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VOICE ARCHIVE

Adam Epstein

@aepstein_
4 posts
2024-11-21
Some quick takes on The Tradedesk's announcement of a new TV OS: - This won't be a massive gamechanger.  Samsung and LG combined own greater than 50% of all TV sold in the US...- This is literally the Roku and Amazon playbook.  Both companies have done a great job of getting their OS on long tail TV OEMs.  Doing this provides a better customer experience and an enhanced ability to monetize through ads...
2024-11-21 View on X
Axios

Adtech company The Trade Desk announces Ventura, a smart TV operating system, and plans to partner with TV manufacturers for its rollout, expected in H2 2025

ad tech marketers weigh in Peter Adams / Marketing Dive : Trade Desk tries to shake up streaming TV with content-agnostic strategy Jeff Baumgartner / Light Reading : The Trade Desk...

2024-10-07
Amazon's meteoric rise in share of search ad revenue this past decade will be matched in the next decade with a meteoric rise in share of tv ad revenue. [image]
2024-10-07 View on X
Wall Street Journal

eMarketer expects Google's share of the US search ad market to drop below 50% in 2025 for the first time in 10+ years, as Amazon, Apple, and others make gains

Biggest US antitrust victory since Microsoft could still be too little … Yahoo Finance : Google's grip on search slips as TikTok and AI startup mount challenge Radhika Saraogi / Ti...

2024-10-06
Amazon's meteoric rise in share of search ad revenue this past decade will be matched in the next decade with a meteoric rise in share of tv ad revenue. [image]
2024-10-06 View on X
Wall Street Journal

eMarketer: Google's share of the US search ad market is expected to drop below 50% in 2025 for the first time in 10+ years, as Amazon, TikTok, and others rise

A flurry of new offerings for advertisers is hitting the market  —  Google's grip on the nearly $300 billion search advertising business is loosening.

2024-01-18
Liveramp acquiring Habu for ~25x NTM rev for $200m purchase price is pretty wild. https://www.reuters.com/...
2024-01-18 View on X
Reuters

LiveRamp, which matches up customer datasets for brands, advertisers, and retailers, plans to acquire marketing data startup Habu for $200M in cash and stock

Abigail Summerville / Reuters :