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Google's limits on microtargeting of political ads for state and federal candidates shakes up ad plans and frustrates both Democrats and Republicans

limiting microtargeting will F over the little guys @longhornderek : This is a really dumb move. Candidates running in primaries are now supposed to advertise to people who aren't even in the party they are affiliated with? https://twitter.com/... Damian Collins / @damiancollins : Big step by Google on restricting targeting tools for political ads. Facebook should follow this and remove tools such as ‘lookalike audiences’ for political campaigns, as well as agreeing to act against disinformation ads and removing known ‘deep fakes’ https://twitter.com/... @indianexpress : Google said while it has never allowed any advertiser — including politicians — to make false assertions, it was clarifying its policy to explicitly ban ads that make “false claims that could undermine participation of trust” in the election process http://bit.ly/2rdVbKE Glyn Moody / @glynmoody : micro-targeting on the way out: https://www.privateinternetaccess.com/ ... https://twitter.com/... Shane Goldmacher / @shanegoldmacher : Story with @daiwaka: Google's new political ad policy leaves campaigns scrambling “It eliminates our ability to target based on any personal information” https://www.nytimes.com/... https://twitter.com/... Sara Fischer / @sarafischer : 🚨NEW—Google is making changes to its political ad policy to limit micro-targeting Why it matters: Comes weeks after Twitter said it's banning political ads. FB VP Carolyn Everson told me Monday FB still considering changes to its policy. Story on @axios: https://www.axios.com/... Rasmus Kleis Nielsen / @rasmus_kleis : Wouldn't be surprised if Facebook ends up adopting similar position. 1) limit targeting+tighten rules, 2) continue to allow political ads (which politicians want and it makes $) 3) make very small, very targeted sometimes problematic ad buys that make very little $ less useful https://twitter.com/... Judd Legum / @juddlegum : According to this report, Google will prohibit political ads with “demonstrably” false claims, leaving Facebook as the only major social network that allows lies in ads https://twitter.com/... See also Mediagazer

New York Times

Context & Ripple Effects

Google's move lands amid a stretch of platform self-regulation on political advertising: weeks earlier, an activist had registered as a California gubernatorial candidate just to run deliberately false Facebook ads and expose the loopholes in that platform's verification policy. With Facebook under sustained scrutiny but still weighing its response, Google is the first of the two to actually restructure targeting for state and federal candidate ads.

The reaction cuts across the aisle — Democratic and Republican operatives alike say primary candidates are now forced to reach voters outside their own party — while UK lawmaker Damian Collins presses Facebook to match the restrictions by dropping lookalike audiences for political campaigns. The policy's durability is already in question: Bloomberg reports a loophole letting advertisers bypass the limits with their own targeting data.

First-order effects

  • State and federal campaigns lose the ability to serve ads only to narrow supporter segments, forcing broader-reach buys that waste impressions on non-voters and out-of-party audiences — the sharpest pain in primaries, as operatives from both parties note.

Second-order effects

  • Facebook faces immediate pressure to follow: Collins publicly calls on it to remove lookalike audiences for political ads, and it is reportedly considering similar targeting restrictions — a decision that would compound the squeeze campaigns describe when platform ad bans hamstrung their fundraising ahead of the 2022 midterms.
  • The documented workaround — buying spots with advertiser-supplied first-party targeting data — shifts advantage toward better-resourced campaigns with voter files, partially undoing the leveling effect the policy was meant to create.

Third-order effects

  • If both major platforms converge on restricting political microtargeting, platform policy rather than election law becomes the de facto regulator of how US campaigns reach voters — with enforcement gaps like the first-party-data loophole determining who the rules actually bind.

The trend: US political advertising is entering an era in which platform targeting rules, not legislation, set the boundaries of campaign persuasion — and each restriction pushes sophisticated campaigns toward first-party data workarounds.

Discussion

  • @zachmontellaro Zach Montellaro on x
    A potential unintentional consequence of the new Google ad targeting policy? It could negatively affect downballot and insurgent candidates a lot more than presidential ones (or well heeled incumbents). My story on the early reaction https://www.politico.com/...
  • @wilsonwpa Chris Wilson on x
    This is sad. It's bad for democracy and the winners are: -platforms (make more $) -incumbents (harder for challenger candidates) -millionaire candidates (they can afford big, non targeted buys) Losers: -the voters https://twitter.com/...
  • @ecmclaughlin Elizabeth C. McLaughlin on x
    Your move, Facebook. https://twitter.com/...
  • @luca Luca Hammer on x
    Google reduces the targeting options for political ads to age, gender and postal code. This applies to YouTube as well. https://blog.google/...
  • @mikeisaac Rat King on x
    Facebook has been dropping sideways hints for two weeks that it was going to limit microtargeting but hasn't really come out with anything yet google getting the jump on them with at least some limitations on political ads probably no bueno for FB https://www.nytimes.com/... http…
  • @mikeisaac Rat King on x
    this, fwiw, has been FB's talking point for a while — limiting microtargeting will F over the little guys
  • @longhornderek @longhornderek on x
    This is a really dumb move. Candidates running in primaries are now supposed to advertise to people who aren't even in the party they are affiliated with? https://twitter.com/...
  • @damiancollins Damian Collins on x
    Big step by Google on restricting targeting tools for political ads. Facebook should follow this and remove tools such as ‘lookalike audiences’ for political campaigns, as well as agreeing to act against disinformation ads and removing known ‘deep fakes’ https://twitter.com/...
  • @indianexpress @indianexpress on x
    Google said while it has never allowed any advertiser — including politicians — to make false assertions, it was clarifying its policy to explicitly ban ads that make “false claims that could undermine participation of trust” in the election process http://bit.ly/2rdVbKE
  • @glynmoody Glyn Moody on x
    micro-targeting on the way out: https://www.privateinternetaccess.com/ ... https://twitter.com/...
  • @shanegoldmacher Shane Goldmacher on x
    Story with @daiwaka: Google's new political ad policy leaves campaigns scrambling “It eliminates our ability to target based on any personal information” https://www.nytimes.com/... https://twitter.com/...
  • @sarafischer Sara Fischer on x
    🚨NEW—Google is making changes to its political ad policy to limit micro-targeting Why it matters: Comes weeks after Twitter said it's banning political ads. FB VP Carolyn Everson told me Monday FB still considering changes to its policy. Story on @axios: https://www.axios.com/...
  • @rasmus_kleis Rasmus Kleis Nielsen on x
    Wouldn't be surprised if Facebook ends up adopting similar position. 1) limit targeting+tighten rules, 2) continue to allow political ads (which politicians want and it makes $) 3) make very small, very targeted sometimes problematic ad buys that make very little $ less useful ht…
  • @juddlegum Judd Legum on x
    According to this report, Google will prohibit political ads with “demonstrably” false claims, leaving Facebook as the only major social network that allows lies in ads https://twitter.com/...