PODCAST: The Big Story
The Temu Bowl
After Temu’s 5+ Super Bowl ads and billions in ad spending, will people shop like a billionaire? We discuss the strange profligacy of the discount shopping app.
Topic
Commerce
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What’s Behind Big Platform Partnerships?; Walmart's Vizio Vision
In today’s newsletter: Walled gardens are turning into an interconnected network of fortresses; Walmart eyes a Vizio acquisition; Dentsu stumbled in 2023.
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OPINION: Data-Driven ThinkingAI, Antitrust Or Advertisers: What Will Bring Google Down?
The question isn’t whether Google will fall, but whether its time is near. And, if so, what will finally bring it down?
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You Bought It, But Don’t Own It; The News On No More News
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.
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MFA Mania Is Already Cooling; Why The Big Get Bigger (And Bigger)
In today’s newsletter: Buyers are relatively blasé about made-for-advertising sites; Meta is riding high, having fully adapted to ATT, while Google’s search dominance is under threat; and Publicis Groupe reports strong growth.
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IPG Dusts Itself Off After A Difficult 2023, Enters Recovery Mode
IPG struggled in 2023 as tech clients slashed their ad spend and its digital agencies underperformed.
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Uber, Roblox And The Gray Lady Walk Into A Bar; Give TV A Sporting Chance
In today’s newsletter: Uber, the New York Times and Roblox all have ads businesses, but in different flavors; Disney, Fox and Warner Bros. Discovery plan to launch a sports streaming service; and Amazon gets introspective in response to competition from Temu, Shein and TikTok.
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Why Omnicom Is Being More Cautious About Generative AI Than Other Holdcos
While other holding companies are touting their AI roadmaps, Omnicom is focusing more on a different shiny object: retail and commerce media.
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The FTC Gets Its Second Crack At Kochava; The Deprecation Vacation
In today’s newsletter: The FTC is suing Kochava (again); marketers are complacent about third-party cookie deprecation; and Publicis Health pays the piper for its role in the opioid epidemic.
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Amazon Juices Profits, With A Big Assist From The Ads Biz
Wall Street wanted profits. Big Tech delivered. That was the case for Google, Meta, Microsoft, Apple and – more than any other US tech giant – Amazon.
Must Read
After The Election, News Corp Has Harsh Words For Advertisers Who Avoided News
News Corp’s chief exec blasted “the blatant biases of ad agencies and ad associations,” which are “boycotting certain media properties” due to “personal political prejudices.”
LiveRamp Outperforms On Earnings And Lays Out Its Data Network Ambitions
LiveRamp reported an unexpected boost to Q3 revenue, from $160 million last year to $185 million in 2024, during its quarterly call with investors on Wednesday.
Google And The DOJ Recap Their Cases In The Countdown To Closing Arguments
If you’re trying to read more than 1,000 pages of legal documents about the US v. Google ad tech antitrust case on Election Day, you’ve come to the right place.
NYT’s Ad And Subscription Revenue Surge As WaPo Flails
While WaPo recently lost 250,000 subscribers due to concerns over its journalistic independence, NYT added 260,000 subscriptions in Q3 thanks largely to the popularity of its non-news offerings.
How Kenvue Avoided $3 Million In Wasted Media Spend
Stop thinking about brand safety verification as “insurance” – a way to avoid undesirable content – and start thinking about it as an opportunity to build positive brand associations, says Kenvue’s Mark Proulx.
Based On Its Q3 Earnings, Maybe AIphabet Should Just Change Its Name To AI-phabet
Google hit some impressive revenue benchmarks in Q3. But investors seemed to only have eyes for AI.