SimonJHarris
@SimonJHarris
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- AdOps & Privacy -
UK/NL ¯\_(ツ)_/¯
Joined February 2009
Amazon Q4 Ad Revenue Climbs 18% to 17.3bn marginally missing Wall Street Estimates. Jassy is pleased with the ads business growth from a high base & "quite pleased" with the first year of Prime Video with ads. Overall ads now has a ~$70bn annual run rate:
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Disney+ lost 700,000 subscribers in Q4 after their widely derided price increases late last year. Interesting Netflix gained 19 million subscribers despite their recent price increases. I guess Netflix with ads at 4.99 is much more attractive than Disney+ with ads?
Interesting: 55% of new @netflix subscribers choose an ads plan & Netflix is beginning to test how much subscribers will pay to keep their Netflix ad-free with the ad-free tier price jumping 2.5X what the the base price did. Via @verge
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@hjwakerley Me too, it's like a mini M4 & this is a classy spec but can't help but think that Fire Red is a bit of a downgrade from Toronto. But of course that's subjective.
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Nice cartoon this week in @adexchanger. Worth pointing out that AdNetworks have almost always claimed to have unique data, it's how they justified their position on the plan.
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@aripap Crazy. I'd imagine change at the top of the CMA has contributed somewhat to the lack of progress here. Apparently the new guy is pro growth so maybe Google will find it easier going. As an aside I didn't realise the new guy was a former Amazon exec.
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Today the ICO announced they're looking at 3P Cookie compliance across the top 1K UK sites. They also dropped advice on consent or pay. The TL;DR is make the options clear, make sure consumers can revoke consent easily & don't take the piss with pricing if you are offering CoP:
NEW: We’re taking action to tackle cookie compliance across the UK’s top 1,000 websites. Organisations must comply with the law by giving people meaningful choice over how their personal information is used to track them online. Read more:
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Bezos, Sundar & Elon are sat together at the #TrumpInauguration2025 Gigachad Zuckerberg is looking distracted though, bro's got that dog in him 😁
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@RanceMatt @IABEurope Agreed. If they accept the argument that paid options are not coercion to accept personalisation, because amongst other things consumers are free to go elsewhere to other publishers, I can't how what is charged could be taken issue with. Hopefully common sense prevails here.
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2/2 The letter is also signed by the BVDW in Germany as well as the Italian, French, Spanish, Irish & Polish IAB amongst others can be found here. Hopefully good old fashioned common sense is back in 2025! cc @eric_seufert in case you've not seen this:
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So it seems mParticle should have been on this list! The CDP specialist was just acquired for $300m. 2025 is turning out to be 🔥🔥🔥 so far from an M&A perspective!
With Experian picking up Audigent & TTD picking up Sincera, AdTech M&A is heating up! Who else would make attractive acquisitions? My picks would be: 1⃣ Chalice (Custom Algo's) 2⃣ iD5 (Identity) 3⃣ InfoSum (Clean Rooms) 4⃣Lumen (Attention) 5⃣ Permutive (DMP) What did i miss?
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With Experian picking up Audigent & TTD picking up Sincera, AdTech M&A is heating up! Who else would make attractive acquisitions? My picks would be: 1⃣ Chalice (Custom Algo's) 2⃣ iD5 (Identity) 3⃣ InfoSum (Clean Rooms) 4⃣Lumen (Attention) 5⃣ Permutive (DMP) What did i miss?
Congratulations to @mikeosullivan and the Sincera team on a smart deal and to @TheTradeDesk for trying out their M&A muscles. While we don't think this is a course change for TTD (a la the attached meme), eventually they will need to pair inorganic growth strategies (fancy phrase for M&A) to continue their strategic path. We're here to help.
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@This_Liss If the curator has unique data then it might be worth it (below) but I'm not sure many do. I think probably the easiest way to avoid the problems highlighted in the OG article are to use a vetted inclusion list. Simple & free.
Experian Accelerates Identity and Activation Capabilities With Acquisition of @Audigent
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@MrSamPeth My take is the issues seen with legit publishers running MFA like experiences are probably not as commonplace as they were sensationalised to be & a decent inclusion probably gets you 99% of the way there.
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Wow this is huge congrats to @mikeosullivan and the team 🚀
We're excited to announce we're acquiring Sincera. Sincera helps advertisers understand the quality of data provided by publishers and enables them to value ad impressions more accurately and optimize their campaign investments. More in @AdExchanger:
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@ChrisHarihar They could TBF these sites can look very real & might slip through a manual audit from a trader. But I think less likely to be missed on a blocklist, new sites get created 24/7 so in fairness they are like bringing a knife to a gun fight 🗡️🤖🔫
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