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Ad industry M&A activity is expected to surge in 2025. Some in the industry told BI they think Omnicom's planned $13.25 billion deal to buy Interpublic Group will be a lightning rod for further ad industry M&A in 2025. Mobile ad firm AppLovin, which went public in April 2021, is expected to use its recent stock market tear to its advantage. The Netherlands-based digital ad agency DEPT, led by chief executive Dimi Albers, is expected to be on the hunt for further investment next year. "It will put even more pressure on Mark Read," WPP's CEO, said David Jones, CEO of rival ad firm BrandTech Group.
Persons: they're, William Ritchie, Charles Ping, Matt Lacey, Brian Wieser, IPG, Wieser, David Droga, acquirer, John Lamparski, Alex Iosilevich, hasn't, Alex Merutka, AppLovin, Tom Triscari, Megan Clarken, WPP's, Criteo, Triscari, Ritchie, Yannick Bolloré, Stephane Cardinale, Corbis, Havas, Ledger Bennett, Jefferies, Lisa Utzschneider, Winterberry's Ping, Ping, Forrester, Jay Pattisall, Pattisall, Dimi Albers, David Morgan, Wasserman, Bob Morris, Jeremy Zimmer, Vianney Tisseau, Morris, Influencers, Jeff Green, Roku, Greg Doherty, Needham, Laura Martin, Snoop Dogg, Mark Read, David Jones, Andreas Roell, Read Organizations: Industry, Accenture, AppLovin, WY Partners, Winterberry Group, Business, Waypoint Partners, Madison, Wall, Week, Nasdaq, Reuters, Microsoft, Walmart, Publicis Groupe, Lemonade Projects, CTV, Vivendi, KKR, Ad Science, Bloomberg, Horizon Media, WPP, Partners, Carlyle Group, Talent, CAA, UTA, Getty Images Talent, US, Adobe Analytics, Trade, Variety, Guggenheim, Groupe, Omnicom, BrandTech, Evros, FGS Locations: Brazilian, York, Mobile, Amsterdam, Australian, Netherlands, Temasek, Ventura, Needham
Ad industry insiders say the Omnicom takeover of Interpublic Group could kick off more M&A. The US ad industry has barely grown over the past few years. AdvertisementSome industry insiders think the Omnicom-IPG tie-up is just the start of a massive reordering of the $70 billion ad agency industry and that it's only a matter of time before other holding companies are forced to acquire or be acquired as they look to bulk up. Private equity has been circlingThe big holding companies could also be a target for private-equity giants. Industry insiders have speculated for months that WPP, which once ranked as No.
Persons: William Ritchie, Ritchie, Andreas Roell, Mark Read, Arthur, Sadoun, Tom Triscari, WPP's, Publicis, Omnicom, Havas, Mark Penn's Stagwell, Bill Koenigsberg, Martin Sorrell, David Morgan, Kepler, Blackstone, who's, Tata, Jay Friedman, They're Organizations: Interpublic, Insiders, WPP, Private, Accenture, Google, WY Partners, FGS, Evros, Publicis Groupe, Lemonade Projects, Vivendi, Horizon Media, Capital, Horizon, Temasek, Apollo, KKR, Industry, IBM, Tata Consultancy Services, Droga5, Goodway Locations: US, London
The new missionDeveloping and scaling this cookie replacement has become the new mission for The Trade Desk, one of adtech's greatest independent success stories. While many other adtech companies offered this service, The Trade Desk over the years proved it could do it better. The Trade DeskWith cookies disappearing, The Trade Desk is approaching its first big test. These deals are typically cut with major advertising agency holding companies and don't usually include adtech platforms like The Trade Desk. "These next 12 months for The Trade Desk are going to be difficult and not the experience that you're used to," this person said.
Persons: Jeff Green, Andrew Casale, Brian Wieser, Samantha Jacobs, hasn't, There's, Tom Triscari, It's, they're, Greg Doherty, Jeff, Green, Criteo, Megan Clarken, Dan Salmon, they've Organizations: Trade, Universal, Google, Business, Exchange, Company, BI, Disney, The Washington Post, Yahoo, Wall Street, Projects, CTV, CBS, The, Arete Research, Intelligence, Variety, Street Research
Adtech platform Infillion closed its $22 million deal to buy fallen adtech firm MediaMath out of bankruptcy on Friday. Now Infillion CEO Rob Emrich must make good on a business plan to get MediaMath back to earning $100 million in net revenue within 4 years. It's aiming to relaunch the MediaMath platform in early 2024. Zawadzki and his adtech focused venture capital firm Aperiam Ventures are providing Infillion with strategic advice on getting MediaMath back off the ground. Emrich previously told Insider that Infillion is preparing to take $30 million in operating losses on MediaMath over the next three years.
Persons: Rob Emrich, Infillion, Emrich, MediaMath, there's, Tom Triscari, Infillion isn't, Emirch, Joe Zawadzki, , Zawadzki, Joe, Aperiam, Eric Franchi Organizations: Facebook, Sanofi, Mobile, Trade, Google, Leomade, Aperiam Ventures, TrueX, Disney Locations: Staples
Microsoft Advertising has ambitions to double the size of its ads business to $20 billion. Today, Wilk heads up Microsoft Advertising, a $10 billion business. Microsoft is now looking to double the size of its ads business, Wilk said, though he didn't offer a timeframe of when it might hit that target. If Microsoft Advertising were to grow into a $20 billion business, it would overtake Chinese tech giant Tencent. Gaming could become an important Microsoft Advertising assetGaming will become another key driver of Microsoft's advertising growth.
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