Home Ad Exchange News Google’s Ad-Server Market Share May Be Declining; Walmart Funds Original Content

Google’s Ad-Server Market Share May Be Declining; Walmart Funds Original Content

SHARE:

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here.

Serves You Right

Google’s dominance in the buy-side ad-server market could be slipping. There are “literally dozens” of RFPs in the North American market right now as advertisers ponder the impact of Google’s GDPR compliance policies – which is to say, its promise to remove all ad server IDs, as it has in Europe, AdWeek reports. Indie ad servers like Thunder say they’re seeing a significant uptick in the number of inbounds they’re receiving in Europe. But unseating Google, or even getting close, won’t be easy (if it’s feasible at all). Ad servers will need to find alternative sources of revenue if they want to compete in the space, where profit margins are razor-thin. “All the money has to be made selling other services,” says Ramon Jimenez, an advisor to venture capital and private equity firms that invest in ad tech. “Just not being Google isn’t a really sustainable business model.” More.

Retail TV

The newest entrant in the original content wars isn’t who you’d expect. Walmart plans to fund at least six original programs next year for its streaming service, Vudu. The big-box retailer sells half of all television sets in the United States, but it hasn’t fought for a foothold in streaming media, even as online retailers like Amazon or Alibaba in China tout the connection between TV-style audiences and ecommerce. Walmart is getting involved now because it sees a real chance for shoppable smart-TV ads, so viewers can buy a product directly from their screen. Walmart is already pitching agencies for tens of millions of dollars of investments at this year’s upfronts, Bloomberg reports. More.

The Gray Lady And The Black Box

Targeted advertising is familiar to internet users, but how it works remains a mystery. The New York Times conducted an experiment where it picked 16 audience categories, including “registered Democrats” and “people trying to lose weight,” and ran campaigns to reverse-engineer how the ad-serving logic identifies potential targets. “We could do this because many companies, like retailers and credit card providers, sell customer information to data companies,” The Times reports. The campaigns, however, couldn’t run on Facebook – not because Facebook doesn’t enable the targeting, but because the ads alerted users to how they were being segmented, like “This ad thinks you’re trying to lose weight and still love bakeries” or “This ad thinks you’re male, actively consolidating your debt and are a high spender at luxury department stores.” Facebook bans ads that show users how they’re being targeted. More.

But Wait, There’s More!

You’re Hired!

Must Read

Apple Has Far-Reaching Plans To Block Hundreds Of Programmatic Data Companies From iOS

Apple’s WebKit crackdown appears to extend well beyond The Trade Desk, putting hundreds of ad tech, data and identity vendors on a mysterious, dynamically updated block list.

Josh Reed, Zoom's VP of brand and content, speaking at AdExchanger's Programmatic IO event in New York City (September 28, 2006)

Zoom’s Marketing Challenge Is That It’s Too Well Known For Its Own Good

Zoom has 99% unaided brand awareness, which sounds great on paper. But there’s a catch: Most people still think it’s just a video-call app.

Why Agencies Think They Shouldn’t Own Agentic AI Tools Or The Data Used To Build Them

Agencies are differentiating their tech stacks by building custom agentic AI tools for their clients. And they’re rethinking owning those AI tools – particularly since licensing them creates new revenue streams.

Privacy! Commerce! Connected TV! Read all about it. Subscribe to AdExchanger Newsletters

Programmatic IO: Insurers Are Building Ad Tech’s AI Accountability Layer

Agencies and marketers discussed the future of AI governance at AdExchanger’s Programmatic IO NYC this week. The main takeaway? Expect insurers to play an increasingly important role in managing AI compliance.

Apple’s Latest Operating System Blocks The Trade Desk From Serving Ads On Safari

The Trade Desk is unable to serve ads to the Safari browser for Apple device owners that have downloaded iOS 27. Apple has been investigating the issue since last week.

Who Will Stand Up For The Open Web?

The open web is done, stick a fork in it. Banner blindness is near universal, search traffic has run dry and publishers are struggling for oxygen. But what if that’s … not true?