TD Cowen Analyst John Blackledge valued each Alphabet business as if it were separated from the company, as the DOJ decides the fate of Google.
The retailer says customers increased digital viewing by 40% last year.
Rationalizing investment in these fast-growing networks is still far too tricky for advertisers.
Zeropark, a global commerce media platform, brought 1.4 million clicks programmatically in early tests for brands including Chipotle, AARP, Wayfair, Zenni Optical and others.
A new report from Coresight Research estimates advertising in retail media networks will hit $51.9 billion this year, a gain of 19.8%. That doesn't mean retailers are doing it well.
"Only ad networks/exchanges showed lift," reads an analysis from Standard Media Index, which shows video sites crashing 9% due to year-ago comps with Winter Olympics sales.
In an unusual collaboration between a big media-buying agency and a supplier of digital video ad inventory, Havas Media Group this morning announced it is working with video ad network operator Teads
to develop research to help publishers boost their ad prices by increasing consumer attention to the ads they serve.
Programmatic is here to stay -- but behind closed doors rather than open networks.