Roku

Roku unveils what it’s calling the Roku Exchange, a more direct path between Roku’s ad supply and programmatic demand.

In today’s newsletter: How changes in streaming ad inventory could impact upfront CPMs; video cracks 50% of engagement on Meta’s platform for the first time; and Apple is in talks to launch Apple TV+ in China.

What is Google’s true motive in launching the Chrome Privacy Sandbox? An optimist might give Google credit for not dropping the hammer like Apple did. But it’s hard not to be a little cynical about Google’s goals, according to Samantha Jacobson, chief strategy officer at The Trade Desk.

In today’s newsletter: Roku and The Trade Desk expand their partnership; Instagram changes its content recommendation system; and the European Commission investigates Meta for potential Digital Services Act violations.

If anyone asks what the main theme of Roku’s Q1 earnings call was on Thursday, say: “programmatic.”

In today’s newsletter: The European Data Protection Board outlaws Meta’s “Pay or OK” model; Walmart sharpens its conquesting tools; and Roku seeks more ad supply.

In today’s newsletter: Yum Brands feasts on cross-brand customer data; YouTube’s focus has shifted away from services to software and APIs; and Walmart Connect announces updates to its DSP, including allowing conquesting in sponsored search listings.

Total ad spend from deals transacted through Magnite’s platform topped $5 billion for the full year, representing nearly 20% YOY growth, while full-year CTV ad spend was also up 20%.

In today’s newsletter: Ad tech data can compromise Americans; Reddit has a hard road ahead revenue wise; CTV ad-buying startup tvScientific raises a funding round.

In today’s newsletter: Meta’s growing “other” revenue; charting the depths of Reddit and Google’s new partnership; and TikTok’s ecommerce biz doubles down on influencers.