Moe Chughtai
@Moe_rants
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Media, AdTech, and CTV takes | Global Head of Advanced TV @ MiQ | Views are my own.
New York
Joined October 2012
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Pinned Tweet
How did public AdTech stocks react to the news on Monday that Google won’t be scrapping third-party cookies?
Liveramp $RAMP 👀 (🧵1/7)
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@mehdirhasan
@AJHeadtoHead
Wow, what a powerful interview. Thank you for your bravery and journalism on this important topic, Medhi.
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@AdamSinger
You're misinterpreting the data, Adam.
That's akin to 123m concurrent viewers on average for the full 5 hours of the game. 36 BILLION viewing minutes delivered at once.
Yes YouTube commands attention, but you must compare apples to apples.
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Just got back from Scotland last week. What a beautiful country, people, and culture. Couldn't recommend more.
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@AdamSinger
YouTube is a marketing machine, I agree.
But 36b is over a week's worth of viewing minutes platform-wide on YouTube, btw.
There's an important place for both is the bigger point. Impossible to discount that.
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@scheff61
Meanwhile I get offended when a friend Venmos me for a coffee or drink I covered.
"Are you trying to 'settle' this friendship tab?" 😂
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Did anyone get make-goods for all the DOOH ads that broke this weekend?
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@Austen
Title: $214M salary
Article "$212m in grants that vest over 10 years"
Embarrassing misrepresentation in this headline
@soonweilun
.
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@Jason
@theallinpod
Much respect,
@jason
but I watched the entire episode and came away thinking
@chamath
's views weren't nuanced at all. Just disappointing.
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@Carnage4Life
Practically.... When you're ready to level up, why wouldn't you just look externally if your company has a policy like this?
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Had an awesome time at the
@AdtechGod
and
@marketecturetv
party last night. Great seeing old friends, and meeting new ones. Thanks for the great event
@JeremyBloomHere
@aripap
@ericfranchi
#MadisonAveReturn
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@Whotfismick
YYYY-MM-DD is objectively better than both, and it's time for the world to get on the same page.
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The NY Post is a national embarrassment.
Haitian motorist making illegal turn in Springfield, Ohio, smashes into mom driving with autistic daughter
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@faizashaheen
You are fantastic,
@faizashaheen
. Disappointed for your loss, but wishing you luck on your next journey.
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Here's how I read it:
- Roku data via PMP deals, not in a data feed to TTD (i.e. different from the Yahoo/Vizio partnership from '21)
- Likely only usable on Roku Media vs. applied to all CTV supply on TTD
This press release is clearly a win for TTD, though it's unclear what's
TTD and
@Roku
in a major partnership. Seems like
@TheTradeDesk
gets Roku data and maybe they are sunsetting or de-emphasizing the OneView buying platform (old DataXu):
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What I don't understand about this $META ads issue:
How in the world was Meta able to over spend hundreds of millions of $$ Sunday overnight?
Who saw the ads?? Real users?
This just doesn't seem to pass the sniff test...
@acfou
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Every single time.
JUST IN - National Public Data confirms "hackers" stole Social Security numbers of "nearly all Americans." — NYP
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Here's why these numbers don't track.
The Trade Desk.
Roku.
Walmart.
Yahoo.
Amazon reported $40B US in 2023 so according to IAB that leaves $12B or 6% of digital ad spend to all outside the big platforms.
Adtech is fighting over peanuts not cookies.
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Agency order management system vendor(s) realized only 10-20 pubs ever mattered per channel, and built audience activation connectors into pub ad servers.
Hypothetical: The year is 2029, and TTD is no longer the no. 1 independent DSP. Other DSPs surpassed them.
What happened?
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I do know who needs to hear this, but the title situation in AdTech is embarrassing.
You're doing yourself a disservice if the person handling a key account is an "account exec", despite having the experience of a director/VP. Your competitors are eating your lunch. ✌️
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Why all the buzz around CTV and retail media?
It’s simple: shoppers are more likely to purchase products they see on TV compared to any other platform (yes, even over coupons and store newsletters).
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@I_amMukhtar
Hero! What an incredible story. Grateful to have someone like Abdullah on the street in that situation.
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@gskulkarni
@Mark_Goldberg_
If it takes 9 years to grow into clothes, you might have overshot.
(Speaking as someone who wore shoes two sizes too big for most of high school before I realized I had stopped growing.)
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Tubi's UK debut is a big deal for the CTV market. Here's why in four killer charts:
1. Tubi's content library in the UK is massive -- bigger than Sky, ITV, Prime Video, and even Netflix (🎤drop). 🧵
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Black Eyed Peas presented by Freewheel, a division of Comcast.
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@questionableway
Sorry, but this data doesn’t add up. The median home price in the NY metro area isn't close to $2.5M. What criteria did you use for this data?
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This would be the layup of all layups for $NFLX Netflix to buy.
1. Ramps up and supply massively.
2. Solve sfor an otherwise tiny ad sales team.
3. Accelerates programmatic chops
4. Gives Amy Reinhard a massive win.
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@joe_zappa
It's an ad network by another name. Nothing wrong with that, but the mystique is overplayed.
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There is a real belief that the US, and the West more broadly, has ceded the moral high ground on the Global stage in the last 12-24 months.
If you're not seeing that, you're living in a bubble. The evidence is impossible to ignore.
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@davemorgannyc
@IABTechLab
Calling out misclassified outstream was a vector of competition for us at
@TubemogulP
nearly a decade ago now.
Disappointing that outstream continued to capture the demand it does. Shitty experience for both the consumer and the advertiser.
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@anothercohen
This is why I use . Gives you a virtual credit card number you can revoke at any time.
I don't sign up for services with my own CC anymore.
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Louder for the people in the back 🎤
I honestly hate seeing articles that say, "They/we went too hard into digital." No, you went too hard into platform analytics and spent against revenue you would have received anyway. If you use digital correctly, it's magical. You just need to find how to use it correctly for
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Pumped for the shoutout for ! Big fan of the
@marketecturetv
pod.
Building this has been a blast, and it’s awesome to see folks finding value in it.
@aripap
, let’s chat about some ad deals 😉
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This is Adtech marketing done right. 😂 Well done to the social team at Kochava.
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Interesting domain choice $TTD 🤔
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This study is pretty concerning. Over 70% of Japanese, Filipinos, and South Koreans, and a staggering 85% of Malaysians no longer view US democracy as a role model. These are our key allies in countering Chinese influence in Asia.
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4 months later, still delighted by
@SuperhumanCo
. Easily one of my better investments in 2018!
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Appreciate the s/o
@AdtechGod
🙏
Olympics Ad Space Goes Programmatic!!!
- NBCU and Warner Bros. Discovery offer Olympic ads to smaller brands via private marketplaces.
- Programmatic buying opens over 5,000 hours of Olympic coverage on Peacock.
- More brands can now access premium Olympic advertising space.
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Chick-fil-A's launching a streaming service.
Reportedly, the service will provide free, family friendly original content every Monday - Saturday.
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The residents of both Southport and Middlesbrough stood proudly united to clean up the mess that bigoted rioters made in their neighborhoods this weekend, showing that love is always stronger than hate. Sincerely, thank you ✌️♥️
“We are not going to let them divide us”
Heartwarming scenes in
#Middlesbrough
this morning as the community rallies together after the shocking disorder yesterday
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@micsolana
@theallinpod
@Jason
The whole conversation incredibly jarring. Massive disappointment and loss of respect.
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Day 2 of accidentally showing up at the wrong Cannes: they put me on stage with Samsung?
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It's deeply, deeply heartbreaking to see Trump's VP pick use his first moments in the spotlight to normalize hatred towards Muslims in our political discourse.
What a stain on our humanity Trump's identity politics are. You should be ashamed,
@JDVance1
.
🚨 NEW: JD Vance, the Republican nominee as vice-president, has called the UK under a Labour government ‘Islamist’
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$RAMP was set to benefit most from Chrome’s cookie depreciation. Brands are still pouring money into 1P data, but the depreciation delay/cancellation clearly made investors nervous.
Let’s check out how other AdTech companies performed. Here’s a look at DSP and SSP stocks. (2/7)
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Finally, let’s look at Advertising Agencies and Ad Network stocks. Unsurprisingly, both did fairly well, with $IPG and $CRTO leading the pack.
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.
@billwise
@RamseyMcGrory
crush B2B ad creative. Good ad, great partnership - well done fellas.
Disclaimer: this tweet could have been an email.
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You asked to "agree to disagree" and then quote-tweeted me, so I'm going to respond.
Those in the Curation space tend to over-complicate their solution, which predictably confuses buyers.
The responses here prove this
(1/4)
Curation is not just a fancy name for an ad network.
Curation means you develop a custom audience based on data modelling and then activate it against the supply where you can reach them most efficiently.
Curation provides more value than simply slicing up inventory.
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@CoryDavis321
@aripap
@AdtechGod
@LaurenFWetzel
@mjbarash
@ericfranchi
@cvanderhook
@arthurquerou
Retail media is $CRTO's future, so I’m betting on an exec from RMN. My guesses:
• Seth Dallaire (CRO, Walmart Connect)
• Cara Pratt (SVP, Kroger’s Media)
• Kristi Argyilan (SVP, Albertsons, ex-Target/Roundel), clearest choice
If internal, Brian Gleason is the obvious choice.
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@reganbozman
@SuperhumanCo
Paying for it. Love it.
Last month I went through a round of cutting subscriptions and ended up dropping Hulu and HBO, but keeping Superhuman.
The productivity improvement is significant enough to warrant the cost if you're a knowledge worker IMO.
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Supplier: We built a buy-side bidder over the last 6 months.
....
So... what you're saying is you've licensed
@BeeswaxIO
@aripap
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Man, I feel for ad tech salespeople trying to explain this stuff to their clients.
Seems like even product and product marketing teams don't understand the problems their solutions are solving for.
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In fact, $AMZN was the biggest mover among the big tech advertising stocks I evaluated. It’s surprising that $META and even $GOOGL didn’t respond more to the news (6/7)…
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Here’s what no one’s talking about in the "Premium Internet" shift: Entertainment is straight-up devouring News. Trust in traditional news? Rock bottom. And the viewership stats back it up.
If news outlets want a shot at surviving, they’ve got to start mending the trust they’ve
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I'm curious to hear from the advertising community--do you think an "Independent Chrome" will be:
(Please feel free to comment why!)
More Strict on Privacy
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Less Strict on Privacy
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About the Same
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Unsure
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I'd like to introduce "Ad-Supported Ojisan" – he doesn't need any of the bells and whistles of your "premium ad-free" tier. He's happy to see a couple of
@Hersheys
ads in between rounds, and still take home the medal.
#FreeUserOjisan
"Free User Ojisan" (無課金おじさん) is trending in Japan as netizens react to 51-year-old Turkish shooter Yusuf Dikec winning a silver medal without fancy eye gear. They're describing him like a gamer who wins without spending any money on freemium games.
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Took two days off this week to build a decently complex web-app (custom UI, DB, user mgmt, CMS, etc.) mostly with
#noCode
tools.
Spending this weekend putzing around with AI chat and automation functionality for it.
What a freaking time to be alive!!!
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Don't be like me: I got tired of seeing too many political posts, so I reset my interest categories on X. Man, the "For You" page is awful when it's not actually tailored for you.
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@AdtechGod
Great customer service will still beat most other factors in winning and retaining business.
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@mbitpodcast
@Jason
The opps that come from internships outweigh the money almost always
That said, to some that income REALLY matters. In college I had to decide btwn working to help family get by or doing internships. The paid ones allowed me to do both.
Unpaid internships perpetuate privilege.
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Interesting that Netflix went ultra-premium for it's ads
And Apple went bottom-barrel with gambling and erotic novel ads.
Not what I would have expected. 🤔
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PM: Good news, we launched feature X
Sales: I've been telling clients we've had feature X for 50 years...
Good to know NASA has the same problems as the rest of us
Why is NASA celebrating a moon landing when we did that 50 years ago with 1/10th of the technology.
We should be building theme parks on the moon by now.
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$PUBM performed best following $GOOGL 's cookie news. Investors likely believe Pubmatic is more exposed to the web than its peers $TTD (heavily invested in UID2.0) and $MGNI (seen as CTV-first).
Now, let’s see what happened to CTV stocks. (3/7)
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Import
#Python
Newsletter # 91: If you work with Python and haven't signed up yet - you really should!
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.
@OmnicomMediaGrp
is crushing it at Cannes this year, dominating on the partnership front. Find out more here:
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Genuinely curious what percentage of X accounts now have Musk blocked.
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@AdtechGod
I lean towards 'no' for a few reasons:
1. X still sells its data to advertisers.
2. As far as I know, you can still buy X ads programmatically through GAM, in addition to direct.
3. It's got a pretty solid third-party measurement ecosystem.
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🚨 Huge: Outbrain rumored close to acquire/merge with Teads.
Teads is a monster. Generated ~700m revenue in 2021, when it nearly went public at a $5b cap. Outbrain is only worth 200m. What valuation haircut is
@AlticeUSA
willing to accept on this deal...?
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@aripap
Built a 9-figure product line in my last role.
When I was transitioning it off to the next person, the first thought I had was "thank God we're finally getting a real product person to own this sh**."
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More empathy and less tribalism and dunking - the world would be a much better place. ✌🏾
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Four companies - Apple, Microsoft, Amazon, and Alphabet - are now nearly 20% of the market cap of the S&P 500... that's insane.
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We jest, but CTV ads powered by the Facebook graph would completely dominate the streaming ad market. Nothing else would come close.
Imagine if Facebook had bought Roku and maybe Fubo and told the world their future was streaming instead of betting on the Metaverse.
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Amazon is the big story here. Investors initially reacted negatively to the Chrome cookie news in after-hours trading on Monday, but changed their minds by Tuesday morning.
This chart shows just how much $AMZN ’s momentum is tied to ads. (5/7)
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@EricTilbury_RTB
"I didn’t know you could do that. How are you doing it exactly?"
In adtech, there’s a lot of smoke and mirrors, and its frustrating when someone claims to achieve the impossible. But, it’s important to stay curious and admit you don't know everything. Only way to learn/grow.
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Enjoying a delicious burger and fries at Cairns while prepping for
#CannesInCairns
this week with
@wearemiq
and
@Samsung
Ads.
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My little weekend analysis made it on the big screen at
#ATSLondon
. Appreciate the photo,
@Gu881n5
.
Tubi's UK debut is a big deal for the CTV market. Here's why in four killer charts:
1. Tubi's content library in the UK is massive -- bigger than Sky, ITV, Prime Video, and even Netflix (🎤drop). 🧵
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What no one is saying in the CTV space right now. Awesome job Melissa!
“When we use
#ACR
to monitor our ad delivery, 70 to 90% of impressions still go to 30% to 40% of the target audience through publisher direct buys. Programmatic buys help us to mitigate this with
#CTV
.” Melissa Kurstin, Managing Director Mid-
Allantic & Southeast, MiQ
#AWNewYork
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@Steve__Paxton
@AmaniSchneider1
@TheInfinityJims
@Doctor_Doolittl
This. Net effective tax rate for me is ~42% all-in. We also have sales tax on consumption of 10%. Similar tax rates, fewer benefits, but supersize the military spending.
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@AdtechGod
Roku, Vizio, LG, . have used that term for a while. Who knows who coined it, but I think I heard it first from Vizio.
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17% of all ads on streaming devices (e.g. Roku, Amazon, game consoles) are served when the TV is off. 🤯
That's outrageous.
Between 8% and 10% of all streaming Ads were shown while the TV was off.
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Takes some cojones to announce an acquisition on April 1st.
Respect.
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The real question is, how does one lose $1.7 billion in revenue over 22 months?? Did anyone check behind the couch cushions?
My hot take:
-software side of business was dead
-MOAT didn’t keep up with competitors
-Bluekai very cookie dependent
-Grapeshot was the hidden gem
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I love hearing
@DonnaSpeciale
speak about the missed Hispanic opportunity in television as someone marrying into a hispanic household later this year.
There is no better advocate for this market out there. Masterclass in leading with data.
Hispanic audiences this year will shine at the upfront, says
@donnaspeciale
from
@GrowWithTU
/
@TeleUniCompany
in this interview at the
#BeetRetreatSanJuan
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@AdtechGod
Major party foul on both their parts.
Also, who invites someone to their home for wine over a cold text?? Psychopathic behavior.
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