I’ve been very critical of past Forrester Waves in ad tech but this time at least they don’t have any weird outliers. And the headline is that @AmazonAds went from nothing to “leader” thanks in part to the work of @nealrichter and @btomasette
Omnicom (one of world’s largest ad companies) has launched an audit into $TTD fees suggesting this is no longer just a Publicis dispute but a broader industry reckoning over fee transparency.
For a company built on being the clean alternative to the walled gardens… The Trade Desk is starting to look like it has a very real identity crisis.
Wowsers: Just weeks after Dentsu & WPP exited the TTDs OpenPath, Publicis is now advising its clients to avoid working with the platform after it failed an audit:
Interesting @criteo Joins @OpenAI in ChatGPT ads pilot & says their aim is to help “shape how advertising can support discovery & consideration within LLMs”
https://t.co/Mqt26fEd2b
In Q4, the gap between Google's YouTube (ad) revenue and its Network revenue grew to an all-time high of $3.6BN. Google's Network business declined year over year for the 14th consecutive quarter.
In Q4, the gap between Google's YouTube (ad) revenue and its Network revenue grew to an all-time high of $3.6BN. Google's Network business declined year over year for the 14th consecutive quarter.
Big News: Prebid Takes Over AdCP’s Code For Creating Sell-Side AI Agents. The rate of development around Agentic AI in digital adverting this week has been breathtaking! https://t.co/ddQZ1HWgKr
@arthurquerou@aripap Fair but it’s hard to define worth without measurement. (Likely a short term issue) Good pod that covers the pricing elements https://t.co/3NXMoydj6S?
Ads are the best way to make content free at the point of consumption, so this @OpenAI test felt inevitable. Trials will be US & Logged in users only. I wonder if limiting this to logged in users is so they can measure incrementality? I hope so!
We are entering an agentic era of advertising, but progress does not require starting from scratch.
Today, I shared why AI and agentic systems only work at scale when they are grounded in clear, industry-agreed standards. As workflows become more autonomous, shared object models and semantics matter more, not less.
This is the first in a series on the agentic AI era and how the @IABTechLab is approaching it. Our focus is on evolving what already works, not fragmenting the ecosystem.
We are remodeling the kitchen, not bulldozing the house.
The Agentic Future of Advertising: Built on First Principles, Accelerated by AI https://t.co/FHOCgAGyrv
@rmstein Thanks for the clarification & I stand corrected on that front. Whilst I have you how come the sources for AI mode are sometimes cited clearly on the left of the SERP in a grey box and other times not?
Agree with Chris here. Based on the mockups I’ve seen ChatGPT will be doing an acceptable job of flagging ads are ads and not answers. Google needs to do better here as this comparison of an AI overview vs their legacy SERP shows 👉
@reidjjackson Not sure, but I've looked at the same SERP/Answer multiple times and seen different links there. I wondered if they were PLAs. Additionally sometimes they show citations in a grey box to the right of the SERP/Answer other times they don't, maybe they're testing something.
2025 was only @Netflix 3rd year selling advertising yet they made >$1.5bn. Thats a ~2.5X growth YoY. For ads in 2026 they will boost fill rates whilst maintaining CPMs by:
1⃣More 1P Data will provided in a privacy compliant way
2⃣More formats inc interactivity to drive outcomes