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DoorDash agrees to buy Instacart for $17bn, closing as late as 2028
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DoorDash agrees to buy Instacart for $17bn, closing as late as 2028
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PPC Land
DoorDash agrees to buy Instacart for $17bn, closing as late as 2028
Instacart holders get $65 a share, 26% above the October 22 close, at least 75% in cash. Can two delivery and ad platforms clear US, Canada and Israel by 2028?
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Semrush drops Copilot from AI visibility tracking on November 9
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Semrush drops Copilot from AI visibility tracking on November 9
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PPC Land
Semrush drops Copilot from AI visibility tracking on November 9
Enterprise AIO clients must choose: hand Copilot prompts back to their balance or keep the history at a cost. Will other AI visibility vendors follow Semrush?
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T-Mobile's ad spend gains 5.5% to $956m in the third quarter
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T-Mobile's ad spend gains 5.5% to $956m in the third quarter
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PPC Land
T-Mobile's ad spend gains 5.5% to $956m in the third quarter
Vistar and Blis, bought for $801m in 2025, get no revenue line while net income rises 27%. What do the results show about carrier data and AI shopping agents?
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Pandora loses 2.75 million monthly users as SiriusXM ad sales stall at $456m
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Pandora loses 2.75 million monthly users as SiriusXM ad sales stall at $456m
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PPC Land
Pandora loses 2.75 million monthly users as SiriusXM ad sales stall at $456m
Podcast ad growth at SiriusXM slowed to 20% from 37% in Q1, a shift for audio buyers and podcasters. YouTube audio has no revenue figure. Can it fill the gap?
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Instacart ad revenue gains 23% to $331m in quarter before DoorDash deal
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Instacart ad revenue gains 23% to $331m in quarter before DoorDash deal
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PPC Land
Instacart ad revenue gains 23% to $331m in quarter before DoorDash deal
Ad and other revenue per Instacart order rose 12% to $3.62, now 30% of all revenue. Which advertiser contracts need DoorDash's consent before the deal closes?
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MGM+ sets January 10 premiere for eight-episode Bosch prequel
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MGM+ sets January 10 premiere for eight-episode Bosch prequel
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PPC Land
MGM+ sets January 10 premiere for eight-episode Bosch prequel
Weekly episodes run to February 21, 2027 in eight countries plus Latin America. The franchise's next chapter sits outside Prime Video's ad-supported inventory.
New post by Search Engine Journal 🔥
Accurate Facts Can Still Produce A False AI Answer, And Courts Are Starting To Hold The Platform Responsible via @sejournal, @DuaneForrester
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Accurate Facts Can Still Produce A False AI Answer, And Courts Are Starting To Hold The Platform Responsible via @sejournal, @DuaneForrester
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Search Engine Journal
Accurate Facts Can Still Produce A False AI Answer, And Courts Are Starting To Hold The Platform Responsible
Two German courts now treat AI answers as the platform’s own speech. Entity conflation is how true facts become a false answer about you.
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Google’s Q3 Selloff Raises Advertiser Concerns About AI Search via @sejournal, @brookeosmundson
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Google’s Q3 Selloff Raises Advertiser Concerns About AI Search via @sejournal, @brookeosmundson
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Search Engine Journal
What Google’s Search Ad Revenue Numbers Signal For AI Search Spend
Is your budget paying for AI Mode clicks you can’t break out in reporting? Google’s Q3 raises the stakes as Search growth slows and capex hits $51B.
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Amazon calls its ad platform an agent, but the agent is still closed beta
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Amazon calls its ad platform an agent, but the agent is still closed beta
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PPC Land
Amazon calls its ad platform an agent, but the agent is still closed beta
DSP controls now reach only some US advertisers, and the agencies paid to buy Amazon media cannot map the rebrand. Is the confusion steering spend to AI?
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Google’s Ads Decoded Explores How AI Is Changing Search Behavior via @sejournal, @brookeosmundson
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Google’s Ads Decoded Explores How AI Is Changing Search Behavior via @sejournal, @brookeosmundson
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Search Engine Journal
Google Reveals How AI Search Is Reshaping What Users Query
Google says AI Mode queries are longer and discovery is starting earlier. Four checks for PPC teams reviewing ad copy and landing pages for 2027
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Amazon ad revenue growth drops to 11% after Prime Day moves to June
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Amazon ad revenue growth drops to 11% after Prime Day moves to June
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PPC Land
Amazon ad revenue growth drops to 11% after Prime Day moves to June
Advertisers spent $19.64bn, $172m less than in Q2, while AWS grew 39%. Q4 guidance of high-teens ad growth sits below last year's 22%. Is the old pace gone?
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39 states and DC say Character.ai user data needs a privacy ombudsman
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39 states and DC say Character.ai user data needs a privacy ombudsman
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PPC Land
39 states and DC say Character.ai user data needs a privacy ombudsman
Joining the US Trustee's objection, they cite 12 million users, minors included, and a full platform sale left unclear. What would an ombudsman check, and when?
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Reddit plans to make logins the norm after 20 years of open browsing
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Reddit plans to make logins the norm after 20 years of open browsing
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PPC Land
Reddit plans to make logins the norm after 20 years of open browsing
Logged-out visitors made up 77.7 million of 130.3 million daily uniques in Q2. Huffman wants search visitors to see linked posts. Which markets test it first?
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Reddit ad revenue gains 54% to $847m as daily users stall at 130.3m
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Reddit ad revenue gains 54% to $847m as daily users stall at 130.3m
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PPC Land
Reddit ad revenue gains 54% to $847m as daily users stall at 130.3m
Search referrals fell over 1 million a week in October; the daily audience advertisers buy could shrink by low double digits in Q4. Will the $1bn guide hold?
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Game: Search and social still argue about who found the customer
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Game: Search and social still argue about who found the customer
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PPC Land
Game: Search and social still argue about who found the customer
Sixteen terms, four groups of four. Saturday's grid is the hardest of the week, and one set nods to the date on the calendar without ever naming it.
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ChatGPT work requests fall to 32.2% as writing loses its top spot
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ChatGPT work requests fall to 32.2% as writing loses its top spot
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PPC Land
ChatGPT work requests fall to 32.2% as writing loses its top spot
OpenAI data shows work fell from 51.6% to 32.2% of consumer ChatGPT requests and writing to 21.4%, as decisions lead US work use and ChatGPT ads add a new link.
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Google says AI Mode is holding back growth in its search ad business
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Google says AI Mode is holding back growth in its search ad business
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Search Engine Watch
Google says AI Mode is holding back growth in its search ad business
Google says AI Mode's lower monetization helped slow Search revenue growth, even as AI features encouraged people to ask more questions in search.
New post by PPC Archives - Search Engine Watch 🔥
Microsoft Ads can track more of the sales your browser tag misses
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Microsoft Ads can track more of the sales your browser tag misses
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Search Engine Watch
Microsoft Ads can track more of the sales your browser tag misses
Microsoft makes Conversions API generally available to connect sales records with ad reports, with matching IDs and consent settings to check first.
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Google Says Target Changes Don’t Reset Learning – 6 PPC Takeaways For BFCM via @sejournal, @siliconvallaeys
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Google Says Target Changes Don’t Reset Learning – 6 PPC Takeaways For BFCM via @sejournal, @siliconvallaeys
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Search Engine Journal
Google Says Target Changes Don’t Reset Learning – 6 PPC Takeaways For BFCM
Google’s Tal Akabas says changing tCPA, tROAS, or budgets on steady-state campaigns won’t trigger Learning - read why to skip seasonality adjustments.