don’t Call It That

Minerva wants to turn fragmented customer data into something marketers can use, with AI agents doing the work behind the scenes.