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All articles tagged with #adtech

Magnite Eyes Upside as Google AdTech Ruling Opens Fresh Competition
finance1 month ago

Magnite Eyes Upside as Google AdTech Ruling Opens Fresh Competition

Magnite (MGNI) could benefit from the latest Google AdTech antitrust developments, with Craig-Hallum maintaining a Buy rating and a $28 price target as it asserts independent ad-tech players—especially SSPs—stand to gain from reduced Google dominance; Magnite, the second-largest SSP, is positioned to capture upside as the ad-tech landscape shifts, helping MGNI rally amid growing retail bullish sentiment and ongoing chatter about a potential market rebalancing.

via Yahoo Finance|
#adtech#finance#google-adtech
Google Edges Through Antitrust Fallout, Keeps Ad Exchange Intact
technology1 month ago

Google Edges Through Antitrust Fallout, Keeps Ad Exchange Intact

A US federal judge ruled Google will not be forced to sell its online ad exchange (AdX) after the company lost an antitrust case; while the DOJ proved Google illegally locked publishers into its exchange, the remedies are expected to be modest—likely fines and changes to business practices rather than a breakup. The ruling is part of the third antitrust case against Google, with the final remedies still being sealed for now, leaving Google's overall market power largely intact for the near term.

via Ars Technica|
#ad-exchange#adtech#antitrust
business2 months ago

Trade Desk doubles down on open internet strategy after Q2 2026 results

The Trade Desk reported Q2 2026 revenue of $715 million (up 3% year over year) and GAAP net income of $64 million, with non-GAAP adjusted EBITDA of $241 million. It maintained client retention above 95%, announced multiple partnerships (Dentsu, Booking/Agoda/Kayak/Marriott/Uber/United; Netflix; Samsung Ads) and collaborations with Databricks and Adobe, added senior leadership, spent about $78 million on stock repurchases, and guided Q3 2026 to at least $650 million in revenue and about $160 million in adjusted EBITDA, with no GAAP net income target due to stock-based compensation volatility.

via investors.thetradedesk.com|
#adtech#advertising#business
Applovin sinks after Q2 revenue miss as AI-adtech headwinds surface
business2 months ago

Applovin sinks after Q2 revenue miss as AI-adtech headwinds surface

Applovin posted a Q2 revenue miss with EPS of $3.76 (in line) and revenue of $1.92B vs $1.94B expected, sending the stock down about 17%. CEO Adam Foroughi attributed the miss to timing of AI-powered adtech model improvements as the company expands into e-commerce; revenue rose 53% year over year. Piper Sandler downgraded the stock to neutral and cut its price target from $665 to $385, noting uncertainty about the cadence of future beat/raise moves as management advances its AI-adtech strategy.

via CNBC|
#adtech#applovin#business
Sony gears up for a global PlayStation ad push with new leadership hires
business2 months ago

Sony gears up for a global PlayStation ad push with new leadership hires

Sony is building a global PlayStation advertising unit, hiring for roles in client partnerships and ad operations to monetize the PlayStation ecosystem through programmatic, FAST and CTV ads in multiple markets. The effort follows earlier attempts at in-game advertising and is part of a wider industry push as competitors Xbox and EA develop their own ad businesses; analysts say gaming ad spend lags time spent but offers strong growth potential if Sony builds the necessary infrastructure while addressing gamer ad aversion.

via Digiday|
#adtech#advertising#business
OpenAI Bets on Ads to Fund Access, Debuts at Cannes
technology3 months ago

OpenAI Bets on Ads to Fund Access, Debuts at Cannes

OpenAI used its Cannes Lions appearance to unveil its first ads product, arguing that advertising will subsidize access to its AI tools and shift the industry from an attention economy to an intelligence economy. With roughly 900 million weekly active users, the company says ads will broaden access rather than just drive revenue and will include guardrails to keep conversational data private. The pilot, started in the US with expansions to the UK and Australia, now offers CPC alongside CPM and highlights large-scale asset production via Codex, with OpenAI stressing the ads business is still early but central to reaching ambitious revenue goals.

via AdExchanger|
#adtech#advertising#ai
ChatGPT Ad Tests Signal Emergence of an AI Ad Market
technology4 months ago

ChatGPT Ad Tests Signal Emergence of an AI Ad Market

OpenAI is testing ads inside ChatGPT, expanding from early February trials to a broader ad platform. Ads are still rare (about 1–2% of prompts, often one per conversation) and currently skew toward software tools and travel brands, with health ads notably scarce. Advertisers can’t access chats, and OpenAI says the effort is in early days and designed to be non-intrusive, as the AI chat platform with nearly 1 billion weekly users eyes monetization opportunities.

via Business Insider|
#adtech#advertising#chatgpt
Smart TVs Are Turning Into Data Traps for Ads
privacy5 months ago

Smart TVs Are Turning Into Data Traps for Ads

Smart TVs are increasingly becoming data-collection devices as a sprawling network of ad-tech vendors tracks viewers through cookies, device IDs, IPs, precise/non-precise location, and user profiles. The article catalogs hundreds of vendors with cookie lifetimes spanning from days to years, notes some vendors don’t use cookies or rely on other storage, and highlights pervasive cross-device tracking and potential privacy risks for households. Viewers may need to adjust privacy settings or limit ad tracking on their TVs to curb data collection.

via Slate|
#adtech#cookies#privacy
Cookie Avalanche: Ad-Tech Trackers Spill Data Practices
technology5 months ago

Cookie Avalanche: Ad-Tech Trackers Spill Data Practices

The Register catalogs a massive roster of ad-tech vendors and their cookie usage, showing a wide patchwork of data collection and storage practices—from IP addresses, device IDs, and precise locations to user profiles and authentication-derived identifiers—often tied to long cookie lifespans (sometimes years) and various legal bases (consent or legitimate interest). A notable number rely on additional storage methods, and a few vendors claim not to use cookies, underscoring the sprawling, opaque ecosystem behind online tracking.

via theregister.com|
#adtech#consent#cookies
OS age gates collide with an ad-tech cookie avalanche
technology6 months ago

OS age gates collide with an ad-tech cookie avalanche

The Register reports that OS-level age verification attempts are tangled in a sprawling ad-tech ecosystem that relies on long-lived cookies and other storage to track users. The piece catalogs numerous vendors and their data practices—collecting IPs, device IDs, precise locations, and user profiles—with cookie lifetimes spanning months to years. Some vendors claim not to use cookies or rely on alternative storage, but the overall landscape shows pervasive data collection that undermines robust age checks and raises privacy concerns about how age gates are implemented and monitored.

via theregister.com|
#adtech#age-verification#cookies
Trade Desk Bets on Growth, Expands Buyback Plan
business7 months ago

Trade Desk Bets on Growth, Expands Buyback Plan

Trade Desk reported 2025 revenue of $2.9B (+18% YoY), GAAP net income of $443M, and adjusted EBITDA of $1.2B (41% margin) on $13.4B gross spend with customer retention above 95%. It expanded buyback capacity to $500M after about $1.4B of repurchases in 2025 and gave Q1 2026 guidance of at least $678M in revenue and ~$195M in adjusted EBITDA. The company highlighted ongoing identity, retail data, and connected-TV initiatives in ad tech; analysts rate TTD as a Hold with a $23 target.

via TipRanks|
#adtech#business#buybacks