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AppLovin and Amazon Emerge as TikTok Bidders Ahead of Trump’s Deadline, reports WSJ

M&A

Apr 2, 2025

AppLovin has joined a growing list of U.S. companies bidding to acquire TikTok, proposing a deal backed by casino magnate Steve Wynn to address national security concerns and promote economic growth.

The Trump administration is reviewing offers ahead of an April 5 deadline to sell or ban the app, with other potential bidders including Oracle, Blackstone, Silver Lake, and Amazon. AppLovin, valued at $100 billion, has been positioned as a strong candidate due to its AI-driven ad capabilities.

China has shown willingness to negotiate, linking the deal to broader trade discussions amid escalating tariffs from the U.S. administration.

Primary Source Earnings Report

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Expert Opinions

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PayPal Is Launching Its Ad Business in the UK, reports AdWeek

General

Apr 2, 2025

PayPal will begin showing ads to users in the U.K. from July 2025, marking the first international expansion of its advertising business launched in the U.S. in October 2024. The rollout will include display ads and personalised offers across its platforms, including Honey and the PayPal app. While Venmo is not available in the U.K., PayPal serves a similar peer-to-peer function.

Advertisers are drawn to PayPal’s extensive user base and cross-merchant transaction data, enabling advanced targeting and measurement.

The company plans to introduce video ads and expand offsite opportunities, positioning itself within the growing commerce media network landscape.

Primary Source Earnings Report

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Expert Opinions

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Despite the uncertainty, some advertisers like Coca-Cola and Comcast have increased their TikTok spend this year, reports Digiday

General

Apr 2, 2025

Despite uncertainty over TikTok’s future in the U.S., major advertisers including Walmart, Coca-Cola, and Amazon increased their spending on the platform in early 2025. Some marketers viewed the situation as an opportunity for cheaper ads due to reduced competition, with improved returns as a result.

While some agencies remained cautious, TikTok reassured marketers of its long-term U.S. presence, amid President Trump’s confidence in an upcoming resolution. However, the platform faces internal disruption, with several senior ad team departures.

Still, advertisers report consistent support, and many are adopting a more measured approach as the platform’s future becomes clearer.

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Expert Opinions

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Amazon courts media buyers with loss-leader tactics to compete with other major DSPs, reports Digiday

General

Apr 2, 2025

Amazon Ads is pushing to make its DSP the preferred choice for media buyers, targeting agencies with UI improvements, reduced tech fees, financial incentives, and access to CTV inventory. The platform is particularly courting non-endemic brands and smaller advertisers, promoting its first-party data and reach across Prime Video and Twitch.

While The Trade Desk and Google remain dominant, Amazon’s efforts—combined with broader economic scrutiny and regulatory uncertainty for rivals—are gaining traction. Two-thirds of U.S. advertisers now use Amazon’s DSP, with usage rising 18% in six months.

However, challenges remain in convincing buyers it suits upper-funnel and non-retail campaigns.

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Expert Opinions

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NYT case against OpenAI and Microsoft can advance, reports Axios

General

Apr 1, 2025

Artificial Intelligence

A U.S. judge has allowed most of the New York Times’ copyright lawsuit against OpenAI and Microsoft to proceed, potentially leading to a trial.

The Times claims its content was copied to train AI models, and although the tech firms didn’t dispute direct infringement, they sought to dismiss other allegations. The court rejected many of these attempts, including dismissals related to older works and indirect liability.

This case, the first of its kind from a major news publisher, could set a precedent for AI and copyright law. Discovery continues, with a summary judgement expected before a potential jury trial.

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Elon Musk’s X asks Supreme Court to shield users from US government, reports FT

General

Apr 1, 2025

Elon Musk’s X has urged the U.S. Supreme Court to protect users' privacy by requiring law enforcement to obtain warrants before accessing personal data. X filed a brief supporting a case brought by Coinbase user James Harper, who claims his data was unlawfully shared with tax authorities.

X argues that warrantless data requests violate constitutional rights and could set a precedent allowing government access to private information on any platform. The case could impact social media and financial platforms broadly.

X, now owned by Musk’s AI firm xAI, is also expanding into financial services, with plans to launch X Money.

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Trump to Review Preliminary TikTok Deal As Deadline Approaches, reports WSJ

M&A

Apr 1, 2025

President Trump is set to review a proposal involving Oracle and U.S. investors, including Blackstone, to acquire TikTok’s U.S. operations from ByteDance ahead of an April 5 deadline. The deal’s structure is still being finalised, with Trump’s key advisers attending Wednesday’s meeting.

China appears open to negotiations, linking the TikTok deal to broader trade discussions. Trump may extend the deadline, originally set for January.

TikTok’s U.S. future remains uncertain, as ByteDance insists the app is not for sale, despite national security concerns. Trump views TikTok as a valuable campaign tool for engaging younger voters.

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EU Competition Chief Goes to Washington, With Tech Rulings Looming, reports WSJ

General

Apr 1, 2025

EU antitrust chief Teresa Ribera is visiting Washington amid tensions over the Digital Markets Act (DMA) and looming U.S. tariffs, with President Trump’s administration critical of EU enforcement targeting American tech firms.

Ribera’s trip coincides with the EU wrapping up investigations into Apple and Meta. While the Commission insists enforcement is impartial and on schedule, delays in issuing final rulings have raised concerns. EU officials aim to promote compliance, not conflict, but critics warn that enforcement risks becoming a trade negotiation tool.

Both sides acknowledge shared concerns over Big Tech dominance, though geopolitical pressure is mounting on regulatory decisions.

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Expert Opinions

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Roblox partners with Google on ads, reports TechCrunch

General

Apr 1, 2025

Gaming / Metaverse

Google has partnered with Roblox to enable advertisers to buy and scale immersive ad formats, including Rewarded Video, via Google Ad Manager. This allows marketers to reach Roblox’s large Gen Z user base with ads that can be purchased directly or programmatically.

For Roblox, the deal helps game creators monetise their content and reward players who watch up to 30-second video ads with in-game perks. Tests showed over 80% completion rates.

Roblox also announced partnerships with Cint, DoubleVerify, IAS, Kantar and Nielsen to provide measurement tools for advertisers to assess the effectiveness of their campaigns on the platform.

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Expert Opinions

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Meta's head of AI research to depart in May, reports Reuters

General

Apr 1, 2025

Leadership Transitions

Joelle Pineau, head of artificial intelligence research at Meta, will leave the company on 30 May after eight years. She led Meta’s Fundamental AI Research group (FAIR) and contributed to key AI projects such as PyTorch, Llama and SAM. In her LinkedIn post, Pineau cited the fast-evolving AI landscape and Meta’s new chapter as reasons for her departure.

Her exit comes amid Meta’s ongoing push to integrate advanced AI into its products and streamline innovation following a major AI division restructure last year.

Pineau’s departure marks a significant change in leadership during a pivotal moment in Meta’s AI strategy.

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Expert Opinions

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Publicis Media Wins LinkedIn’s Global Media Account, Replacing Dentsu, reports AdWeek

General

Apr 1, 2025

LinkedIn has shifted its global media account from Dentsu to Publicis Media following a closed review. Publicis will now manage the platform’s global media planning and buying, with LinkedIn’s 2024 media spend estimated at $220 million by COMvergence. While specific terms of the agreement were not disclosed, LinkedIn stated the move aligns with its aim to explore innovative ways to reach its audience.

The media transition follows the recent appointment of R/GA as LinkedIn Ads’ global creative agency.

Both Dentsu and Publicis declined to comment on the account shift or review process.

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Expert Opinions

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Publishers left guessing how Google’s March 2025 core update will reshape search, reports Digiday

General

Apr 1, 2025

Google completed its first core update of 2025 on 27 March, but its impact on publishers remains unclear. These updates, aimed at improving search result quality, often cause major fluctuations in traffic. Last year’s updates hit news and product review sites particularly hard.

Publishers, speaking at the Digiday Publishing Summit, expressed frustration over the lack of transparency and predictability. While some verticals are more affected than others, experts advise against immediate changes during rollouts.

Instead, publishers should focus on SEO best practices and wait to assess the full effects, which can take weeks to become apparent after an update ends.

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Expert Opinions

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Trump says TikTok sale deal to come before Saturday deadline, reports Reuters

M&A

Apr 1, 2025

President Donald Trump stated that a deal for TikTok’s Chinese parent company ByteDance to sell the app is expected before the 6 April deadline. The app, used by 170 million Americans, faces a potential U.S. ban under a 2024 law unless it is sold to a non-Chinese buyer.

Speaking on Air Force One, Trump said there is “tremendous interest” in TikTok and that he would prefer the app to continue operating in the U.S.

Multiple buyers are reportedly interested, with national security concerns driving the push for a change in ownership.

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Expert Opinions

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SafeGuard Privacy’s MSCA Tool Aims To Simplify The Chaos Of Compliance, reports AdExchanger

General

Mar 31, 2025

SafeGuard Privacy has launched the Multistate Substantial Compliance Assessment (MSCA), a tool that helps businesses navigate the complex web of U.S. state privacy laws. With 19 (or possibly 20) states enforcing varying rules, the MSCA simplifies compliance by using a “high bar” approach, applying the strictest standards across all laws.

The tool reduces vendor due diligence questions from over 2,000 to under 200 and allows businesses to manage compliance efficiently. Part of the IAB Diligence Platform, the MSCA also alerts users to regulatory changes.

As privacy laws grow, experts say businesses must adapt to a new, highly regulated environment.

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Expert Opinions

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Reddit Ads rolls out new SMB tools to boost campaign performance, reports Search Engine Land

General

Mar 31, 2025

Reddit Ads has launched new tools to support small and medium-sized businesses in managing campaigns more efficiently and improving performance tracking.

Advertisers can now import Meta campaigns into Reddit in three steps, simplifying setup. A new review page allows for easy quality checks before publishing. Conversion tracking has also been enhanced with a one-click Google Tag Manager integration for Reddit Pixel, and an improved Events Manager for verifying data accuracy.

These updates aim to streamline ad creation, reduce errors, and deliver better insights, making Reddit’s platform more accessible and effective for businesses targeting niche communities.

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Expert Opinions

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Microsoft Advertising will start enforcing Consent Mode in May, reports Search Engine Land

General

Mar 31, 2025

From 5 May, Microsoft Advertising will require advertisers to provide explicit user consent signals to comply with global privacy laws. This enforcement of Consent Mode helps balance data privacy with campaign performance, using the ad_storage parameter to manage cookie access based on user consent. It applies to Universal Event Tracking, Universal Pixel, Segment, and Conversion pixels across Microsoft’s advertising platforms.

Advertisers can implement Consent Mode through direct integration, the IAB’s Transparency and Consent Framework (TCF), or third-party tools like Google Tag Manager.

The move aligns with increasing demands for user data protection while maintaining effective ad tracking and optimisation.

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Expert Opinions

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Amazon unveils Nova Act, an AI agent that can control a web browser, reports TechCrunch

General

Mar 31, 2025

Artificial Intelligence

Amazon has launched Nova Act, a general-purpose AI agent capable of navigating web browsers and performing simple tasks, such as making reservations or filling out forms. Developed by Amazon’s AGI lab, Nova Act will power features in the upcoming Alexa+ upgrade and is now available in a research preview with a developer toolkit via nova.amazon.com.

Amazon claims Nova Act outperforms rivals from OpenAI and Anthropic on internal benchmarks, though not widely recognised ones. Co-led by former OpenAI researchers, the project aims to pave the way toward superintelligent AI.

Nova Act’s success could prove crucial to Amazon’s broader AI ambitions.

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Expert Opinions

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Zuckerberg Tries to Enlist Trump in Fight Against Meta EU Ruling, reports WSJ

General

Mar 31, 2025

Mark Zuckerberg has asked the Trump administration to pressure the EU over an expected fine and cease-and-desist order against Meta, linked to its ad-targeting model under the Digital Markets Act. Meta argues the EU’s actions are discriminatory and would harm American tech firms. The company claims compliance demands exceed legal requirements and could threaten its European revenue, which accounts for a quarter of its income.

While the EU insists it enforces laws equally, Meta hopes upcoming U.S. tariffs will deter stricter enforcement.

Zuckerberg has criticised European regulation as stifling innovation and seeks to align with Trump’s pushback on global tech rules.

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Expert Opinions

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French Competition Watchdog Fines Apple $162.4 Million Over App Tracking Transparency, reports WSJ

General

Mar 31, 2025

France’s competition authority has fined Apple €150 million for abusing its dominant position through its App Tracking Transparency (ATT) system on iPhones and iPads. While the regulator supports ATT’s privacy aims, it criticised Apple for applying disproportionate restrictions on app developers while exempting its own services. The ruling said this disadvantaged smaller publishers reliant on third-party data.

Apple defended the system as a privacy tool widely supported by users and regulators.

The decision may heighten U.S.–EU tensions, as President Trump views such fines as unfair targeting of American firms and has threatened retaliatory measures, including tariffs on European goods.

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Expert Opinions

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Omnicom Offers Clients up to $200K for Spending on X, Leaked Docs Show, reports AdWeek

General

Mar 31, 2025

Omnicom is offering significant incentives to encourage clients to advertise on X, including up to $200,000 in added value and substantial discounts on premium placements. Advertisers returning after not spending in 2024 can receive 50% added value in Q1 2025. Additional perks include 15% media credits, bulk-buy discounts, and $10,000 per campaign for third-party measurement.

These efforts aim to revive interest in X, whose ad revenue dropped following Elon Musk’s 2022 takeover. Despite previous setbacks, X’s ad revenue is projected to grow by over 16% globally in 2025.

Omnicom confirmed one document but declined to comment on specific partnership terms.

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Expert Opinions

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Horizon Wins Spectrum’s $450 Million Media Account, reports AdWeek

General

Mar 31, 2025

Charter Communications, operating under the Spectrum brand, has awarded its media account to Horizon Media following a competitive review managed by ID Comms. The review included incumbents iProspect, PMG, and Camelot, with GroupM also participating.

Spectrum, which spent $450 million on media in 2024, has not confirmed the outcome of the creative portion of the review. The appointment follows Spectrum’s recent leadership change, with Simon Cassels joining as chief creative officer in August.

Horizon Media, now offering full creative services via its new One Horizon division, gains a significant win amid increasing competition in the media agency landscape.

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Expert Opinions

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Brands spend nominal sums on X ads to keep Elon Musk happy, reports FT

General

Mar 30, 2025

Major brands are allocating small ad budgets to Elon Musk’s X to avoid being seen as boycotting the platform, fearing backlash or legal threats. Musk’s ties to President Trump and lawsuits against former advertisers have increased pressure. While X’s revenue is recovering, it remains well below 2022 levels.

Some ad giants like WPP and Omnicom have made upfront deals with X, though overall U.S. ad spend is still down. Smaller brands are increasingly active on the platform, supported by AI tools.

Despite claims of improved ROI, industry experts remain sceptical of X’s advertising value and cautious of political entanglements.

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Expert Opinions

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FCC Investigates Disney for DEI Practices, Chair Says, reports WSJ

General

Mar 28, 2025

Diversity & Inclusion

The U.S. Federal Communications Commission is investigating Disney’s diversity, equity and inclusion (DEI) policies, with FCC chair Brendan Carr claiming the company may be violating regulations. This follows political pressure from President Trump’s administration to dismantle DEI initiatives. Carr expressed concern that Disney's practices may have resulted in discriminatory hiring and content decisions. The probe also includes Disney’s network ABC.

Disney recently scrapped some DEI projects and said it will cooperate with the FCC.

The company has faced ongoing criticism from conservative figures, including disputes over its stance on Florida’s “Don’t Say Gay” law and casting choices in recent films.

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Expert Opinions

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Elon Musk must face Twitter shareholders’ lawsuit over alleged securities fraud, reports CNBC

General

Mar 28, 2025

A U.S. judge has ruled that a proposed class-action lawsuit against Elon Musk and his family office, Excession, can proceed. Former Twitter shareholders allege they lost money due to Musk’s delayed disclosure of his Twitter stake, claiming it led to artificially low share prices. The judge stated that Musk’s failure to disclose sent a false market signal and his tweets may have been misleading. Musk's lawyers argue the delay was unintentional.

The case follows Musk’s $44 billion takeover of Twitter in 2022. The SEC has also sued Musk over similar allegations.

Musk recently announced a merger between X and xAI.

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Google to pay $100 million to settle advertisers' class action, reports Reuters

General

Mar 28, 2025

Google has agreed to pay $100 million to settle a class action lawsuit alleging it overcharged advertisers using its AdWords programme between 2004 and 2012. Advertisers claimed Google breached contracts by manipulating its Smart Pricing system to reduce discounts and displaying ads outside targeted geographic areas.

The lawsuit, filed in 2011, accused Google of misleading practices and violating California's unfair competition law. Google denied wrongdoing but said it was pleased to resolve the case, which involved extensive document sharing and multiple mediation sessions.

Lawyers for the plaintiffs may seek up to 33% of the settlement plus $4.2 million in expenses.

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EU will go easy with Apple, Facebook punishment to avoid Trump’s wrath, reports Ars Technica

General

Mar 28, 2025

The EU is preparing to issue relatively small fines to Apple and Meta under the Digital Markets Act next week, aiming to enforce new tech rules without provoking tensions with US President Donald Trump.

Apple will be fined and told to revise its App Store rules, while Meta must alter its “pay or consent” model.

Although the DMA allows for fines of up to 10% of global turnover, Brussels is opting for lower penalties as the law is still new and may face legal challenges. The EU seeks compliance over confrontation to avoid transatlantic trade disputes and potential retaliatory measures from Washington.

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Musk Merges His AI Company With X, Claiming Combined Value of $113 Billion, reports WSJ

M&A

Mar 28, 2025

Artificial Intelligence

Elon Musk’s AI startup xAI has acquired social media platform X in an all-stock deal, valuing xAI at $80 billion and X at $33 billion. The merger brings together Musk’s AI ambitions with a global content platform, giving xAI access to real-time data and wider distribution for its products like Grok. All shares will convert into a new holding company, xAI Holdings Corp. The move is expected to simplify fundraising and enhance integration.

X’s ad revenue, which fell after Musk’s 2022 takeover, is forecast to grow in 2025.

Investors include Sequoia Capital and Morgan Stanley advised on the deal.

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Efforts to Weed Out Fake Users for Online Advertisers Fall Short, reports WSJ

General

Mar 28, 2025

A report by Adalytics has found that leading ad-verification firms, including DoubleVerify, Integral Ad Science and Human Security, frequently fail to filter out bots, leading brands to waste billions on ads not seen by real users.

With bots making up at least 40% of web traffic, the report revealed numerous cases where ads were served to non-human traffic, even when bots identified themselves. Blind spots in ad platforms and limited data access hinder bot detection.

Despite assurances, some advertisers are questioning the value of these services, while refunds for bot traffic remain rare due to underreporting of bot exposure.

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Expert Opinions

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New Utah law makes app stores responsible for age verification, reports TechCrunch

General

Mar 27, 2025

Meta, X, and Snap have praised Utah’s new App Store Accountability Act, which mandates that Apple and Google verify users’ ages and obtain parental consent for minors before app downloads. The law shifts responsibility from app developers to app stores, a move long supported by social media companies.

Apple recently introduced new tools allowing developers to access age range data but still places responsibility on the app creators.

Utah is the first U.S. state to enact such a law, with 16 others considering similar legislation. Tech companies say the approach simplifies parental control and better protects young users’ privacy and safety.

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Expert Opinions

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Paramount Taps iSpot Technology to Measure Consumer Response to Ads, reports Variety

General

Mar 27, 2025

Paramount Global will use iSpot’s new “Outcomes at Scale” tool in this year’s upfront ad sales to track how viewers respond to commercials, such as making purchases or visiting websites. This shift allows deals to focus on business outcomes rather than just viewership numbers.

The approach aims to offer advertisers real-time insights into campaign performance, enabling more effective ad spend. Paramount sees this as a transformative step towards proving ad impact across platforms.

The company will also continue using Nielsen data, following a recent resolution to their dispute, while expanding its use of alternative measurement tools like iSpot and VideoAmp.

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Expert Opinions

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Streamer Max and French Publisher Le Monde Bundle Up to Attract New Subscribers, reports AdWeek

General

Mar 27, 2025

Le Monde and Télérama are partnering with streaming service Max to offer bundled subscriptions in France from 3 April. The move aims to attract younger audiences and retain subscribers by offering cost-effective options. Le Monde hopes the deal will help it reach 1 million subscribers, while Max targets broader international growth.

Bundles start at €14.99 for Le Monde and Max, offering savings compared to separate subscriptions. Télérama’s bundle will cost €6.99 initially.

Le Monde aims to gain 50,000 new subscribers and extend subscriber lifetime. The deal marks the first such partnership for Le Monde and aligns with Max’s international expansion strategy.

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Expert Opinions

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Havas Bolsters Global Data & Tech Leadership with Executive Appointments

General

Mar 27, 2025

Leadership Transitions

Havas has appointed Dan Hagen as Global Chief Data and Technology Officer to lead the development of its AI-powered Converged operating system and oversee data and tech strategy across all global units. Hagen, formerly with Havas Media Network, brings over 25 years of experience.

Jamie Seltzer succeeds him as Global Chief Data and Technology Officer for Havas Media Network, focusing on enhancing data capabilities and advancing the Converged media product. Seltzer, who also leads the network’s analytics consultancy CSA, has over 20 years of experience in data and tech roles at WPP and Publicis Groupe.

Both appointments aim to drive Havas’ data-led transformation.

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Expert Opinions

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Meta’s Asia-Pacific Chief Quits After a Decade-Long Growth Spurt, reports Bloomberg

General

Mar 27, 2025

Leadership Transitions

Dan Neary, Meta’s vice president for Asia-Pacific, is stepping down after over a decade leading the company’s expansion across key international markets. Based in Singapore, Neary oversaw Facebook’s growth in the region, where its advertising reach rose from 35% to nearly 50% globally. He cited personal reasons for his departure but will remain for a transitional period. Previously, he held senior roles at Skype and eBay.

Neary’s exit comes as Meta intensifies its focus on AI, with CEO Mark Zuckerberg planning major investment in the field.

Meta praised Neary’s contributions, highlighting consistent strong results under his leadership.

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Expert Opinions

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TikTok Shop steps up Europe expansion with US future unclear, reports Reuters

General

Mar 27, 2025

TikTok Shop will launch in France, Germany and Italy on Monday, expanding its European presence despite uncertainty over TikTok’s future in the U.S. The e-commerce platform, already active in the UK and U.S., allows users to buy products via livestreams and posts.

TikTok is aiming to attract more Europe-based sellers, including major retailers such as Carrefour, AboutYou and Cosnova. While known for discounted items, TikTok Shop plans to broaden its product range and pricing, including high-end goods.

The move comes as TikTok’s Chinese owner, ByteDance, faces pressure to divest U.S. operations to avoid a potential ban.

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Expert Opinions

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Meta moves into controversial ad space: principal-based trading, reports Digiday

General

Mar 27, 2025

Meta is exploring principal-based buying by proposing bulk inventory deals with agency holding companies, allowing agencies to resell Meta ads to clients at a markup.

While this boosts agency margins and locks in Meta ad spend, the move raises transparency concerns. Critics argue it prioritises agency profit over client value, with risks of inflated costs and diminished publisher revenue. Meta aims to secure stable income ahead of a potential 2026 recession and strengthen ties with agencies.

Though controversial, the model reflects a growing industry trend, blending performance incentives with opportunities for arbitrage in a less transparent media buying environment.

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Expert Opinions

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IAB Tech Lab’s Trusted Server Framework sparks debate, reports Digiday

General

Mar 27, 2025

The IAB Tech Lab has launched its Trusted Server Framework, aiming to shift ad functions from browsers to publisher-controlled servers, promoting data privacy and independence from Big Tech.

Supporters view it as a step toward publisher empowerment, while critics argue it adds complexity, benefits infrastructure giants like Amazon, and could enable privacy risks like fingerprinting. Debate around its necessity persists, particularly given existing tools like Prebid. The IAB insists the framework enhances control and security, and invites industry input via a dedicated task force.

Further developments are expected in the next quarter as discussions continue.

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Google rolls out AI Overviews In EU regions, reports Search Engine Land

General

Mar 26, 2025

Artificial Intelligence

Google has expanded its AI Overviews in Search to several new European regions, including Germany, Belgium, Ireland, Italy, Austria, Poland, Portugal, Spain, and Switzerland. The feature, which provides AI-generated summaries in search results, is now available in over 100 countries. Languages supported vary by country, with some offering multiple language options.

The rollout marks a significant step in Google’s broader AI integration across Europe.

Businesses are advised to monitor the impact of AI Overviews on search visibility, clicks and impressions, as the feature evolves rapidly and may affect how users interact with their content on Google Search.

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EU Pressed Meta to Separate Marketplace to Fix Antitrust Issues, reports Bloomberg

General

Mar 26, 2025

The European Union has urged Meta to create a separate version of Facebook Marketplace or allow access to rival services to address antitrust concerns, following a €798 million fine. Regulators also advised Meta not to use non-public data from competitors’ classified ads to improve its own offerings.

Although Meta is appealing the fine, it has taken steps to appease regulators, including allowing European classified ad firms to pay for listings on Marketplace.

The EU’s suggested remedies, revealed in the now-public November decision, outline how it believes Meta’s alleged anti-competitive practices could be resolved.

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OpenAI Close to Finalizing $40 Billion SoftBank-Led Funding, reports Bloomberg

General

Mar 26, 2025

Artificial Intelligence

OpenAI is nearing completion of a $40 billion funding round led by SoftBank, with investors including Magnetar Capital, Coatue Management, Founders Fund and Altimeter Capital. The deal would value OpenAI at $300 billion, almost doubling its previous valuation. SoftBank is set to invest $30 billion in total, while Magnetar may contribute up to $1 billion.

Despite rapid revenue growth, projected to hit $12.7 billion in 2024 and $125 billion by 2029, OpenAI does not expect to be cash-flow positive until then.

The funding reflects strong investor enthusiasm but raises concerns about SoftBank’s financial exposure.

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Musk’s X poised for ad sales gain on effort to curry Trump favour, reports Bloomberg

General

Mar 26, 2025

X, formerly Twitter, is expected to see advertising revenue growth in 2025 for the first time since Elon Musk’s 2022 acquisition, with US ad sales projected to reach $1.31 billion, up 17.5%.

Analysts suggest the growth is partly driven by advertisers returning to curry favour with the Trump administration, where Musk is now a senior adviser.

Despite the increase, X’s ad revenue remains far below pre-Musk levels. Many advertisers had previously left over content moderation concerns. Some are reportedly returning out of legal caution, with Emarketer noting the platform’s business is unlikely to fully recover to 2021 levels anytime soon.

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Trump says he may reduce China tariffs to help close a TikTok deal, reports CNBC

M&A

Mar 26, 2025

President Donald Trump has suggested he may reduce tariffs on China to help secure a deal for ByteDance to sell TikTok’s U.S. operations, ahead of an April 5 deadline imposed by a national security law.

Trump acknowledged China’s role in approving the divestiture and hinted he may extend the deadline again if needed. He reiterated his preference for the U.S. to hold a 50% stake in TikTok via a joint venture.

Vice President JD Vance expressed confidence that a high-level agreement addressing national security concerns and creating a distinct American TikTok entity will be reached by the deadline.

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Ad Forecaster Reduces Growth Prediction for 2025, Citing Poor Economic Visibility, Low Consumer Confidence, reports WSJ

General

Mar 26, 2025

Magna, part of IPG Mediabrands, has revised its 2025 U.S. ad growth forecast from 4.9% to 4.3%, citing economic uncertainty and weakening consumer confidence. Advertising sales are now expected to reach $397 billion, up from $380 billion in 2024.

Excluding cyclical events, 2025 ad revenue is forecast to grow by 6.7%, down from the earlier 7.3% estimate. Sectors reliant on global trade may face budget cuts.

However, growth drivers such as AI, retail media and ad-supported streaming are expected to sustain advertising investment, helping offset the impact of economic headwinds, according to Magna’s report.

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Anthropic Scores Win in AI Copyright Dispute With Record Labels, reports WSJ

General

Mar 26, 2025

Artificial Intelligence

A U.S. court has denied a request from Universal Music Group and other record labels to block AI firm Anthropic from using copyrighted lyrics to train its AI chatbot, Claude.

The labels, representing artists like Taylor Swift and the Rolling Stones, had alleged copyright infringement on at least 500 songs. The judge ruled they failed to show harm caused by the training. Anthropic welcomed the decision, citing fair use.

While the court acknowledged prior agreements to limit AI-generated infringing outputs, the broader case continues, reflecting ongoing legal disputes over AI’s use of copyrighted content across industries.

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AI Agents at Agency Jellyfish Cut Campaign Launch Times by 65%, reports AdWeek

General

Mar 26, 2025

Artificial Intelligence

Jellyfish, a Brandtech Group agency, is using AI agents to automate media buying tasks across Google, Meta, and Amazon, reducing campaign launch time by 65% and infrastructure costs by 22%. These AI “digital employees” mimic junior media buyers, handling campaign setup, data organisation, and budget optimisation. While the AI agents operate within brand-specific parameters, strategic decisions still require human approval.

The shift has transformed team structures, reducing the need for large staff. A new internal role, the multi-modal strategist, has emerged to interpret insights and drive integrated strategies.

Jellyfish reports a 30% improvement in campaign performance across several clients using the technology.

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The UK’s Data Protection Authority Has Its Eye On Ad Tech This Year, reports AdExchanger

General

Mar 26, 2025

The UK’s Information Commissioner’s Office has named online tracking, children’s privacy, and AI guidance as its three strategic priorities for 2025.

Emphasising the need for “meaningful choice,” the ICO aims to ensure users have proper control over how their data is used for targeted advertising. Many websites fail to provide or respect consent options, prompting regulatory focus.

Meanwhile, the IAB Tech Lab is promoting privacy-enhancing technologies (PETs) like clean rooms and secure computation. A new “Privacy Lab” will allow industry testing of these tools. However, the ICO cautions that PETs are not a complete solution, but can support compliant data practices.

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Apple set to stave off EU fine into browser options, sources say, reports Reuters

General

Mar 25, 2025

Apple is expected to avoid an EU fine over its iPhone browser settings after making changes to comply with the Digital Markets Act (DMA). The European Commission had investigated concerns that Apple’s browser design limited users’ ability to switch to rival services.

The investigation will likely close next week, coinciding with separate DMA-related fines for Apple and Meta. The second Apple case involves restrictions on developers informing users about external offers, while Meta faces scrutiny over its no-ads subscription model.

The DMA aims to promote competition and user choice across digital platforms, with non-compliance risking fines of up to 10% of global turnover.

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India to scrap digital ad tax, easing US concerns, reports Reuters

General

Mar 25, 2025

India plans to abolish its 6% digital advertising tax, known as the equalisation levy, which mainly impacted U.S. tech firms like Google, Meta and Amazon. The move, included in amendments to the Finance Bill 2025, aims to ease trade tensions with the U.S. and support ongoing talks for a bilateral trade deal.

The tax, criticised by the U.S. as discriminatory, is set to be scrapped from 1 April. A U.S. trade delegation is currently in India for discussions.

Analysts say the measure could bring relief to tech firms and signal a shift towards improved India-U.S. trade relations.

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Instacart’s Smart Grocery Cart Ads Are Out of Pilot, reports AdWeek

General

Mar 25, 2025

Instacart will allow all advertisers to add AI-powered smart cart ads to campaigns from April, following a 15-month pilot involving over 50 brands. The Caper Carts, used in stores like Aldi and Kroger, display shoppable ads based on aisle location and stock levels.

Instacart’s adtech, Carrot Ads, now also powers Hy-Vee’s RedMedia network, enabling ad buying through Instacart or Hy-Vee.

These moves support Instacart’s aim to simplify retail media by offering integrated solutions across its growing platform. Future plans include testing new formats like gamified ads. Retail media is projected to surpass $1 billion in in-store ad spend by 2028.

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Blocklists Are Costing Marketers Valuable Sports Engagement, reports AdWeek

General

Mar 25, 2025

Sport captivates wide audiences, offering advertisers a powerful opportunity—yet blunt keyword blocklists often prevent ads from appearing alongside premium, brand-safe content. Research shows that nearly half of Super Bowl and Euro coverage was blocked due to misunderstood terms like “shot” or “attack.” This approach limits campaign reach and ROI.

Smarter, AI-driven contextual targeting and inclusion lists are needed to accurately assess content, ensuring brands appear in high-quality environments. Trusted publisher sites drive stronger performance, with ads seeing higher attention and profitability.

To fully benefit, advertisers must move beyond outdated safety measures and embrace more nuanced, context-aware advertising strategies.

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Meta’s Instagram Announces New AI-Powered Tools, Creator Marketing Solutions, reports AdWeek

General

Mar 25, 2025

Artificial Intelligence

Instagram has introduced new AI-powered tools in its Creator Marketplace to help brands discover and collaborate with content creators more effectively. Accessible via the Partnership Ads Hub in Ads Manager, the tools include keyword search, brand affinity detection, and filters across 20+ verticals.

New features also offer enhanced creator insights, such as playable Reels, direct email contact, experienced creator badges, and visibility of active partnership ads.

Meta is also expanding API support for Partnership Ads, allowing integration with existing Instagram posts and enabling use in click-to-message campaigns, streamlining creator marketing alongside standard advertising activity.

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TikTok Taps Khartoon Weiss to Lead North America Sales Amid Leadership Shake-Up, reports AdWeek

General

Mar 24, 2025

Leadership Transitions

TikTok has promoted Khartoon Weiss to lead North American ad sales, replacing Samir Singh, amid leadership changes and growing uncertainty over a potential U.S. ban.

Weiss, a four-year TikTok veteran, steps up as Blake Chandlee, global business solutions head, prepares to leave on 1 April.

The reshuffle comes ahead of an April 5 deadline requiring parent company ByteDance to sell TikTok’s U.S. operations or face a nationwide ban. Oracle is reportedly involved in negotiations, with other firms like Perplexity expressing interest. President Trump has even suggested the U.S. government could take a stake, but no deal has been confirmed.

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Meta considers charging for ad-free Facebook and Instagram in the UK, reports BBC

General

Mar 24, 2025

Meta is considering introducing a paid, ad-free subscription for Facebook and Instagram users in the UK, offering an alternative to data tracking. The move follows a legal case involving targeted advertising and mirrors existing ad-free subscriptions available in the EU.

The UK’s Information Commissioner’s Office has warned that any such “consent or pay” model must comply with data protection laws and ensure users’ consent is freely given. While Meta says personalised ads keep the platform free, critics question the fairness of charging users for privacy.

Experts suggest UK uptake may be low, with most users preferring free access in exchange for data.

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Interim SEC chief cast sole vote against suing Musk, reports Reuters

M&A

Mar 24, 2025

The U.S. Securities and Exchange Commission voted 4–1 in January to sue Elon Musk for failing to timely disclose his 2022 Twitter share purchases, allegedly saving $150 million. The vote, held just before Republicans took control, included support from Republican Hester Peirce, while acting SEC head Mark Uyeda opposed it. Uyeda had requested staff sign non-political pledges, which they declined.

The SEC's delayed action has drawn criticism, though some say not pursuing the case would undermine fair enforcement.

Musk, who denies intentional wrongdoing, has until 4 April to respond. He remains critical of the SEC, calling it a “totally broken organisation.”

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Senators urge Trump to back Congressional plan for TikTok sale extension, reports Reuters

M&A

Mar 24, 2025

Three Democratic senators have urged President Trump to seek congressional approval to extend the April 5 deadline for ByteDance to sell TikTok, arguing the previous extension was unlawful. They called for a new deadline of October and criticised the lack of clarity over TikTok’s future.

Reports suggest a plan is being discussed where U.S. investors would increase their stakes and spin off TikTok’s U.S. operations to reduce Chinese ownership. Senators also questioned potential involvement from Oracle in the deal.

The app, used by 170 million Americans, faces a ban under a law passed last year over national security concerns.

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X’s head of engineering is out, reports The Verge

General

Mar 24, 2025

Leadership Transitions

Haofei Wang, X’s director of engineering and a key link between Elon Musk and the platform’s engineering team, has unexpectedly left the company. Wang, who joined in July 2023, was seen internally as the de facto head of engineering and product, especially as Musk shifted focus to xAI and DOGE. His departure comes as X integrates more closely with xAI and prepares to launch its X Money payments platform.

Despite Musk’s reduced involvement, X has regained a $44 billion valuation.

No official reason for Wang’s exit has been given, and both he and the company declined to comment.

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TikTok’s Blake Chandlee Resigns as April 5 Ban Deadline Looms, reports AdWeek

General

Mar 24, 2025

Leadership Transitions

Blake Chandlee, TikTok’s head of Global Business Solutions, is stepping down from his day-to-day role and will become an advisor from 1 April. His departure comes amid heightened uncertainty over TikTok’s future in the US and ongoing restructuring. Chandlee, who joined in 2019, played a key role in building TikTok’s advertising business and defending the platform from regulatory threats.

The company aims to streamline operations by aligning sales and product teams under one leader, Will Liu.

Chandlee’s exit follows other senior departures, reflecting a period of change as TikTok targets further growth and navigates geopolitical pressures.

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Pinterest Poaches Meta Vet Kate Hamill to Lead Sales for North America, reports AdWeek

General

Mar 24, 2025

Leadership Transitions

Pinterest has appointed Kate Hamill as vice president of enterprise sales for North America, starting 7 April.

Reporting to chief revenue officer Bill Watkins, Hamill brings over a decade of experience from Meta, where she led sales across several sectors and helped scale ad products globally. She aims to grow Pinterest’s AI-driven and lower-funnel advertising solutions, including branded search.

Her appointment comes amid strong momentum for Pinterest, with record user growth and increasing retail ad spend. Hamill’s role will focus on expanding performance marketing, deepening advertiser relationships and advancing Pinterest’s position at the intersection of search, social and commerce.

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Agencies and Publishers Have Been Quicker to Integrate AI Than Brands, Per IAB Report, reports AdWeek

General

Mar 24, 2025

Artificial Intelligence

A new IAB report reveals uneven adoption of AI across media campaigns, with agencies and publishers leading ahead of brands.

While AI is used for tasks like audience segmentation and media planning, 70% of companies have yet to fully integrate it. Brands cite cost as the main barrier, while data quality and fragmented tools hinder broader uptake. Only 49% are actively addressing adoption challenges.

The report urges companies to adopt phased strategies, improve training, and collaborate on industry standards to avoid falling behind, warning that AI’s rapid development could reshape media operations and leave laggards at a competitive disadvantage.

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Without Google’s cookie cutoff hanging over them, buyers are lukewarm on alternative IDs, reports Digiday

General

Mar 24, 2025

User Identifiers

The removal of Google’s deadline to phase out third-party cookies has reduced urgency among advertisers to adopt alternative identifiers.

Although 70% of cookie-less transactions now include an alt-ID, media buyers are hesitant to invest heavily without client pressure or clear ROI. Many still rely on cookies where available, while others explore options like retail media or contextual targeting. Larger agencies remain committed to testing alternatives, but client focus is firmly on performance, not methodology.

Without a hard deadline or widespread demand, adoption of cookie-less solutions is slow and fragmented, with many marketers prioritising campaign outcomes over underlying technology.

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OpenAI and Meta Seek Alliance With India’s Reliance: Information, reports Bloomberg

General

Mar 22, 2025

Artificial Intelligence

OpenAI and Meta are both exploring potential partnerships with India’s Reliance Industries, according to The Information. OpenAI has held multiple discussions with Reliance about distributing its AI products, including ChatGPT, via Reliance’s businesses such as telecom giant Jio. Meanwhile, Meta is also in talks with Reliance regarding collaborative AI ventures.

A partnership with Reliance could help both companies strengthen ties with Indian authorities, who are cautious about foreign dominance in AI, and boost their reputation among Indian consumers and businesses.

The outcome of these talks could influence the competitive landscape for AI adoption in India.

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X communications leader exits after three months, reports Axios

General

Mar 21, 2025

Leadership Transitions

Dave Heinzinger has left his role as X’s communications chief after just three months, citing personal reasons. His departure adds to a series of exits in X’s communications team, complicating efforts to reassure advertisers amid brand safety concerns. Heinzinger, who joined in December, has returned to PR firm Haymaker as president.

Since Elon Musk acquired X (formerly Twitter), he has dismantled traditional PR functions, leaving CEO Linda Yaccarino to rebuild the company’s communications and marketing teams. It remains unclear whether she will appoint a replacement.

Despite product developments under Musk, X’s reduced media engagement has limited broader public awareness.

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Existing ByteDance investors emerge as front-runners in TikTok deal talks, reports Reuters

M&A

Mar 21, 2025

The White House is backing a plan for major U.S. investors in ByteDance, including Susquehanna and General Atlantic, to increase their stakes and spin off TikTok’s U.S. operations, reducing Chinese ownership below 20% to comply with U.S. law and avoid a ban. Oracle would continue managing user data to address national security concerns.

President Trump extended the deadline for ByteDance to divest until 5 April and may extend it further. Other investor groups are also exploring bids.

TikTok has disputed claims of Chinese control, stating data and content moderation for U.S. users are already managed within the United States.

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Meta AI is coming to Europe this week, reports Engadget

General

Mar 20, 2025

Artificial Intelligence

Meta is launching its AI assistant across 41 European countries and 21 overseas territories, following delays due to regulatory concerns.

Initially available in six languages, the assistant will feature in messaging apps like Facebook, Instagram, WhatsApp and Messenger, enabling users to ask questions or search content. Meanwhile, Threads users can now set a default feed and limit replies to followers, addressing long-standing frustrations. The app is also enhancing its topic features to increase post visibility.

Separately, Google is introducing AI-powered inbox search for Gmail, with personal accounts receiving “most relevant” results, while business accounts will get the feature later.

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Channel 4 unveils emissions measurement tool, reports The Media Leader

General

Mar 20, 2025

Carbon Emissions

Channel 4 Sales has launched an advertising emissions measurement tool in partnership with Scope3, marking a first for a major broadcaster. The tool provides advertisers with emissions data for digital campaigns on Channel 4’s platforms, helping them reduce the carbon impact of media buying and meet sustainability goals.

It aligns with the Advertising Association’s Ad Net Zero Action Plan. The initiative forms part of Channel 4’s broader sustainability efforts, including support for B Corp businesses.

Scope3 hopes the move will encourage wider adoption of sustainable media practices across the industry. Similar carbon-tracking partnerships and tools have also been announced this month.

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Apple Shuffles AI Executive Ranks in Bid to Turn Around Siri, reports Bloomberg

General

Mar 20, 2025

Artificial Intelligence

Apple is restructuring its AI leadership, moving Vision Pro chief Mike Rockwell to oversee Siri as Tim Cook loses confidence in AI head John Giannandrea. Rockwell will report to software chief Craig Federighi, signalling a push to improve Apple’s struggling AI efforts. Siri has faced delays, missing key iPhone 16 features, prompting internal frustration.

Rockwell, known for technical problem-solving, aims to revitalise AI integration across Apple devices. Meanwhile, Giannandrea remains in the company, focusing on broader AI research.

The shake-up reflects Apple’s urgency in catching up with AI rivals after setbacks in product development and execution.

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Discord to Debut Its First Mobile Ads Amid IPO Chatter, reports AdWeek

General

Mar 20, 2025

Gaming / Metaverse

Discord will introduce mobile ads in June, marking a shift towards digital advertising amid IPO speculation. Its first non-skippable “Video Quests” ad format launched last year, with Warner Bros. Discovery testing a two-minute trailer. Ads follow a “task-and-reward” model, offering branded perks for engagement.

Discord also offers “Play Quests,” incentivising users to try new games, benefiting brands like Genshin Impact.

With mobile gaming on the rise, Discord aims to attract advertisers beyond gaming. The platform will partner with third-party firms for ad measurement, reinforcing its push into advertising alongside its premium Nitro subscription revenue.

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Apple losing over $1 billion a year on streaming service, the Information reports, reports Reuters

General

Mar 20, 2025

Apple is losing over $1 billion annually on Apple TV+, despite spending more than $5 billion a year on content since its 2019 launch. The company reduced spending by $500 million last year but still lags behind competitors like Netflix, Disney+, and Prime Video in subscribers.

Apple TV+ had an estimated 40.4 million subscribers at the end of 2024. To attract users, Apple has bundled the service with Comcast’s Peacock and Netflix for $15 per month and includes it in its Apple One subscription package alongside iCloud and Apple Music.

Apple has not commented on the reported losses.

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Meta to Seek Disclosure on Political Ads That Use AI Ahead of Canada Elections, reports Reuters

General

Mar 20, 2025

Meta will require advertisers to disclose if AI or digital techniques were used to create or alter political or social issue ads, aiming to combat misinformation ahead of Canada’s federal elections. This applies to ads featuring photorealistic depictions of people saying or doing things they did not, fictional individuals, or altered real events.

Meta previously banned new political ads after the U.S. election and restricted AI-generated political content but later scrapped its U.S. fact-checking programs.

It has also introduced a feature allowing users to label AI-generated content shared on Facebook and Instagram.

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X sues Modi's government over content removal in new India censorship fight, reports Reuters

General

Mar 20, 2025

Elon Musk’s X has filed a new lawsuit against India's IT ministry, alleging it unlawfully expanded censorship powers, enabling easier online content removal. X claims the ministry is allowing multiple government departments to issue takedown orders via a website lacking legal safeguards.

The lawsuit escalates X’s ongoing dispute with Prime Minister Modi’s government over content moderation. The case, first reported on Thursday, was briefly heard in Karnataka’s High Court and will continue on 27 March.

X previously clashed with India over blocking tweets related to farmers' protests but complied after government pressure.

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The IAB Tech Lab Is Launching A Server-Side Solution For Programmatic To Bypass Bossy Browsers, reports AdExchanger

General

Mar 20, 2025

The IAB Tech Lab is challenging web browsers’ control over digital advertising with a new open-source framework for server-side ad management. Dubbed a “trusted server,” the solution moves programmatic processes out of browsers, giving publishers more control over monetisation. It integrates with Prebid Server, reducing third-party network calls and enabling first-party ID creation.

Several publishers and ad tech firms are already testing it.

The initiative comes amid growing concerns over privacy-focused browser changes that limit data access, with the IAB aiming to prevent further disruption to publishers’ revenue streams while maintaining ad effectiveness and measurement capabilities.

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Best Buy Ads Has A Tool That Make Its First-Party Audiences Addressable On Meta, reports AdExchanger

General

Mar 20, 2025

Best Buy Ads has launched Social+, a new advertising tool that allows brands to target its customers directly on social media platforms using first-party consumer insights. Initially integrated with Meta’s Advantage+ shopping campaigns on Facebook and Instagram, the tool provides SKU-level insights to enhance audience targeting.

While currently lacking a self-service option, advertisers can access Social+ through a Best Buy Ads representative. The initiative mirrors Best Buy’s 2023 partnership with Roku, where the retailer provided audience data in exchange for exclusive product sales.

Early reactions from advertisers have been positive, with plans to expand to additional social platforms.

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Microsoft to enforce consent compliance for advertisers, reports Search Engine Land

General

Mar 19, 2025

Microsoft Advertising will enforce stricter user consent requirements from 5 May for advertisers targeting users in the EEA, UK, and Switzerland.

Advertisers using Universal Event Tracking (UET) must provide explicit consent signals before placing Microsoft identifiers like cookies. Non-compliance could lead to loss of retargeting and conversion tracking data, impacting campaign effectiveness. Advertisers should implement UET Consent Mode and ensure their consent management platforms are configured to send approved signals. The enforcement will be phased in, with full implementation by the deadline.

This move aligns with data protection regulations and aims to safeguard user privacy while maintaining advertising performance.

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EU Won’t Shirk Hitting Tech for Fear of US Backlash, Ribera Says, reports Bloomberg

General

Mar 19, 2025

EU antitrust chief Teresa Ribera stated that the bloc will not hesitate to challenge Silicon Valley firms despite potential retaliation from the White House. Speaking after escalating probes into Google and Apple, Ribera insisted EU decisions are based on legal evidence, not US political concerns.

Her remarks come amid President Trump’s tariff threats following EU actions against Big Tech.

Ribera also stressed that increasing defence spending should not come at the expense of climate action, warning that neglecting environmental policies would be a long-term security risk for the EU.

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Elon Musk’s X Raises Almost $1 Billion in New Equity Funding, reports Bloomberg

General

Mar 19, 2025

Investment Rounds

Elon Musk’s social network X has raised nearly $1 billion in new equity, maintaining the company’s valuation at around $44 billion, the same as when Musk took it private in 2022. Musk personally participated in the fundraising, with some proceeds potentially used to reduce X’s debt. Investors include Darsana Capital Partners and 1789 Capital.

X has faced advertiser losses and legal battles but has seen some recovery since Donald Trump’s re-election.

Despite X’s fundraising success, Tesla’s stock has fallen over 40% this year due to increased competition and Musk’s political influence affecting consumer sentiment.

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Google and Apple Hit by Twin EU Rebuke Amid Big Tech Crackdown, reports Bloomberg

General

Mar 19, 2025

The European Commission has warned Google and Apple to comply with the Digital Markets Act (DMA) or face potential fines.

Google is accused of favouring its own services in search results and restricting app developers from promoting alternatives outside its Play Store. Apple must loosen control over its iOS ecosystem. Google risks financial penalties, while Apple is expected to face fines soon.

These actions could heighten tensions with US President Trump, who opposes EU antitrust fines. The Commission remains firm, with penalties potentially reaching 10% of a company’s global annual revenue for non-compliance.

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Amazon loses court fight against record $812 mln Luxembourg privacy fine, reports Reuters

General

Mar 19, 2025

Amazon has lost its appeal against a record €746 million fine imposed by Luxembourg’s data regulator for breaching EU GDPR rules. The country's administrative court upheld the 2021 decision by the National Commission for Data Protection (CNPD), which also ordered Amazon to address the issue. The ruling remains suspended during the appeal period.

Amazon criticised the fine, arguing it was based on subjective legal interpretations without prior guidance.

The case underscores Europe’s strict stance on data protection, with GDPR serving as a global benchmark for privacy regulations. Amazon is considering further legal action.

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Apple ordered by EU antitrust regulators to open up to rivals, reports Reuters

General

Mar 19, 2025

The EU has ordered Apple to open its ecosystem to rivals under the Digital Markets Act, requiring interoperability with third-party devices and setting a process for developer access. The European Commission warned non-compliance could lead to an investigation and fines of up to 10% of Apple's global revenue.

Apple criticised the ruling, arguing it stifles innovation and benefits competitors unfairly. The EU insists it is enforcing the law to ensure fair competition.

This marks another step in the bloc’s effort to regulate Big Tech and limit the dominance of major digital platforms in the European market.

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TikTok ad prices fall as uncertainty keeps some advertisers away, reports Digiday

General

Mar 19, 2025

Advertisers are divided on TikTok’s future in the U.S., with some scaling back due to uncertainty over a potential ban, while others are capitalising on significantly lower ad prices. CPMs have dropped by up to 80% year-on-year, making it cheaper for those still investing.

Some brands have shifted spend to Meta’s Reels, YouTube Shorts, and Snap, but many advertisers have resumed spending on TikTok, benefiting from reduced competition.

While TikTok’s fate remains uncertain ahead of the April 5 deadline, its competitors are actively capturing ad budgets from brands seeking alternative platforms.

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The Trade Desk stumbles, and the ad tech world cheers - maybe too soon, reports Digiday

General

Mar 19, 2025

The Trade Desk is facing growing uncertainty after missing its revenue target for the first time in 33 quarters, leading to concerns about its dominance in programmatic advertising.

Agencies are frustrated over rising fees, while challenges include struggles with its AI-driven Kokai platform, limited traction in CTV, and resistance to UID 2.0 as a cookie alternative. Competition from Mediaocean, Google’s evolving AI Overviews, and Amazon’s rise in digital advertising add further pressure.

While The Trade Desk remains a major player, its future hinges on key strategic bets, particularly in CTV and international expansion.

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It will happen when it happens: Google’s Privacy Sandbox continues in limbo, reports Digiday

General

Mar 19, 2025

Google’s latest Privacy Sandbox report has drawn criticism for acknowledging functional flaws, particularly in attribution reporting. Critics, including The Trade Desk and Movement for an Open Web, argue the initiative is struggling, with many ad tech firms pulling investment after Chrome delayed its third-party cookie phase-out.

While some companies, such as BidSwitch, are developing infrastructure to ease adoption, low publisher interest and technical limitations persist. Industry players await clarity on Google’s cookie consent box, with uncertainty slowing adoption.

A Google representative, when questioned about timelines, reportedly said, "It will happen when it happens."

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Josh Krichefski announces he’s leaving GroupM, reports The Media Leader

General

Mar 18, 2025

Leadership Transitions

Josh Krichefski, GroupM’s EMEA CEO, is stepping down after 14 years with the company. A prominent industry figure and current IPA president, he championed a People First Agenda and was the first Future 100 Club ambassador.

Krichefski, who played a key role in the MediaCom-Essence merger, announced he will take time off to consider his next steps. His departure comes amid significant change at WPP, including client losses, leadership exits, and restructuring.

GroupM has seen high staff turnover, with new leadership aiming to boost competitiveness through investment in AI, data and media, while phasing out global agency CEO roles.

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Disney+ joins Barb Advanced Campaign Hub, reports The Media Leader

General

Mar 18, 2025

Disney+ has joined Barb’s Advanced Campaign Hub, allowing advertisers to include the platform in campaign planning and optimisation alongside Netflix, Prime Video and Discovery+. Barb will provide daily updates on the number of households subscribing to Disney+ with ads.

The Hub combines Barb panel data, first-party data and census-level impressions. Barb aims to integrate streaming services into both planning and post-campaign tools, with future inclusion in CFlight expected.

This follows Barb’s broader push into non-traditional TV measurement, including YouTube on TV sets, and recent tech investments to unify systems and expand data capabilities through a new cloud-based Barb Data Hub.

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Oracle Weighs Security Backstop, Small Stake to Land TikTok Deal, reports Bloomberg

M&A

Mar 18, 2025

Oracle is considering a proposal to help facilitate the sale of TikTok’s US operations by providing security assurances and taking a small stake in a new American entity, while allowing ByteDance to retain control of the app’s algorithm. The plan aims to address national security concerns ahead of the April 5 deadline for ByteDance to divest.

While President Trump supports a sale, regulatory and Chinese government approvals remain uncertain. Other bidders include Frank McCourt, Alexis Ohanian, and potentially Microsoft.

Oracle’s involvement is seen as a compromise to keep TikTok operational in the US while addressing security concerns.

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FTC Removes Posts Critical of Amazon, Microsoft, and AI Companies, reports Wired

General

Mar 18, 2025

The Trump administration’s Federal Trade Commission (FTC) has deleted over 300 business guidance blogs, including key consumer protection information on AI and privacy lawsuits involving Amazon and Microsoft. The removed content provided compliance guidance for tech companies, including rules on AI and data protection under laws like COPPA.

Critics argue the move benefits big tech by easing regulatory pressure on data use and AI training. New FTC chair Andrew Ferguson plans to focus on alleged censorship by social media firms rather than Biden-era AI and merger regulations.

The deletions raise concerns over compliance with federal transparency laws.

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India raids ad giants GroupM, Dentsu and broadcasters' body over price collusion, sources say, reports Reuters

General

Mar 18, 2025

India’s antitrust body has raided the offices of major global advertising firms, including GroupM, Dentsu, and Interpublic Group, along with a broadcasters’ industry group, over allegations of price collusion. The Competition Commission of India (CCI) is investigating claims that ad agencies and broadcasters coordinated to fix ad prices and discounts. Raids took place in Mumbai, New Delhi, and Gurugram, with officials seizing documents and recording testimonies.

The investigation follows recent shifts in India’s ad market, including Disney and Reliance’s $8.5 billion media merger.

The process is expected to take months, with details remaining confidential.

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Taboola strikes deal to sell Microsoft display ads, reports Axios

General

Mar 18, 2025

Taboola has secured a deal with Microsoft to sell display ads across MSN, Outlook, Games, and Office Suite, marking its expansion beyond native advertising. The move is powered by Taboola’s new platform, Realize, which focuses on performance ads, including display and social media formats.

Leveraging first-party data from 18,000 advertisers and 9,000 publishers, Taboola aims to compete with Meta and Google in the display ad market.

The company has been expanding through partnerships, including deals with Apple and Yahoo, and sees Realize as a way to help publishers recover lost programmatic revenue.

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Microsoft teams up with AI start-up to simulate brain reasoning, reports FT

General

Mar 18, 2025

Artificial Intelligence

Microsoft has partnered with Swiss start-up inait to develop an AI model inspired by mammal brains, aiming to enhance fields like financial trading and robotics. Unlike traditional AI, this model learns from real-world experiences rather than pre-existing data. inait’s technology, based on Swiss government-funded neuroscience research, enables digital brain simulations that are more adaptable and energy-efficient.

The collaboration will expand Microsoft’s AI offerings, with applications in risk management and industrial automation.

While challenges remain, researchers believe these brain-based models could revolutionise AI and contribute to understanding neurological conditions through advanced simulations.

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Apple Loses Top Court Fight Against German Antitrust Crackdown, reports Bloomberg

General

Mar 18, 2025

Apple has lost its appeal at Germany’s top civil court to overturn a regulator’s decision subjecting it to stricter antitrust oversight under the country’s 19a competition rules. The court ruled that Apple’s vertically integrated ecosystem and dominant market position justify tighter scrutiny.

The decision upholds a May 2023 ruling by Germany’s Federal Cartel Office. Apple joins Meta, Google, Amazon, and Microsoft in facing increased regulatory oversight.

The ruling comes as Big Tech firms push back against EU regulations, with US President Donald Trump criticising European fines as a form of taxation on American companies.

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Meta vows to curtail false content, deepfakes ahead of Australia election, reports Reuters

General

Mar 18, 2025

Meta is expanding its fact-checking programme in Australia to combat misinformation and deepfakes ahead of the national election due by May. Content flagged as misleading will have reduced visibility, while harmful and election-interfering material will be removed. Agence France-Presse and Australian Associated Press will handle fact-checking.

Meta has also introduced AI content labels to identify deepfakes. This follows the company's January decision to scrap fact-checking in the U.S. under political pressure.

Meanwhile, Meta faces regulatory challenges in Australia, including a proposed levy on tech firms for news content and a ban on users under 16 by year-end.

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Shareholders Approve Omnicom's Acquisition of IPG, reports AdWeek

M&A

Mar 18, 2025

Omnicom Group and Interpublic Group (IPG) shareholders have approved the $13 billion merger, marking a key step towards creating the world’s largest advertising network, surpassing Publicis Groupe and WPP.

The deal, announced in December 2024, is expected to close in late 2025, pending regulatory approval. The U.S. Federal Trade Commission (FTC) has requested additional information, potentially signalling antitrust concerns.

Despite scrutiny, both Omnicom (60.6%) and IPG (39.4%) shareholders strongly supported the merger. Executives remain confident, highlighting the deal’s benefits for clients and shareholders, though regulatory challenges could delay or block the transaction.

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Meet The Netflix Ads Suite, Introduced by Ads VP Nicolle Pangis, reports AdExchanger

General

Mar 18, 2025

Netflix is launching its Netflix Ads Suite (NAS) on 1 April, introducing its own ad server and supply-side platform to enhance personalisation for advertisers. The move aims to replicate Netflix’s highly tailored content recommendations for ad placements, leveraging user insights to improve relevance.

The platform will integrate with DV360, The Trade Desk, and Xandr, while maintaining a privacy-focused approach. Netflix is also expanding programmatic capabilities, making ad buying simpler and more strategic for advertisers.

While maintaining a lower ad load, Netflix is prioritising custom ad formats and data-driven targeting, ensuring a distinctive, high-engagement advertising experience.

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Origin on track to launch to wider market by Q2, reports The Media Leader

General

Mar 17, 2025

Origin, the UK cross-media measurement tool, is set to launch as a minimum viable product in May, following beta trials involving 32 advertisers and 14 agencies.

At launch, it will offer deduplicated reach and frequency data for TV, Meta and YouTube, with TikTok and Amazon joining later. Further development through 2026 will add outcome-based metrics and planning tools.

Origin’s leaders stress it is a neutral, complementary service, not a new currency. However, concerns remain over measurement standards and media coverage gaps, with critics warning against relying on it as a one-size-fits-all solution for evaluating media effectiveness.

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Awful: Roku tests autoplaying ads loading before the home screen, reports Ars Technica

General

Mar 17, 2025

Roku is testing autoplaying video ads that play before users reach the home screen, sparking backlash from customers. Reports emerged of ads for Moana 2 appearing without warning, though some users were able to close them.

Roku confirmed the test but did not state if it would become permanent. Many customers criticised the ads as intrusive and threatened to stop using Roku if they continue.

The move reflects a growing trend of smart TV manufacturers increasing ad revenue amid declining hardware profits, though it risks alienating users accustomed to less intrusive advertising formats.

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OpenAI and Musk agree to fast tracked trial over for-profit shift, reports Reuters

General

Mar 17, 2025

Elon Musk and OpenAI have agreed to fast-track their legal battle over OpenAI’s shift to a for-profit model, with a trial set for autumn 2025. Musk, who co-founded OpenAI but left in 2018, sued the company, alleging it abandoned its non-profit mission in favour of corporate profits.

OpenAI and CEO Sam Altman deny the claims, arguing Musk is trying to slow down a competitor. The lawsuit could impact OpenAI’s ability to raise funds, including a planned $40 billion round with SoftBank.

Musk also recently made an unsolicited $97.4 billion bid to acquire OpenAI, which Altman rejected outright.

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Dotdash Meredith hires president to expand ad tech division DCipher, reports Axios

General

Mar 17, 2025

Dotdash Meredith has hired Jim Lawson to lead its ad tech division, D/Cipher, as the company expands the tool beyond its own platforms.

Initially launched in 2023 to enhance ad targeting across its 40+ digital brands without cookies, D/Cipher+ will now be offered as a managed service for external advertisers. Enhanced through a partnership with OpenAI, the tool leverages billions of user signals to optimise ad performance.

With digital revenue surpassing $1 billion in 2024, Dotdash Meredith sees D/Cipher+ as a key opportunity to expand into the broader open web advertising market.

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UK to crack down on illegal content across social media, reports FT

General

Mar 16, 2025

Responsible Media

The UK’s media watchdog, Ofcom, will begin enforcing new online safety rules next week under the Online Safety Act (OSA), requiring social media, search engines, and messaging platforms to remove illegal content quickly and reduce risks. Companies had to complete risk assessments by this weekend, covering terrorism, child abuse, fraud, and more.

Larger platforms will be prioritised, with non-compliance facing fines up to £18 million or 10% of global revenue. Ofcom can order stricter content moderation if necessary.

Firms must train moderation teams, set removal targets, and test algorithms to limit illegal content spread.

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Turkish competition board opens probe of video service providers, reports Reuters

General

Mar 16, 2025

The Turkish Competition Board has launched an investigation into subscription-based video streaming services, including Netflix, Disney+, Amazon, BluTV, Exxen, and Gain, to determine whether they have violated competition law.

The inquiry follows a preliminary review into potential exclusive agreements and restrictive practices that may limit market competition. The board will assess whether these platforms have engaged in anti-competitive behaviour.

The investigation marks increased regulatory scrutiny on global and local streaming providers operating in Turkey.

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Vice President Vance expects framework of TikTok deal by April 5, reports Reuters

M&A

Mar 14, 2025

U.S. Vice President JD Vance expects a high-level agreement on TikTok’s ownership by the April 5 deadline, addressing national security concerns while allowing for a distinct American TikTok enterprise.

The law requiring ByteDance to sell TikTok or face a ban took effect on January 19, but President Trump delayed enforcement by 75 days. The administration is engaging with four potential buyers. A White House official noted that while an agreement is likely soon, finer deal details may take longer to finalise.

TikTok and ByteDance have yet to comment on the developments.

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Facebook ramps up TikTok battle by letting creators monetize their Stories, reports Fortune

General

Mar 14, 2025

Influencer Marketing

Facebook is expanding efforts to attract creators with a new monetisation programme that rewards users for posting content, including photos, videos, reels, and text. The beta programme is open for applications, with earnings based on engagement, views, and plays. Facebook has invited one million creators and aims to expand further.

This move comes as TikTok remains dominant, though some creators are diversifying.

Over the next year, the programme will replace Ads on Reels, In-Stream Ads, and Performance Bonuses. Facebook is also simplifying its creator dashboard to improve tracking of monetisation efforts.

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Netflix Chases Its MrBeast Moment, reports WSJ

General

Mar 14, 2025

Streaming giants such as Netflix, Amazon Prime Video, and Peacock are increasingly partnering with YouTube creators to attract younger audiences.

This shift follows the success of MrBeast’s Beast Games, which generated at least $100 million in profit for Amazon. Netflix is in talks with creators like Dude Perfect and Mark Rober, while Peacock is developing comedy shows from digital talent.

Streamers are drawn to YouTubers’ global reach and cost-effective productions. However, some creators are wary of losing creative control, and negotiations sometimes stall over e-commerce tie-ins, as seen in talks between Netflix and Rober.

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