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A LITTLE UPDATE
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“Performance isn’t collapsing. But the visibility behind it is.
Signals are dropping, modelling is stepping in, and AI is accelerating how decisions get made, from creative production through to pricing and optimisation. The output might look stable on the surface, but it’s becoming harder to see what’s actually driving it.
In this issue, we break down what that shift looks like in practice.
From Google’s evolving AI creative stack, what’s worth using, what’s changing, and what’s being phased out, to the growing gap between performance and visibility as modelling fills in missing signals. We also look at how AI is influencing pricing decisions (and where that starts to fail the pub test), tightening privacy enforcement that’s already limiting data access, and the broader industry pressure driving consolidation and platform dominance.
The common thread running through all of it is simple: signal access is becoming the new currency of performance.
And as automation scales, the advantage will sit with those who understand not just what’s working, but what’s actually driving it underneath.”
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SPOTLIGHT
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Google’s AI creative tools explained: what to use, what’s changing, what’s being deprecated
Google’s AI creative tools are evolving fast, but clarity comes from systems, not features.
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FROM OUR BLOG
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Audience measurement after cookies: Identity, signals and modelling explained
How advertisers stabilise performance as identity, signals and measurement shift beyond cookies.
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What is AI dynamic pricing? Risks of personalised pricing explained
AI-driven pricing raises fairness, transparency and trust risks businesses cannot ignore.
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INDUSTRY NEWS
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Ad tech consolidation accelerates
Recent moves across the industry, including leadership churn at The Trade Desk and continued acquisitions by MiQ, highlight increasing pressure on independent ad tech firms to scale. As platforms strengthen and buyer scrutiny rises, smaller players face a growing need to consolidate or risk becoming irrelevant.
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Privacy watchdog crack down
The draft Children’s Online Privacy Code reaches deep into the mainstream digital stack, affecting retail, banking, streaming, gaming, AI, basically any service likely to be used by children.
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Meta set to overtake Google in ad revenue
Meta is projected to surpass Google in global ad revenue in 2026, driven by AI-led products and Reels growth. Performance budgets are concentrating further into closed, automated ecosystems.
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Influencer and podcast loopholes expose limits of ad regulation
Experts warn Australia’s gambling ad reforms contain major gaps across influencers, podcasts and embedded content. As advertising shifts into less structured environments, regulation is struggling to keep up with how media is actually consumed.
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Legacy measurement is undervaluing retail media
The Interactive Advertising Bureau warns that traditional measurement models like MMM are structurally misaligned with retail media, underreporting its impact and leading to misallocated budgets. As deterministic, closed-loop data becomes available, relying on aggregated, historical modelling is no longer fit for purpose.
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CTV is the test of agentic advertising
As CTV scales, operational complexity is becoming the bottleneck, not demand. The shift toward agentic advertising introduces AI-driven execution layers that apply pricing, prioritisation and deal logic in real time, reducing friction across fragmented systems. CTV is emerging as the first test case for whether AI can simplify, rather than complicate, premium media monetisation.
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Regulation is reshaping media revenue
Australia’s proposed gambling ad restrictions will limit placements across TV, digital, sport and streaming, impacting over 2,400 stakeholders. While designed for consumer protection, the changes are expected to materially affect media revenue and reshape how advertising inventory is monetised.
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The answer to the principal media question is governance
Too often marketers and procurement are focussed on the financial benefits of principal media programs without fully exploring and understanding what it might be costing them. That needs to change.
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OpenAI projects $100 billion in ad revenue
OpenAI expects to generate $2.5 billion in ad revenue this year and $100 billion by 2030, according to a source familiar with recent presentations to investors.
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Signal access is the new currency of performance
Recent cases show Google’s Consent Mode v2 enforcement is actively disabling conversion tracking and remarketing where consent signals aren’t properly implemented. In some cases, advertisers have seen significant drops in measurable performance overnight, with lost data permanently unrecoverable.
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PLATFORM NEWS
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Google NewFronts
At GoogleNewFront2026, Google unveiled the Gemini advantage in Google Marketing Platform. Google’s best AI for your best ROI. They spoke about: Predicting customer behaviours and meeting them everywhere, turning every customer connection into high value opportunities & maximising your impact with minimal effort.
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DV360 unique reach reports get more granular
Unique Reach Overlap reports will add campaign-level DV360 and placement-level CM360 dimensions for sharper audience overlap analysis. The update should help advertisers reduce redundant reach and optimise tactics more precisely, including frequency cap refinement and smarter budget allocation.
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Political content requirements for Australia and New Zealand
Google’s official DV360 political content guidance states that Australia election ads require Australia election-ads verification, and New Zealand election ads require New Zealand verification. The page also notes specific NZ-related rules, including that Māori is not currently supported on Ads or DV360 for NZ election ads.
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Financial services verification for Australia
Google’s official advertiser policy states that advertisers showing financial services ads in Australia, or targeting Australian users seeking financial services, may need verification, including proof of relevant ASIC authorisation or exemption where applicable. This is relevant for search advertisers operating in the Google ecosystem.
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YouTube Display Pixel implementation to self serve
You can now self-serve YouTube and Display pixel implementation in Campaign Manager 360 via the self-service integration in Campaign Manager 360.
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Creative Projects from the CM360 UI will be removed
Following the sunset of Ads Creative Studio in 2025, the creative projects feature will be removed from the Campaign Manager 360 interface. Creative project entities in the UI will be deleted.
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Google Analytics Data Controls and Google Signals
To simplify data controls and remove redundant settings between Google Analytics and Ads, Google will consolidate controls based on where the data is used.
To support this direction, starting June 15, 2026, the Google Signals setting in Google Analytics will transition to using Consent Mode (within Google Ads) as the single control for data. This means your users’ privacy selections, managed via Ads Consent Mode settings, will exclusively govern how data is collected and used.
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Streamlining unstructured data with managed AI functions description
Gemini-backed functions - AI.IF, AI.SCORE, and AI.CLASSIFY - are now generally available. These tools allow users to filter, rank, and categorize unstructured data (including images, PDFs, and audio) using natural language prompts directly within SQL workflows.
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Uncovering hidden relationships with BigQuery graph description
BigQuery Graph enables large-scale analysis of complex entities and relationships using Graph Query Language (GQL). This feature allows teams to model and visualise data as a graph directly from existing tables without the need for data replication or workflow modifications.
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Gemini-powered data cleansing for Cloud Storage and Google Drive description
BigQuery has reached General Availability for its Gemini-driven data preparation tools. Users can now clean, transform, and enrich data residing in Cloud Storage and Google Drive directly within BigQuery, streamlining the pipeline from unstructured file storage to actionable datasets.
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IN CASE YOU MISSED IT
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When signals fade, platforms infer
As signals decline, platforms optimise through modelling. Measurement now determines accountability.
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