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Big TV’s shift to programmatic brings in the performance brands; Meta rolls out premium subscriptions for Instagram, Facebook and WhatsApp; and Yahoo enters the crowded AI search market.

Publishers have been losing 20%, 30% and in some cases even as much as 90% of their traffic and revenue over the past year due to the rise of zero-click AI search.

People want news, but not from news outlets; X’s blue checkmarks are coming home to roost; and Meta is finally paying publishers (kind of).

After pulling back on moderation, Instagram gets flooded with antisemites; BidSwitch builds a programmatic way for AI bots to pay to crawl websites; and nearly half of Gen Z dislikes AI content.

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.

Transaction IDs can benefit the ecosystem, but not if they result in information asymmetry. Solutions need to be found that reduce bad duplication but do not reduce bid density.

Can Google AI overview and other search chatbots cancel each other out?; say goodbye to both Demand Media and Linda Yaccarino.

Etsy sellers aren’t feeling great about the US tariff situation. Plus, X’s data licensing and subscription revenue is increasing.

More dollars are flowing through the Amazon ads machine. Plus, are advertisers coming back to X out of fear of the Trump administration?

Coinbase has acquired a blockchain-based advertising and attribution startup. Plus, is brand safety on social media a myth?

Meta changes policy on “sensitive” ads; Texas AG launches an investigation into GARM; and the CMA takes it easy on Apple and Google when it comes to cloud gaming.

Bluesky’s user count is booming, but it lacks the scale marketers crave; “individual-level prices” are ruining airline rewards programs; and Meta details its fight against forced-labor camps that perpetuate online scams.

Why the agency pivot to alternative payment models is good for M&A; Zeta Global responds to a short-seller’s explosive claims; and X sees a mass exodus after the election.

Threads will introduce ads to capitalize on users fleeing X; Perplexity tests ads and sponsored queries; and Amazon pulls the plug on Freevee.

Walmart’s latest data play: an app for unlocking barricades on store shelves; training generative AI may rely more on scraping big-name sites than previously thought; and tracking the issues that mattered most to Trump and Harris, based on ad spending.

A tool popular with law enforcement can track devices to sensitive locations. Plus, black boxes are getting a bit more transparent.

Oracle’s advertising and third-party data businesses are officially kaput; political pollsters are abandoning misleading online data; and AI-generated slop is already overtaking the internet.

Two of the EU’s biggest Big Tech antagonists are set to resign; a GAM breakup could usher in post-ad-server programmatic; and how Google kept Prebid separate from the IAB Tech Lab.

In today’s newsletter: How loosened ad restrictions helped snacks take over America; Brazil’s X ban dings stan culture; and Roblox partners with Shopify as it expands real-world ecommerce to all creators.

In today’s newsletter: How membership bundles are creating new forms of consumer-facing partnerships; typically unflappable platforms leap to action when billionaires are harmed by bad ads; and X’s GARM lawsuit helped politicize brand safety.

The decision by WFA leadership to succumb to Elon Musk’s pressure is disappointing and dangerous – but it presents an opportunity to rethink our industry’s broken approach to brand safety, writes Arielle Garcia.

Shares of WPP took another thumping yesterday. Plus, advertisers are getting post-lawsuit cold feet about X all over again.

In today’s newsletter: Netflix drops its ad prices to slightly less outrageous levels; X sues GARM, alleging it led an ad boycott for ideological reasons, not brand safety concerns; and how TV manufacturers have laid the groundwork to take ad dollars from streamers and cable.

Pharmacies, groceries and even convenience stores have taken to locking up large swathes of merchandise. Plus, Roblox reported Q2 earnings on Thursday.

Electronic Arts is done slow-rolling into advertising. Plus, Sensodyne is experimenting with “content credentials” for its digital ads.

AI was a hot topic at Cannes Lions, while Elon Musk used the festival as a shot at redemption for X. Plus: Expect more crypto ads this year.

In today’s newsletter United Airlines gets into retail media; why AI fails to catch AI-generated content; and political advertisers flock to X for cheap impressions.

In today’s newsletter: The FTC finalizes order barring Outlogic from selling location data; even Snap is sending publishers less referral traffic; Chase Bank’s advertising (and ad tech) opportunities.

In today’s newsletter: Users’ rare anime collections disappear as Sony consolidates Funimation and Crunchyroll; Instagram and Threads stop promoting political content; and why Fortnite is winning the metaverse.

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. The Arc Of History The Browser Company is backed by tech elite like Instacart CEO Fidji Simo, Medium founder Ev Williams, Zoom founder and CEO Eric Yuan and LinkedIn co-founder Reid Hoffman. TBC makes a browser called Arc, and this week it launched […]