The Winners and Losers of Google’s Big Cookie Reversal
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Google retains third-party cookies in Chrome, impacting the digital ad industry. Google's stock rose 3.8% after the announcement. The Trade Desk, LiveRamp, and Yahoo are potential winners, with LiveRamp's stock increasing over 7%. SSPs like PubMatic and Magnite could benefit from enhanced ID signals and contextual insights. Open web publishers, including Vox Media and Newsweek, may see sustained revenue streams. Criteo, while avoiding a $40 million loss, faces sunk costs in Privacy Sandbox investments. Privacy advocates and consumers are likely losers, missing out on promised enhanced privacy protections.
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