Hold My Holdco; When Growth Goes Down
Q4 earnings reports are heating up; Private equity firms get squeamish; and AI data centers are harder to build than ever.
Q4 earnings reports are heating up; Private equity firms get squeamish; and AI data centers are harder to build than ever.
Omnicom unveils the latest version of its ID and analytics tool; there’s a new Google Search update in town; and Omnicom Media addresses CTV ad frequency.
Omnicom is making more cuts; investors aren’t interesting in publishing; and OpenAI is still on the fence about ads.
Generative AI is the new ad land obsession: a shiny promise of a fully autonomous world of self-driving advertising. But behind the hype lies the costly delusion that automation can replace judgment and more content somehow means better marketing. We’ve entered the age of machine-made abundance, where content can be generated faster than it can […]
Inside Omnicom’s shift in spend from The Trade Desk DSP to Amazon DSP.
Two sources at ad tech platforms that observe programmatic bidding patterns said they’ve seen Omnicom agencies shifting spend from The Trade Desk to Amazon DSP in Q3. The Trade Desk denies any such shift.
Omnicom revamps its revenue reporting; Amazon will now charge for access to its Selling Partner API; and brands seek sponsorship deals with all sorts of social creators.
Dentsu is for sale; Associated Press is scraping its own archives; and AI is infiltrating newsrooms.
Delivery apps are launching social networks now; Google is the latest Big Tech company to write a huge check to Trump; and ad agencies of all sizes apparently aren’t big enough.
Ad agency hold cos have broadcasted their earnings. As AI and acquisitions transform their businesses, there are clear winners and losers. With media as a strong spot, we discuss the paradox of “transparent nontransparency.”
During what was supposed to be a quarter marked by financial uncertainty, IPG did slightly better than expected.
Water is wet, the sun sets in the west and Omnicom still says it expects to close its merger with IPG in the second half of this year.
Critics say the FTC’s deal with OMG/IPG prohibits agency practices that don’t exist. And it distracts from legitimate concerns about brand safety news blocking and principal media.
Have agency holdcos put too many eggs in the AI basket?; Temu has come back to us now at the turn of the tariff tide; and Cloudflare wants to help sites from getting scraped.
Where would the New York Times be without its recipes?; Cannes Lions deals with controversy; and Netflix wants to get ultra-personal with its ads.
The FTC approved the Omnicom-IPG merger, but with a brand-safety caveat: The agencies cannot create agency-level blocklists of any media that’s political or ideological. With Ad Fontes CEO Vanessa Otero, we unpack the consent order’s ramifications.
The FTC puts some odd stipulations on Omnicom-IPG; influencer marketing is the new normal; Google is cutting its smart TV group.
Expect more ad agency holdco consolidation in the next year; people are starting to talk like ChatGPT; inside the weirdness of matching political funds.
Sports sponsorships can play well for small brands; Perplexity was first to AI search ads, but advertisers waited for Google; and GroupM officially rebrands to WPP Media.
WPP’s GroupM is getting a new name; there’s no such thing as a TikTok ban at NewFronts; and Meta’s ad growth prospects might be plateauing.
Transparency has become the currency of credibility in advertising. Larger holding companies and black box AI platforms must recognize that their opaque practices are no longer sustainable.
Do Google AI Overviews really bring exposure to more websites?; Meta considered an all-ad Instagram feed; and agencies are cautiously optimistic even as tariff concerns threaten upfronts season.
Omnicom Group CEO John Wren told investors during Tuesday’s earnings report that the first quarter represented a “good start to the year” for the ad agency holdco.
Omnicom and IPG have both received additional information requests from the FTC about their merger. Plus, publishers don’t know how AI overviews fit into their referral traffic.
Amazon’s ad tech ambitions are crowding out Amazon specialists; EU regulators have concerns about Apple ATT; and Google says breaking it up could threaten national security.
Google has been spotted triple serving ads to search pages. Plus, good luck getting ads next to Oscars content this year.
Like Kendrick Lamar during the Super Bowl halftime show, Interpublic Group CEO Philippe Krakowsky had a message for all the haters out there: the impending Omnicom merger won’t affect IPG’s ability to do business in the meantime.
Publicis looks to capitalize on potential fallout from the Omnicom/IPG merger; Google Cloud is seeing an influx of ad sales talent; and Spotify advises investors to be patient with its growing programmatic ads biz.
Why worry about AI replacing jobs when a megamerger might make them redundant?
Criteo’s Brian Gleason shared how it is working with agencies to capitalize on curation and measurement opportunities in retail media and CTV.