How will the high-stakes game of antitrust chicken between Google and the US Department of Justice play out? It could be a first important proactive step toward true structural change – not just at Google but across many of the biggest players in the industry, writes Arnaud Créput, CEO of Equativ.
Google’s decision to kick the can on cookie deprecation even further down the road to 2024 did not come as a shock to many in the digital advertising industry. The longer runway will give advertisers and publishers more time to test post-third-party-cookie solutions. But despite the temptation to procrastinate, publishers and tech vendors told AdExchanger they don’t anticipate straying too far from the road maps they’d already established to meet the previous 2023 deadline.
Just three months after Netflix surprised the world with the news that it plans to launch an ad-supported tier, the streaming leader has settled on its third-party vendor of choice: Microsoft. But why Microsoft? It wasn’t considered a serious programmatic contender until it acquired Xandr from AT&T (and that deal only closed last month). Still, something made Microsoft stand out from the crowd.
Google may have a solution to the antitrust regulatory pressure it’s facing from governments around the world: a proactive spinoff. Alphabet, Google’s parent company, is exploring splitting Google’s digital ad business into a separate entity under the Alphabet umbrella. The question is whether Google’s proposed solution will pass muster with regulators, and if it does, who stands to win – and who stands to lose?
Netflix is planning to introduce an ad-supported model to attract new viewers, and chances are it will embrace programmatic advertising, too. Without the portfolio of strategic partners that NBC and Disney have, Netflix will need to catch up somehow. Programmatic is one enticing option for doing so, writes Nicole Scaglione, global VP, OTT and CTV business, at PubMatic.
It’s chilly out there, but PubMatic had a decent quarter. Organic revenue for Q1 totaled $54.6 million, up 25% year-over-year, representing PubMatic’s seventh consecutive quarter of 20% revenue growth or more. PubMatic’s stock was up a smidge, about .5%, in after-hours trading.
The day has finally come – Netflix is considering ads after it lost 200,000 subscribers in Q1, the streamer’s first subscriber loss in a decade. It won’t be easy, but Netflix will need to find a way to keep customers (and their wallets) satisfied. Ads will be a slow rollout that Netflix hopes to phase in within a year or two, CEO Reed Hastings said on Tuesday’s earnings call.
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CTV is the hot new programmatic media channel, but it suffers from fraud, a lack of clear media-buying signals and a hodgepodge of approaches to measurement. The lack of standards is hampering market growth – but rather than waiting for standards to be handed down, publishers can create positive momentum with media buyers now, writes PubMatic’s Nicole Scaglione.
The Trade Desk recently made waves with the rollout of OpenPath, its direct-to-publisher offering, and its plan to turn off Google Open Bidding, a one-two punch in supply path optimization (SPO). Both of these SPO moves could reshuffle the ad buying ecosystem, making publishers less reliant on SSPs and cutting off a revenue source for Google’s Open Bidding.
