Tuesday, August 4

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US GDP Dips 9.5% In Q2; Discovery Joins On Addressability
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US GDP Dips 9.5% In Q2; Discovery Joins On Addressability

<!-- --> Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. GDP … U The US gross domestic product fell 9.5% in the second quarter – the biggest dip on record, the Commerce Department reported on Thursday. That’s a $1.8 trillion loss due to, what else, the ongoing pandemic. The collapse was “unprecedented in its speed and breathtaking in its severity,” The New York Times reports. The only comparable events are the Great Depression and post-WWII demobilization, from before modern economic statistics. And unlike previous downturns, this one is the result of a “conscious decision to suspend economic activity” (aka, the call to work at home and stay at home). Lockdowns mostly worked, but cases have spiked again acr...
Programmatic Ads Could Hurt Publishers’ SEO Efforts
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Programmatic Ads Could Hurt Publishers’ SEO Efforts

“The Sell Sider” is a column written by the sell side of the digital media community. Today's column is written by Chris Shuptrine, vice president of marketing at Adzerk. In May Google announced major 2021 changes to its search ranking algorithm, including the addition of core web vitals, which are new metrics related to page load times and the jumpiness of content. Google already penalizes sites for slow mobile load times and interstitial pop-up ads, but now it has introduced three specific scores to the algorithm that may ding programmatic ads. One byproduct of programmatic ads, especially with complex header-bidding setups or an overloading of ad units, is slow-to-load, jumpy content. Publishers generally accept this suboptimal user experience because of the ad revenue that com...
Q2: Facebook Acknowledges IDFA Loss Could Have A Material Business Impact
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Q2: Facebook Acknowledges IDFA Loss Could Have A Material Business Impact

Despite a healthy second quarter that shrugged off the economic downturn, Facebook CFO Dave Wehner warned investors on Thursday that Apple’s IDFA changes coming in iOS 14 could “prove to be a challenging headwind.” “We’re still trying to understand what these changes will look like and how they impact us and the rest of the industry,” Wehner said during the company’s second quarter earnings call. “At the very least, this will make it harder for app developers to grow using ads on Facebook and elsewhere.” Facebook obviously has tons of first-party data for targeting and measurement across its own properties, but Facebook uses the IDFA to support its Audience Network. Without IDFA, and mobile ad IDs in general (everyone’s waiting for Google to drop the other shoe), it becomes diffic...
The Pandemic Flattened Alphabet’s Revenue
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The Pandemic Flattened Alphabet’s Revenue

The coronavirus pandemic slashed Alphabet’s growth rate from 22% last year down to zero in Q2 2020. Revenues totaled $38.3 billion vs. $38.9 billion the year prior – a 2% year-over-year decline, or 0% once constant currency is taken into account. Like many of its advertising revenue-dependent peers, Google reported steady improvement throughout the quarter. Google’s network business across publishers, for example, began to rebound at the end of Q2 and saw further improvement after the quarter ended, in the first few weeks of July. But the network advertising business declined 10% to $4.7 billion. YouTube’s brand spending returned toward the end of the quarter, though direct response advertising demand remained strong throughout. Overall YouTube revenues grew 6% year over year to $...
The Big Story: If CMPs Entice Thee, Shalt Thou Consent?
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The Big Story: If CMPs Entice Thee, Shalt Thou Consent?

<!-- --> This week is earnings week, and there are many, many investor calls on the calendar. Couldn’t listen to them all? In this episode of The Big Story, the AdExchanger team gives you the quick lowdown on how some of the biggest advertisers and agencies did after a full quarter of COVID-19. We start out with the big brands, from McDonald’s, which added $200 million to its marketing budget to help aid its recovery, to Coca-Cola and the beleaguered airlines, including American and Delta. Then we check in on how some of the major holding companies – IPG, Omnicom and Publicis – have so far weathered the storm. Each has reacted slightly differently. Finally, we’ll update you on everyone’s favorite retargeter, Criteo, which is trying to e...
Facebook Grows Revenue, ARPU And Users In Q2 Despite The Pandemic
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Facebook Grows Revenue, ARPU And Users In Q2 Despite The Pandemic

So, about that pandemic … Facebook grew overall revenue, ad revenue and average revenue per user (ARPU) in the second quarter. The company reported its Q2 earnings on Thursday, the day after Mark Zuckerberg donned a suit to testify along with his big tech CEO bros in front of a congressional antitrust subcommittee. Facebook’s total revenue for Q2 was $18.7 billion dollars, $18.3 billion of which came from advertising. ARPU for the quarter was $36.49, up from $34.18 at this time last year. In the first three weeks of July, which would or should include the effects of the Stop Hate For Profit advertising boycott, Facebook’s year-over-year ad revenue growth rate was roughly the same as for its Q2 results – around 10%. Facebook expects its full third quarter growth rate to trend along...
NBCU Sees Advertisers Returning, Will Restructure For Streaming
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NBCU Sees Advertisers Returning, Will Restructure For Streaming

When we last checked in with Comcast in April, the company was warning investors that its Q2 revenue hit would probably be even worse than in the first quarter. While that prediction has borne out, Comcast chief Brian Roberts is optimistic about the cable giant’s ability to roll with the punches as theme parks in Asia reopen, Peacock performs above expectations and sports begin their return. Here’s what came up during Comcast’s Q2 earnings call Thursday. Read the release. Advertising coming back? NBCU, Sky and Comcast Communications were all hit hard by the advertising pullback, but NBCU CEO Jeff Shell said advertisers are “coming back more rapidly than we anticipated” and that the upfront is now “in full swing.” Shell was also optimistic about the return of live sports. As expect...
NBCU Sees Ad Revenue Returning, Will Restructure For Streaming
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NBCU Sees Ad Revenue Returning, Will Restructure For Streaming

When we last checked in with Comcast in April, the company was warning investors that its Q2 revenue hit would probably be even worse than in the first quarter. While that prediction has borne out, Comcast chief Brian Roberts is optimistic about the cable giant’s ability to roll with the punches as theme parks in Asia reopen, Peacock performs above expectations and sports begin their return. Here’s what came up during Comcast’s Q2 earnings call Thursday. Read the release. Advertising coming back? NBCU, Sky and Comcast Communications were all hit hard by the advertising pullback, but NBCU CEO Jeff Shell said advertisers are “coming back more rapidly than we anticipated” and that the upfront is now “in full swing.” Shell was also optimistic about the return of live sports. As expect...
Big Tech Antitrust Hearing: These Are The Top Questions Lawmakers Lobbed At Zuck, Bezos, Cook And Pichai
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Big Tech Antitrust Hearing: These Are The Top Questions Lawmakers Lobbed At Zuck, Bezos, Cook And Pichai

<!-- --> Big tech CEOs – collect ’em all. Mark Zuckerberg, Sundar Pichai, Tim Cook and Jeff Bezos (making his first appearance before Congress) convened virtually on Wednesday for a historic hearing hosted by the House Judiciary subcommittee on antitrust delving into the market power of online platforms. The hearing (which was ironically livestreamed on Google-owned YouTube) is the culmination of an ongoing bipartisan investigation launched by the subcommittee in June of last year examining competition, or the lack thereof, in the digital markets. The subcommittee, which has collected millions of pages of evidence, emails and documents from Apple, Google, Facebook and Amazon, is also looking into whether existing antitrust laws are suff...
At Long Last, Google’s CMP And IAB Europe Agree To Share Consent Systems
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At Long Last, Google’s CMP And IAB Europe Agree To Share Consent Systems

The Google consent management platform (CMP) Funding Choices will finally integrate with the IAB Europe’s Transparency & Consent Framework (TCF), the collaborative industry solution for passing consent data signals in the supply chain. Google also said Thursday that Funding Choices now includes compliance with the California Consumer Privacy Act (CCPA). When traffic is from the EU or from California, publishers using the Google CMP will serve consent messages (aka pop-ups) that request explicit consent in the EU or offer the opportunity to opt-out of ad targeting in California, in accordance with respective laws. Publishers can start testing the TCF integration today, according to a blog post announcing the news. And when the second version of the TCF launches in August, Fundi...