alphabet

Everyone has an opinion on OpenAI’s revenue prospects; Threads rolls out ads universally; and sports are a bastion of strength for Paramount.

Human-made creative is in again; The Atlantic accuses Google of (another) monopoly; and it turns out brands like to have a say in their sponsorships.

Thanks to mitigated tariff effects and the AI boom, WPP Media’s 2025 ad spend forecast has good news for marketers.

Alphabet reported on Wednesday that its total Q3 revenue was $102.3 billion, up 16% year over year, while net profit increased by a third to $35 billion.

YouTube backpedals on banning COVID and political misinfo; Tylenol pushes back against Trump’s claims that it causes autism; and Disney doubles down on linear TV and raises Disney+ prices after its Kimmel boycott threat.

Google is running a search monopoly, but the remedies are light. How will this decision affect advertisers and competitors? Plus, Google Ad Manager is acting like a standalone SSP, a move that appears connected to the looming remedies phase of Google’s second antitrust case.

The web is hurting. Google is doing splendidly. Q2 was a “standout,” Alphabet CEO Sundar Pichai told investors on Tuesday, with “robust growth across the company.”

AI Overviews are even dinging Google Search ads’ traffic; WPP downgrades its earnings forecast; and Google’s AI competitors launch their own web browsers.

Magnite’s SpringServe deal illustrates why SSPs need a video ad server; Google grapples with AI search’s impact on publisher traffic; and Anthropic’s AI assistant is a law enforcement snitch.

Alphabet had another stellar earnings report. But neither its leadership nor investors ever mentioned the two landmark ongoing antitrust suits. Chrome’s reversal on third-party cookies also never came up.

Alphabet is beset by challenges on all sides. But the company’s revenue growth remains unchecked.

OpenAI’s ChatGPT will launch a web search engine. Plus, this year’s $12-billion-plus deluge in political advertising has priced brands out of certain markets.

Google hit some impressive revenue benchmarks in Q3. But investors seemed to only have eyes for AI.

Alphabet is so big that, even when it’s growing slowly – YouTube, for example, disappointed with a lower-than-expected growth rate – it’s still outpacing competitors.

Paramount Global finally agreed to merge with Skydance Media, but it’s not out of the woods yet. Plus, is YouTube really worth $455 billion?

Media governance measures advertisers can put in place to navigate the complexity of brand safety and gain better control of the quality of their media spend.

By next year, Google will have three separate business lines – Search, YouTube and Cloud – with an annual run rate to generate at least $100 billion, CEO Sundar Pichai told investors.

In today’s newsletter: Data broker Adstra sues IPG-owned Acxiom and Kinesso; Apple could strip the P address of its status as a useful identity signal; and Roblox will introduce video ads later this year, with SSP PubMatic as its programmatic vendor.

In today’s newsletter: Adalytics reveals Forbes was running a separate MFA sub-domain; The New York Times seeks to use attention benchmarking to validate its premium publisher status; and Google is reportedly looking to buy HubSpot.

In today’s newsletter: Microsoft Edge debuts its Ad Selection API, a PAAPI competitor; the EU’s DMA is live; and OhHello aims to help ad industry employees network.

Google has always been the internet waystation. People arrive to be shuttled someplace else. Increasingly, though, Google is the destination.

Last week, FTC Chair Lina Khan announced a probe into Big Tech’s relationship with generative AI companies at an FTC forum to address competition concerns related to AI technology – its first AI-focused tech summit.

Crunchtime The EU’s Digital Markets Act has teeth – and now it’s biting, TechCrunch reports. The DMA regulates anti-competitive practices within “gatekeeper platforms” that have an annual turnover of at least 7.5 billion euros. Meta, Apple, Alphabet, Amazon, Microsoft and ByteDance all tick that box. Gatekeepers have until March to ensure their operations in the EU […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Bean Counter A split between two state privacy laws in Maine shows how more data-driven businesses – not just Silicon Valley giants – are invested in the nuances of privacy standards and how consumer data can be used (or not). Lobbyists at the […]

Alphabet’s strong revenue numbers were “led by solid growth in the retail vertical” across search and YouTube, Google Chief Business Officer Philipp Schindler said during Alphabet’s earnings call.

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Ghosts In The Machine The rise of machine-learning-powered ad products from Google and Meta is changing the performance marketer’s job from a hybrid creative tactician, media hound and command pilot to, well, someone who just feeds data, text prompts and raw creative assets […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Search And Discovery The Department of Justice’s antitrust suit against Google began in earnest this week, with Google economist Hal Varian taking the stand and both sides presenting their opening arguments. The case could have major repercussions, just like the government’s 1990s antitrust […]

Google’s protestations about TrueView’s media quality aside, two questions remain: Why is any of this happening, and why is change unlikely in the short term?

Investors on Alphabet’s Q2 earnings call appeared satisfied that YouTube and the ads business in general are back on track. Their attention, unsurprisingly, turned to the potential opportunities for generative AI.

The more time the marketplace has to evaluate the Privacy Sandbox – and, particularly, the Topics platform – the worse those platforms will look.