Home Ad Exchange News More M&A To Come; Super Bowl Price Tag Doesn’t Deter

More M&A To Come; Super Bowl Price Tag Doesn’t Deter

SHARE:

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

Long Live The Shakeout

After a year of intense M&A, in particular around DMPs and video platforms, 2015 may bring even more deal activity, Jack Marshall reports for The Wall Street Journal. Luma Partners’ Terry Kawaja is quoted, saying the current field of scaled online ad platforms is not sustainable. “I don’t know what the right number is, but it’s probably less than 10,” he said, adding, “Dialogue around M&A deals is picking up rapidly.” Translation: Some investors want exits. Read it.

M&A Review

Just how frantic was consolidation in 2014? I-banker Jordan Edmiston Group’s 2014 year-end M&A report identified 602 transactions in the marketing services and technology area, totalling $39.7 billion. That represents a 26% increase in deal volume and a 71% increase in value. In other words, deals proliferated during the year, but average price as well. Might be early to use the word “shakeout.” More. A similar year-end report from Coady Diemar Partners highlights the largest video ad tech buys of the year. Read AdExchanger’s coverage on that.

The Most Durable Game

The Super Bowl is fast approaching, and the record-high $4.4 million to $4.5 million price tag for a :30 spot isn’t dissuading brands. NBC has already unloaded 95% of the ad space. Digital Super Bowl ad sales have also been selling, and have doubled since 2012, Adweek reports. “Frankly I wish we had more capacity there,” NBC sales chief Seth Winter told the publication. “We could do a very good job.” The biggest-reach, least-targeted ad buy of all time still has a halo.

Pure Mobile Data

Street Fight talks to several mobile analytics platforms, some of which migrated to an ad network model after facing challenges scaling up their pure data businesses. “One of the biggest problems is that companies often do not have the budgets for data,” said PlaceIQ CEO Duncan McCall. “They may have budgets for media with data, but not data on its own.” And then there’s the loss of control: “We were just throwing our data over the wall to the third party and hoping all worked well.” Others, such as Placed CEO David Shim, see hope for pure-play analytics as smartphone use continues to race forward. Read it.  

You’re Hired

But Wait! There’s More!

Must Read

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.

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.

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

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%.

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.