How Marketo Added $3 Billion In Two Years, And Why PE Thinks There’s More To Come

When Adobe acquired the B2B marketing company Marketo for $4.8 billion last week, investors pressed CEO Shantanu Narayen to explain the gulf between Adobe’s price tag and Wall Street’s valuation of Marketo two years ago, when Vista Equity Partners snapped it off the stock market for $1.8 billion. Private equity investors have shown they haveContinue reading »

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The Trade Desk Is Flying High. Can It Last?

When The Trade Desk IPO’d in September 2016, it nearly doubled its own value projection and quickly became a $1 billion company. Fast-forward two years and the company’s market cap sits at around $6 billion. The question for many analysts and ad tech observers is: How long can this ride last? Investors have pumped aContinue reading »

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Oracle Data Cloud’s Plan To Take Over Digital Media Without Touching Media

Since Oracle Data Cloud’s creation four years ago, following the acquisitions of data sellers Datalogix and BlueKai, it has taken a central role in powering Oracle’s core products. Oracle Data Cloud further enhanced its ability to measure the digital media supply chain with its $850 million acquisition of Moat and the $400 million acquisition ofContinue reading »

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AppNexus Has Quit The Industry’s Ad ID Consortium. Is This The End?

AppNexus’s new telco owner, AT&T, has withdrawn it from the Advertising ID Consortium, a shared industry cookie ID it co-founded last year along with other independent ad tech platforms. Adweek first reported the move on Thursday. Does the withdrawal spell curtains for the independent identity graph before it really got off the ground? The consortiumContinue reading »

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Adobe Will Buy Marketo For $4.75 Billion

Adobe said Thursday it has agreed to acquire the B2B marketing platform Marketo for $4.75 billion. It’s the biggest deal in Adobe’s history. And the cloud technology giant may be shelling out so much because Marketo’s B2B category strength could help as Adobe moves into media buying and ecommerce, à la TubeMogul and Magento, whereContinue reading »

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Who Is Guru Gowrappan? New Oath CEO Described As Strong Operator, “Thinking Leader”

Oath COO Guru Gowrappan will take the reins of Verizon’s media and advertising subsidiary following the departure of Tim Armstrong, the former AOL CEO who has overseen the telco’s consolidation of AOL and Yahoo into a single platform, at the end of the year. Verizon hired Gowrappan earlier this year from Alibaba, where he hadContinue reading »

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Will Ad Tech M&A Derail The Advertising ID Consortium?

Development of the Advertising ID Consortium, a shared cookie-based ID service for programmatic companies, has stalled as two of the key backers, AppNexus and LiveRamp, undertake protracted M&A processes. The consortium is still moving forward, according to sources with knowledge of the nonprofit group’s product development, but the already complicated politics of ‘co-opetition’ are exacerbatedContinue reading »

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AdBlock Plus Parent Eyeo Ventures Into Programmatic

The German software company eyeo GmbH, which owns Adblock Plus (ABP) and created the Acceptable Ads whitelisting program, will launch its first programmatic technology for reaching ad-blocking audiences on Wednesday. The Acceptable Ads Exchange (AAX) has been in in alpha testing since February with three DSPs – one in the US and two in EuropeContinue reading »

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Is Verizon Still Interested In Addressable Advertising?

The Wall Street Journal’s revelation Friday that Tim Armstrong, leader of Verizon’s Oath media and advertising group, is in talks to depart the company is in stark contrast with the elevation of media and advertising at its biggest competitor AT&T. When Verizon first assembled Oath, many industry insiders wondered if it would create a newContinue reading »

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Why Google And The IAB Europe Haven’t Been Able To Resolve Online Consent

The advertising technology ecosystem has been waiting for Google to implement the IAB Europe Transparency and Consent Framework (TCF), a protocol for collecting consent and conveying it to intermediaries for data-driven advertising. Google and IAB Europe have been negotiating for almost three months about how to reconcile their technology and interpretations of consent for GDPR,Continue reading »

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