This thread from @jason_kint gets to the key points. Will Google fight this or just decide to refocus on their O&O?

Massive news: Google faces EU break-up order over anti-competitive adtech practices via ⁦@Reuters⁩ time for ⁦@aripap⁩ to dust off the mega threads on what a breakup might look like!

3/3 One stat I'm a little skeptical of is Pixelate see growth rates being flat in the US. This is a little at odds with the @GroupMWorldwide forecasts for strong growth in this channel currently and for the foreseeable future.

2/3 Fraud remains a big issue in CTV with around 1 in 5 ads not being real. 20% fraud in the ecosystem perhaps is one reason open spend fell by 5% in the OMP YoY. The other of course being a drive to up-fronts & other direct deals from the big suppliers.

1/3 Some interesting stats in the 2023 @PixalateInc CTV reports. @magnite seems to be the exchange of choice on the most popular CTV services outside of YT Unlike display GAM is almost nowhere to be seen, not surprising given Google owns @Roku & @AmazonAds closest competition!

Publishers dragging their heels? When despite the hype scaled testing isn’t available until next month? When 99% of publishers are customers not systems implementers? Bit of an odd article on @adexchanger & as @jason_kint said, why isn’t their a publisher on this panel…

“Where you look look stays private” so “Websites cannot see what you’re looking at” Would have given new meaning to a post view conversion. Shame, but classic Apple…

Which legend is going to make the first banner for these. My money is on @aripap

E) Google & YouTube.

One for the Traders still using exclusion lists rather that positively targeting quality inventory…

Hey @adexchanger Nate made it to #GoogleIo still haven’t bumped into these guys yet though!

Chilly morning in Mountain View but very excited to be attending #GoogleIO

2/3 To remedy this situation PubMatic has reset Identity Hub's defaults to half a second. In the same article it's reported that Sincera also observed Identity Hub replacing IDs being sent to SSPs, but in fairness it sounds like this was a technical issue rather than malicious.

1/3 Essential reading from @OSchiffey on @adexchanger today: Widely used Prebid has a default timeout for calling a CMP to obtain GDPR consent of 10 seconds, sleuthing from Sincera found Pubmatic's Identity Hub was regularly set to 0.001 or 0.005 seconds.

3/3 Polite request to @alextcone & co for future tests can we see the results for: ◾️Topics ◾️PAAPI (FKA FLEDGE) Compared individually as this would be a good way to give everyone confidence the solutions are fit to replace 3PCs. More on the tests here:

2/3 Google found that: ◾️ROI fell by 1-3%. ◾️CTR fell by ~11% ◾️Reach fell by 2-7% For reach Google used spend in their platforms on IBA vs 3PCs as a proxy. It'd be good to have result for each PS initiative excluding context & PPID to understand how good each solution alone is.

1/3 Google just released their Q1 '23 Privacy Sandbox tests. The signals used for the experiment included: ◾️Contextual ◾️Topics API ◾️Publisher Provided IDs. PPID's inclusion is a little strange as it's not a PS initiative rather a feature in GAM

3/3 Polite request to @alextcone & co for future tests can we see the results for: ◾️Topics ◾️PAAPI (FKA FLEDGE) Compared individually? This would be a good way to give everyone confidence the solutions are fit to replace 3PCs. More on the tests here:

2/3 Google found that: ◾️ROI fell by 1-3%. ◾️CTR fell by ~11% ◾️Reach fell by 2-7% For reach Google used spend in their platforms on IBA vs 3PCs as a proxy. It'd be good to see these results for the individual PS initiatives instead of in aggregate to understand where we are!

1/3 Google just released their Q1 '23 Privacy Sandbox tests. The signals used for the experiment included: ◾️Contextual ◾️Topics API ◾️Publisher Provided IDs. PPID's inclusion is a little strange as it's not a PS initiative rather a feature in GAM.

2/2 A take out is an exchange & buying platform shouldn’t be owned by the same entity nor should an exchange & ad server. The DOJ case is focussed on Google could remedy this there but others Xandr & Adform are “full stack” Break these up too? @jason_kint?

1/2 Solid video & I’m all for lower take rates, but not sure the comparison with finance on fees makes sense because a 1% fee for an exchange working for a publisher that transacted 100m impressions P/M at an eCPM of $2.50 would earn $2.5K & that wouldn’t keep the lights on…

Media buyers think inventory is too expensive. In other news water is wet & the pope is Catholic (but now has a big coat) Jokes aside this is a good read:

In April 2022 MediaMath announced a $150m recapitalization that secured new capital & refinanced its existing debt. I hope the rumours about payment issues are not a sign of a wider issue as they're one of the OGs of Programmatic. Via @RubSchreurs:

Pretty wild that @YouTube is very nearly as popular as 1. Hulu 2. Amazon Prime 3. Disney+ Combined & that consumers spend more 91% more time on it than: 1. Peacock 2. HBO Max 3 Disney+ Combined! via @nealmohan