DIGITAL ROUNDUP
June 2025
Welcome to this month’s edition of the roundup to some core updates in the digital advertising industry.
NB: the following represents my own opinion & not that of my employer
Google I/O & Marketing Live Summary
Google have made a new set of announcements across Google I/O and Marketing Live during May 2025.
DEEPDIVE
As usual, we saw quite a lot of activity from Google across their 2 annual events in I/O and Marketing Live. Whilst I/O is centered on broader Google and less advertising, it still has an impact on how Marketing operates.
There is plenty of interesting parts to dive into, but as expected, AI dominated the theme of everything presented, from both a Generative & ML perspective. Here are my key callouts and thoughts:
· AI Overviews will continue to evolve, specifically from an advertising perspective with paid ads now being rolled out into it. For advertisers & publishers, the potential implications of this to standard SEO and organic traffic remains a key area. Currently this is a flagged bug to spot referral traffic in this manner for SEO, but is being fixed.
· AI Mode only available in the US to start with also seeks to redefine how users do absolutely everything. You can almost thing of it as its own platform, with ads also on the cards. Again this spells trouble for SEO but ranking will still matter. However similar to AI Overviews, ads are only eligible on certain types of Google Ads campaigns i.e. PMAX / Shopping / Broad Match Search and the new AI Max for Search.
· I/O saw 1 mention of 3rd party cookies & the Privacy Sandbox, through a in-depth guide to dealing with identity / payment systems that depend on this legacy identifier. Showing that it is still important to migrate / think about the Sandbox despite the negativity of it and 3rd party cookies staying on Chrome.
· Video ads themes continue to be pushed, whether it is on YouTube or CTV or even traditional video built via Gen AI. For Google, they know Video hooks so why not roll it out to more placements, especially when they can also charge a bit more for it.
· Asset Studio in Google Ads looks to be a 1 stop shop for curating creatives in different formats / sizes with the use of AI. Does this spell danger for certain creative solutions and AI based imagery tools? Absolutely but as we have seen with other Google attempts in the Creative Ads space (Ads Creative Studio etc), it doesn’t always go to plan and is unlikely you’ll see social advertisers logging into Google Ads just to curate an image for Meta.
· Lots of focus on infrastructure, specifically the single Data Manager API approach to standardise how data is baked into Google Ads. With Google Ads being the key word here, GMP is still to come. But it is a smart move to consolidate, similar to what Meta have done with their Conversion API to support web / app / offline as one API.
· We also saw GA4 showcase some channel forecasting features and looking to introduce more omnichannel measurement. Which is good to see but maybe too little too late, where a primarily click based attribution view is still inadequate.
· Commerce Media is slowly a focus point for Google as they try to compete with the big ecommerce platforms but also the likes of Pacvue / Skai. Though for now, the main proprietary output is the use of certain commerce audiences on YouTube activity. Will certain retailers be happy about giving their 1st party data away at scale for “free”? Probably not. The true potential of commerce on Google will come down to BigQuery Clean Rooms vs any ad solution, as Amazon are also attempting to do with AWS.
· Finally we have plenty of Agentic AI automation, from spotting errors with tag implementation to providing insights in how to optimise campaigns. This is something that will continue to evolve and is now time to embrace it, but factor in that it will not have a view of any data point that it cannot see, which may be challenging for things like measurement using 3rd party tools.
Google proposed remedies for AdTech outlined
Google have been given a list of proposed remedies for their antitrust case against adtech by the DOJ in the US.
DEEPDIVE
Google have been under the microscope of regulators for the past few years and it is coming at a time where the shift between their current approach to adtech / online search is at the crosshairs of all things AI as seen by their latest moves from Google I/O / Marketing Live.
Focusing in on the antitrust case for adtech, the DOJ have made it clear that a hefty fine is not the answer. Ironically we have seen the Texan Attorney General win a settlement against Google for $1.375 Billion for abusing data of Texan citizens. When the remedies trial begins in September 2025, there is a direction that hints towards big changes in how Google operates on the supply end of its adtech stack.
The DOJ are particularly focused on the role of AdX as an Ad Exchange and DFP/GAM on the publisher adserving side of things. Whether it is real time access to bidding data or open sourcing how auctions operates, these are aimed at fueling transparency with more fairer competition for OpenRTB. Ultimately, the DOJ want to break up Google’s supply dominance, specifically starting with AdX and then DFP over time. And at the same time, Google’s buy side platforms must not benefit from any preferential treatment.
Whilst this is aimed at the US through the DOJ, there are global factors to be considered, with the EU explicitly called out to stay aligned with whatever nets out. Which makes sense given plenty of EU based antitrust cases are in progress with Google already. Whilst Google are arguing against a breakup, the reality of the situation suggests that at least one of their platforms will need to redefine how it operates. Though as technology / user behaviour shifts, the role of things like AI Overviews & AI Mode could allow Google to tap into their ad practices beyond the traditional programmatic space, if they see more revenue from it.
OTHER KEY CALLOUTS
SOCIAL / SEARCH HIGHLIGHTS 📱
Meta announced some updates at Upfronts (Meta)
LinkedIn also made a few announcements at Upfronts (LinkedIn)
Snapchat go into Sponsored ads with their Upfronts updates (Snapchat)
TikTok finally also made some updates around Pulse at Upfronts (TikTok)
Reddit introduces dynamic product feed ads alongside Smartly integration (Reddit)
LInkedIn have released a new guide to Conversions API on their platform (LinkedIn)
PROGRAMMATIC HIGHLIGHTS 🌐
AudienceProject announces further YouTube integration into EU markets (AudienceProject)
Eyeota announces further partnership with TTD (Eyeota)
Perion have acquired Green Bids to further their solution into curation / measurement (BusinessWire)
YouTube will introduce side by side ads on CTV ad formats (YouTube)
Amazon have released new material on insights into their AI models on its DSP (Amazon)
IDENTITY HIGHLIGHTS 🆔
InfoSum introduces new integration with Amazon for DSP & AMC (InfoSum)
Garrett Johnson provides a good insight into the Privacy Sandbox for remarketing (YouTube)
Tealium and Databricks announce updated technical partnership (Globenewswire)
Meta have released some new material on best in class measurement (Meta)
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