Will The JIC Stick?; Spotify’s Lagging Ads ARPU
Big streamers aren’t joining the JIC, which could spell trouble for the broadcaster-backed organization; Spotify raises prices again; Chase gets into retail media.
Big streamers aren’t joining the JIC, which could spell trouble for the broadcaster-backed organization; Spotify raises prices again; Chase gets into retail media.
In today’s newsletter: AppLovin raises $144 million and buys video shopping app Flip; Google agrees to disclose that it collects data from Incognito users; and why Trader Joe’s is (and isn’t) the Shein of grocery stores.
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.
In today’s newsletter: Google’s ad strength meter could push advertisers to adopt Google’s campaign preferences; Home Depot hosts an “InFront” to show off its RMN, Orange Apron Media; and the Privacy Sandbox rollout could do serious damage to the online ad industry.
In today’s newsletter: Criteo gets MRC accredited for display impressions and click metrics; Google Analytics and Google Ads now use the same definition for “conversions”; and how marketing mutated the beverage aisle.
In today’s newsletter: Brands risk having their organic sales counted as paid conversion conversions on multiple platforms; Facebook’s Project Ghostbusters spied on Snap, YouTube and Amazon; and DTC brands bow out of brick-and-mortar.
In today’s newsletter: NAD says influencers should label endorsements as ads, even if they invest in the company; Netflix’s password-sharing crackdown was a catalyst for ad-supported audience growth; and G/O Media sells more of its portfolio.
In today’s newsletter: Amazon’s DSP doesn’t compare to Google’s and TTD’s; US ad spend looks strong this year; European Commission will investigate Google, Apple and Meta under the EU’s DMA.
In today’s newsletter: Bidstack’s executive leadership buys the company back from investors; S4 Capital could be vulnerable to a hostile takeover; and Meta experiences yet another overspending glitch.
In today’s newsletter: The DOJ publishes its antitrust suit against Apple; Reddit’s stock pops on its IPO day, but its long-term prospects depend on Google; and Amazon’s hollowing out Twitch.