Pinterest named James Dibbo, who ran finance for Amazon Ads and Prime Video, as its CFO from October 26, after forecasting slower third-quarter revenue growth. The fair test is whether revenue per user, about $1.60 a quarter, grows faster than Pinterest's user base.
Perspective Coverage
3 publishers
- Builder
- Builder 8%
- Operator
- Operator 35%
- Investor
- Investor 57%
Reality
- Evidence70
- Adoption70
- Hype gap+5
- Incentives40
- Confidence72
Amazon hands its AI the split of ad budgets across sponsored, display, video and streaming TV
Amazon's Full-Funnel Campaigns let its AI decide how an advertiser's budget runs across sponsored ads, display, video and streaming TV in one campaign. Amazon now sells the ad space and picks each buyer's mix across it while government allegations over its auction practices still follow its ad business.
Reality
- Evidence50
- Adoption
- Not scored
- Hype gap+25
- Incentives70
- Confidence45
Amazon's DSP has been charging close to nothing on guaranteed buys where The Trade Desk historically took 15 to 20 per cent. It carries that spread into a ChatGPT pilot that names one advertiser and no volumes.
Perspective Coverage
3 publishers
- Builder
- Builder 10%
- Operator
- Operator 43%
- Investor
- Investor 47%
Reality
- Evidence55
- Adoption20
- Hype gap+25
- Incentives70
- Confidence60
OpenAI decides delivery on the ChatGPT ads Amazon now sells through its DSP
Amazon Ads opened a ChatGPT pilot for select US advertisers on 10 September, selling placements under answers to buyers who plan in Amazon DSP while OpenAI's system chooses which of those ads a user sees.
Reality
- Evidence54
- Adoption33
- Hype gap+24
- Incentives84
- Confidence50
Regulators say a synthetic bid quietly lifted the clearing price inside Amazon's ad auctions. The awkward part for buyers is that the only party who can confirm their own exposure is the party being sued.
Perspective Coverage
4 publishers
- Builder
- Builder 19%
- Operator
- Operator 41%
- Investor
- Investor 40%
Reality
- Evidence58
- Adoption30
- Hype gap+18
- Incentives76
- Confidence64