Advertising tech has seen its ups and downs in the past decade, but last month again shined a bright spotlight on the space with میٹا announcing disappointing earnings کیوجہ سے ایپل کی privacy changes and گوگل announcing plans for similar tracking modifications.
While such news can rattle an industry, it also can provide an opportunity for innovation—and that may be what some investors are betting on as 2021 was a banner year for those that power the technology of advertising.
Adtech (we’ll use the term sparingly since some hate it) actually has been a pretty robust industry among venture and growth investors for several years. Between 2015 and 2019, the sector saw pretty consistent investment—with an average of about $4.5 billion per year—even as deal flow fell, according to Crunchbase data.
کم تلاش کریں۔ مزید بند کریں۔
پرائیویٹ کمپنی کے ڈیٹا میں رہنما کے ذریعہ طاقت کے حامل سبھی ممکنہ حل کے ساتھ اپنی آمدنی میں اضافہ کریں۔
However, 2020 brought change—there was a pandemic after all—as investment in the space fell through, with less than $3 billion going into the sector, according to Crunchabse. Last year though, like many other sectors, saw a huge rebound with more than $6 billion in funding going to startups in advertising and this year is on a similar pace.
The largest rounds of this calendar year all occurred last month:
- Redwood City, California-based برانچ, which helps advertisers model the effectiveness of advertising campaigns, closed a $300 ملین سیریز ایف کی قیادت میں نیا انٹرپرائز ایسوسی ایٹس.
- لندن میں مقیم جی ڈبلیو آئی, a supplier of target audience insights, raised a Series B worth approximately $178 million led by پرمیرا۔.
- Culver City, California-based advertising software developer ایم این ٹی این closed a $119 million Series D led by فیڈیلیٹی مینجمنٹ اینڈ ریسرچ کمپنی اور BlackRock.
Fall and rise
Even as periods of consolidation and change have affected the sector, nothing quite had the impact on it as the double whammy in 2020.
The space, like many, saw a pullback in funding when COVID hit most of the U.S. in March of that year. Just as funding in most sectors was picking up in June, ایپل announced something that would shake the industry again.
The Cupertino, California-based tech giant announced privacy changes that allows users to opt out of ID for Advertisers, or IDFA as they are commonly called. Those IDFAs allow advertisers to track iOS users’ activity across apps to better target ads and measure the effectiveness of their campaigns.
That data was important to many in the industry to track and manage advertising campaigns. To others it also presented an opportunity to build new ways to look at advertising.
A changing sector
ایلکس آسٹن—CEO at Branch and one of the people who prefers to stay away from the word “adtech”—said times in the space have changed from when many startups tried to squeeze themselves into an elongated advertising tech stack with dozens of supply- and demand-side platform providers and multiple ad networks.
“There is no margin there,” he said. “You need another angle.”
Austin sees the market breaking into two main areas. One is where companies—notably such as AppLovin— look at ways to create audiences and build relationships. The other is to have a more focused pure service and enterprise SaaS tool offerings—similar to what Branch or large programmatic marketing automation company ٹریڈ ڈیسک پیشکش
One of the things Branch—which Austin said he describes as a SaaS company, not “adtech”—does is help advertisers model the effectiveness of advertising campaigns. Software and other tooling has become an increasing part of advertising spend for companies as they try to analyze the effectiveness of campaigns—something that has become even harder with the new privacy restrictions from companies like Apple.
Before Apple’s changes came about, companies were able to get very granular in their advertising to consumers. Now those measurements are not as easy and new software and modeling can help advertisers see how campaigns are working even without that granular data they once had.
“The data is a little more clouded,” he said. “Now companies need modeling because it’s become a lot more complicated.”
The change in privacy has also clouded the outlook for large platforms that get a good chunk of their revenue from advertising. During last month’s earnings call that helped slice a healthy bit off of میٹا’s value, the social media giant said the changes could cost them $10 billion in ad revenue this year. گوگل’s changes are set to take place in the next few years—although they promised to work more closely with developers.
Nevertheless, just looking at Meta’s plight one can imagine how the privacy changes have driven demand in the advertising space for companies with services like Branch, which introduced its tool around 2018.
“I want to solve problems that will exist regardless of the platform,” Austin said. ‘“In Branch’s case, we’re helping app companies connect the dots across the customer journey, a problem that will exist no matter the platform or its policies.”
Eying change carefully
Although dollars are up in the space, some in the industry still fear that there has been a lack of funding in new, innovative startups, at least due to the privacy changes that have taken place or soon will.
Deal flow for funding has consistently decreased in the past eight years, from a high of nearly 1,300 announced deals in 2014 and 2015 to just 557 last year, according to Crunchbase data.
The changes Apple has already implemented and Google being in the process of doing so, is having a ripple effect on the industry leading to less investments in new “adtech” startups, said Paige Leidig, chief marketing officer at Santa Clara, California-based نیٹ بیس کوئڈ, a consumer and market intelligence platform.
Leidig said on the other hand, VCs are having to invest more in existing startups as valuations have exploded from the depths of COVID.
“When analyzing the industry, the lack of new startup funding is reflective that there has not been much innovation or innovative technology in recent years,” he said.
مثال: ڈوم گوزمین
- "
- $3
- 2019
- 2020
- 2021
- ہمارے بارے میں
- مطلق
- کے مطابق
- کے پار
- سرگرمی
- Ad
- اشتھارات
- اشتہار.
- تمام
- پہلے ہی
- کے درمیان
- کا اعلان کیا ہے
- ایک اور
- اپلی کیشن
- ایپل
- ایپس
- ارد گرد
- سامعین
- سماعتوں
- میشن
- اوسط
- بینر
- بن
- کیا جا رہا ہے
- بیٹنگ
- ارب
- بٹ
- تعمیر
- کیلنڈر
- فون
- مہمات
- تبدیل
- چیف
- شہر
- بند
- سی این این
- کمپنیاں
- کمپنی کے
- سمیکن
- صارفین
- صارفین
- سکتا ہے
- کوویڈ
- CrunchBase
- اعداد و شمار
- نمٹنے کے
- ڈیلز
- دہائی
- ڈیمانڈ
- ڈیولپر
- ڈویلپرز
- ڈالر
- دوگنا
- کارفرما
- آمدنی
- اثر
- انٹرپرائز
- بہاؤ
- توجہ مرکوز
- فوربس
- فنڈنگ
- جا
- اچھا
- گوگل
- ترقی
- ہونے
- مدد
- مدد کرتا ہے
- ہائی
- کس طرح
- HTTPS
- بھاری
- اثر
- عملدرآمد
- اہم
- صنعت
- جدت طرازی
- جدید
- بصیرت
- انٹیلی جنس
- سرمایہ کاری
- سرمایہ کاری
- سرمایہ
- iOS
- IT
- بڑے
- معروف
- قیادت
- تھوڑا
- تلاش
- انتظام
- مارچ
- مارکیٹ
- مارکیٹنگ
- معاملہ
- پیمائش
- میڈیا
- دس لاکھ
- ماڈل
- سب سے زیادہ
- نیٹ ورک
- خبر
- تجویز
- افسر
- مواقع
- دیگر
- آؤٹ لک
- وبائی
- لوگ
- ادوار
- پلیٹ فارم
- پلیٹ فارم
- پالیسیاں
- طاقت
- خوبصورت
- کی رازداری
- مسئلہ
- مسائل
- عمل
- فراہم
- RE
- تعلقات
- تحقیق
- پابندی
- واپسی
- آمدنی
- ریپل
- چکر
- کہا
- سانتا
- شعبے
- سیکٹر
- دیکھتا
- سیریز
- سروس
- سروسز
- مقرر
- اسی طرح
- So
- سماجی
- سوشل میڈیا
- سافٹ ویئر کی
- حل
- حل
- کچھ
- خلا
- خرچ
- کے لئے نشان راہ
- ڈھیر لگانا
- شروع
- سترٹو
- رہنا
- ہدف
- ٹیک
- ٹیکنالوجی
- ٹیکنالوجی
- کے ذریعے
- ٹریک
- ٹریکنگ
- تجارت
- ہمیں
- UPS
- استعمال کی شرائط
- صارفین
- ویلنٹائنٹس
- قیمت
- VCs
- وینچر
- کیا
- ڈبلیو
- بغیر
- کام
- کام کر
- قابل
- سال
- سال