A LITTLE UPDATE

Newsletter #51

“AI is changing digital marketing at an incredible pace, but this month’s updates show that the real advantage isn’t coming from handing everything over to automation. It’s coming from giving AI better information to work with.

Google continues to move in that direction, with updates to Smart Bidding, Product Value Adjustments and AI Max all giving advertisers new ways to optimise for real business outcomes instead of simply chasing more conversions. Across Google Ads, Merchant Center, Tag Manager and BigQuery, the message is becoming increasingly clear: campaign structure matters less than the quality of the data, signals and strategy behind it.

Outside Google’s ecosystem, the pace of change isn’t slowing either. Australia is tightening its approach to gambling advertising, the ACCC is taking Amazon to court over advertising changes, and privacy, AI governance and platform accountability continue to dominate conversations globally. At the same time, ChatGPT’s advertising ecosystem is growing, Cloudflare is giving publishers more control over AI crawlers, and retailers are seeing renewed investment in commerce media with reports of a potential takeover bid for Criteo.

While there’s been no shortage of announcements, our overall perspective hasn’t changed. AI, measurement, privacy and governance are becoming increasingly connected, and the organisations seeing the greatest success are the ones building strong data foundations and adapting as the technology evolves. As always, we’ll continue cutting through the noise, keeping an eye on what matters, and sharing practical guidance to help you stay ahead.”


SPOTLIGHT

 

Google is changing Target CPA and Target ROAS bidding. Here's what advertisers need to know

Google changes Target CPA and ROAS bidding for budget-limited campaigns from August 2026.

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Privacy-safe growth in the age of AI, agentic advertising and data governance

AI, privacy and governance are converging to shape marketing performance and measurement.

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FROM OUR BLOG

 

What Google's new Product Value Adjustments means for Smart Bidding

Google’s Product Value Adjustments helps Smart Bidding optimise for profit.

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AI Max finally listens. Whether it obeys is another question

Google’s AI Brief gives advertisers greater influence without restoring complete control fully.

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INDUSTRY NEWS

 

Commerce media could outgrow retail media's limitations

Forrester says fragmented measurement and limited automation are holding many retail media networks back, with commerce media emerging as a more scalable alternative powered by first-party data.

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Private equity circles Criteo

Commerce media platform Criteo is reportedly the target of a private equity takeover bid, highlighting renewed investor confidence in ad tech and retail media infrastructure.

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Australia moves to tighten gambling advertising rules

The Federal Government has proposed tougher gambling advertising restrictions, including a ban on influencer promotions and new limits across television, radio and online platforms.

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Tec-Do joins ChatGPT Ads partner ecosystem

AI martech platform Tec-Do has been announced as a technology partner supporting ChatGPT Ads, signalling continued expansion of the emerging AI advertising ecosystem.

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DuckDuckGo adds YouTube ad blocking by default

DuckDuckGo has introduced default YouTube ad blocking in its browser, highlighting the growing tension between privacy-focused browsing and ad-supported digital platforms.

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ACCC takes Amazon to court over Prime advertising changes

Australia’s competition regulator has launched legal action against Amazon, alleging it unfairly changed Prime’s advertising terms, highlighting the growing regulatory scrutiny of digital advertising platforms and consumer transparency.

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Cloudflare gives websites more control over AI crawlers

Cloudflare has introduced new controls that let website owners decide how AI bots can access, search and use their content, signalling a major shift in AI governance across the web.

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Tech layoffs 2026

More than 160,000 tech jobs have been cut so far this year as companies including Microsoft, Meta, Oracle and Salesforce restructure to accelerate AI investment and automation.

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Google must pay record €4.1bn fine over antitrust issues

Europe’s highest court has upheld a record antitrust penalty against Google, marking another significant chapter in global regulation of major technology platforms.

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Four privacy developments Australian organisations can't ignore

New Australian privacy obligations covering AI, children’s privacy, cross-border data transfers and automated decision-making mean organisations should start preparing now for significant compliance changes.

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PLATFORM NEWS

 

Updates to AI labelling requirements

From July 2026, advertisers can add labels to AI-generated or modified image and video creatives to comply with global transparency regulations. These labels won’t violate policies against text overlays and help inform consumers about synthetic content in your campaigns.

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Gambling and games certification policy update

The stricter certification requirements first launched in March are now expanding to cover all advertising categories directly governed under the Google Ads Gambling and Games policy (such as sports betting, online casinos, social casino aggregators, and physical gambling spots).

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Target-based bidding systems overhaul

Starting August 17, 2026, Google will be making changes to its bidding systems, making it easier for you to get more consistent and predictable performance based on the targets you set, even when you make budget adjustments. Note: The Bid Target Adjustment Tool is now available in Google Ads as of July 6, 2026.

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Dynamic Search Ads (DSA) timeline extension

The mandatory, platform-wide auto-upgrade of DSAs to AI Max or broad-match smart structures has been pushed back from September 2026 to February 2027. Marketers now have a voluntary testing buffer through January 2027.

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AI Assistant added to Default Channel Groups

Google Analytics now automatically flags and isolates referral traffic from the world’s top AI platforms (like Google Gemini, ChatGPT, Claude, and Perplexity) right inside your default reports.

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BigQuery allows use of AI forecasting and anomoly detection

You can now use pre-trained TimesFM models in BigQuery ML directly from Connected Sheets. These models let you create forecasts and detect anomalies in your data by using the AI.FORECAST and AI.DETECT_ANOMALIES functions.

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Data agent kit extension

The Data Agent Kit extension is an extension for agent coding tools, such as VS Code, Antigravity, and Cursor, that lets you interact with BigQuery resources directly in your agent environment. You can use this extension to browse datasets, manage pipelines, run queries, and prompt your agent to perform other BigQuery tasks directly in your preferred IDE.

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GTM refines container enforcement

Google has updated Tag Manager’s behaviour regarding containers deployed via unsupported installation paths (such as /gtag/js or /gtag/destination). Moving forward, restrictions will be determined strictly by the container ID rather than the loading path.

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Merchant centre and product explorer rollout

Retail accounts managing fewer than 100,000 SKUs gained access to a unified, searchable dashboard to diagnose metadata gaps, track eligibility, and check product-level performance.

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IN CASE YOU MISSED IT

 

Pixels, consent and accountability: the OAIC's latest warning

The OAIC’s latest determinations reinforce that accountability for customer data cannot be outsourced.

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How Agentic AI is changing media buying, measurement and ad tech

The ad tech industry is rebuilding itself for an increasingly agentic future.

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