Upfronts Day Two: Dancing And Data
TelevisaUnivision and Disney took over Day Two of upfronts week in New York City on Tuesday, and the throughline was data quality.
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Warner Bros. Discovery’s Upfront Was All About Performance
Warner Bros. Discovery used its upfront stage to announce two new ad measurement efforts, including that it’s joining a CAPI-focused initiative led by OpenAP.
Viant Sees A Growth Wave Coming, But First Marketers Must Really Ditch Walled Garden Ad Tech
Viant’s modest growth story took a backseat to a far louder claim: that fed-up advertisers are finally ready to ditch the rigged economics of Big Tech’s walled gardens.
Is Agentic Commerce An Oasis Or Mirage?
For companies like Shopify, Criteo and Instacart – and even for giants like Amazon and Walmart – figuring out if the agentic oasis is real or a mirage is their priority No. 1.
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.
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%.
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AdExchanger Talks
Zoom CMO Kim Storin has one of the rarer jobs in marketing: She’s responsible for promoting and evolving a brand that’s also become a verb.
The Big Story
If a tree falls in a forest, does it make a sound? And if a UID2 doesn’t work, does anyone notice? Inside a UID2 mix-up that has a publisher questioning the value of alt IDs. Then, what Kochava’s settlement with the FTC means for any ad tech company that handles location data.