“Netflix admits it is behind on ad targets and viewing hours”
Netflix disclosed that its ad‑revenue targets and viewing‑hour goals are lagging behind plan. While recent pricing changes have been implemented smoothly, ad inventory performance and viewer engagement are under‑delivering, prompting advertisers to reassess the value of Netflix’s ad placements. The situation underscores growing scrutiny of video‑platform ad efficiency.
Netflix admitting to falling short of ad revenue and viewership targets suggests increasing scrutiny on ad effectiveness in video platforms, requiring us to reaffirm the importance of consistently demonstrating strong ROAS and audience engagement for products like TDA-EXP and RDA.
→ Read on Marketing Week
“The Week in Tech: Anthropic’s busy week and Spotify wants you to pay for your pods”
Anthropic unveiled a new large‑language model aimed at marketing applications, while Spotify is evaluating a paid‑for‑podcast model that could alter ad pricing and availability on its audio platform. These moves signal shifting cost structures for audio advertising and new AI‑driven creative tools for marketers.
Anthropic's announcement of new AI models for marketing indicates the accelerating evolution of AI-driven creative tools, suggesting we must rapidly integrate this trend into AI-led ad products like TDA to maintain differentiation.
→ Read on Marketing Week
“Why uniting supply, demand and intelligence matters in an era of fragmentation”
Viamedia’s CSO argues that unifying supply‑side inventory, demand‑side buying, and intelligence layers is critical for efficient ad delivery in today’s fragmented market. AI‑powered insight engines are essential to bridge gaps between DSPs and SSPs, and tighter DSP/SSP collaboration is called for.
Viamedia's argument that integrating supply, demand, and intelligence layers is crucial for efficient ad delivery in a fragmented market suggests we must enhance AI-powered insight engines and foster closer DSP/SSP collaboration for external-facing products like RPP-EXP and TDA-EXP to maximize ad efficiency.
→ Read on Digiday
“Indie agencies want The Trade Desk and Amazon DSP to acknowledge their buying power with negotiating leverage”
Small‑to‑mid‑size agencies are banding together to demand better seat allocations and fee reductions from major DSPs such as The Trade Desk and Amazon DSP, which currently enforce high spend thresholds. The push reflects agencies’ desire to reduce platform dependency and improve negotiating leverage.
Independent agencies demanding improved negotiation power and fee reductions from major DSPs reflects their desire to reduce platform dependency, presenting an opportunity for us to build attractive terms and unique value propositions in our agency partnerships for products like RDA, aligned with our Axis 2 strategy to acquire brand budgets.
→ Read on Digiday
Video Podcasts Are Hot, But Don’t Abandon Audio, Says Horizon Media’s Maria Tullin
Maria Tullin of Horizon Media argues that while video podcasts are gaining momentum, audio ads still deliver strong reach and cost‑efficiency. She advises advertisers to keep budgeting for both formats rather than shifting entirely to video.
The assertion that audio advertising continues to offer high reach and cost-effectiveness even as video podcasts gain momentum suggests that in considering future external media strategies, we should evaluate the value of diverse formats, including audio alongside video, rather than over-specializing, to explore budget allocation opportunities.
→ Read on AdExchanger
Substack Brings Dynamic Ad Insertion to Podcasts
Substack announced that podcasters will be able to sell their own ad inventory or fill ad breaks through third‑party marketplaces, with full monetization slated for 2027. This creates a new programmatic supply source for audio, giving advertisers a channel to reach engaged listeners with dynamic ads.
Substack's introduction of dynamic ad insertion for podcasts, creating a programmatic supply source, indicates an expansion of dynamic advertising opportunities based on data feeds, similar to RPP-EXP and TDA-EXP, even in the audio domain; we must monitor the potential for expanding into such new channels in our future external media strategy.
→ Read on Adweek
Google AI Overviews: Everything you need to know
Google has rolled out AI Overviews that appear at the top of search results, providing automatically generated summaries for eligible queries. The article details eligibility criteria, layout shifts, and potential impacts on ad slots, urging advertisers to monitor impression share and adjust strategies accordingly.
Google's rollout of AI Overviews at the top of search results could directly impact the ad display position and click-through rates for RPP, our core revenue pillar; we must closely monitor the impact of AI Overviews on RPP's impression share and performance, and consider adjusting our search ad strategy as needed.
→ Read on searchengineland.com
Bentley Motors Deploys Fifty’s Platform to Support Global Audience Strategy
Luxury automaker Bentley Motors has adopted Fifty’s audience‑technology platform to power its global media strategy. The platform leverages deep proprietary audience insights for faster, data‑driven media decisions and offers scalable segmentation capabilities. The adoption highlights a growing advertiser appetite for audience‑centric platforms that turn first‑party data into actionable media tactics.
Bentley Motors' adoption of an audience platform leveraging first-party data indicates that brand advertisers demand precise, data-driven targeting and rapid media decision-making; we must further strengthen our unique audience segmentation capabilities using Rakuten's rich first-party data for products aiming to acquire brand budgets, such as RDA, to enhance our value proposition.
→ Read on ExchangeWire
Meta takes $9.89bn teen settlement charge as ad revenue gains 26%
Meta reported a 23% price increase in the US and Canada, an 8% rise in impressions, and a 26% boost in ad revenue, while paying a $9.89 billion settlement related to teen privacy. Higher ad costs pressure advertisers to rethink budget allocation.
Meta's 26% ad revenue growth despite rising ad prices indicates the growth potential of the external media market, while the substantial privacy settlement highlights the critical importance of privacy compliance in platform operations; we must maintain effective ROAS while thoroughly enforcing privacy protection and data governance for external media operations within TDA-EXP and RPP-EXP.
→ Read on ppc.land
Google turns on PMax image extraction by default from December 4
Starting Dec 4, Google will automatically enable image extraction for Performance Max campaigns, removing the previous opt‑out protection. Advertisers must now use the API to explicitly opt out if they wish to keep their original images. This change intensifies the need for creative‑automation governance.
Google's move to default image extraction in Performance Max campaigns indicates an acceleration of AI-driven creative automation, and we must strengthen our governance frameworks for AI-led ad products like TDA to ensure brand suitability and quality of generated creatives.
→ Read on ppc.land
WhatsApp Cloud API loses marketing messages on October 13, 2027
Meta announced that the WhatsApp Cloud API will cease supporting marketing messages after Oct 13 2027, and accounts created after Apr 13 2027 will lose access even earlier. Advertisers relying on WhatsApp for outreach need to shift to alternative channels.
The announcement that the WhatsApp Cloud API will cease support for marketing messages indicates that over-reliance on a single communication channel poses future risks; we must secure multiple channels and consider diverse engagement methods in our communication strategy with merchants and users, in preparation for external platform policy changes.
→ Read on ppc.land
Google forces US and Canadian financial advertisers to prove licences in 2027
Google announced it will require financial advertisers in the United States and Canada to verify their licences through an American Bankers Association registry before ads can run. No start date or penalties have been disclosed yet, but advertisers must submit licensing information in advance. This tightens compliance requirements for the financial sector on the platform.
Google's policy requiring license verification for financial advertisers suggests that compliance requirements for advertising on major platforms will become increasingly stringent; as we develop ad products targeting specific industries, such as RDA in the future, we must establish compliance frameworks for relevant laws and platform policies early and assess potential risks.
→ Read on PPC Land
IAB Tech Lab CEO says Apple’s domain block hurts publishers more than ad tech
The CEO of IAB Tech Lab argues that Apple’s domain‑blocking feature impacts publishers more than ad‑tech firms, warning that the measure could limit ad tracking and measurement. Specific impact figures or affected vendors were not provided, but the change may restrict inventory visibility.
The claim that Apple's domain blocking feature will limit ad tracking and measurement, impacting publishers, could affect the visibility of campaign performance for us when delivering ads via RPP-EXP and TDA-EXP to external media; we must accelerate the enhancement of first-party data-driven measurement and the adoption of privacy-preserving measurement solutions.
→ Read on PPC Land
Andromeda
Meta’s Andromeda engine narrows millions of eligible ads down to a few thousand per request before ranking, improving inventory selection efficiency. This enables advertisers to achieve more precise targeting and cost optimization.
Meta's announcement that its Andromeda engine enhances ad inventory selection efficiency, leading to more precise targeting and cost optimization, is a positive factor directly impacting ROAS improvement for our TDA-EXP campaigns on Meta; we should leverage this technological advancement to its fullest to strengthen our value proposition to merchants.
→ Read on PPC Land
Free Shipping Threshold
The article explains how free‑shipping thresholds are determined and how they are reflected in Shopping ads such as Google Shopping. Setting the threshold too high can reduce conversions from ad clicks and hurt ROAS, while an optimal threshold can attract high‑intent shoppers and improve campaign profitability.
The article's point that free shipping thresholds significantly impact shopping ad ROAS highlights the importance for us to advise merchants using RPP and RPP-EXP on optimal free shipping settings; integrated advice combining commercial terms with ad operations is crucial to maximize merchant ad effectiveness.
→ Read on PPC Land
Publicis faces five years of FTC oversight to close $2.2bn LiveRamp deal
The US FTC has imposed a five‑year monitoring period on Publicis’s $2.2 billion acquisition of LiveRamp. Under the order, LiveRamp must remain neutral to rival agencies and undergo SOC‑2 audits every six months. The decision tightens compliance requirements for data‑onboarding services used by advertisers.
The FTC's monitoring and neutrality requirements for Publicis' acquisition of LiveRamp indicate stricter compliance for data onboarding services used by advertisers; we must recognize that ensuring platform neutrality and transparent data governance in our data partnerships and data clean room strategies for brand budget acquisition is essential for building long-term trust.
→ Read on PPC Land
Booking.com faces EU probe over scams and paid listings not labelled as ads
The European Commission is investigating whether Booking.com’s paid listings are presented without proper ad labeling and whether scam‑related practices are being used. The probe notes that higher commissions boost placement but are not disclosed as ads, potentially breaching EU transparency rules. Violations could trigger fines or mandatory corrective actions.
Booking.com facing an EU investigation for undisclosed paid listings re-emphasizes the importance for us, as an e-commerce marketplace, to clearly distinguish advertisements from organic content and ensure transparency in our ad products like RPP-In and CA; strengthening our compliance framework is essential in anticipation of stricter international regulations.
→ Read on PPC Land
TransUnionとFiserv、タップ決済と新カードを1つの購買者プロファイルに統合
デビット、クレジット、タップ決済、モバイルウォレットの取引を擬似匿名化した単一の購買者プロファイルに結びつける仕組みを構築、Red Lobsterが初導入。マッチ率や同意取得の詳細は未公表だが、広告主はクロスチャネルでのターゲティング精度向上が期待できる。
TransUnion and Fiserv's move to integrate diverse payment data, including tap payments, into a single buyer profile indicates the potential for more advanced cross-channel targeting by leveraging our strength in Rakuten Ecosystem's first-party data; we should further pursue data integration strategies that contribute to improving the precision of our merchant ad products.
→ Read on ppc.land
Safari、ID企業をブロック eMarketerは米国Apple広告売上を8.85億ドルと報告
AppleのSafariがサードパーティのIDプロバイダーへのアクセスを制限し、データ共有による広告ターゲティングに影響を及ぼす可能性が指摘された。一方、eMarketerは米国におけるApple広告収益を8.85 bnドルと推計し、ファーストパーティデータの重要性が浮き彫りになる。
Safari's restriction on third-party ID providers re-emphasizes the increasing importance of first-party data across the ad industry; we must maximize the use of Rakuten's rich first-party data for external media ad targeting in RPP-EXP and TDA-EXP, developing effective, privacy-compliant solutions.
→ Read on ppc.land
Tampa Bay Times、Azerionゲームポータルを取得 Tribuneネットワークが20に到達
Tribuneネットワークはクロスワードや麻雀などを提供するゲームポータルを導入し、広告販売はAzerionが担当。収益配分は非公開だが、ゲームオーディエンス向けの新たな広告在庫が創出された。
The case of new game portals creating ad inventory for gaming audiences suggests that media operators are diversifying content to generate new advertising opportunities; we should explore the possibility of creating unique ad inventory in the future through various channels and content collaborations beyond Ichiba.
→ Read on ppc.land
欧州委員会、DSAの紛争解決課題に関する5つの研究を準備
欧州委員会はデジタルサービス法(DSA)に関する紛争解決の課題—手数料、適格性、ケースデータ等—を扱う研究を準備中で、10月20日のヒアリングが予定されている。広告プラットフォームにとって法的リスクとコストの見通しが重要になる。
The European Commission's studies on Digital Services Act (DSA) dispute resolution could significantly impact our legal risks and operational costs as an advertising platform; we must evaluate and, if necessary, strengthen our content and ad transparency, as well as dispute resolution processes for products like RPP-In and CA, to comply with DSA requirements.
→ Read on ppc.land
データマーケットプレイス
企業がデータセット、モデル、データアプリを一覧化・ライセンス・購入できるプラットフォームを紹介。検索、契約、請求、配信機能が統合され、広告ターゲティングや測定に必要なデータ取得が効率化される。
The emergence of data marketplaces that enable efficient acquisition of datasets, models, and data apps presents a new opportunity for us to streamline data acquisition for ad targeting and measurement; we should explore opportunities to procure high-quality complementary data for RPP-EXP and TDA-EXP's external media strategies, and potentially offer Rakuten's anonymized insights in the future.
→ Read on ppc.land
Trade Desk buyers gain 4 million data segments for Netflix ads in November
The piece reports that Trade Desk added 4 million new audience segments for targeting Netflix ads, while Netflix introduced a pixel and more than 20 conversion events to its CAPI. It discusses the potential impact on CTV buying.
The Trade Desk providing millions of audience segments for Netflix ads and Netflix enhancing conversion events indicates the sophistication of data-driven targeting and measurement in Connected TV advertising; we must pursue similar granular audience segmentation and effective measurement for TDA-EXP's external media integrations and RDA's brand budget acquisition.
→ Read on PPC Land
Berlin finds CDU, SPD, Greens and Left broke GDPR with Facebook targeting
German courts ruled that several political parties violated GDPR by using Facebook’s ad targeting based on political interests. The decision may force parties and advertisers to alter data‑driven targeting practices.
The German court's ruling that Facebook's political ad targeting violated GDPR suggests that user data privacy compliance will become increasingly strict; for data-driven ad products like RPP and TDA-EXP, we must continue to strengthen our operational framework, ensuring maximum consideration for domestic and international privacy regulations regarding target segmentation design and data usage policies.
→ Read on PPC Land
Reddit Links 80% Optimization Scores to 19.6% Lower CPA for Advertisers
Reddit announces that advertisers achieving optimization scores of 80% or higher see an average 19.6% reduction in CPA. The platform now supports five campaign objectives, with beta tests suggesting a 10% CPC improvement.
Reddit's announcement that achieving an optimization score significantly reduces CPA indicates the effectiveness of platform-provided operational optimization metrics in improving advertiser performance and satisfaction; in our TDA-EXP merchant retention strategy, offering similar concrete optimization guidance or scores could help prevent churn during the learning phase and support ROAS improvement.
→ Read on PPC Land
What’s happening with Apple’s Safari restrictions? eCPM drops 10.5% on the ground
Apple’s latest Safari update blocks cross‑site tracking for a set of ad‑tech firms, leading to an average 10.5% eCPM decline for affected publishers. The privacy shift forces a move away from cookie‑based measurement toward contextual targeting and first‑party data.
The report that some publishers' eCPM dropped by 10.5% due to Apple's Safari regulations indicates that as cookie-dependent measurement methods are restricted, the cost-effectiveness of external media ads like RPP-EXP and TDA-EXP will be impacted; we must reaffirm and strengthen the importance of first-party data-driven measurement and contextual targeting strategies.
→ Read on DIGIDAY日本版
TikTok Ads Delivered to About 400,000 External Apps Worldwide – Does It Really Lead to Results?
TikTok is building a platform that allows advertisers to extend beyond its owned inventory into roughly 400 k third‑party apps. While the reach potential is large, advertisers face uncertainty around inventory quality and transparent reporting. **Take**: We should prioritize standardized measurement and quality guarantees before scaling into external app inventory.
The fact that TikTok is expanding ad delivery to 400,000 external apps while facing concerns about inventory quality and transparent reporting suggests that as we advance TDA-EXP's external media partnerships (Criteo, SmartNews, etc.), we must prioritize quality control and standardized measurement in partner selection.
→ Read on digiday.jp