Temu

Retailers court luxury goods to compete with Amazon; indie agency Tombras acquires Opinionated; and talk of an AI bubble dominates discussion at Davos.

Ask advertisers, not Meta, how best to use Meta’s ad platform; holdcos and big brands are pressuring Big Tech to self-regulate; and how data-driven animal husbandry is impacting marketing.

Google’s SSP tries to cut out its DSP ahead of a possible ad tech breakup; Perplexity’s head of ads skips town; and Amazon’s search ad pause flooded the market with big spenders.

Have agency holdcos put too many eggs in the AI basket?; Temu has come back to us now at the turn of the tariff tide; and Cloudflare wants to help sites from getting scraped.

DDM reported 1% Q1 revenue growth, citing traffic downturns Google’s AI search results and soft advertising demand due to tariff-induced uncertainty.

Temu pulled back on its US ad spend this week, as tariffs loom. Plus, in France, the ATT prompt was deemed anticompetitive and, as a result, will likely need to be changed.

Temu’s US ad spend grinds to a halt; Publicis posts a strong Q1; and creative personalization tech is back in vogue.

TVs are officially the most popular device for watching YouTube; Google’s lead generation comes under fire; Temu tests a “half custody” distribution model to counter import tariffs.

Google’s AI search drops click-through rates for organic search results to 0.4%; Trump’s China tariffs put the squeeze on Temu; and how other brands could pull back ad spend due to tariffs.

Chinese advertisers and ecommerce companies have become a force in American shopping. What happens now?

It’s been tough going for enterprise SaaS companies since 2021. Plus, the EU’s top antitrust watchdog is pulling back from the regulatory beat.

The term “data clean room” has gotten co-opted. Plus, a useful one-pager on the new baseline standards for DTC marketing. 

Paramount Global finally agreed to merge with Skydance Media, but it’s not out of the woods yet. Plus, is YouTube really worth $455 billion?

In today’s newsletter: Closing arguments begin in the DOJ vs. Google Search antitrust trial; the sports betting ad bubble might be set to burst; and Etsy struggles to stand out among ecommerce competitors in audience scale and marketing spend.

In today’s newsletter: Another fin tech platform joins the ad tech fray; Temu’s runaway spending may be driving up Meta ad prices; and company emails reveal the power struggle between Google Ads and Google Search.

American consumers are buying more and more online products directly from Chinese manufacturers. It’s an important change, though many online shoppers are unaware.

In today’s newsletter: The quantum entanglements of Google’s and Reddit’s contracts could come under scrutiny; Meta’s ad revenue growth is healthy, though its ad platform’s a mess; and TikTok’s developing AI-generated creators for advertising.

In today’s newsletter: AppLovin raises $144 million and buys video shopping app Flip; Google agrees to disclose that it collects data from Incognito users; and why Trader Joe’s is (and isn’t) the Shein of grocery stores.

In today’s newsletter: Google’s ad strength meter could push advertisers to adopt Google’s campaign preferences; Home Depot hosts an “InFront” to show off its RMN, Orange Apron Media; and the Privacy Sandbox rollout could do serious damage to the online ad industry.

In today’s newsletter: Can Etsy and Wayfair compete against Temu?; audience data dominates the TV upfronts; the FTC sues to block the Kroger/Albertsons deal.

In today’s newsletter: The simmering tension between Apple and Meta keeps growing; Nielsen panels have staying power; Temu’s Super Bowl play probably won’t pay off.

After Temu’s 5+ Super Bowl ads and billions in ad spending, will people shop like a billionaire? We discuss the strange profligacy of the discount shopping app.

This past weekend’s Super Bowl was different for a few reasons, particularly the presence of Taylor Swift and Chinese ecommerce challenger brand Temu.

In today’s newsletter: The Trade Desk opens up OpenPath to CTV inventory; subscriptions remain an important revenue source for news publishers; and a class-action lawsuit alleges PHE violated the California Invasion of Privacy Act.

In today’s newsletter: Uber, the New York Times and Roblox all have ads businesses, but in different flavors; Disney, Fox and Warner Bros. Discovery plan to launch a sports streaming service; and Amazon gets introspective in response to competition from Temu, Shein and TikTok.

Meta’s shares surged by nearly 15% after reporting Q4 earnings on Thursday. It was the company’s fourth consecutive quarter of revenue growth, following a dismal 2022.

In today’s newsletter: The CMA comes out with an updated evaluation of Chrome’s Privacy Sandbox proposals; the IAB talks Privacy Sandbox with Google; and Temu may be a shell company, but its ad spend keeps skyrocketing.

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Commerce Copycats The Wild Man Drinking Company (which makes a novelty item called the Krak’in used for shotgunning beers) filed a patent-infringement lawsuit against Temu last week (H/t @Sean Frank, CEO of the wallet brand Ridge). Why’s that interesting?   Temu frames itself as […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Primed For Interruption Amazon is finalizing details for Prime Video ads. Commercials come to Prime in the US on January 29, followed by the UK, Germany and Canada in February, Deadline reports. “Prime Video movies and TV shows will include limited advertisements,” reads […]

Here’s today’s AdExchanger.com news round-up… Want it by email? Sign up here. Share Tactics Another secret Google revenue-sharing deal was revealed during antitrust testimony. Google head of global partnerships Don Harrison disclosed during the Epic Games vs. Google trial that the standard 15% fee doesn’t apply to Spotify. Spotify only pays Google 4% of subscription […]