Shopify’s Data Returns; But What Happens To The Privacy Lawyers?
Shopify is growing its advertising and data business; the privacy train is slowing down; Roku is striking deals to make its data more accessible.
Topic
CTV
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Paramount Ad Revenue Dips In Q1 (But It’s OK, It Was The Super Bowl’s Fault)
Paramount Global saw a 6% decline in total revenue and 19% decline in advertising revenue this past quarter compared to last year’s Q1 – which just so happens to be when CBS hosted the 2024 Super Bowl broadcast.
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Streaming Was A Bright Spot For Warner Bros. Discovery’s Mixed Quarter
For CTV advertisers, Warner Bros. Discovery’s first earnings report of the 2025 fiscal year was a bit of a mixed bag.
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PODCAST: The Big StoryThe CTV DSP
Does a connected TV DSP need lower take rates? Inside the battle among DSP’s to take on The Trade Desk’s dominant market position. Plus: an on-the-ground report from the TV Newfronts.
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Magnite Softens Its 2025 Guidance, But Google’s Woes Are A Potential Goldmine
When it comes to third-party cookies on Chrome, Google’s plan to reverse course is neither here nor there, says Magnite CEO Michael Barrett. “Forget Privacy Sandbox,” Barrett said. “That thing was dead upon arrival.”
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The NewFronts Tariff Budget Shuffle; NYT Says ‘What Tariffs?’
At NewFronts, marketers weigh new budget priorities under the Trump tariffs; The New York Times isn’t letting tariffs temper its 2025 outlook; and video podcasting is taking over CTV.
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Disney’s Streaming Biz Is Still Profitable Heading Into The Upfronts
Disney had a good quarter, with revenue on the rise and streaming on the brain. Its DTC division, which houses its streaming business, is also growing and remains profitable.
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Samsung Might Be Putting Ads On Their Smart Fridges After All
Just before bringing the Jonas Brothers up on stage to celebrate their upcoming content partnership, Samsung made a curious announcement to attendees at their NewFronts presentation in New York City on Tuesday.
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The Vision For Vizio; Wait, Did You Say A TTD CTV SSP?
Why did Walmart buy Vizio? What happens when a CTV campaign turns on the S&P500+? Is Google losing its search engine edge?
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Google Tells Advertisers To Forget The Funnel And Buy More CTV Ads
According to Google, DV360 now reaches 98% of CTV households in the US and represents 5 billion hours of ad-supported watch time per month – roughly 40% more than The Trade Desk and 90% more than Amazon’s DSP.
Must Read
For Publishers, AI Gives Monetizable Data Insight But Takes Away Traffic
Traffic-starved publishers are hopeful that their long-undervalued audience data will fuel advertising’s automated future – if only they can finally wrest control of the industry narrative away from ad tech middlemen.
Q3: The Trade Desk Delivers On Financials, But Is Its Vision Fact Or Fantasy?
The Trade Desk posted solid Q3 results on Thursday, with $739 million in revenue, up 18% year over year. But the main narrative for TTD this year is less about the numbers and more about optics and competitive dynamics.
IP Address Match Rates Are a Joke – And It’s No Laughing Matter
According to a new report, IP-to-email matches are accurate just 16% of the time on average, while IP-to-postal matches are accurate only 13% of the time. (Oof.)
The DOJ And Google Sharpen Their Remedy Proposals As The Two Sides Prepare For Closing Arguments
The phrase “caution is key” has become a totem of the new age in US antitrust regulation. It was cited this week by both the DOJ and Google in support of opposing views on a possible divestiture of Google’s sell-side ad exchange.
Alt Identity Provider ID5 Buys TrueData, Marking Its First-Ever Acquisition
ID5 bought TrueData mainly to tackle what ID5 CEO Mathieu Roche calls the “massive fragmentation” of digital identity, which is a problem on the user side and the provider side.
CTV Manufacturers Have A New Tool For Catching Spoofed Devices
The IAB Tech Lab’s new device attestation feature for its Open Measurement SDK provides a scaled way for original device manufacturers to confirm that ad impressions are associated with real devices.