Justin Barton

Announcing Aperiam's Latest Investment: Gigi! 🍒 Aperiam continues to make strategic bets in commerce media and CTV, the fastest-growing segments of digital advertising. With Amazon Ads being the largest commerce media channel AND the fastest-growing Streaming TV ad platform, we are excited to introduce our latest investment: Gigi. Why Gigi? 1) The product. Gigi’s unique ability to integrate a brand's first-party commerce data with Amazon's data for audience enrichment and deterministic omnichannel measurement sets it apart. This powerful combination enables brands and agencies to buy and measure Amazon Streaming TV ads more effectively. 2) The team. The founders behind Gigi consists of experienced commerce media executives - led by cofounder and CEO, Adam Epstein - who have a bold vision for the future of Streaming TV, commerce media, and data collaboration and a history of success in commerce media. Their expertise ensures that Gigi is at the forefront of innovation in this space. We believe Gigi’s capabilities and the vision of its team will drive significant advancements in how brands leverage data to enhance their advertising strategies on Amazon’s platform. Check out Gigi here: https://gigico.tv/ cc: James Borow Joe Zawadzki Danilo Tauro, PhD

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Adtech M&A is certainly heating up. Last week Digiday reported that Teads is exploring various sale options. This kind of news piques our Quo Vadis curiosity. So we did our best to puzzle together a fundamental valuation model. As imperfect as it may be, our model tells us that $2.2 billion is close to the magic number. Get the details and see how we get there: https://lnkd.in/ee6wEyXM Subscribe to Quo Vadis to follow this very interesting adtech valuation story! #adtech #programmatic #radicaltransparency

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Ted Sarandos was interviewed by The New York Times on The Daily a few days after my conversation with ADWEEK (haters will say it's a coincidence) and what I took away from that episode very much reinforced the influence it seems Netflix has over streaming video's past, present, and future. Opening up buying options via The Trade Desk, Magnite, and Google’s DV360 is a meaningful step toward parity when it comes to campaign management alongside other media, and their commitment to custom ad tech and serving should propel them in this next chapter of streaming. They're giving themselves the ability to define how, where, and to whom ads are shown…at a time when most Netflix users don't see them at all (yet). Could they take this opportunity to dream up ad formats that provide a truly novel experience for viewers and lure more folks over to that tier? Might that redefine what TV advertising looks like at large? Seems like a tall order in a world of fairly established television ads but if they've proven anything as a once DVD-by-mail company, it's their ability to innovate.

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✅🖥️ Mediapost (7/2): “The slow-moving marketplace was expected to some extent. This was accelerated by declines in overall legacy TV gross rating points -- and further complicated by streaming platforms' CPMs dropping like a stone due to the inclusion of Amazon Prime Video adding an ad-supported option that tossed big ad inventory supplies into the marketplace. A smaller contribution of new streaming ad inventory will come from Disney+ and Netflix adding in streaming advertising inventory to the overall marketplace. Still, some analysts expect scatter to play a major role in the 2024-25 TV season that traditionally starts in the third week in September. (One analyst) estimates the linear TV advertising scatter market for next season will barely change -- estimated to be $20.68B versus $20.48B for the 2023-24 TV season. At the same time, streaming scatter revenue will decline -- to $10.14B from $10.64B. The big winner? Streaming inventory sold in the upfront. It is poised for growth to $18.61B, rising dramatically from $13.55B. In line with viewing share that continues to rise, brands will boost their upfront streaming advertising coffers right now.” ⬇️ #streamingtv #ctvadvertising #upfronts #ott #avod #smarttv https://lnkd.in/eyMjgqJU

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While I can’t speak to the legitimacy of the accusations herein, this is still a worrying situation for advertisers everywhere. Publications whose reputations are staked on their image of legitimate business are not what many may expect to be perpetrators of MFA Ad fraud. That being said, we can better understand ad fraud by looking at the incentive changes on the supply side of these AdTech deals. Ad fraud particularly harms multicultural publishers, as their reach and impact receive decreased impact when improperly assigned to Ad spaces. #AdFraud #AdTech #ProgramaticSupplyChain

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#shifthappens. A lot. And very often. And now publishers can see it live & direct when using our unic Sense plaftform! The Independent put search at the core of their strategy and they are right! If you are a publisher in my network and want to know more about Sense outputs and capabilities, reach out to Pascal, Jean-Baptiste or myself, don’t be shy, we’re here to show you the magic. #captify #cookielessnow #searchintelligence #buildingaudiences #leadwithintent

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Oracle's decision to shut its advertising business by the end of September has sent shock waves through the ad industry. Brands and agencies rely on Oracle's data cooperative, audience modeling, and data marketplace. With these tools disappearing, it's crucial for brands and agencies to adapt and find new paths forward. Read our latest article featured on AdExchanger to assess the impact and plan your next steps: https://lnkd.in/euA_fgRY #DataDrivenMarketing #MarketingStrategy

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More than just media.

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So This is Fascinating and I am very pleased. This week I posted that we needed responsibility to come back into programmatic. Because otherwise everyone blames others and we end up with a polluted ecosystem (fraud, bad content, MFA, hate etc). I have been talking about this in different ways for years. We need some level of walls to keep out the bad actors. We need some level of responsibility to maintain standards. Its clear that TTD and Jeff Green agree. This is at the nub of the push to the premium internet. With TTD taking some level of responsibility for what happens on their platform. Its also worth saying that the easy option is to do nothing. Many platforms make millions out of poor content in the short term. We need more action like this for the long term. For thats the point. This is not altruistic but acting to secure the long term viability of the channel.

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Tom Shea discusses how iOS 14.5 catalyzed growth for Adgile Media Group by reshaping the digital ad landscape and increasing the appeal of out-of-home advertising. He explores how this change shifted the value equation, making their non-digital methods more compelling amid rising digital costs, especially during peak times like Q4. Tune into our latest podcast episode for an in-depth look at the strategic dynamics that are redefining advertising efficiencies. https://lnkd.in/ehDuvmUz

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Are third-party cookies off the table or not? The ongoing debate continues, but one thing is certain: transparency is crucial for players across the 2024 ad tech ecosystem. Publishers vs. advertisers, sell-side vs. buy-side, everyone is pleading for more visibility into the programmatic process to protect themselves and make more money. The IAB Tech Lab's updated bid request standards aim to make the process of declaring an identifier more transparent. Check out ADWEEK's article below and share your thoughts on the IAB's latest efforts to increase transparency. #ThirdPartyCookies #IABTechLab #Identifiers #IDBridging

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Nobody should be surprised that despite alternative IDs in the bidstream, marketers aren't seeing scale in audience-driven media. Why? 1 - Advertisers have email addresses; open web publishers don't. The open web was built without authentication, and publishers haven't yet cracked the code on getting people to register for content. Publishers have 1P cookies, and "bridge IDs" were supposed to help. But as usual in our industry, bridging providers got greedy, messing with ID substitution, probabilistic matches and other junk, ruining their deterministic and consented solutions. As a result, we're stuck with incompatibility between buyers (emails) and sellers (1P cookies). 2 - Shared IDs pose a legal risk to 1P data holders. The larger the publisher, the more lawyers they hire. Thus, the publishers with the greatest scale recognize the regulatory risk of linking their valuable audience relationships to a permanent identifier in the bidstream. European case law questions the validity of consumer consent, as companies can't realistically ask audiences to share their data with unknown entities. Furthermore, how can a publisher revoke consent effectively? You can't put the toothpaste back in the tube. Consent is questionably valid at best. 3 - Smart publishers and advertisers don't want to share their most-valuable customers for free. Trusted consumer relationships are incredibly valuable. The last 15 years have taught us all that data leakage commoditizes premium inventory and fuels competitive intelligence between brands. It's an economic disaster we continue to perpetuate. No wonder shared IDs lack scale. ---- The bottom line?... Audience addressability and measurement depend on some level of connectivity. But there remains a significant incompatibility between buyers and sellers, and beyond the technical hurdles, throwing new-gen IDs into the bidstream and praying for protection isn't the answer.

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I had a fab time at the AdTech Economic Forum as we brought together some of the best minds from advertising and finance to share valuable insights and best practices. Big shout out to Michael Farmer and Sabrina Traskos for chatting it up with me on stage about the economics of creative. As we discussed, the creative renaissance really is about creative intelligence and data that is driven by more robust, AI-empowered media planning. I also want to put the spotlight on some of the other leaders at yesterday’s event! Sir Martin Sorrell, Founder & Executive Chairman of S4 Capital Group, shared that personalization at scale is one of the biggest opportunities for generative AI when it comes to creative. Brian Wieser, CFA, Principal at Madison and Wall, expressed that the minority of brands that are proactive about investing in better creative will actually find greater success during economic uncertainty. Finally, Rishad Tobaccowala put it best: “It’s not about the pipes, it’s about the poetry!” How brilliant! All this is to say, we need to get the right, personalized creative in front of the right audience at the right time to drive the right outcome. And please let’s reduce the waste!! #AdTechEconomicForum #Advertising #XRExtremeReach #AI #MediaPlanning #GenAI XR Extreme Reach

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Good article from EMARKETER’s Meaghan Yuen illustrating the shift in ad dollars to #CTV. The underlying data is from IAB, Advertisers Perceptions, and Guideline with 364 U.S. agency and marketing professionals were surveyed. Keynes Digital works with your marketing team to evaluate the proper testing strategy to validate the incrementality using normalized data. Source article in comments. #CTVAdvertising #ConnectedTV #growthmarketing #performancemarketing #paidmedia #paidmarketing #mediamixmodeling

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✅🖥️ AdExchanger (6/28): “AdExchanger: What about digital-native brands that want to treat streaming TV like a performance marketing channel? Gartner: Competent performance marketers are starting to embrace streaming, including using it to compare incrementality with the rest of their buys. Their dollars are helping contribute to the maturation of the market. At the same time, there’s a big difference between CTV and over-the-top (OTT). Because OTT encompasses devices other than television sets, like phones and desktops, there’s more signal and attribution there that’ll attract direct response advertisers. People still don’t interrupt their TV viewing sessions very often to go and buy things, but when they do, it’s much more likely to happen on a personal device, not a TV screen. AdExchanger: What streaming trends will dominate for the remainder of the year? Gartner: The digital-native platforms are taking control of connected TV – and it’s not just the new entrants to ad-supported streaming, like Netflix and Prime Video. YouTube’s grip continues to tighten on the CTV market. TV programmers and digital platforms will continue to compete for streaming ad dollars by trying to differentiate themselves. Ad load is an especially big question streamers are trying to tackle right now.” ⬇️ #streaming #ctv #ott #upfronts #avod #fast

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Google 🍪 announcement + Oracle 💰 settlement signal a shift to Consumer-centric advertising. The recent #adtech developments at #Google and #Oracle may seem disconnected at first, but they signify a significant shift towards consumer-centric advertising. Alongside Apple, these tech giants are embracing privacy concerns and strategically repositioning themselves by prioritizing consumers. This move aims to reduce risks and drive growth by empowering consumers, advocates, and next-gen companies to innovate new approaches in place of legacy adtech. The ripple effect is evident, with companies like Amazon and Meta expected to follow suit to mitigate the legal and financial risks highlighted in the coverage of Oracle's recent settlement. I transitioned from retail and ecommerce to adtech two decades ago with a vision to revolutionize advertising by attacking the inefficiencies of offline methods adopted in the digital realm. Seemed like an easy fix but it turned out to be a long slog. I also saw the inherent risk from cookies that hold adtech together to this day. Now it seems the consumer is finally getting a seat at the advertising table, and they don't like cookies or spam. For advertising and publishing businesses, the time is ripe to pivot towards alternative strategies in alignment with this evolving landscape. Seeking expert guidance to navigate these transformations could be the key to staying ahead in this dynamic environment. DM me for a chat or simply to chew the fat :) Google announcement - https://lnkd.in/gu9a-wba Oracle coverage- https://lnkd.in/gA9H-Fey My take from 2013 - https://lnkd.in/gB8QCjF

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Explore this company's innovative approach to personalization across various media - The Think Factory Podcast™ 🎙 Tune into our latest podcast featuring Katie Fisher, Sales Executive of XMPie, A CareAR Company. Hosted by OGC Solutions® | Santomassimo Davis LLP, in this episode discover how XMPie, A CareAR Company continues to push the boundaries of omni-channel marketing, enhancing engagement and maximizing ROI for businesses. Listen Now - https://conta.cc/464MtOr #NewEpisode #NewPodcast #TheThinkFactory #TheThinkFactoryPodcast #print #digitalmarketing #AI #omnichannelmarketing

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Auditable AI(TM) for targetable look-alike audiences that outperform today's black-box AI alternatives, in market today. Come see it to believe it!

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