Google avoided (yet another) breakup… now comes the test of the ad tech remedies

Last week’s remedies ruling in the U.S. Justice Department’s antitrust case against Google and its ad tech offering, i.e., the sell-side assets of Google Ad Manager (formerly DoubleClick), resolved the most consequential question facing its ad tech business: the company will not be forced to break it apart.

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Judge Leonie Brinkema rejected the DOJ’s proposed structural remedies, including the divestiture of its ad exchange plus Google’s publisher ad-server business, a.k.a. DoubleClick for Publishers, or DFP, as well as the open-sourcing of DFP’s final auction logic. Instead, the court accepted most of the proposed behavioral remedies, subject to modifications.

The focus now moves from ownership to conduct. Google will retain its ad exchange, popularly known as AdX, and DFP but the final judgment will restrict how those businesses operate and interact with publishers and competing ad tech companies.

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AI reshapes agency economics, but their contracts are still scrambling to catch up

In the age of generative and agentic AI, agencies are barreling toward a software as a service business model. That’s starting to show up in contracts.

None of the four agency execs Digiday spoke with, however, say they’re not ready to overhaul their MSAs — at least not yet.

Increasingly, agencies are using AI tools to automate more parts of the marketing workflow. They’re also peddling proprietary generative AI tools to woo clients, win new business and compete in the AI arms race. The ripple effects are seen in how accounts are staffed, how work gets produced and the cost structures of that work — all of which are typically listed out in Master Service Agreements (MSAs). 

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