『Delivered in Full』のカバーアート

Delivered in Full

Delivered in Full

著者： Kait O’Brien
無料で聴く

概要
 Delivered in Full is a new podcast from Marketecture Media covering the ad industry's hottest headlines in under 30 minutes, with no filter, genuine laughs, and just enough pop culture to make the trade press jealous.Each week, Kait O'Brien and her co-host break down the biggest stories in advertising — what happened, what it actually means, and what everyone's thinking but not saying. Relatable, fast, and genuinely entertaining. This is the ad industry, Delivered in Full.© 2026 Marketecture Media マーケティング マーケティング・セールス 経済学
エピソード
  • DoorDash Acquires Instacart, Publicis Buys LiveRamp & Google’s AI Search Problem | Delivered in Full

    DoorDash Acquires Instacart, Publicis Buys LiveRamp & Google’s AI Search Problem | Delivered in Full
    2026/11/05
    [Ep 5] DoorDash is buying Instacart. Publicis has officially welcomed LiveRamp into the family. And Google’s latest earnings report suggests its AI search ambitions may be creating a problem with the very business that made it a giant. This week on Delivered in Full, Kait O’Brien breaks down what DoorDash’s $17 billion acquisition of Instacart means for commerce media, retail media infrastructure, and the increasingly valuable data behind everyday purchases. We also get into Publicis’ $2.2 billion acquisition of LiveRamp, the FTC’s conditions for protecting data neutrality, and what it means when agency holding companies increasingly look like advertising technology platforms. Then, Google’s Q3 earnings: search queries are growing, but search revenue growth is slowing. As more consumers move into AI-powered search experiences, fewer clicks and less monetizable activity could create a much bigger problem for advertisers, publishers, and the open web. Plus, why the future of the open internet may require more than shifting media dollars. And a quick celebration of the first speakers announced for Marketecture Live IV. Let’s deliver. Key Takeaways * DoorDash + Instacart: The $17 billion acquisition combines complementary delivery, retail media, and advertising businesses, creating new opportunities around consumer data, retailer relationships, and commerce media. * Retail media infrastructure: Instacart’s Carrot Ads technology powers retail media for more than 240 e-commerce partners, while DoorDash brings local commerce reach and its own growing advertising business. * The value of localized purchase data: Combining delivery and grocery purchase insights could give advertisers a more granular understanding of consumer behavior, down to the market and geographic level. * Publicis + LiveRamp: The $2.2 billion acquisition brings together LiveRamp’s data connectivity capabilities and Publicis’ Epsilon identity infrastructure, with FTC requirements designed to protect data neutrality and competing agencies’ access. Publicis announcement film: https://www.youtube.com/watch?v=2d5TiNWo7Fs * Agency holding companies are becoming ad tech platforms: Acquisitions of data and identity companies reflect a broader shift toward AI-first advertising technology ecosystems. * Google’s search monetization problem: Search queries are growing, but search revenue growth and paid click growth are slowing as consumers increasingly interact with AI-powered search experiences. * The open web is facing a bigger challenge: Supporting independent publishers through media investment may not be enough. Preserving the open internet increasingly involves regulatory, political, and intellectual property considerations. Chapters 00:00 — Welcome to Delivered in Full 00:20 — Marketecture Live IV: First Speakers Announced 00:51 — DoorDash Acquires Instacart for $17 Billion 01:29 — What the Deal Means for Advertisers and Consumers 01:53 — DoorDash and Instacart’s Advertising Businesses 02:31 — Instacart’s Carrot Ads and Retail Media Infrastructure 03:10 — The Growing Opportunity in Commerce Media 04:38 — Why Localized Purchase Data Matters 05:33 — What DoorDash and Instacart Get From Each Other 06:21 — The Competition and Consumer Pricing Question 06:49 — Publicis Completes Its $2.2 Billion LiveRamp Acquisition 07:12 — The FTC’s Conditions for Protecting Data Neutrality 07:58 — Publicis’ AI Growth Engine and Agentic Advertising Strategy 08:36 — Agency Holding Companies Are Becoming Ad Tech Platforms 08:54 — Why Data Ownership and Control Matter 09:35 — Google’s Q3 Earnings: Search Growth Starts to Slow 10:52 — Search Queries Are Growing, but Revenue Growth Is Slowing 11:08 — Google’s AI Search Monetization Problem 11:32 — Has Google Fumbled the AI Search Experience? 12:55 — What AI Search Means for Advertisers and Publishers 13:33 — The Information Crisis and the Open Web 14:31 — Why Saving the Open Web Requires More Than Ad Spend 15:07 — Is Preserving the Open Internet Now a Political Issue? 15:40 — That’s a Wrap: Delivered in Full
    続きを読む 一部表示
    16 分
  • Q3 Earnings – Halloween Edition: The Haunting of Netflix, Meta’s Tricks, and Spotify’s Treats

    Q3 Earnings – Halloween Edition: The Haunting of Netflix, Meta’s Tricks, and Spotify’s Treats
    2026/10/28
    Ep 4: Netflix lowered its ad revenue outlook. Meta is growing fast—and making advertisers question how much control they actually have. Spotify is turning a massive audience into a bigger ad business. Spooky season, meet earnings season. This week on Delivered in Full, Kait O’Brien gives Netflix, Meta, and Spotify’s Q3 results a Halloween rating: spooky scary, trick, or treat. We get into Netflix’s ad tech progress and its very real viewership challenge, Meta’s AI-fueled ad growth and the risks of being pushed into tools advertisers may not want, and Spotify’s expanding programmatic business—and the content discovery opportunity still sitting right in front of it. Plus, why do streaming platforms keep chasing the wrong kinds of attention? Could AI assistants make finding something to watch or listen to less of a scroll-fest? And what happens when AI-generated ad creative gets weird enough to serve up only half of a baby? Also mentioned: Kait’s piece for the Marketecture newsletter this week (10/26), “BFFR: It’s Time to Critique the Creator Economy” - https://news.marketecture.tv/p/bffr-it-s-time-to-critique-the-creator-economy Let’s deliver. Key Takeaways • Netflix’s business is profitable and growing, but lowering its full-year advertising revenue outlook from roughly $3 billion to $2.7 billion puts the spotlight on execution and the pace of its ad product rollout. • Netflix’s bigger challenge may be content discovery and user experience—not simply the size of its catalog. Long-form viewing is a strength, not a format problem to fix. • Meta reported strong revenue and ad growth, with AI helping drive engagement and conversion performance. But advertisers face growing questions about forced adoption, creative control, QA, and legal liability. • Spotify’s audience and profitability are growing, while automated biddable advertising is becoming a more meaningful part of its ad business. • For Netflix and Spotify, conversational AI could make content discovery more personal and useful—and give advertisers richer signals about what audiences actually want. • The industry’s AI conversation needs to move beyond efficiency and performance to include brand risk, transparency, and control over what actually runs. Chapters 00:00 — Welcome to Delivered in Full: Halloween Earnings Edition 00:29 — Netflix Earnings: Strong Results, Lower Ad Revenue Outlook 01:25 — Netflix’s New Ad Products and Measurement Capabilities 02:26 — Netflix’s Viewership Problem 03:33 — Why Netflix Shouldn’t Chase TikTok and YouTube 04:21 — Netflix’s Content Strategy and the Warner Bros. Discovery Miss 05:07 — Netflix’s Real Problem: Content Discovery and UX 05:32 — Could Conversational AI Fix Netflix’s Discovery Problem? 06:10 — Netflix Needs Focus, Not More Formats 07:18 — Meta Earnings: Strong Growth and a Move Into TV 08:14 — Meta’s Ad Revenue Growth and AI Performance 09:22 — Advertisers Are Losing Control of Meta’s AI Tools 10:07 — AI Creative, Brand Risk, and Legal Liability 11:16 — The JCPenney Baby Ad That Was Just Legs 11:33 — How Can Advertisers QA AI-Generated Creative? 12:31 — Meta’s AI Trade-Off: Performance vs. Control 13:20 — Spotify Earnings: Audience Growth and Ad Revenue 14:18 — Spotify’s Push Into Programmatic Advertising 14:39 — Spotify’s Challenge: Making Its Audience More Valuable 15:10 — Should Spotify Have Become a Social Platform? 15:47 — Spotify Taste Profile and Creator Monetization 16:19 — Could AI Assistants Change Music Discovery? 17:24 — What AI-Powered Discovery Could Mean for Advertisers 18:10 — Spotify’s Ad Platform: What Comes Next? 18:39 — That’s a Wrap: Delivered in Full
    続きを読む 一部表示
    19 分
  • Netflix Cuts Ties, Prebid Challenges Google, Meta’s TV Moves, & Google’s Universal Cart

    Netflix Cuts Ties, Prebid Challenges Google, Meta’s TV Moves, & Google’s Universal Cart
    2026/10/21
    Netflix is cutting jobs. Prebid is proposing changes to Google’s ad auctions. Meta wants a bigger piece of brand budgets. And Google is making it easier to shop without ever leaving its ecosystem. In this episode of Delivered in Full, host Kait O’Brien breaks down the biggest stories shaping advertising and ad tech: • Netflix: What the latest layoffs say about the streaming giant’s growth strategy—and why content discovery might be its biggest opportunity. • Google’s ad tech antitrust case: Prebid’s proposal to change how Google participates in ad auctions and what it could mean for publisher control. • Meta: New ad products designed to attract brand budgets, including Ads Super Burst and placements built around high-impact reach. • Google Universal Cart: How Google is bringing product discovery, price tracking, and checkout together—and what that could mean for brands and customer relationships. Then, in Send It, Kait gets into family-unfriendly ads during live sports, DoubleVerify’s latest research on social commerce and AI influencers, and the ongoing Meta vs. TikTok feud. In this episode: • Netflix and the battle for consumer attention • Prebid, Google, and the future of programmatic auctions • Meta’s push into brand advertising • Google Universal Cart and the future of shopping • Brand safety beyond the placement • Social commerce, AI influencers, and the Meta–TikTok beef Subscribe for your weekly download on what went down in advertising. Follow Marketecture on LinkedIn and Instagram, and find Marketecture TV on X and Instagram.
    続きを読む 一部表示
    21 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません